Top Picks · Anderson
Best Financial Advisors in Anderson, IN
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 14 financial advisors in Anderson, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Inspirational Financials, LLC with a 4.9-star rating from 26 Google reviews and an RNM Score of 75/100. Also in the top tier: Dan Anderson - Mutual of Omaha Advisor and Wells Fargo Advisors. The average rating across all listed financial advisors in Anderson is 4.5 stars from 6 reviews per business on average.
Financial advisors in Anderson typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Snipes & Best Financial Soultions of Raymond James
This firm stands out for its top-ranked status and strong reputation in Anderson, IN, offering comprehensive financial planning through a well-established national network.
Most Reviewed
Financial Enhancement Group
A high number of reviews indicates broad client experience and trust, which can help new clients gauge service quality and reliability.
When choosing a financial advisor in Anderson, consider scheduling initial consultations with at least two firms to compare their fee structures, services, and communication styles. Always verify credentials and check for any regulatory disclosures before committing.
Local Market Snapshot
14
Businesses listed
4.5★
Avg rating
6
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a stellar 4.9★ rating from over two dozen reviews.
1122 S Scatterfield Rd, Anderson, IN 46012, USAEarned a perfect 5.0-star rating from 10 Google reviews in Anderson.
122 W John Carpenter Fwy Ste 100, Irving, TX 75039, USAA solid 4.2-star rating from 11 Google reviews reflects consistent client satisfaction.
141 W 22nd St #115, Anderson, IN 46016, USAFinancial Advisors Rankings in Anderson, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Inspirational Financials, LLC1122 S Scatterfield Rd, Anderson, IN 46012, USA | 4.9★ | 26 |
| #2 | Dan Anderson - Mutual of Omaha Advisor122 W John Carpenter Fwy Ste 100, Irving, TX 75039, USA | 5.0★ | 10 |
| #3 | Wells Fargo Advisors141 W 22nd St #115, Anderson, IN 46016, USA | 4.2★ | 11 |
| #4 | Edward Jones - Financial Advisor: Riley Anderson5300 Town and Country Blvd Suite 100, Frisco, TX 75034, USA | 3.7★ | 3 |
| #5 | Financial Enhancement Group2704 Enterprise Dr, Anderson, IN 46013, USA | 3.0★ | 2 |
| #6 | Principia Private Wealth of Thurston Springer - Philip Lavelle1203 Main St, Anderson, IN 46016, USA | 5.0★ | 2 |
| #7 | Harber Group12 W 13th St, Anderson, IN 46016, USA | 5.0★ | 3 |
| #8 | Stifel800 Main St Suite 400, Anderson, IN 46016, USA | 5.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®1575 Heritage Dr STE 305, McKinney, TX 75069, USA | 5.0★ | 3 |
| #10 | Bluestar Wealth Advisory of Raymond James2625 Enterprise Dr, Anderson, IN 46013, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Anderson
A 3.7-star rating from 3 Google reviews suggests a mixed initial client experience.
5300 Town and Country Blvd Suite 100, Frisco, TX 75034, USA
Financial advisor in Anderson with a 3.0-star rating from 2 reviews.
2704 Enterprise Dr, Anderson, IN 46013, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
1203 Main St, Anderson, IN 46016, USA
Earns a perfect 5.0-star rating from 3 Google reviews in Anderson.
12 W 13th St, Anderson, IN 46016, USA
Trusted Anderson financial advisor with a perfect 5.0-star rating from early clients.
800 Main St Suite 400, Anderson, IN 46016, USA
Top-rated financial advisor in Anderson with a perfect 5.0-star rating from initial reviews.
1575 Heritage Dr STE 305, McKinney, TX 75069, USA
This financial advisor has no customer reviews yet.
2625 Enterprise Dr, Anderson, IN 46013, USA
A trusted local financial advisor with no customer reviews yet.
2100 Ross Ave Suite 1000/1100, Dallas, TX 75201, USA
A trusted local financial advisor with no online reviews yet.
2600 Network Blvd #130, Frisco, TX 75034, USA
A 3.7-star rating based on 3 Google reviews suggests mixed client experiences.
2625 Enterprise Dr, Anderson, IN 46013, USA
Rated 5.0 stars by a small number of local clients in Anderson.
1424 E 8th St, Anderson, IN 46012, USA
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Financial Advisors in Anderson, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Inspirational Financials, LLC | 75/100 | 4.9 ★ | 26 |
| 2 | Dan Anderson - Mutual of Omaha Advisor | 71/100 | 5.0 ★ | 10 |
| 3 | Wells Fargo Advisors | 58/100 | 4.2 ★ | 11 |
| 4 | Edward Jones - Financial Advisor: Riley Anderson | 44/100 | 3.7 ★ | 3 |
| 5 | Financial Enhancement Group | 30/100 | 3.0 ★ | 2 |
| 6 | Principia Private Wealth of Thurston Springer - Philip Lavelle | 64/100 | 5.0 ★ | 2 |
| 7 | Harber Group | 66/100 | 5.0 ★ | 3 |
| 8 | Stifel | 66/100 | 5.0 ★ | 3 |
| 9 | Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA® | 66/100 | 5.0 ★ | 3 |
| 10 | Bluestar Wealth Advisory of Raymond James | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Anderson
What is a fiduciary financial advisor and why does it matter in Anderson?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Anderson, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Anderson?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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