Skip to content

Financial Advisors in Fishers, IN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Fishers: Blend Wealth, RFA Score 75/100; 5.0★ from 72 Google reviews.

  2. 3

    Most-reviewed: Winters Financial Group, 276 Google reviews at 5.0★, the most of 228 ranked; ranked #3.

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

228 Fishers financial advisors are ranked here by RFA Score, from eight published factors. 42 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 228 rated firms.

Top 10 financial advisors in Fishers 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 Fishers at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Blend Wealth755.0★ (72)Indianapolis, 2 mi away—Top score
2Centier Bank754.9★ (69)FishersSat—
3Winters Financial Group755.0★ (276)Greenfield, 18 mi away—Most reviews
4Allworth Financial745.0★ (85)Indianapolis, 6 mi away——
5Bedel Financial Consulting735.0★ (66)Indianapolis, 6 mi away——
6Centier Bank734.9★ (72)Carmel, 5 mi away——
7Creative Financial Group735.0★ (195)Indianapolis, 21 mi away——
8Knepp Wealth Management734.6★ (53)Fishers——
9Halter Ferguson Financial Inc735.0★ (57)Carmel, 8 mi away——
10Guardian Wells Financial725.0★ (28)Fishers——

All 228 financial advisors in Fishers, 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 Fishers

    #1 Blend Wealth

    Based in Indianapolis, 2 mi away

    75/100RFA Score

    Ranked #1 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

  2. #2 Centier Bank

    Based in Fishers

    75/100RFA Score

    Ranked #2 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

  4. #4 Allworth Financial

    Based in Indianapolis, 6 mi away

    74/100RFA Score

    Ranked #4 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

  6. #6 Centier Bank

    Based in Carmel, 5 mi away

    73/100RFA Score

    Ranked #6 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

  7. #7 Creative Financial Group

    Based in Indianapolis, 21 mi away

    73/100RFA Score

    Ranked #7 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

  8. #8 Knepp Wealth Management

    Based in Fishers

    73/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.6★ from 53 Google reviews, listed on Google as “Financial advisor”.

    • 4.6★ from 53 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    11413 Lantern Rd, Fishers, IN 46038
    View profile for Knepp Wealth Management(317) 827-2037

  10. #10 Guardian Wells Financial

    Based in Fishers

    72/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    10765 Lantern Rd Ste 100, Fishers, IN 46038
    View profile for Guardian Wells Financial(317) 660-0929

  12. #12 Centier Bank

    Based in Westfield, 10 mi away

    72/100RFA Score

    Ranked #12 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

  16. #16 Perkins Wealth Advantage

    Based in Noblesville, 5 mi away

    71/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    13110 Harrell Pkwy Ste Suite 100, Noblesville, IN 46060
    View profile for Perkins Wealth Advantage(317) 296-5535

  21. #21 Centier Bank

    Based in Zionsville, 14 mi away

    71/100RFA Score

    Ranked #21 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

  22. #22 Indy Wealth Advisors

    Based in Fishers

    71/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11389 Lantern Rd, Fishers, IN 46038
    View profile for Indy Wealth Advisors(463) 223-9100

  23. #23 RLS Wealth

    Based in Fishers

    71/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11650 Lantern Rd #236, Fishers, IN 46038
    View profile for RLS Wealth(317) 593-9390

  25. #25 Plan Wise Wealth Group

    Based in Indianapolis, 2 mi away

    71/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    9998 Crosspoint Blvd Ste 320, Indianapolis, IN 46256
    View profile for Plan Wise Wealth Group(317) 759-7328

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 228 ranked financial advisors here; the rest are on their profiles.

