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Investment Advisors in Fishers, IN: 2026 rankings

118 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fishers: American Note Buyers, RFA Score 69/100; 5.0★ from 14 Google reviews.

  2. 12

    Most-reviewed: Winters Financial Group, 276 Google reviews at 5.0★, the most of 118 ranked; ranked #12.

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

118 Fishers investment advisors are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 118 rated firms.

Top 10 investment 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 investment advisors in Fishers at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1American Note Buyers695.0★ (14)Indianapolis, 6 mi awayTop score
2Blumberg Wealth Advisors LLC685.0★ (10)Carmel, 8 mi away—
3Peloton Capital Management675.0★ (7)Indianapolis, 6 mi away—
4Capital Group674.1★ (15)Carmel, 8 mi away—
5MFG Wealth Management, Inc.665.0★ (21)Indianapolis, 21 mi away—
6Fidelity Investments663.3★ (40)Indianapolis, 6 mi away—
7Wells Fargo Advisors Financial Network664.0★ (4)Indianapolis, 6 mi away—
8Wallington Asset Management663.4★ (5)Indianapolis, 6 mi away—
9Sarson Funds653.7★ (3)Indianapolis, 5 mi away—
10Blend Wealth655.0★ (72)Indianapolis, 2 mi away—

All 118 investment 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 American Note Buyers

    Based in Indianapolis, 6 mi away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5868 E 71st St Ste e-379, Indianapolis, IN 46220
    View profile for American Note Buyers(317) 854-4740

  4. #4 Capital Group

    Based in Carmel, 8 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.1★ from 15 Google reviews, listed on Google as “Investment company”.

    • 4.1★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    12811 N Meridian St, Carmel, IN 46032
    View profile for Capital Group(800) 421-4225

  6. #6 Fidelity Investments

    Based in Indianapolis, 6 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.3★ from 40 Google reviews, listed on Google as “Investment service”.

    • 3.3★ from 40 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8480 Keystone Crossing, Indianapolis, IN 46240
    View profile for Fidelity Investments(800) 343-2575

  9. #9 Sarson Funds

    Based in Indianapolis, 5 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 3 Google reviews
    Address
    9465 Counselors Row, Indianapolis, IN 46240
    View profile for Sarson Funds(317) 663-8084

  10. #10 Blend Wealth

    Based in Indianapolis, 2 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and review volume: 5.0★ from 72 Google reviews.

    • 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

  11. #11 Centier Bank

    Based in Fishers

    65/100RFA Score

    Ranked #11 because of its Google rating and review volume: 4.9★ from 69 Google reviews.

    • 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

  13. #13 Allworth Financial

    Based in Indianapolis, 6 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and review volume: 5.0★ from 85 Google reviews.

    • 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

  16. #16 Centier Bank

    Based in Carmel, 5 mi away

    64/100RFA Score

    Ranked #16 because of its Google rating and review volume: 4.9★ from 72 Google reviews.

    • 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

  19. #19 Holdfolio

    Based in Indianapolis, 22 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.9★ from 16 Google reviews, listed on Google as “Investment company”.

    • 3.9★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8063 Madison Ave #1140, Indianapolis, IN 46227
    View profile for Holdfolio(317) 210-3209

  20. #20 Knepp Wealth Management

    Based in Fishers

    63/100RFA Score

    Ranked #20 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

  22. #22 Guardian Wells Financial

    Based in Fishers

    63/100RFA Score

    Ranked #22 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

  23. #23 Centier Bank

    Based in Westfield, 10 mi away

    62/100RFA Score

    Ranked #23 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

  24. #24 Rosetti Investments

    Based in Indianapolis, 19 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 “Investment company”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 12 AM–12 AM · Sat 6 AM–7 PM · Sun 6 AM–12 PM
    Address
    7022 W 10th St Ste A-1047, Indianapolis, IN 46214
    View profile for Rosetti Investments(307) 920-3356

Investment 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 118 ranked investment advisors here; the rest are on their profiles.

investment advisors in Fishers, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Absolute Wealth Management, LLC624.8★ (32)4 mi
27Comprehensive Financial Consultants625.0★ (55)12 mi
28Indy Wealth Advisors625.0★ (18)In Fishers
29Centier Bank614.9★ (69)14 mi
30Collin Bopp-Modern Woodmen of America614.3★ (4)24 mi
31Andy Smith - Edelman Financial Engines615.0★ (25)6 mi
32Edelman Financial Engines615.0★ (25)6 mi
33Cooke Financial Group615.0★ (24)5 mi
34Wells Fargo Advisors Financial Network613.2★ (10)25 mi
35Centier Bank614.8★ (69)15 mi
36Creative Planning605.0★ (14)1 mi
37Carson Wealth Carmel (formerly Total Wealth Planning)605.0★ (25)7 mi
38Remnant Wealth605.0★ (24)7 mi
39Nathan Zimmerman, AWMA605.0★ (12)In Fishers
40Integrity Wealth Advisors605.0★ (11)In Fishers
41EVIA Investment Advisors605.0★ (4)7 mi
42Wells Fargo Advisors Financial Network601.0★ (3)21 mi
43Elevated Financial Group605.0★ (19)7 mi
44Reify Wealth Advisors595.0★ (21)11 mi
45WestPoint Financial Group594.6★ (16)6 mi
46First Merchants Bank594.3★ (26)8 mi
47C.H. Douglas & Gray Wealth Management585.0★ (13)9 mi
48Centier Bank584.9★ (48)21 mi
49First Merchants Bank584.0★ (28)6 mi
50Old National Bank583.6★ (12)In Fishers

Also serving Fishers

20 more investment 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 investment advisors serving Fishers
BusinessGoogle ratingDistance
BBK Wealth Management5.0★ (14)In Fishers
Biechele Royce Advisors Inc5.0★ (1)In Fishers
Cameron Financial Services Inc5.0★ (7)In Fishers
CBG & Company, Inc.5.0★ (1)In Fishers
Dunlap Gill Wealth Management Group5.0★ (17)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
High Point Retirement5.0★ (5)In Fishers
Human Capital Wealth Management5.0★ (22)In Fishers
Lantern Global Advisors3.0★ (4)In Fishers
Masthead Advisory Group5.0★ (2)In Fishers
Midwest Financial Group, Inc.5.0★ (1)In Fishers
Riki Cooke, CFP® | Certified Financial Planner | Financial Advisor5.0★ (14)In Fishers
RLS Wealth5.0★ (18)In Fishers
Strategic Planning Group Inc5.0★ (2)In Fishers

How we ranked Fishers investment advisors

We scored 118 Fishers investment 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Fishers: frequently asked questions

Which investment advisor has the highest RFA Score in Fishers?

By RFA Score, the highest-ranked investment advisor in Fishers, IN is American Note Buyers with an RFA Score of 69/100. It has 5.0★ from 14 Google reviews. Blumberg Wealth Advisors LLC (#2) and Peloton Capital Management (#3) follow. We ranked 118 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Fishers?

RankedFinancialAdvisors ranks 118 investment advisors serving Fishers, IN. 7 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 investment advisors in Fishers work on weekends?

15 of 118 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Centier Bank (#11), Centier Bank (#23) and Rosetti Investments (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fishers investment advisors have?

The median Google rating among 118 rated investment advisors in Fishers is 4.9★, with a median of 11 reviews. Winters Financial Group has the most, 276 reviews, and ranks #12. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Fishers count in this ranking?

Yes, if they are within 25 mi of the Fishers city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Fishers ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment 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 investment 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 118 investment advisors serving Fishers.

More investment advisors and Fishers pages