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Financial Advisors in Beech Grove, IN: 2026 rankings

240 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Beech Grove: Creative Financial Group, RFA Score 77/100; 5.0★ from 195 Google reviews.

  2. 2

    Most-reviewed: Winters Financial Group, 276 Google reviews at 5.0★, the most of 240 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

240 Beech Grove financial advisors are ranked here by RFA Score, from eight published factors. 47 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 240 rated firms.

Top 10 financial advisors in Beech Grove at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Beech Grove at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Creative Financial Group775.0★ (195)Indianapolis, 5 mi away—Top score
2Winters Financial Group755.0★ (276)Greenfield, 18 mi away—Most reviews
3Allworth Financial725.0★ (85)Indianapolis, 13 mi away——
4Bedel Financial Consulting715.0★ (66)Indianapolis, 14 mi away——
5Blend Wealth715.0★ (72)Indianapolis, 15 mi away——
6Financial Independence Team715.0★ (37)Greenwood, 9 mi away——
7Centier Bank704.9★ (72)Carmel, 17 mi away——
8Centier Bank704.9★ (69)Fishers, 17 mi awaySat—
9Foresight Financial Management705.0★ (43)Indianapolis, 13 mi away——
10Paramount Tax & Accounting Carmel705.0★ (49)Indianapolis, 15 mi away——

All 240 financial advisors in Beech Grove, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Beech Grove

    #1 Creative Financial Group

    Based in Indianapolis, 5 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 195 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 195 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    6838 S East St, Indianapolis, IN 46227
    View profile for Creative Financial Group(317) 788-1562

  3. #3 Allworth Financial

    Based in Indianapolis, 13 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 85 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8801 River Crossing Blvd #100, Indianapolis, IN 46240
    View profile for Allworth Financial(317) 705-5700

  5. #5 Blend Wealth

    Based in Indianapolis, 15 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 72 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    9800 Crosspoint Blvd Ste 200, Indianapolis, IN 46256
    View profile for Blend Wealth(317) 854-5656

  7. #7 Centier Bank

    Based in Carmel, 17 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    650 E Carmel Dr Unit 100, Carmel, IN 46032
    View profile for Centier Bank(317) 844-5233

  8. #8 Centier Bank

    Based in Fishers, 17 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 69 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    11684 Allisonville Rd, Fishers, IN 46038
    View profile for Centier Bank(317) 845-5930

  15. #15 Centier Bank

    Based in Zionsville, 19 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 69 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 69 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    50 N Ford Rd, Zionsville, IN 46077
    View profile for Centier Bank(317) 733-9141

  19. #19 Centier Bank

    Based in Brownsburg, 17 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 48 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1000 E Main St, Brownsburg, IN 46112
    View profile for Centier Bank(317) 851-5599

  21. #21 Centier Bank

    Based in Westfield, 22 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 58 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    126 E Spring Mill Pointe Dr, Westfield, IN 46074
    View profile for Centier Bank(317) 867-1884

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 240 ranked financial advisors here; the rest are on their profiles.

financial advisors in Beech Grove, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Knepp Wealth Management684.6★ (53)17 mi
27Cooke Financial Group685.0★ (24)14 mi
28Guardian Wells Financial685.0★ (28)16 mi
29Dynamic Legacy Planning685.0★ (32)18 mi
30Perry Financial Group685.0★ (11)6 mi
31Edward Jones - Financial Advisor: Kendrick M Tunstall, CFP®|AAMS®684.6★ (11)4 mi
32Spectrum Financial Group685.0★ (22)14 mi
33Old National Bank685.0★ (9)5 mi
34Carson Wealth Carmel (formerly Total Wealth Planning)685.0★ (25)16 mi
35Centra Credit Union684.9★ (29)17 mi
36Perkins Wealth Advantage675.0★ (34)21 mi
37Reify Wealth Advisors675.0★ (21)15 mi
38Elevated Financial Group675.0★ (19)15 mi
39BMO Bank N.A Branches674.0★ (41)11 mi
40TSN Wealth & Tax Management675.0★ (25)18 mi
41Plan Wise Wealth Group675.0★ (19)15 mi
42Laurus Financial LLC675.0★ (26)19 mi
43First Merchants Bank674.3★ (21)10 mi
44Family Legacy Docs675.0★ (20)16 mi
45C.H. Douglas & Gray Wealth Management675.0★ (13)12 mi
46Delta Wealth Advisors674.6★ (20)13 mi
47Guardian Chamber675.0★ (18)15 mi
48Hurlow Wealth Management Group, Inc.675.0★ (16)14 mi
49Edward Jones - Financial Advisor: Jake Shore, CFP®|ChFC®675.0★ (6)4 mi
50Snowbird Financial LLC675.0★ (13)13 mi

Also serving Beech Grove

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Beech Grove
BusinessGoogle ratingDistance
Angela Grabovsky - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)14 mi
assets-tradingIn Beech Grove
Brett Moore - Prudential Financial3.0★ (2)7 mi
C. Matthew Fox - Morgan Stanley5.0★ (2)5 mi
Compass Group1.0★ (2)6 mi
Edward Jones - Financial Advisor: Michelle L Fordice5.0★ (2)In Beech Grove
Edward Jones - Financial Advisor: Nate Cropp5.0★ (2)12 mi
Edward Jones - Financial Advisor: Nicholas Rohrer, CFP®5.0★ (2)11 mi
Edward Jones - Financial Advisor: Patrick M Lane, CFP®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Scott B Frye5.0★ (2)8 mi
Elbrecht Investments LLC5.0★ (2)5 mi
Financial Plans & Strategies5.0★ (2)7 mi
Indy Tax Professionals, LLC5.0★ (2)9 mi
Marian Investor Coaching, Inc5.0★ (2)8 mi
Medical Marijuana Investment Resources Exchange4.5★ (2)11 mi
Monon Wealth Management5.0★ (2)14 mi
Nash & Associates5.0★ (2)5 mi
RumBritt5.0★ (2)5 mi
Scott Poore - Thrivent5.0★ (2)10 mi
Shawna Ballard - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)8 mi

How we ranked Beech Grove financial advisors

We scored 240 Beech Grove financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Beech Grove data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Beech Grove: frequently asked questions

Which financial advisor has the highest RFA Score in Beech Grove?

By RFA Score, the highest-ranked financial advisor in Beech Grove, IN is Creative Financial Group with an RFA Score of 77/100. It has 5.0★ from 195 Google reviews. Winters Financial Group (#2) and Allworth Financial (#3) follow. We ranked 240 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Beech Grove?

RankedFinancialAdvisors ranks 240 financial advisors serving Beech Grove, IN. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Beech Grove work on weekends?

47 of 240 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Centier Bank (#8), Centier Bank (#15) and Centier Bank (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Beech Grove financial advisors have?

The median Google rating among 240 rated financial advisors in Beech Grove is 5.0★, with a median of 10 reviews. Winters Financial Group has the most, 276 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Beech Grove count in this ranking?

Yes, if they are within 25 mi of the Beech Grove city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Beech Grove ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Beech Grove a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Beech Grove

  1. November 2026: RFA Scores recalculated for 240 financial advisors serving Beech Grove.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Beech Grove pages