10+ Years · Bloomington
Experienced Financial Advisors in Bloomington, IN
Experience matters. These financial advisors in Bloomington have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Bloomington, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Hurlow Wealth Management Group, Inc. with a 5.0-star rating from 17 Google reviews and an RNM Score of 74/100. Also in the top tier: Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA® and Wellington Investment Advisors. 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 June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Bloomington, IN is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local residents. Consumers should research qualifications, fees, and investment approaches when selecting a financial advisor in the Bloomington area.
- ✓Bloomington has a range of financial advisor firms, from national companies to local independent practices
- ✓Financial advisors in Bloomington can assist with investment management, retirement planning, tax strategies, and other wealth management needs
- ✓Consumers should compare qualifications, fee structures, and investment philosophies when choosing a financial advisor in Bloomington
Best Overall
Malcolm Webb Wealth Management
Malcolm Webb Wealth Management stands out as the top-ranked firm in Bloomington, offering comprehensive wealth management services with a strong local reputation.
Most Reviewed
Charles Schwab
Charles Schwab's high review count reflects its widespread client trust and extensive experience serving a large customer base.
When choosing a financial advisor, compare fee structures, service models, and personal rapport; local firms often provide tailored advice, but verify credentials and read recent reviews to ensure alignment with your financial goals.
How to Choose a Financial Advisor in Bloomington
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Bloomington, IN area
- • Fee-only or fee-based compensation structure, not commission-based
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation and investment mix for my goals and risk tolerance?
- • What are your fees and how are you compensated?
Red flags
- ⚠ Overly complex or opaque fee structures
- ⚠ Lack of transparency about conflicts of interest
- ⚠ Pressure to buy specific financial products
In Indiana, financial advisors must be registered with the Indiana Secretary of State and hold appropriate securities licenses. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
5
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
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 | Wellington Investment Advisors121 E 6th St #2, Bloomington, IN 47408, USA | 4.8★ | 6 |
| #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 | Baird Private Wealth Management121 N Pete Ellis Dr #101, Bloomington, IN 47408, USA | 3.8★ | 4 |
| #7 | Deinlein Wealth Management of Raymond James1519 S Piazza Dr Building C4, Bloomington, IN 47401, USA | 5.0★ | 1 |
| #8 | Thomas Rillo - Raymond James824 S Auto Mall Rd, Bloomington, IN 47401, USA | 5.0★ | 1 |
| #9 | TedersQuackenbush Wealth Management &Partners101 W Kirkwood Ave #224, Bloomington, IN 47404, USA | 5.0★ | 1 |
| #10 | Malcolm Webb Wealth Management205 N College Ave STE 714, Bloomington, IN 47404, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bloomington
674 S College Ave, Bloomington, IN 47403, USA
3105 S Sare Rd Suite 103, Bloomington, IN 47401, USA
121 N Pete Ellis Dr #101, Bloomington, IN 47408, USA
1519 S Piazza Dr Building C4, Bloomington, IN 47401, USA
824 S Auto Mall Rd, Bloomington, IN 47401, USA
101 W Kirkwood Ave #224, Bloomington, IN 47404, USA
205 N College Ave STE 714, Bloomington, IN 47404, USA
461 S Landmark Ave, Bloomington, IN 47403, USA
1519 S Piazza Dr, Bloomington, IN 47401, USA
1155 S College Mall Rd suite d, Bloomington, IN 47401, USA
631 N Walnut St, Bloomington, IN 47404, USA
5229 W State Rd 46, Bloomington, IN 47404, USA
3939 S Walnut St #2, Bloomington, IN 47401, USA
357 E Winslow Rd, Bloomington, IN 47401, USA
702 N Rogers St, Bloomington, IN 47404, USA
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Financial Advisors in Bloomington, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Hurlow Wealth Management Group, Inc. | 74/100 | 5.0 ★ | 17 |
| 2 | Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA® | 74/100 | 5.0 ★ | 17 |
| 3 | Wellington Investment Advisors | 65/100 | 4.8 ★ | 6 |
| 4 | Comprehensive Financial Consultants | 64/100 | 5.0 ★ | 2 |
| 5 | Edward Jones - Financial Advisor: Joel Schneider | 66/100 | 5.0 ★ | 3 |
| 6 | Baird Private Wealth Management | 47/100 | 3.8 ★ | 4 |
| 7 | Deinlein Wealth Management of Raymond James | 62/100 | 5.0 ★ | 1 |
| 8 | Thomas Rillo - Raymond James | 62/100 | 5.0 ★ | 1 |
| 9 | TedersQuackenbush Wealth Management &Partners | 62/100 | 5.0 ★ | 1 |
| 10 | Malcolm Webb Wealth Management | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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: June 9, 2026.
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