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List Of All wealth management company Leads in Peoria

A current list of wealth management company in Peoria: 20 businesses, each with contact information and a rating where one's on record. The highest-rated listing here is Clarity Wealth Limited at 5.0★; across the full list, ratings average close to 4.9★. Everything below is current as of 10/23/2026; click through to any listing for a website, map link, or way to get in touch.

20 results · last updated 10/23/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Clarity Wealth LimitedFinancial planner
Beechwood House, Beechwood Estate, Elmete Ln, Roundhay, Leeds LS8 2LQView on Google Maps
5.0(90)
******86*00View in Leads Search-claritywealth.co.uk/-
RP Zeigler Investments, Inc.Financial planner
2916 W Willow Knolls Dr, Peoria, IL 61614, United StatesView on Google Maps
5.0(61)
+***9***8787View in Leads Search-www.rpzeigler.com/-
Pearson Financial Wellbeing LimitedFinancial planner
Westleigh Mews, Wakefield Rd, Denby Dale, Huddersfield HD8 8QDView on Google Maps
5.0(29)
***8*****09View in Leads Search-pearsonfinancialwellbeing.co.uk/
LinkedInInstagramFacebook
Heights Wealth ManagementFinancial planner
4810 N Prospect Rd, Peoria Heights, IL 61616, United StatesView on Google Maps
5.0(13)
+***9*****74View in Leads Searchjo**@h************.comView in Leads Searchwww.heightswealth.com/
LinkedInFacebook
Plattner Asset ManagementFinancial Advisor
2001 W Willow Knolls Dr #201a, Peoria, IL 61614, United StatesView on Google Maps
5.0(7)
+***9966*996View in Leads Search-www.plattnerassetmanagement.com/-
David Vaughan Investments, LLCInvestment company
5823 N Forest Park Dr, Peoria, IL 61614, United StatesView on Google Maps
5.0(4)
+***968***33View in Leads Searchdv**@d*****.comView in Leads Searchwww.dviinc.com/
LinkedIn
Savant Wealth ManagementFinancial planner
7308 N Willowlake Ct, Peoria, IL 61614, United StatesView on Google Maps
5.0(4)
+***969***00View in Leads Search-savantwealth.com/locations/peoria-illinois/?utm_source=extnet&utm_medium=yext
LinkedInInstagramFacebookX (Twitter)YouTube
WestPoint Financial GroupFinancial planner
401 Southwest Water Street #303, Peoria, IL 61602, United StatesView on Google Maps
5.0(3)
+***967**839View in Leads Search-www.westpointfinancialgroup.com/
LinkedInInstagram
Nash - Hasty Private Wealth Management, LLCInvestment company
1605 W Candletree Dr Ste 108, Peoria, IL 61614, United StatesView on Google Maps
5.0(2)
+***9*89**80View in Leads Search-www.nash-hasty.com/-
Master Plan Financial GroupFinancial planner
7800 N Sommer St, Peoria, IL 61615, United StatesView on Google Maps
5.0(1)
+***969*9*61View in Leads Searchmb******@m***********.comView in Leads Searchwww.masterplanfg.com/-
Merrill Lynch Wealth ManagementInvestment service
230 SW Adams St, Peoria, IL 61602, United StatesView on Google Maps
5.0(1)
+*8**7*76669View in Leads Search-advisor.ml.com/sites/il/peoria-il
YouTube
Macro Wealth Management IncFinancial planner
6915 Knoxville Ave, Peoria, IL 61614, United StatesView on Google Maps
5.0(1)
+***96898*81View in Leads Search-www.macro-wealth.com/-
Kunkle Hemmer McRaven Investment GroupInvestment service
2426 W Cornerstone Ct #2A, Peoria, IL 61614, United StatesView on Google Maps
5.0(1)
+***9*8**940View in Leads Search-www.cornerstoneswm.com/Our-Team.htm-
Reatherford Wealth Management LLCFinancial planner
316 SW Washington St #1a, Peoria, IL 61602, United StatesView on Google Maps
5.0(1)
+***9*****80View in Leads Search-www.reatherfordwealthmgmt.com/
LinkedInFacebookX (Twitter)
RW
Rooted Wealth AdvisorsFinancial advisor
414 Hamilton Blvd Ste 201, Peoria, IL 61602, United StatesView on Google Maps
5.0(1)
+***9**9**90View in Leads Search---
Johnston Investment CounselFinancial planner
2714 Knoxville Ave, Peoria, IL 61614, United StatesView on Google Maps
5.0(1)
+***967***30View in Leads Searchji**@w**.jic-nov18.pdogView in Leads Searchwww.jicinvest.com/-
Hilltop Private Wealth of Raymond JamesFinancial planner
4541 N Prospect Rd Suite 400, Peoria Heights, IL 61616, United StatesView on Google Maps
5.0(1)
+***96*7*647View in Leads Search-www.raymondjames.com/hilltopwealthmanagement-
Slater Wealth ManagementFinancial advisor
240 SW Jefferson Ave #300, Peoria, IL 61602, United StatesView on Google Maps
4.9(15)
+***9***8*25View in Leads Search-www.slaterwealthmanagement.com/-
The Private OfficeFinancial Advisor
2 The Bourse, Leeds LS1 5DEView on Google Maps
4.8(78)
*******9*65View in Leads Searchma*******@t***************.comView in Leads Searchwww.theprivateoffice.com/
LinkedInInstagramFacebookX (Twitter)
Baird Private Wealth ManagementFinancial planner
4617 N Prospect Rd, Peoria Heights, IL 61616, United StatesView on Google Maps
3.6(5)
+***9676**60View in Leads Searchjm****@r******.comView in Leads Searchpeoria.bairdwealth.com/?_google
LinkedInFacebookX (Twitter)YouTube

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