Best Financial Advisors in Bloomington, IL

12 firms listed Β· 9 in Bloomington Β· 1 open weekends Β· 10 rated 4.5+

Data verified October 16, 2026

Renaissance Wealth Management BN

Renaissance Wealth Management BN

5.0 13 reviews
“Provided great service and would recommend to anyone starting out to in retirement.”
Since 2019
1 Brickyard Dr Suite 201
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Prairie Capital Management

Prairie Capital Management

Free consultationSince 2019Prices online
2404 E Empire St Suite 213-215
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IPI Wealth Management

IPI Wealth Management

Since 2022Prices online
207 W Jefferson St UNIT 101
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Falstad & Associates

Falstad & Associates

5.0 4 reviews
“Peter and his team are wonderful to work with in planning your financial future.”
Serves Central Illinois, United StatesSince 1988
1410 Woodbine Rd STE 4
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LPL Financial

LPL Financial

5.0 1 review
“They are professionals that deliver the highest quality financial services to their clients and expert advice.”
Since 1992
2101 Eastland Dr Ste A2
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Douglass Financial Services

Douglass Financial Services

Since 2006
3807 G. E. Road Ste 2
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The 12 firms listed for Bloomington, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Bloomington, IL

Of the 12 firms we list here, 9 are in Bloomington itself and 3 come from Normal (3 mi). 10 of the firms on this page have a rating, from 4.9 to 5.0 across 114 reviews; 1 has 50 or more reviews. 1 is open on weekends. 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 8 have ten or more years of experience, the longest 34 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 11 of the firms on this page; 10 publish a contact page; 10 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Bloomington offer a free first meeting?

2 of the 12 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

BPA Financial Advisors

BPA Financial Advisors

Since 2008Financing
712 IAA Dr
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Intl FC Stone

Intl FC Stone

Free consultationSince 2003Prices online
2206 Eastland Dr #200 #201
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Ark Financial Services

Ark Financial Services

5.0 3 reviews
“Really appreciate their knowledge and concerns regarding our little nest eggs”
205 N Williamsburg Dr
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McBeath Financial Group

McBeath Financial Group

4.9 81 reviews
“They are very knowledgeable and made the process of converting my 401k easy.”
CFP certifiedSince 2013
Normal, IL Β· 3 mi from Bloomington
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Crabtree Financial Group

Crabtree Financial Group

Since 2009
Normal, IL Β· 3 mi from Bloomington
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Broadway Graham Wealth Partners

Broadway Graham Wealth Partners

Since 2011
Normal, IL Β· 3 mi from Bloomington
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HomeWealth Management AdvisorsIllinoisBloomington, IL

Why these companies made our list

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