Best Financial Advisors in Bloomington, IN
10 firms listed · 6 in Bloomington · 8 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Wellington Investment Advisors
“We had expected our RMD's to regularly decrease our portfolio, as most investment plans suggest, but despite taking out the RMD's on schedule, the successful management of our portfolio value by Wellington has basically made those reductions invisible.”
Tedersquackenbush Wealth Management &partners
Malcolm Webb Wealth Management
“I would recommend him over any cookie cutter brokerage, simply for one reason: He makes decisions based upon optimal outcomes for the client given the information provided, as well as the amount of risk tolerated”
First American Trust
Laughlin Financial
The 10 firms listed for Bloomington, IN 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, IN
Of the 10 firms we list here, 6 are in Bloomington itself and 4 come from Martinsville (2, 18 mi) and Bedford (2, 21 mi). 8 of the firms on this page have a rating, from 4.7 to 5.0 across 32 reviews. 1 shows a license on its website and 1 lists staff certifications (CFP). 6 have ten or more years of experience, the longest 30 years. 2 offer a free initial consultation. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 8 list a public email and 2 take 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.
Why are financial advisers outside Bloomington listed here?
6 of the 10 firms are located in Bloomington. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Ray Wealth Management
“We trust putting our wealth building goals and dreams in the hands of Otto and the Ray Wealth Management team.”
Jackson Bellush Financial Group: Jason Jackson & JT Bellush
George Wealth Management Group
Collins & Associates
“I appreciated the thorough answers to all questions I had in navigating the path to my retirement!”
Why these companies made our list
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