#1Lifewise Wealth Advisors
CENTRAL ILLINOIS GROUP, LLC
Serves this area from Champaign, IL (17 mi)
Retirement Plan Advisors in Piatt County, IL
The top-ranked retirement plan advisors serving Piatt County, IL are Lifewise Wealth Advisors, Cozad Asset Management Inc and Tenet Wealth Partners, LLC. We list 4 retirement plan advisors serving Piatt County, IL. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Piatt County, IL. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Piatt County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Lifewise Wealth Advisors | SEC-registered investment adviser (CRD)#341748 | Champaign, IL (17 mi) | (217) 351-8755 |
| 2 | Cozad Asset Management Inc | SEC-registered investment adviser (CRD)#104764 | Champaign, IL (18 mi) | (217) 356-8363 |
| 3 | Tenet Wealth Partners, LLC | SEC-registered investment adviser (CRD)#339818 | Champaign, IL (20 mi) | (217) 281-4250 |
| 4 | Three Sixty Wealth Management, LLC | SEC-registered investment adviser (CRD)#301007 | Bloomington, IL (35 mi) | (630) 219-1695 |
#2Cozad Asset Management Inc
COZAD ASSET MANAGEMENT INCServes this area from Champaign, IL (18 mi)#3Tenet Wealth Partners, LLC
TENET WEALTH PARTNERS, LLCServes this area from Champaign, IL (20 mi)#4Three Sixty Wealth Management, LLC
THREE SIXTY WEALTH MANAGEMENT, LLCServes this area from Bloomington, IL (35 mi)
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Frequently asked questions
How many retirement plan advisors serve Piatt County?
We list 4 retirement plan advisors serving Piatt County, IL: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Piatt County?
The top-ranked retirement plan advisors serving Piatt County, IL are Lifewise Wealth Advisors, Cozad Asset Management Inc, Tenet Wealth Partners, LLC and Three Sixty Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Piatt County are verified against official records?
4 of the top 4 match an active official record: Lifewise Wealth Advisors (U.S. Securities and Exchange Commission), Cozad Asset Management Inc (U.S. Securities and Exchange Commission), Tenet Wealth Partners, LLC (U.S. Securities and Exchange Commission) and Three Sixty Wealth Management, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Monticello, Bement, Cerro Gordo, Atwood, Mansfield, Hammond, De Land, Cisco, White Heath, LaPlace