4.5+ Stars · Anderson

Highly Rated Financial Advisors in Anderson, IN

Only the best make this list. These financial advisors in Anderson have earned 4.5+ star ratings from real customers — consistently.

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.

Filter:

Local Market Snapshot

14

Businesses listed

4.5★

Avg rating

6

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

4.9(26 reviews)

Trusted by clients with a stellar 4.9★ rating from over two dozen reviews.

1122 S Scatterfield Rd, Anderson, IN 46012, USA
5.0(10 reviews)

Earned a perfect 5.0-star rating from 10 Google reviews in Anderson.

122 W John Carpenter Fwy Ste 100, Irving, TX 75039, USA
4.2(11 reviews)

A solid 4.2-star rating from 11 Google reviews reflects consistent client satisfaction.

141 W 22nd St #115, Anderson, IN 46016, USA

Financial Advisors Rankings in Anderson, IN

#BusinessRatingReviews
#1Inspirational Financials, LLC1122 S Scatterfield Rd, Anderson, IN 46012, USA4.926
#2Dan Anderson - Mutual of Omaha Advisor122 W John Carpenter Fwy Ste 100, Irving, TX 75039, USA5.010
#3Wells Fargo Advisors141 W 22nd St #115, Anderson, IN 46016, USA4.211
#4Edward Jones - Financial Advisor: J Cody Hooker, CFP®1424 E 8th St, Anderson, IN 46012, USA5.01
#5Edward Jones - Financial Advisor: Riley Anderson5300 Town and Country Blvd Suite 100, Frisco, TX 75034, USA3.73
#6Financial Enhancement Group2704 Enterprise Dr, Anderson, IN 46013, USA3.02
#7Principia Private Wealth of Thurston Springer - Philip Lavelle1203 Main St, Anderson, IN 46016, USA5.02
#8Harber Group12 W 13th St, Anderson, IN 46016, USA5.03
#9Stifel800 Main St Suite 400, Anderson, IN 46016, USA5.03
#10Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®1575 Heritage Dr STE 305, McKinney, TX 75069, USA5.03

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Anderson

4
5.0· 1 reviews

Rated 5.0 stars by a small number of local clients in Anderson.

1424 E 8th St, Anderson, IN 46012, USA

5
3.7· 3 reviews

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

6
3.0· 2 reviews

Financial advisor in Anderson with a 3.0-star rating from 2 reviews.

2704 Enterprise Dr, Anderson, IN 46013, USA

7
5.0· 2 reviews

Earns a perfect 5.0-star rating from its first few Google reviews.

1203 Main St, Anderson, IN 46016, USA

8
5.0· 3 reviews

Earns a perfect 5.0-star rating from 3 Google reviews in Anderson.

12 W 13th St, Anderson, IN 46016, USA

9
5.0· 3 reviews

Trusted Anderson financial advisor with a perfect 5.0-star rating from early clients.

800 Main St Suite 400, Anderson, IN 46016, USA

10
5.0· 3 reviews

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

11
· 0 reviews

This financial advisor has no customer reviews yet.

2625 Enterprise Dr, Anderson, IN 46013, USA

12
· 0 reviews

A trusted local financial advisor with no customer reviews yet.

2100 Ross Ave Suite 1000/1100, Dallas, TX 75201, USA

13
· 0 reviews

A trusted local financial advisor with no online reviews yet.

2600 Network Blvd #130, Frisco, TX 75034, USA

14
3.7· 3 reviews

A 3.7-star rating based on 3 Google reviews suggests mixed client experiences.

2625 Enterprise Dr, Anderson, IN 46013, USA

Data from Google Business listings
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Financial Advisors in Anderson, IN — Compared

#BusinessRNM ScoreRatingReviews
1Inspirational Financials, LLC75/1004.9 ★26
2Dan Anderson - Mutual of Omaha Advisor71/1005.0 ★10
3Wells Fargo Advisors58/1004.2 ★11
4Edward Jones - Financial Advisor: J Cody Hooker, CFP®62/1005.0 ★1
5Edward Jones - Financial Advisor: Riley Anderson44/1003.7 ★3
6Financial Enhancement Group30/1003.0 ★2
7Principia Private Wealth of Thurston Springer - Philip Lavelle64/1005.0 ★2
8Harber Group66/1005.0 ★3
9Stifel66/1005.0 ★3
10Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®66/1005.0 ★3

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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About This Financial Advisors Directory — Anderson, IN

This page lists and ranks 14 financial advisors serving Anderson, IN as of July 2026. The average verified rating across all listings is 4.5 stars, with an average of 6 customer reviews per business. The top-ranked financial advisors in Anderson by our algorithm is Inspirational Financials, LLC (4.9 stars, 26 reviews). Financial advisors in Anderson typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Anderson: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the IN licensing board before hiring.

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