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As of May 2026, RatingsNearMe ranks 18 financial advisors in Bloomington, IN by verified customer ratings and review volume. The highest-rated is Hurlow Wealth Management Group, Inc. with a 5.0-star rating from 17 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA® and Fortune Wealth Management of Raymond James. The average rating across all listed financial advisors in Bloomington is 4.8 stars from 5 reviews per business on average.
Financial advisors in Bloomington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Hurlow Wealth Management Group, Inc.
3925 E Hagan St #300, Bloomington, IN 47401, USA
Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA®
1913 Liberty Dr, Bloomington, IN 47403, USA
Fortune Wealth Management of Raymond James
1519 S Piazza Dr, Bloomington, IN 47401, USA
Financial Advisors Rankings in Bloomington, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Hurlow Wealth Management Group, Inc.3925 E Hagan St #300, Bloomington, IN 47401, USA | 5.0★ | 17 |
| #2 | Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA®1913 Liberty Dr, Bloomington, IN 47403, USA | 5.0★ | 17 |
| #3 | Fortune Wealth Management of Raymond James1519 S Piazza Dr, Bloomington, IN 47401, USA | 5.0★ | 4 |
| #4 | Comprehensive Financial Consultants674 S College Ave, Bloomington, IN 47403, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Joel Schneider3105 S Sare Rd Suite 103, Bloomington, IN 47401, USA | 5.0★ | 3 |
| #6 | Wellington Investment Advisors121 E 6th St #2, Bloomington, IN 47408, USA | 4.8★ | 6 |
| #7 | Baird Private Wealth Management121 N Pete Ellis Dr #101, Bloomington, IN 47408, USA | 3.8★ | 4 |
| #8 | Deinlein Wealth Management of Raymond James1519 S Piazza Dr Building C4, Bloomington, IN 47401, USA | 5.0★ | 1 |
| #9 | Thomas Rillo - Raymond James824 S Auto Mall Rd, Bloomington, IN 47401, USA | 5.0★ | 1 |
| #10 | TedersQuackenbush Wealth Management &Partners101 W Kirkwood Ave #224, Bloomington, IN 47404, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Bloomington
Comprehensive Financial Consultants
674 S College Ave, Bloomington, IN 47403, USA
Edward Jones - Financial Advisor: Joel Schneider
3105 S Sare Rd Suite 103, Bloomington, IN 47401, USA
Wellington Investment Advisors
121 E 6th St #2, Bloomington, IN 47408, USA
Baird Private Wealth Management
121 N Pete Ellis Dr #101, Bloomington, IN 47408, USA
Deinlein Wealth Management of Raymond James
1519 S Piazza Dr Building C4, Bloomington, IN 47401, USA
Thomas Rillo - Raymond James
824 S Auto Mall Rd, Bloomington, IN 47401, USA
TedersQuackenbush Wealth Management &Partners
101 W Kirkwood Ave #224, Bloomington, IN 47404, USA
Malcolm Webb Wealth Management
205 N College Ave STE 714, Bloomington, IN 47404, USA
Edward Jones - Financial Advisor: Michael D Bubalo
461 S Landmark Ave, Bloomington, IN 47403, USA
Charles Schwab
1155 S College Mall Rd suite d, Bloomington, IN 47401, USA
Holden Wealth Management Corporation
631 N Walnut St, Bloomington, IN 47404, USA
Edward Jones - Financial Advisor: Savanah M Whittaker, CFP®
5229 W State Rd 46, Bloomington, IN 47404, USA
Edward Jones - Financial Advisor: Isaiah Merriman, CEPA®
3939 S Walnut St #2, Bloomington, IN 47401, USA
Innovative Financial Solutions
357 E Winslow Rd, Bloomington, IN 47401, USA
Randy Shewmaker - Financial Advisor, Ameriprise Financial Services, LLC
702 N Rogers St, Bloomington, IN 47404, USA
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Frequently Asked Questions — Financial Advisors in Bloomington
What is a fiduciary financial advisor and why does it matter in Bloomington?
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 Bloomington, 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 Bloomington?
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: May 17, 2026.
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