Vineyard Financial
“Brad, Jakub and the rest of the team are wonderful to work with!”
Best Financial Advisors in Evansville, IN
20 firms listed · all 20 in Evansville · 13 rated 4.5+ · 2 show a license
Data verified October 19, 2026
Uvest Advisory Group, Llc
“He keeps us on track to reach our intimidating goals while we save for retirement, invest, and pay down debt.”
Ss&c Technologies
Rick Watkins Financial Services
“I have a great life insurance agent keeps me informed and returns calls and emails in a timely manner.”
Breidenbaugh Financial
“Andrew is an approachable financial advisor who takes the time to know you as a client and makes recommendations based on your individual needs.”
McKee Financial Resources
The 20 firms listed for Evansville, 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: Evansville, IN
All 20 firms we list here are in Evansville itself. 15 of the firms on this page have a rating, from 3.0 to 5.0 across 79 reviews; 13 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), our associates (2) and retirement planning (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 18 of the firms on this page; 14 publish a contact page; 9 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Evansville take financial planning bookings online?
2 of the 20 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
New Horizons Financial Consultants
“Amy is professional, responsive and has helped me navigate finances and investing during the Pandemic.”
Trible Financial Company
“Bryan was very generous with his time, meeting with my wife and I for almost two hours.”
South Central
Cottage Wealth Advisors
Centennial Wealth Solutions
Northwestern Mutual - Daniel Grimm
“Dan Grimm and his family are some of the most trustworthy people I have met in my life.”
Endress Capital Management
“Michael has been a very helpful, honest, and thoughtful advisor over the years.”
Oneindiana Financial Group
Dauble + Worthington Capital Management
Fifth Third Private Bank - Jamie Wicks
Kemper Capital Management
Liberty Wealth Services
“It was great meeting James Holmes today”
Weinzapfel Wealth Advisors
Wealthtrends Advisors
Why these companies made our list
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