Best Financial Advisors in Fishers, IN

16 firms listed · all 16 in Fishers · 2 open weekends · 12 rated 4.5+ · 1 shows a license

Data verified October 21, 2026

Knepp Wealth Management

Knepp Wealth Management

4.6 44 reviews
“Although neither of us are interested in following the ups & downs of the market, we appreciate our updates.”
LicensedSince 2010Prices online
11413 Lantern Rd
i
Guardian Wells Financial

Guardian Wells Financial

5.0 27 reviews
“We are more than satisfied working with Jason - we can definitely sleep well at night with his guidance.”
Free phone consultationBBB A+Since 2010
10765 Lantern Rd Ste 100
i
BBK Wealth Management

BBK Wealth Management

5.0 11 reviews
“His personalized approach and deep insights made a significant impact to my happiness level and bottom line.”
Since 2020
14074 Trade Center Dr #240
i
Brightside Financial Caregivers

Brightside Financial Caregivers

4.6 9 reviews
“She has always been there answering questions and encouraging you to reach your goals”
Free phone consultationServes Fishers, Carmel +2Since 2015
12575 Wolford Dr
i
Dunlap Gill Wealth Management Group

Dunlap Gill Wealth Management Group

5.0 15 reviews
“Bob, Gary, and the team are very knowledgeable and friendly!”
14074 Trade Center Dr # 110
i
Cameron Financial Services

Cameron Financial Services

5.0 5 reviews
“Very professional and worked with us to figure out what we wanted and needed.”
Since 2016
11650 Lantern Rd #231
i

The 16 firms listed for Fishers, 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: Fishers, IN

All 16 firms we list here are in Fishers itself. 12 of the firms on this page have a rating, from 4.6 to 5.0 across 156 reviews; 1 has 50 or more reviews. 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), investment advisory (2) and retirement planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 34 years. We have a website on file for 15 of the firms on this page; 11 publish a contact page; 7 list a public email and 1 takes 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.

Geist Family Wealth

Geist Family Wealth

4.8 5 reviews
“He has been able to help us understand the investing process and I feel like I'm able to talk to my advisor directly.”
Since 2021
10142 Brooks School Rd #198
i
Midwest Financial Group

Midwest Financial Group

5.0 1 review
“Been using them for years for everything from retirement accounts to insurance to college savings account.”
Since 1992
9752 Lantern Rd
i
CBG & Company

CBG & Company

5.0 1 review
“Over the years Jim Clark has given me sound and helpful accounting and financial advice, even representing me at an IRS audit.”
Free phone consultationSince 2012
14074 Trade Center Dr #151
i
RLS Wealth

RLS Wealth

5.0 12 reviews
“Not only are they helping me grow my portfolio, but they are also helping me learn more about better money management and how to set myself up for future financial success.”
11650 Lantern Rd #236
i
Strategic Planning Group

Strategic Planning Group

5.0 2 reviews
“John and his staff are incredibly professional and take the time to work with all of their clients.”
Since 2006
10150 Lantern Rd # 150
i
Biechele Royce Advisors

Biechele Royce Advisors

5.0 1 review
“I would highly recommend them to my friends and family for financial assistance.”
Since 1997
11634 Maple St #300
i
Miller Financial Management

Miller Financial Management

BBB A+Since 2002
11650 Lantern Rd Suite 136
i
Resource Planning Group

Resource Planning Group

Since 2007
12574 Promise Creek Ln Ste 136
i
Velomon

Velomon

Since 2015
12175 Visionary Way Suite 620
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Blacor USA

Blacor USA

Since 2019
11 Municipal Dr UNIT 200
i

Why these companies made our list

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