The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

46. David Vaughan Investments

David Vaughan Investments takes a "quiet quality" approach to investment management, where they work to build and manage custom portfolios using individual securities, all based on the client's specific income and growth objectives, risk tolerance and tax considerations.

Total AUM: 2.43B+

Years in Business: 25

Accounts Under Management: 2,412

Principals:

Lawrence Williams, Managing Member

James Sinclair, Treasurer & Chief Compliance Officer

Contact:

dviinc.com

5823 N. Forest Park Drive, Peoria, IL 61614-3500

(309) 685-0033