David Vaughan Investments, LLC

About David Vaughan Investments, LLC

<p>Founded in 1977, David Vaughan Investments, LLC is a registered investment advisor with its headquarters in Peoria in central Illinois and a second office in Winter Park in the Orlando metro area. The firm advises on $6.0B in assets (2026) and works with retirement plan sponsors, institutions, and high-net-worth individuals across more than 30 states.</p> <p>DVI’s retirement plan work includes 3(21) fiduciary support, alongside investment management and wealth management. The firm also operates DVI Foundation Services, DVI Consulting Group, and provides OCIO solutions for organizations that want an outsourced investment office.</p> <p>Clients can expect a fiduciary standard with clear decision-making and documentation. DVI also uses a team-based setup with an emphasis on risk management rather than relying on a single advisor.</p> <p>A point of difference is the firm’s in-house structure that combines retirement plan consulting and OCIO work with dedicated foundation and consulting groups. In 2023, DVI started the DVI Charitable Foundation to support nonprofits.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) fiduciary support</li> <li>Investment management and wealth management</li> <li>OCIO (outsourced CIO) solutions</li> <li>DVI Foundation Services and DVI Consulting Group</li> <li>Community giving through the DVI Charitable Foundation (founded 2023)</li> </ul>

Website: https://dviinc.com/services/

Founded: 1977