How many financial advisors are in Bloomington, Indiana?

Falists lists 7 registered investment advisers with a principal office or filing address in Bloomington, Indiana, based on public SEC IAPD data.

How do financial advisors in Bloomington charge fees?

Fee structures vary by firm. In Bloomington, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bloomington?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Indiana · 7 advisers

Financial Advisors in Bloomington, Indiana

Looking for a financial advisor in Bloomington, Indiana? Falists indexes 7 SEC-registered and state-registered investment advisers in Bloomington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $794.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$794.4M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning4 Trusts5 Retirement4 Institutional2

Top advisors in Bloomington

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

HURLOW WEALTH MANAGEMENT GROUP, INC.

Bloomington, IN

AUM

$794.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

(812) 333-4726

Full profile Visit site →

CFCI

Bloomington, IN

AUM

$595.6M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

21 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

812-334-3190

Full profile Visit site →

WELLINGTON INVESTMENT ADVISORS

Bloomington, IN

AUM

$261.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

9 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

812-333-0874

Full profile Visit site →

LAUGHLIN FINANCIAL LLC

Bloomington, IN

AUM

$200.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

812-552-2113

Full profile Visit site →

ABOVE & BEYOND INVESTMENTS, LLC

Bloomington, IN

AUM

$13.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

812-334-4000

Full profileNo website

FLYWHEEL FUND VI GP LLC

Bloomington, IN

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

765-586-8420

Full profileNo website

MOSAIC WEALTH MANAGEMENT LLC

Bloomington, IN

AUM

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM

812-333-3275

Full profileNo website

More cities in Indiana

Indianapolis (92)Carmel (38)Fort Wayne (27)Fishers (15)Columbus (8)South Bend (8)Zionsville (8)Greenwood (7)Evansville (6)Jeffersonville (5)Lafayette (4)New Albany (4)

Common questions

How many financial advisors are in Bloomington, Indiana?: 7 registered investment advisers are listed in our Bloomington directory, sourced from public SEC filings.
What types of advisors are in Bloomington?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bloomington?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.