David Vaughan Investments, based in Peoria, IL, is ranked No. 76 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $3.9B (AccuPoint Solutions)
Years in Business: 46 (AccuPoint Solutions)
Accounts Under Management: 3,520 (AccuPoint Solutions)
Previous appearances on FA 100 List: 4 (No. 40 in 2022)
Principals:
Lawrence Williams, Chairman, President & Chief Executive Officer
Money Report
Brian Christensen, Senior Vice President & Chief Information Officer
Contact:
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5823 North Forest Park Drive, Peoria, IL 61614-3500
(309) 685-0033
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