Best Financial Advisors in Kokomo, IN
24 firms listed · 10 in Kokomo · 2 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Craig L Dunn
Rouch Financial Services
CFD Investments
Sycamore Financial Group
Aurora Financial Strategies
The 24 firms listed for Kokomo, 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: Kokomo, IN
Of the 24 firms we list here, 10 are in Kokomo itself and 14 come from towns including Carmel (5, 34 mi), Logansport (2, 23 mi) and Fishers (2, 36 mi). 20 of the firms on this page have a rating, from 4.4 to 5.0 across 146 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (82%) and value (73%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), our firm (3), retirement planning (3), estate planning (2) and our team (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 20 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 Kokomo listed here?
10 of the 24 firms are located in Kokomo. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Comprehensive Planning Corporation
SFS
Community First Investment Group
Smith Financial
Harber Group
Cedar Wealth Partners
- Advisor
Midwest AG Finance
Comprehensive Financial Consultants
Wealth Management Solutions
Workman and Associates
Investment Center at Crossroads Bank
Halter Ferguson Financial
- Confident
- Feel
- Attention
Guardian Wells Financial
Semler Financial Group
Patton Tax
Lewis Wealth Management
- Investment Management
- Meetings
- Software
Brightside Financial Care
- Workshop
- Coaching
- Budget
BBK Wealth Management
- Advice