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Financial Advisors in Muncie, IN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Muncie: Bankers Life, RFA Score 78/100; 5.0★ from 67 Google reviews.

  2. 3

    Most-reviewed: First Merchants Bank, 46 Google reviews at 4.5★, the most of 29 ranked after Bankers Life; ranked #3.

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

29 Muncie financial advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays, based on posted hours. The median Google rating is 4.5★ across 29 rated firms.

Top 10 financial advisors in Muncie 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 Muncie at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bankers Life785.0★ (67)Muncie—Top score
2First Merchants Bank754.7★ (43)MuncieSat—
3First Merchants Bank744.5★ (46)MuncieSatMost reviews
4First Merchants Bank724.4★ (27)MuncieSat—
5First Merchants Bank724.5★ (24)MuncieSat—
6Old National Bank704.1★ (18)MuncieSat—
7First Merchants Bank703.5★ (37)MuncieSat—
8First Merchants Bank703.5★ (33)Muncie——
9David P Gilliam & Associates Inc694.9★ (8)Muncie——
10Edward Jones - Financial Advisor: Dawn R Hines, AAMS®694.5★ (8)Muncie——

All 29 financial advisors in Muncie, 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 Muncie

    #1 Bankers Life

    Based in Muncie

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    3601 N Everbrook Ln, Muncie, IN 47304
    View profile for Bankers Life(765) 289-2264

  2. #2 First Merchants Bank

    Based in Muncie

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.7★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 43 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
    1501 N Nebo Rd, Muncie, IN 47304
    View profile for First Merchants Bank(765) 747-4910

  3. #3 First Merchants Bank

    Based in Muncie

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.5★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 46 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 S Madison St, Muncie, IN 47302
    View profile for First Merchants Bank(765) 747-1541

  4. #4 First Merchants Bank

    Based in Muncie

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.4★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 27 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
    101 S Country Club Rd, Muncie, IN 47303
    View profile for First Merchants Bank(765) 747-1331

  5. #5 First Merchants Bank

    Based in Muncie

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.5★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 24 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
    801 S Tillotson Ave, Muncie, IN 47304
    View profile for First Merchants Bank(765) 747-1335

  6. #6 Old National Bank

    Based in Muncie

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.1★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 18 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
    2401 S Madison St, Muncie, IN 47302
    View profile for Old National Bank(765) 254-2355

  7. #7 First Merchants Bank

    Based in Muncie

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 3.5★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 37 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
    1628 W McGalliard Rd, Muncie, IN 47304
    View profile for First Merchants Bank(765) 747-1552

  8. #8 First Merchants Bank

    Based in Muncie

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.5★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 33 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 E Jackson St, Muncie, IN 47305
    View profile for First Merchants Bank(765) 747-1536

  11. #11 Old National Bank

    Based in Muncie

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 14 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
    3100 N Morrison Rd, Muncie, IN 47304
    View profile for Old National Bank(765) 284-6689

  12. #12 First Merchants Bank

    Based in Anderson, 17 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.2★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 40 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    800 Main St Suite 100, Anderson, IN 46016
    View profile for First Merchants Bank(765) 622-9773

  13. #13 Wealth Strategies Inc.

    Based in Muncie

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    207 N High St, Muncie, IN 47305
    View profile for Wealth Strategies Inc.(765) 289-3366

  14. #14 Baize Financial Concepts

    Based in Yorktown, 6 mi away

    67/100RFA Score

    Ranked #14 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–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2141 Mdw Vw Ln, Yorktown, IN 47396
    View profile for Baize Financial Concepts(765) 288-3830

  16. #16 Old National Bank

    Based in Muncie

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.8★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 5 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    116 W Charles St, Muncie, IN 47305
    View profile for Old National Bank(765) 254-3900

  24. #24 Harber Group

    Based in Anderson, 17 mi away

    62/100RFA 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–Thu 9 AM–5:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    12 W 13th St, Anderson, IN 46016
    View profile for Harber Group(765) 393-1074

All 29 financial advisors

#1 to #25 are shown in full above. Here are #26 to #29, in RFA Score order; each links to its profile.

financial advisors in Muncie, ranks 26 to 29
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors Financial Network601.0★ (3)17 mi
27Edward Jones - Financial Advisor: Mark A Siegelin, AAMS®604.3★ (3)24 mi
28Stifel575.0★ (4)17 mi
29Asset Consulting & Safe Money Solutions INC.525.0★ (5)20 mi

Also serving Muncie

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 Muncie
BusinessGoogle ratingDistance
1816 Wealth Management Partners of Raymond JamesIn Muncie
Cardinal Capital Management, LLC5.0★ (1)In Muncie
Cooper Wealth Management LLCIn Muncie
Creative PlanningIn Muncie
Daniel HW StallingsIn Muncie
Edward Jones - Financial Advisor: Andy KrugerIn Muncie
Edward Jones - Financial Advisor: Brendan P Kerrigan, AAMS®5.0★ (1)In Muncie
Edward Jones - Financial Advisor: Tanya Shaneyfelt, ChFC®|CRPC™|CRPS™5.0★ (2)In Muncie
Indiana Trust Wealth Management4.5★ (2)In Muncie
Joshua Matthews: Primerica - Financial Services5.0★ (1)In Muncie
Katherine Onieal Investment ServicesIn Muncie
Lifetime Wealth Management Muncie5.0★ (1)In Muncie
Michelle Walker - Thrivent3.0★ (2)In Muncie
Nathan Fletcher - Old National Wealth AdvisorsIn Muncie
Raymond James Financial ServicesIn Muncie
Summit Brokerage Services Inc5.0★ (1)In Muncie
Thrivent Financial5.0★ (1)In Muncie
Troy A. Helm, Financial Advisor5.0★ (1)In Muncie
White River Wealth AdvisorsIn Muncie
Whitinger Financial Advisors LLC4.0★ (2)In Muncie

How we ranked Muncie financial advisors

We scored 29 Muncie 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 Muncie 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 Muncie: frequently asked questions

Which financial advisor has the highest RFA Score in Muncie?

By RFA Score, the highest-ranked financial advisor in Muncie, IN is Bankers Life with an RFA Score of 78/100. It has 5.0★ from 67 Google reviews. First Merchants Bank (#2) and First Merchants Bank (#3) follow. We ranked 29 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Muncie?

RankedFinancialAdvisors ranks 29 financial advisors serving Muncie, IN. 16 of them are based in Muncie; 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 Muncie work on weekends?

8 of 29 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are First Merchants Bank (#2), First Merchants Bank (#3) and First Merchants Bank (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Muncie financial advisors have?

The median Google rating among 29 rated financial advisors in Muncie is 4.5★, with a median of 7 reviews. Bankers Life has the most, 67 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 Muncie count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 29 financial advisors serving Muncie.

More financial advisors and Muncie pages