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Financial Planners in Crown Point, IN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Crown Point: Centier Bank, RFA Score 77/100; 5.0★ from 238 Google reviews; open Saturdays until 12 PM.

  2. 3

    Most-reviewed: Centier Bank, 352 Google reviews at 4.9★, the most of 120 ranked; ranked #3.

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

120 Crown Point financial planners are ranked here by RFA Score, from eight published factors. 65 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.8★ across 120 rated firms.

Top 10 financial planners in Crown Point 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 Crown Point at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Centier Bank775.0★ (238)Cedar Lake, 5 mi awaySatTop score
2Centier Bank764.8★ (134)Crown PointSat—
3Centier Bank754.9★ (352)Portage, 14 mi awaySatMost reviews
4Centier Bank745.0★ (93)Saint John, 6 mi awaySat—
5Centier Bank744.7★ (123)Merrillville, 4 mi awaySat—
6Centier Bank744.8★ (169)Hobart, 10 mi awaySat—
7Centier Bank744.9★ (148)Hobart, 11 mi awaySat—
8Centier Bank734.9★ (169)Hammond, 13 mi awaySat—
9Centier Bank734.6★ (85)Crown PointSat—
10Centier Bank735.0★ (140)Portage, 15 mi awaySat—

All 120 financial planners in Crown Point, 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 Crown Point

    Based in Cedar Lake, 5 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 238 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 238 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
    9728 W 133rd Ave, Cedar Lake, IN 46303
  2. Based in Crown Point

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 134 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 134 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
    117 E Joliet St, Crown Point, IN 46307
  3. Based in Portage, 14 mi away

    75/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 352 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 352 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
    3220 Willowcreek Rd, Portage, IN 46368
  4. Based in Saint John, 6 mi away

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 93 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
    9621 Wicker Ave, St John, IN 46373
  5. Based in Merrillville, 4 mi away

    74/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.7★ from 123 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 123 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
    8310 Broadway, Merrillville, IN 46410
  6. Based in Hobart, 10 mi away

    74/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 169 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 169 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    433 Main St, Hobart, IN 46342
  7. Based in Hobart, 11 mi away

    74/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 148 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 148 Google reviews
    Hours
    Mon–Tue 10 AM–6 PM · Wed closed · Thu–Fri 10 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    Address
    7760 E Ridge Rd, Hobart, IN 46342
  8. Based in Hammond, 13 mi away

    73/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 169 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 169 Google reviews
    Hours
    Mon–Tue 10 AM–6 PM · Wed closed · Thu–Fri 10 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    Address
    2635 169th St, Hammond, IN 46323
  9. Based in Crown Point

    73/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.6★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 85 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
    1276 N Main St, Crown Point, IN 46307
  10. Based in Portage, 15 mi away

    73/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 140 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 140 Google reviews
    Hours
    Mon–Tue 10 AM–6 PM · Wed closed · Thu–Fri 10 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    Address
    6046 Central Ave, Portage, IN 46368
  11. Based in Valparaiso, 15 mi away

    73/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 168 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 168 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
    390 W U.S. Hwy 6, Valparaiso, IN 46385
  12. Based in Highland, 11 mi away

    73/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 121 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 121 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
    9102 Indianapolis Blvd, Highland, IN 46322
  13. Based in Gary, 13 mi away

    73/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 121 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 121 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    504 Broadway Ste 102, Gary, IN 46402
  14. Based in East Chicago, 16 mi away

    72/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 197 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 197 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    720 W 145th St, East Chicago, IN 46312
  15. Based in Munster, 11 mi away

    72/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 87 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 87 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
    9716 White Oak Ave, Munster, IN 46321
  16. Based in Chesterton, 21 mi away

    72/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 230 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 230 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
    1600 S Calumet Rd, Chesterton, IN 46304
  17. Based in Crown Point

    72/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    55 W 94th Pl, Crown Point, IN 46307
  18. Based in Highland, 10 mi away

    72/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 84 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    9701 Indianapolis Blvd, Highland, IN 46322
  19. Based in Valparaiso, 16 mi away

    72/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 149 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 149 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
    360 W Morthland Dr, Valparaiso, IN 46383
  20. Based in Dyer, 10 mi away

    72/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 83 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 83 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
    1121 Sheffield Ave, Dyer, IN 46311
  21. Based in Valparaiso, 16 mi away

    72/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 97 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 97 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    150 Lincolnway, Valparaiso, IN 46383
  22. Based in Valparaiso, 18 mi away

    72/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 134 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 134 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
    2707 Laporte Ave, Valparaiso, IN 46383
  23. Based in Valparaiso, 17 mi away

    71/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 144 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 144 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
    1802 Calumet Ave, Valparaiso, IN 46383
  24. Based in Griffith, 9 mi away

    71/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.6★ from 89 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 89 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
    500 N Broad St, Griffith, IN 46319

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

financial planners in Crown Point, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Lowden Financial Partners715.0★ (27)4 mi
27Centier Bank714.8★ (147)19 mi
28Centier Bank714.8★ (81)14 mi
29Centier Bank714.8★ (102)16 mi
30Wisely Advised714.8★ (41)7 mi
31Centier Bank715.0★ (106)21 mi
32Hammer Financial Group, Inc.704.4★ (85)9 mi
33Centier Bank694.1★ (59)4 mi
34Illiana Financial Credit Union694.3★ (199)16 mi
35TrueWealth Advising Group695.0★ (10)In Crown Point
36First Merchants Bank694.0★ (26)In Crown Point
37BMO Bank N.A Branches694.4★ (31)6 mi
38Old Second National Bank694.5★ (106)18 mi
39Mlynarczyk, Musleh & Co.694.6★ (10)In Crown Point
40Gineris & Associates, Ltd.695.0★ (21)10 mi
41Eley-Graham-Austgen Financial Advisory Services684.6★ (9)In Crown Point
42Harvest Wealth Partners685.0★ (20)11 mi
43Conduit Investment Advisors685.0★ (10)5 mi
44Old Second National Bank684.6★ (65)19 mi
45Murphy Wealth Management685.0★ (20)13 mi
46Simply Royal Tax Services LLC684.9★ (27)16 mi
47Carson Wealth675.0★ (23)16 mi
48Airey Financial Group675.0★ (6)4 mi
49Joseph Korzeniewski, Financial Advisor675.0★ (6)4 mi
50First Merchants Bank674.1★ (27)9 mi

Also serving Crown Point

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.

How we ranked Crown Point financial planners

We scored 120 Crown Point 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 Crown Point 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 Crown Point: frequently asked questions

Which financial planner has the highest RFA Score in Crown Point?

By RFA Score, the highest-ranked financial planner in Crown Point, IN is Centier Bank with an RFA Score of 77/100. It has 5.0★ from 238 Google reviews. It is open Saturdays until 12 PM. Centier Bank (#2) and Centier Bank (#3) follow. We ranked 120 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Crown Point?

RankedFinancialAdvisors ranks 120 financial planners serving Crown Point, IN. 8 of them are based in Crown Point; 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 Crown Point work on weekends?

65 of 120 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Centier Bank (#1), Centier Bank (#2) and Centier Bank (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Crown Point financial planners have?

The median Google rating among 120 rated financial planners in Crown Point is 4.8★, with a median of 24 reviews. Centier Bank has the most, 352 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 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 Crown Point count in this ranking?

Yes, if they are within 25 mi of the Crown Point 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 Crown Point 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 Crown Point 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 Crown Point

  1. November 2026: RFA Scores recalculated for 120 financial planners serving Crown Point.