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As of June 2026, RatingsNearMe ranks 15 financial advisors in Fishers, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Perkins Wealth Advantage with a 5.0-star rating from 29 Google reviews and an RNM Score of 77/100. Also in the top tier: Indy Wealth Advisors and RLS Wealth. The average rating across all listed financial advisors in Fishers is 4.8 stars from 13 reviews per business on average.
Financial advisors in Fishers 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.
Fishers, IN is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local residents. When searching for a financial advisor in Fishers, consumers should consider factors such as credentials, fees, and investment philosophy.
- ✓Fishers, IN has several well-established financial advisory firms
- ✓Financial advisors in Fishers provide investment management, retirement planning, and other wealth management services
- ✓Consumers should research advisor credentials, fees, and investment approach when selecting a financial advisor in Fishers
Best Overall
Dunlap Gill Wealth Management Group
This firm consistently appears as a top-ranked advisor in Fishers due to its comprehensive wealth management services and strong local reputation.
Most Reviewed
RLS Wealth
A higher number of reviews can indicate greater client engagement and trust, providing a broader base of feedback for potential clients.
When choosing a financial advisor in Fishers, verify their fiduciary status and fee structure, and consider interviewing multiple firms to ensure their expertise aligns with your financial goals.
How to Choose a Financial Advisor in Fishers
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Fishers, IN area
- • A fee-only compensation model rather than commission-based
- • A clear, transparent process for developing a financial plan
Questions to ask
- • What is your investment philosophy and approach to managing risk?
- • How do you determine the appropriate financial products and strategies for my situation?
- • Can you provide references from current Fishers, IN clients?
Red flags
- ⚠ Overly aggressive or high-pressure sales tactics
- ⚠ Lack of clear explanations about fees and costs
- ⚠ Recommending complex or high-risk investments without a clear rationale
In Indiana, financial advisors must be registered with the Indiana Secretary of State and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
15
Businesses listed
4.8★
Avg rating
13
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Fishers, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Perkins Wealth Advantage13110 Harrell Pkwy Suite Suite 100, Noblesville, IN 46060, USA | 5.0★ | 29 |
| #2 | Indy Wealth Advisors11389 Lantern Rd, Fishers, IN 46038, USA | 5.0★ | 19 |
| #3 | RLS Wealth11650 Lantern Rd #236, Fishers, IN 46038, USA | 5.0★ | 18 |
| #4 | BBK Wealth Management14074 Trade Center Dr #240, Fishers, IN 46038, USA | 5.0★ | 14 |
| #5 | Integrity Wealth Advisors14074 Trade Center Dr Suite 237, Fishers, IN 46038, USA | 5.0★ | 5 |
| #6 | Dunlap Gill Wealth Management Group14074 Trade Center Dr # 110, Fishers, IN 46038, USA | 5.0★ | 7 |
| #7 | Cameron Financial Services Inc11650 Lantern Rd #231, Fishers, IN 46038, USA | 5.0★ | 7 |
| #8 | Edward Jones - Financial Advisor: Adam C Hiatt, AAMS®9758 Lantern Rd, Fishers, IN 46037, USA | 5.0★ | 2 |
| #9 | Guardian Wells Financial10765 Lantern Rd STE 100, Fishers, IN 46038, USA | 5.0★ | 17 |
| #10 | Edward Jones - Financial Advisor: Kennith Meeks, CFP®10142 Brooks School Rd Suite 207, Fishers, IN 46037, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Fishers
14074 Trade Center Dr #240, Fishers, IN 46038, USA
14074 Trade Center Dr Suite 237, Fishers, IN 46038, USA
14074 Trade Center Dr # 110, Fishers, IN 46038, USA
11650 Lantern Rd #231, Fishers, IN 46038, USA
9758 Lantern Rd, Fishers, IN 46037, USA
10765 Lantern Rd STE 100, Fishers, IN 46038, USA
10142 Brooks School Rd Suite 207, Fishers, IN 46037, USA
9089 Rider Dr, Fishers, IN 46038, USA
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Financial Advisors in Fishers, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Perkins Wealth Advantage | 77/100 | 5.0 ★ | 29 |
| 2 | Indy Wealth Advisors | 75/100 | 5.0 ★ | 19 |
| 3 | RLS Wealth | 74/100 | 5.0 ★ | 18 |
| 4 | BBK Wealth Management | 73/100 | 5.0 ★ | 14 |
| 5 | Integrity Wealth Advisors | 68/100 | 5.0 ★ | 5 |
| 6 | Dunlap Gill Wealth Management Group | 70/100 | 5.0 ★ | 7 |
| 7 | Cameron Financial Services Inc | 70/100 | 5.0 ★ | 7 |
| 8 | Edward Jones - Financial Advisor: Adam C Hiatt, AAMS® | 64/100 | 5.0 ★ | 2 |
| 9 | Guardian Wells Financial | 74/100 | 5.0 ★ | 17 |
| 10 | Edward Jones - Financial Advisor: Kennith Meeks, CFP® | 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 Fishers
What is a fiduciary financial advisor and why does it matter in Fishers?
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 Fishers, 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 Fishers?
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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