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As of May 2026, RatingsNearMe ranks 17 financial advisors in Carmel, IN by verified customer ratings and review volume. The highest-rated is Halter Ferguson Financial Inc with a 5.0-star rating from 54 verified reviews. Also in the top tier: Carson Wealth Carmel (formerly Total Wealth Planning) and Blumberg Wealth Advisors LLC. The average rating across all listed financial advisors in Carmel is 5 stars from 8 reviews per business on average.
Financial advisors in Carmel 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
17
Businesses listed
5★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Halter Ferguson Financial Inc
13080 Grand Blvd Ste 130, Carmel, IN 46032, USA
Carson Wealth Carmel (formerly Total Wealth Planning)
11495 N Pennsylvania St Suite 245, Carmel, IN 46032, USA
Blumberg Wealth Advisors LLC
11611 N Meridian St UNIT 160, Carmel, IN 46032, USA
Financial Advisors Rankings in Carmel, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Halter Ferguson Financial Inc13080 Grand Blvd Ste 130, Carmel, IN 46032, USA | 5.0★ | 54 |
| #2 | Carson Wealth Carmel (formerly Total Wealth Planning)11495 N Pennsylvania St Suite 245, Carmel, IN 46032, USA | 5.0★ | 26 |
| #3 | Blumberg Wealth Advisors LLC11611 N Meridian St UNIT 160, Carmel, IN 46032, USA | 5.0★ | 9 |
| #4 | Carmel Private Wealth Advisors - Ameriprise Financial Services, LLC10333 N Meridian St Ste 120, Indianapolis, IN 46290, USA | 5.0★ | 2 |
| #5 | Valeo Financial Advisors, LLC10 W Carmel Dr #400, Carmel, IN 46032, USA | 5.0★ | 4 |
| #6 | Gimbal Financial620 N Rangeline Rd, Carmel, IN 46032, USA | 4.6★ | 10 |
| #7 | Pathway Wealth Advisory of Raymond James11611 N Meridian St Ste 600, Carmel, IN 46032, USA | 5.0★ | 2 |
| #8 | Evans May Wealth211 W Main St Suite 301, Carmel, IN 46032, USA | 5.0★ | 3 |
| #9 | Shepherd Financial111 Congressional Blvd Suite 100, Carmel, IN 46032, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Cody J Young, AAMS®14747 Oak Rd Ste 200, Carmel, IN 46033, USA | 5.0★ | 8 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Carmel
Carmel Private Wealth Advisors - Ameriprise Financial Services, LLC
10333 N Meridian St Ste 120, Indianapolis, IN 46290, USA
Valeo Financial Advisors, LLC
10 W Carmel Dr #400, Carmel, IN 46032, USA
Gimbal Financial
620 N Rangeline Rd, Carmel, IN 46032, USA
Pathway Wealth Advisory of Raymond James
11611 N Meridian St Ste 600, Carmel, IN 46032, USA
Evans May Wealth
211 W Main St Suite 301, Carmel, IN 46032, USA
Shepherd Financial
111 Congressional Blvd Suite 100, Carmel, IN 46032, USA
Edward Jones - Financial Advisor: Cody J Young, AAMS®
14747 Oak Rd Ste 200, Carmel, IN 46033, USA
Monon Wealth Management
99 E Carmel Dr Suite 160, Carmel, IN 46032, USA
Semler Financial Group
645 W Carmel Dr #110, Carmel, IN 46032, USA
Provider Wealth Management
580 E Carmel Dr SUITE 208, Carmel, IN 46032, USA
ProCourse Fiduciary Advisors, LLC
571 Monon Trl Suite 400, Carmel, IN 46032, USA
EVIA Investment Advisors
445 N End Dr Apartment 216, Carmel, IN 46032, USA
APEX Wealth Services LLC
10435 Commerce Dr SUITE 140, Carmel, IN 46032, USA
Oaktree Financial Advisors, Inc.
12900 N Meridian St SUITE 130, Carmel, IN 46032, USA
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Frequently Asked Questions — Financial Advisors in Carmel
What is a fiduciary financial advisor and why does it matter in Carmel?
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 Carmel, 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 Carmel?
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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