Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Urbana, IL

Every SEC-registered investment adviser representative at a firm office in Urbana, with the firms that employ the most of them.

17 registered advisors work in Urbana; the most are at Raymond James Financial Services Advisors, Inc. (6). 0 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Urbana

FirmAdvisors in Urbana
Raymond James Financial Services Advisors, Inc. news6
Busey Capital Management, Inc.3
Creative Financial Designs, Inc.2
Edward Jones news2
State Farm Investment Management Corp.2
Cambridge Investment Research Advisors, Inc. news1
Frey Financial1

Advisors in Urbana, A to Z

Search all of Illinois →

Other cities in Illinois

All of Illinois →

Chicago 6,556Wheaton 867Oak Brook 568Naperville 546Rockford 488Deerfield 458Downers Grove 414Schaumburg 351Northbrook 333Springfield 256Oakbrook Terrace 237Lisle 227Orland Park 224Peoria 222Lombard 204Barrington 189Champaign 149Arlington Heights 144Elmhurst 143Lake Forest 141Bloomington 135Glenview 132Skokie 125Highland Park 121

Questions

How many financial advisors are in Urbana, IL?

17 investment adviser representatives are registered at firm offices in Urbana, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Urbana?

Raymond James Financial Services Advisors, Inc., with 6 registered advisors in Urbana, followed by Busey Capital Management, Inc. with 3.

How do I check a financial advisor in Urbana?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.