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Financial Advisors in Bloomington, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Bloomington: Michael Lenahan - COUNTRY Financial Representative, RFA Score 80/100; 5.0★ from 229 Google reviews.

  2. 2

    Most-reviewed: Busey Bank, 151 Google reviews at 4.9★, the most of 33 ranked after Michael Lenahan - COUNTRY Financial Representative; ranked #2.

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

33 Bloomington financial advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 33 rated firms.

Top 10 financial advisors in Bloomington 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 Bloomington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Michael Lenahan - COUNTRY Financial Representative805.0★ (229)Bloomington—Top score
2Busey Bank784.9★ (151)BloomingtonSatMost reviews
3McBeath Financial Group764.9★ (86)Normal, 3 mi away——
4Andrew Herman, CFP® - COUNTRY Financial, Financial Advisor755.0★ (40)Bloomington——
5Renaissance Wealth Management BN725.0★ (13)Bloomington——
6Busey Bank724.3★ (30)BloomingtonSat—
7Melissa Isenburg - COUNTRY Financial Representative724.7★ (15)Bloomington——
8Rooted Wealth Advisors725.0★ (11)Bloomington——
9Eric Lapan - COUNTRY Financial Representative725.0★ (10)Bloomington——
10Gary Cates - Thrivent715.0★ (7)Bloomington——

All 33 financial advisors in Bloomington, 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.

  2. #2 Busey Bank

    Based in Bloomington

    78/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 151 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 151 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
    2101 Veterans Pkwy, Bloomington, IL 61704
    View profile for Busey Bank(309) 661-8700

  3. #3 McBeath Financial Group

    Based in Normal, 3 mi away

    76/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 86 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    203 Landmark Dr Unit A, Normal, IL 61761
    View profile for McBeath Financial Group(309) 808-2224

  6. #6 Busey Bank

    Based in Bloomington

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.3★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 30 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
    1111 S Veterans Pkwy, Bloomington, IL 61701
    View profile for Busey Bank(309) 663-2300

  8. #8 Rooted Wealth Advisors

    Based in Bloomington

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2404 E Empire St Suite 105, Bloomington, IL 61704
    View profile for Rooted Wealth Advisors(309) 239-3090

  10. #10 Gary Cates - Thrivent

    Based in Bloomington

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2101 Eastland Dr Ste D, Bloomington, IL 61704
    View profile for Gary Cates - Thrivent(309) 295-6087

  14. #14 Virtus Financial Group

    Based in Bloomington

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    306 E Grove St, Bloomington, IL 61701
    View profile for Virtus Financial Group(309) 473-9991

  19. #19 Sila Accounting

    Based in Normal, 3 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.9★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    112 Landmark Dr, Normal, IL 61761
    View profile for Sila Accounting(309) 454-5951

  23. #23 Everence Financial

    Based in Bloomington

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    106 W Douglas St, Carlock, IL 61725
    View profile for Everence Financial(309) 376-4312

  24. #24 Ryan Eaves - Thrivent

    Based in Bloomington

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2404 E Empire St, Bloomington, IL 61704
    View profile for Ryan Eaves - Thrivent(309) 223-4080

All 33 financial advisors

#1 to #25 are shown in full above. Here are #26 to #33, in RFA Score order; each links to its profile.

financial advisors in Bloomington, ranks 26 to 33
RankBusinessRFA ScoreGoogle ratingDistance
26Byron K Hendren - Financial Advisor, Ameriprise Financial Services, LLC695.0★ (3)In Bloomington
27Ark Financial Services, LLC695.0★ (3)In Bloomington
28Behrens & Brown Wealth Management694.7★ (3)In Bloomington
29Charles Schwab694.2★ (5)3 mi
30Edward Jones - Financial Advisor: Jacob T Kummer, CFP®|CRPC™694.0★ (3)In Bloomington
31Steve Edgcomb - COUNTRY Financial Agent685.0★ (3)3 mi
32John Zaiser - COUNTRY Financial Representative664.9★ (11)20 mi
33Edward Jones - Financial Advisor: Dan Basham665.0★ (8)20 mi

Also serving Bloomington

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 Bloomington
BusinessGoogle ratingDistance
Advance Trading5.0★ (1)In Bloomington
Blooming Tree Wealth Management5.0★ (2)In Bloomington
BPA Financial Advisors5.0★ (1)In Bloomington
Cornerstone Advisers, LLC5.0★ (1)In Bloomington
Douglass Financial Services5.0★ (2)In Bloomington
Edward Jones - Financial Advisor: Brad Hallstein, CFP®|AAMS®5.0★ (1)In Bloomington
Edward Jones - Financial Advisor: Linda Kimber, CFP®|AAMS®5.0★ (1)In Bloomington
Heather Mariotti - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Bloomington
IPI Wealth Management, Inc - Investment Planners5.0★ (1)In Bloomington
Loomis Armored US5.0★ (1)In Bloomington
LPL Financial5.0★ (1)In Bloomington
Merrill Lynch Wealth Management5.0★ (2)In Bloomington
Mier Wealth Management5.0★ (2)In Bloomington
Munz-Hermes & Associates, Inc.5.0★ (2)In Bloomington
Northwestern Mutual - Bloomington5.0★ (1)In Bloomington
Raymond James Financial Services1.0★ (1)In Bloomington
Renae Etka - Thrivent5.0★ (1)In Bloomington
Steve Petersen - COUNTRY Financial Representative5.0★ (2)In Bloomington
Thrivent Financial - Heart of Illinois Financial Advisors5.0★ (1)In Bloomington
Tony Gingerich - Thrivent5.0★ (1)In Bloomington

How we ranked Bloomington financial advisors

We scored 33 Bloomington 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 Bloomington 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 Bloomington: frequently asked questions

Which financial advisor has the highest RFA Score in Bloomington?

By RFA Score, the highest-ranked financial advisor in Bloomington, IL is Michael Lenahan - COUNTRY Financial Representative with an RFA Score of 80/100. It has 5.0★ from 229 Google reviews. Busey Bank (#2) and McBeath Financial Group (#3) follow. We ranked 33 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Bloomington?

RankedFinancialAdvisors ranks 33 financial advisors serving Bloomington, IL. 26 of them are based in Bloomington; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Bloomington work on weekends?

3 of 33 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Busey Bank (#2), Busey Bank (#6) and Sila Accounting (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bloomington financial advisors have?

The median Google rating among 33 rated financial advisors in Bloomington is 5.0★, with a median of 7 reviews. Michael Lenahan - COUNTRY Financial Representative has the most, 229 reviews, and ranks #1. 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 Bloomington count in this ranking?

Yes, if they are within 25 mi of the Bloomington 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 Bloomington 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 Bloomington 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 Bloomington

  1. November 2026: RFA Scores recalculated for 33 financial advisors serving Bloomington.

More financial advisors and Bloomington pages