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Investment Advisors in Frankfort, IN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Frankfort: CFD Companies, RFA Score 65/100; 4.4★ from 18 Google reviews.

  2. 3

    Most-reviewed: Centier Bank, 105 Google reviews at 4.9★, the most of 29 ranked; ranked #3.

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

29 Frankfort investment advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays, based on posted hours. The median Google rating is 4.5★ across 29 rated firms.

Top 10 investment advisors in Frankfort 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 Frankfort at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1CFD Companies654.4★ (18)Kokomo, 25 mi away—Top score
2Centier Bank635.0★ (95)Lafayette, 20 mi awaySat—
3Centier Bank624.9★ (105)Lafayette, 22 mi away—Most reviews
4Centier Bank624.9★ (80)Lafayette, 20 mi awaySat—
5Centier Bank625.0★ (92)West Lafayette, 25 mi awaySat—
6First Merchants Bank624.1★ (27)FrankfortSat—
7Centier Bank605.0★ (58)Westfield, 25 mi awaySat—
8First Merchants Bank574.2★ (30)Lafayette, 19 mi awaySat—
9First Merchants Bank564.3★ (26)Lafayette, 22 mi away——
10Old National Bank553.7★ (33)Lafayette, 20 mi awaySat—

All 29 investment advisors in Frankfort, 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 Frankfort

    Based in Kokomo, 25 mi away

    65/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.4★ from 18 Google reviews, listed on Google as “Investment service”.

    • 4.4★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2704 S Goyer Rd, Kokomo, IN 46902
  2. Based in Lafayette, 20 mi away

    63/100RFA Score

    Ranked #2 because of its Google rating and review volume: 5.0★ from 95 Google reviews.

    • 5.0★ from 95 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
    5 Executive Dr, Lafayette, IN 47905
  3. Based in Lafayette, 22 mi away

    62/100RFA Score

    Ranked #3 because of its Google rating and review volume: 4.9★ from 105 Google reviews, the most in Frankfort.

    • 4.9★ from 105 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    201 Main St Ste 100, Lafayette, IN 47901
  4. Based in Lafayette, 20 mi away

    62/100RFA Score

    Ranked #4 because of its Google rating and review volume: 4.9★ from 80 Google reviews.

    • 4.9★ from 80 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
    1921 Veterans Memorial Pkwy S, Lafayette, IN 47909
  5. Based in West Lafayette, 25 mi away

    62/100RFA Score

    Ranked #5 because of its Google rating and review volume: 5.0★ from 92 Google reviews.

    • 5.0★ from 92 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
    1020 Sagamore Pkwy W, West Lafayette, IN 47906
  6. Based in Frankfort

    62/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.1★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ 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
    60 S Main St, Frankfort, IN 46041
  7. Based in Westfield, 25 mi away

    60/100RFA Score

    Ranked #7 because of its Google rating and review volume: 5.0★ from 58 Google reviews.

    • 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
  8. Based in Lafayette, 19 mi away

    57/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.2★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 30 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
    3901 South St, Lafayette, IN 47905
  9. Based in Lafayette, 22 mi away

    56/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.3★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    250 Main St, Lafayette, IN 47901
  10. Based in Lafayette, 20 mi away

    55/100RFA Score

    Ranked #10 because of its Google rating and review volume: 3.7★ from 33 Google reviews.

    • 3.7★ from 33 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
    140 S Creasy Ln, Lafayette, IN 47905
  11. Based in West Lafayette, 24 mi away

    55/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ 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
    2329 N Salisbury St, West Lafayette, IN 47906
  12. Based in Kokomo, 25 mi away

    55/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1010 E Markland Ave, Kokomo, IN 46901
  13. Based in Lafayette, 20 mi away

    54/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.7★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 15 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
    2504 Teal Rd, Lafayette, IN 47905
  14. Based in Lafayette, 22 mi away

    54/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    100 Saw Mill Rd #2300, Lafayette, IN 47905
  15. 54/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 8 AM–4 PM · Wed 9 AM–5 PM · Thu–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    500 South St Ste C, Lafayette, IN 47901
  16. Based in Lafayette, 22 mi away

    54/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.6★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 16 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
    2200 Elmwood Ave Suite D17, Lafayette, IN 47904
  17. Based in Lafayette, 22 mi away

    53/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.4★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 13 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 N 2nd St, Lafayette, IN 47901

All 29 investment advisors

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

investment advisors in Frankfort, ranks 26 to 29
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Jenny Cole, CFP®524.8★ (4)25 mi
27Edward Jones - Financial Advisor: Jason A Cantrell, AAMS®513.7★ (3)21 mi
28Bison Financial Group512.1★ (16)22 mi
29Edward Jones - Financial Advisor: David E Granger, AAMS®491.0★ (3)25 mi

Also serving Frankfort

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.

How we ranked Frankfort investment advisors

We scored 29 Frankfort 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 Frankfort 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 Frankfort: frequently asked questions

Which investment advisor has the highest RFA Score in Frankfort?

By RFA Score, the highest-ranked investment advisor in Frankfort, IN is CFD Companies with an RFA Score of 65/100. It has 4.4★ from 18 Google reviews. Centier Bank (#2) and Centier Bank (#3) follow. We ranked 29 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Frankfort?

RankedFinancialAdvisors ranks 29 investment advisors serving Frankfort, IN. 1 of them is based in Frankfort; 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 Frankfort work on weekends?

10 of 29 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are Centier Bank (#2), Centier Bank (#4) and Centier Bank (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Frankfort investment advisors have?

The median Google rating among 29 rated investment advisors in Frankfort is 4.5★, with a median of 15 reviews. Centier Bank has the most, 105 reviews, and ranks #3. 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 Frankfort count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 29 investment advisors serving Frankfort.