Best Value · Muncie
Affordable Financial Advisors in Muncie, IN
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Muncie, IN by verified customer ratings and review volume. The highest-rated is Bankers Life with a 5.0-star rating from 65 verified reviews. Also in the top tier: Baize Financial Concepts and David P Gilliam & Associates Inc. The average rating across all listed financial advisors in Muncie is 4.8 stars from 6 reviews per business on average.
Financial advisors in Muncie 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
20
Businesses listed
4.8★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Bankers Life
3601 N Everbrook Ln, Muncie, IN 47304, USA
Baize Financial Concepts
2141 Mdw Vw Ln, Yorktown, IN 47396, USA
David P Gilliam & Associates Inc
2600 W Jackson St, Muncie, IN 47303, USA
Financial Advisors Rankings in Muncie, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Bankers Life3601 N Everbrook Ln, Muncie, IN 47304, USA | 5.0★ | 65 |
| #2 | Baize Financial Concepts2141 Mdw Vw Ln, Yorktown, IN 47396, USA | 5.0★ | 7 |
| #3 | David P Gilliam & Associates Inc2600 W Jackson St, Muncie, IN 47303, USA | 4.9★ | 7 |
| #4 | Eagle Flight Wealth Management1917 W Royale Dr, Muncie, IN 47304, USA | 5.0★ | 3 |
| #5 | Wealth Strategies Inc.207 N High St, Muncie, IN 47305, USA | 4.5★ | 2 |
| #6 | Raymond James & Associates400 S Walnut St Ste 100, Muncie, IN 47305, USA | 5.0★ | 1 |
| #7 | Comprehensive Financial Services3591 N Briarwood Ln # A, Muncie, IN 47304, USA | 5.0★ | 4 |
| #8 | Whitinger Financial Advisors LLC1100 W White River Blvd, Muncie, IN 47303, USA | 4.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Tanya Shaneyfelt, ChFC®|CRPC™|CRPS™1800 W McGalliard Rd, Muncie, IN 47304, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Dawn R Hines, AAMS®3310 W Fox Ridge Ln Suite B, Muncie, IN 47304, USA | 4.5★ | 8 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Muncie
Eagle Flight Wealth Management
1917 W Royale Dr, Muncie, IN 47304, USA
Wealth Strategies Inc.
207 N High St, Muncie, IN 47305, USA
Raymond James & Associates
400 S Walnut St Ste 100, Muncie, IN 47305, USA
Comprehensive Financial Services
3591 N Briarwood Ln # A, Muncie, IN 47304, USA
Whitinger Financial Advisors LLC
1100 W White River Blvd, Muncie, IN 47303, USA
Edward Jones - Financial Advisor: Tanya Shaneyfelt, ChFC®|CRPC™|CRPS™
1800 W McGalliard Rd, Muncie, IN 47304, USA
Edward Jones - Financial Advisor: Dawn R Hines, AAMS®
3310 W Fox Ridge Ln Suite B, Muncie, IN 47304, USA
Edward Jones - Financial Advisor: Dean E Meyers, CFP®|AAMS®|CKA®
125 W Charles St, Muncie, IN 47305, USA
Cardinal Capital Management, LLC
330 E Main St, Muncie, IN 47305, USA
Troy A. Helm, Financial Advisor
3301 W Purdue Ave D, Muncie, IN 47304, USA
Thrivent Financial
3621 N Everbrook Ln #4, Muncie, IN 47304, USA
Lifetime Wealth Management Muncie
3503A W Fox Ridge Ln, Muncie, IN 47304, USA
Edward Jones - Financial Advisor: Brendan P Kerrigan, AAMS®
3417 W Bethel Ave Suite B, Muncie, IN 47304, USA
Indiana Trust Wealth Management
315 W Adams St, Muncie, IN 47305, USA
White River Wealth Advisors
700 W White River Blvd, Muncie, IN 47303, USA
Tyler Wealth Management
10101 IN-32, Yorktown, IN 47396, USA
Summit Brokerage Services Inc
3808 Wheeling Ave, Muncie, IN 47304, USA
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Frequently Asked Questions — Financial Advisors in Muncie
What is a fiduciary financial advisor and why does it matter in Muncie?
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 Muncie, 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 Muncie?
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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