financial advisors in Fishers, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Ernesto Hernandez705.0★ (31)8 mi
27Guardian Chamber705.0★ (18)2 mi
28Cooke Financial Group705.0★ (24)5 mi
29Andy Smith - Edelman Financial Engines705.0★ (25)6 mi
30Edelman Financial Engines705.0★ (25)6 mi
31BBK Wealth Management705.0★ (14)In Fishers
32Riki Cooke, CFP® | Certified Financial Planner | Financial Advisor705.0★ (14)In Fishers
33Carson Wealth Carmel (formerly Total Wealth Planning)705.0★ (25)7 mi
34Spectrum Financial Group705.0★ (22)6 mi
35Creative Planning705.0★ (14)1 mi
36Remnant Wealth705.0★ (24)7 mi
37Nathan Zimmerman, AWMA705.0★ (12)In Fishers
38BMO Bank N.A Branches694.1★ (26)In Fishers
39Integrity Wealth Advisors695.0★ (11)In Fishers
40Elevated Financial Group695.0★ (19)7 mi
41Patton Tax695.0★ (18)7 mi
42Gimbal Financial694.8★ (19)6 mi
43Treavor Harris: Primerica Financial Services695.0★ (13)4 mi
44Delta Wealth Advisors694.6★ (20)6 mi
45Lewis Wealth Management LLC695.0★ (20)10 mi
46Evans May Wealth695.0★ (15)6 mi
47Brightside Financial Caregivers694.6★ (10)In Fishers
48Tom Cudahy MBA695.0★ (17)8 mi
49Centra Credit Union684.9★ (29)13 mi
50Snowbird Financial LLC685.0★ (13)5 mi

Also serving Fishers

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 Fishers
BusinessGoogle ratingDistance
Baird (IES Office)In Fishers
Biechele Royce Advisors Inc5.0★ (1)In Fishers
Blacor USAIn Fishers
CBG & Company, Inc.5.0★ (1)In Fishers
Debt Solutions Today5.0★ (1)In Fishers
Edward Jones - Financial Advisor: Adam C Hiatt, AAMS®5.0★ (2)In Fishers
Edward Jones - Financial Advisor: Amanda Schreeg5.0★ (1)In Fishers
Edward Jones - Financial Advisor: Brad A Brees5.0★ (2)In Fishers
Edward Jones - Financial Advisor: Jim Fleming3.5★ (2)In Fishers
Edward Jones - Financial Advisor: Kennith Meeks, CFP®5.0★ (1)In Fishers
Edward Jones - Financial Advisor: Mark Robbins, CEPA®|CRPS™5.0★ (2)In Fishers
Edward Jones - Financial Advisor: Tom Marcinko5.0★ (1)In Fishers
Liftbridge CFO5.0★ (1)In Fishers
Masthead Advisory Group5.0★ (2)In Fishers
McKee & Gunderson PC5.0★ (1)In Fishers
Midwest Financial Group, Inc.5.0★ (1)In Fishers
Miller Financial Management, LLCIn Fishers
Money ConceptsIn Fishers
Rockford Group Investment Advisor5.0★ (1)In Fishers
Strategic Planning Group Inc5.0★ (2)In Fishers

How we ranked Fishers financial advisors

We scored 228 Fishers 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 Fishers 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 Fishers: frequently asked questions

Which financial advisor has the highest RFA Score in Fishers?

By RFA Score, the highest-ranked financial advisor in Fishers, IN is Blend Wealth with an RFA Score of 75/100. It has 5.0★ from 72 Google reviews. Centier Bank (#2) and Winters Financial Group (#3) follow. We ranked 228 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Fishers?

RankedFinancialAdvisors ranks 228 financial advisors serving Fishers, IN. 13 of them are based in Fishers; 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 Fishers work on weekends?

42 of 228 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Centier Bank (#2), Centier Bank (#12) and Absolute Wealth Management, LLC (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fishers financial advisors have?

The median Google rating among 228 rated financial advisors in Fishers is 4.9★, with a median of 11 reviews. Winters Financial Group has the most, 276 reviews, and ranks #3. 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 Fishers count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 228 financial advisors serving Fishers.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Fishers pages