Valley Group Wealth Management
“They gave me knowledgeable, practical expertise that helped me set up the right plan for my goals and values.”
Best Financial Advisors in Terre Haute, IN
10 firms listed · 7 in Terre Haute · 5 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Capital Planning Systems
“Gene and his associates are very knowledgeable regarding all aspects of financial planning.”
The Volkers Group
“The support extended from our agent, Sonya, has been a good undergirding with respected interchanges.”
Structured Wealth Management
Swan Street Financial
“Very easy working with the staff my wife said”
Larsson Woodyard & Henson
The 10 firms listed for Terre Haute, 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: Terre Haute, IN
Of the 10 firms we list here, 7 are in Terre Haute itself and 3 come from Bloomington (2, 50 mi) and Robinson, IL (1, 38 mi). 5 of the firms on this page have a rating, and all of them are rated 5.0, across 8 reviews. 1 shows a license on its website. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 9 of the firms on this page; 9 publish a contact page and 6 list a public email. 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 Terre Haute listed here?
7 of the 10 firms are located in Terre Haute. The others come from other towns within 55 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Investment Services
Prairie Rivers Investments
First American Trust
Malcolm Webb Wealth Management
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
