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Financial Planners in Avon, IN: 2026 rankings

138 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Avon: Creative Financial Group, RFA Score 75/100; 5.0★ from 195 Google reviews.

  2. 5

    Most-reviewed: Allworth Financial, 85 Google reviews at 5.0★, the most of 138 ranked after Creative Financial Group; ranked #5.

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

138 Avon financial planners are ranked here by RFA Score, from eight published factors. 32 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 138 rated firms.

Top 10 financial planners in Avon 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 planners in Avon at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Creative Financial Group755.0★ (195)Indianapolis, 15 mi away—Top score
2Migration Wealth Management, LLC755.0★ (55)Avon——
3Centier Bank734.9★ (48)Brownsburg, 5 mi awaySat—
4Laurus Financial LLC725.0★ (26)Avon——
5Allworth Financial715.0★ (85)Indianapolis, 19 mi away—Most reviews
6TSN Wealth & Tax Management715.0★ (25)Brownsburg, 6 mi away——
7Paramount Tax & Accounting Carmel705.0★ (49)Indianapolis, 18 mi away——
8Halter Ferguson Financial Inc705.0★ (57)Carmel, 20 mi away——
9Blend Wealth705.0★ (72)Indianapolis, 23 mi away——
10Centier Bank694.9★ (69)Fishers, 23 mi awaySat—

All 138 financial planners in Avon, 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 Avon

    #1 Creative Financial Group

    Based in Indianapolis, 15 mi away

    75/100RFA 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 Centier Bank

    Based in Brownsburg, 5 mi away

    73/100RFA Score

    Ranked #3 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

  4. #4 Laurus Financial LLC

    Based in Avon

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 10 AM–3 PM · Sat–Sun closed
    Address
    4905 E Main St, Avon, IN 46123
    View profile for Laurus Financial LLC(317) 966-9191

  5. #5 Allworth Financial

    Based in Indianapolis, 19 mi away

    71/100RFA Score

    Ranked #5 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

  9. #9 Blend Wealth

    Based in Indianapolis, 23 mi away

    70/100RFA Score

    Ranked #9 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

  10. #10 Centier Bank

    Based in Fishers, 23 mi away

    69/100RFA Score

    Ranked #10 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

  11. #11 Old National Bank

    Based in Avon

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.8★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 26 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
    9720 E US Hwy 36, Avon, IN 46123
    View profile for Old National Bank(317) 273-6140

  12. #12 Centier Bank

    Based in Westfield, 23 mi away

    69/100RFA 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

  13. #13 Centra Credit Union

    Based in Zionsville, 14 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 29 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    5965 Technology Center Dr, Zionsville, IN 46077
    View profile for Centra Credit Union(463) 298-5539

  14. #14 BMO Bank N.A Branches

    Based in Indianapolis, 7 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 41 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    925 N High School Rd, Indianapolis, IN 46214
    View profile for BMO Bank N.A Branches(317) 247-5002

  18. #18 Reify Wealth Advisors

    Based in Indianapolis, 14 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    Pyramid One, 3500 Depauw Blvd # 1035, Third Floor, Indianapolis, IN 46268
    View profile for Reify Wealth Advisors(317) 872-5090

  19. #19 BMO Bank N.A Branches

    Based in Avon

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.4★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    7503 Beechwood Centre Rd, Avon, IN 46123
    View profile for BMO Bank N.A Branches(317) 272-5650

  21. #21 BMO Bank N.A Branches

    Based in Brownsburg, 7 mi away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.2★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    610 W Northfield Dr, Brownsburg, IN 46112
    View profile for BMO Bank N.A Branches(317) 852-2683

Financial planners 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 138 ranked financial planners here; the rest are on their profiles.

financial planners in Avon, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26RDW Financial Group, LLC674.7★ (9)7 mi
27Spectrum Financial Group675.0★ (22)19 mi
28Lewis Wealth Management LLC675.0★ (20)18 mi
29Elevated Financial Group675.0★ (19)18 mi
30First Merchants Bank664.0★ (9)5 mi
31Hobbs Wealth Management665.0★ (14)15 mi
32Hurlow Wealth Management Group, Inc.665.0★ (16)17 mi
33Guardian Wells Financial665.0★ (28)24 mi
34Remnant Wealth665.0★ (24)22 mi
35Patton Tax665.0★ (18)19 mi
36Tom Cudahy MBA665.0★ (17)19 mi
37First Merchants Bank664.3★ (21)15 mi
38Old National Bank664.8★ (6)7 mi
39Four Quadrants Advisory664.4★ (26)19 mi
40First Merchants Bank662.6★ (29)In Avon
41Delta Wealth Advisors664.6★ (20)19 mi
42Wealthcare Partners664.3★ (4)4 mi
43Old National Bank665.0★ (9)13 mi
44Kinnamon Financial LLC655.0★ (3)4 mi
45SunRift Capital Partners655.0★ (3)4 mi
46Gimbal Financial654.8★ (19)21 mi
47Scott Garrigus - Edelman Financial Engines655.0★ (15)20 mi
48Vertical Wealth655.0★ (3)4 mi
49Evans May Wealth655.0★ (15)21 mi
50WestPoint Financial Group654.6★ (16)19 mi

Also serving Avon

20 more financial planners 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 planners serving Avon
BusinessGoogle ratingDistance
Binkley Wealth Management Group LLC3.0★ (2)In Avon
Capital Planning Associates, Inc.5.0★ (1)In Avon
Compass Group1.0★ (2)12 mi
Edward Jones - Financial Advisor: Austin HofsommerIn Avon
Edward Jones - Financial Advisor: Bryan J GreeneIn Avon
Edward Jones - Financial Advisor: David J Aynes4.5★ (8)In Avon
Edward Jones - Financial Advisor: Harold L Tinsley4.3★ (4)In Avon
Edward Jones - Financial Advisor: Jessica Quigley5.0★ (1)In Avon
Fifth Third Preferred - Travis SchnellIn Avon
Fifth Third Securities - Jeffrey MooreIn Avon
Hendricks County Wealth AdvisorsIn Avon
Howard Bailey Financial, Inc.3.5★ (2)6 mi
LPLIn Avon
Mack Financial Group, Inc.5.0★ (2)14 mi
Nash & Associates5.0★ (2)13 mi
NJS Advisors5.0★ (2)4 mi
Rader & Rader5.0★ (17)In Avon
RumBritt5.0★ (2)13 mi
Saratoga Wealth Management5.0★ (2)5 mi
Synergy Financial Services LLCIn Avon

How we ranked Avon financial planners

We scored 138 Avon financial planners 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 Avon 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Avon: frequently asked questions

Which financial planner has the highest RFA Score in Avon?

By RFA Score, the highest-ranked financial planner in Avon, IN is Creative Financial Group with an RFA Score of 75/100. It has 5.0★ from 195 Google reviews. Migration Wealth Management, LLC (#2) and Centier Bank (#3) follow. We ranked 138 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Avon?

RankedFinancialAdvisors ranks 138 financial planners serving Avon, IN. 6 of them are based in Avon; 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 planners in Avon work on weekends?

32 of 138 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Centier Bank (#3), Centier Bank (#10) and Old National Bank (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Avon financial planners have?

The median Google rating among 138 rated financial planners in Avon is 5.0★, with a median of 15 reviews. Creative Financial Group has the most, 195 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 planners?

Each financial planner 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 planners outside Avon count in this ranking?

Yes, if they are within 25 mi of the Avon city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Avon ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Avon 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 planners 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 Avon

  1. November 2026: RFA Scores recalculated for 138 financial planners serving Avon.

More financial planners and Avon pages