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Investment Advisors in Lafayette, IN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lafayette: Banker Investment Group, RFA Score 71/100; 5.0★ from 14 Google reviews.

  2. 6

    Most-reviewed: Centier Bank, 129 Google reviews at 4.9★, the most of 25 ranked; ranked #6.

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

25 Lafayette investment advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 25 rated firms.

Top 10 investment advisors in Lafayette 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 Lafayette at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Banker Investment Group715.0★ (14)West Lafayette, 4 mi away—Top score
2Centier Bank685.0★ (95)LafayetteSat—
3Centier Bank684.9★ (105)Lafayette——
4Centier Bank675.0★ (92)West Lafayette, 3 mi awaySat—
5Centier Bank674.9★ (80)LafayetteSat—
6Centier Bank674.9★ (129)West Lafayette, 6 mi awaySatMost reviews
7First Merchants Bank624.2★ (30)LafayetteSat—
8First Merchants Bank624.3★ (26)Lafayette——
9Old National Bank613.7★ (33)LafayetteSat—
10First Merchants Bank604.0★ (27)West Lafayette, 3 mi awaySat—

All 25 investment advisors in Lafayette, 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 Lafayette

    #1 Banker Investment Group

    Based in West Lafayette, 4 mi away

    71/100RFA Score

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

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1241 Cumberland Ave B, West Lafayette, IN 47906
    View profile for Banker Investment Group(765) 497-0197

  2. #2 Centier Bank

    Based in Lafayette

    68/100RFA 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
    View profile for Centier Bank(765) 447-4420

  3. #3 Centier Bank

    Based in Lafayette

    68/100RFA Score

    Ranked #3 because of its Google rating and review volume: 4.9★ from 105 Google reviews.

    • 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
    View profile for Centier Bank(765) 742-7410

  4. #4 Centier Bank

    Based in West Lafayette, 3 mi away

    67/100RFA Score

    Ranked #4 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
    View profile for Centier Bank(765) 420-0050

  5. #5 Centier Bank

    Based in Lafayette

    67/100RFA Score

    Ranked #5 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
    View profile for Centier Bank(765) 474-4374

  6. #6 Centier Bank

    Based in West Lafayette, 6 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and review volume: 4.9★ from 129 Google reviews, the most in Lafayette.

    • 4.9★ from 129 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
    2636, 52 Sagamore Pkwy W, West Lafayette, IN 47906
    View profile for Centier Bank(765) 743-1401

  7. #7 First Merchants Bank

    Based in Lafayette

    62/100RFA Score

    Ranked #7 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
    View profile for First Merchants Bank(765) 423-7167

  8. #8 First Merchants Bank

    Based in Lafayette

    62/100RFA Score

    Ranked #8 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
    View profile for First Merchants Bank(765) 423-7140

  9. #9 Old National Bank

    Based in Lafayette

    61/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.7★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 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
    View profile for Old National Bank(765) 446-3620

  10. #10 First Merchants Bank

    Based in West Lafayette, 3 mi away

    60/100RFA Score

    Ranked #10 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
    View profile for First Merchants Bank(765) 423-7162

  11. #11 BlueSafe Financial LLC

    Based in Lafayette

    60/100RFA Score

    Ranked #11 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
    View profile for BlueSafe Financial LLC(765) 607-4700

  12. #12 Edward Jones - Financial Advisor: Jennifer C Russell, CFP®|AAMS®

    Based in Lafayette

    60/100RFA Score

    Ranked #12 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
    View profile for Edward Jones - Financial Advisor: Jennifer C Russell, CFP®|AAMS®(765) 423-7490

  14. #14 First Merchants Bank

    Based in Lafayette

    60/100RFA Score

    Ranked #14 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
    View profile for First Merchants Bank(765) 423-7164

  15. #15 First Merchants Bank

    Based in Lafayette

    60/100RFA Score

    Ranked #15 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
    View profile for First Merchants Bank(765) 423-7163

  16. #16 Old National Bank

    Based in Lafayette

    59/100RFA Score

    Ranked #16 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
    View profile for Old National Bank(765) 637-4370

  23. #23 Bison Financial Group

    Based in Lafayette

    57/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.1★ from 16 Google reviews, listed on Google as “Financial consultant”.

    • 2.1★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    839 Main St, Lafayette, IN 47901
    View profile for Bison Financial Group(765) 742-8300

  25. #25 First Merchants Bank

    Based in Frankfort, 21 mi away

    56/100RFA Score

    Ranked #25 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
    View profile for First Merchants Bank(765) 654-8533

Also serving Lafayette

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 Lafayette
BusinessGoogle ratingDistance
BBK Wealth Management5.0★ (3)In Lafayette
Bryan H Stapleton - Morgan Stanley5.0★ (1)In Lafayette
Cardwell, King and Downey Wealth Management of RJ - Raymond James3.0★ (2)In Lafayette
Cindy Ringer - Thrivent4.5★ (2)In Lafayette
Consumer Financial5.0★ (4)In Lafayette
Credent Wealth Management - Lafayette, IN5.0★ (1)In Lafayette
Edward Jones - Financial Advisor: Elliot J Hartje, CFP®|AAMS®5.0★ (2)In Lafayette
Edward Jones - Financial Advisor: Karissa Mooney, CFP®|CEPA®|AAMS®5.0★ (1)In Lafayette
Edward Jones - Financial Advisor: Matthew D Haskett, CFP®5.0★ (2)In Lafayette
Edward Jones - Financial Advisor: Patricia Z Caliendo3.0★ (2)In Lafayette
Elements Wealth Management5.0★ (2)In Lafayette
Lafayette Business, Mortgage & Investment Center4.0★ (2)In Lafayette
Landmark Financial Services5.0★ (2)In Lafayette
Madren Financial5.0★ (28)In Lafayette
Merrill Lynch Financial Advisor Young Lee5.0★ (9)In Lafayette
Morgan Stanley Financial Advisors5.0★ (1)In Lafayette
Next Adventure Financial5.0★ (10)In Lafayette
Northwestern Mutual5.0★ (2)In Lafayette
Raymond James & Associates5.0★ (1)In Lafayette
Stifel5.0★ (1)In Lafayette

How we ranked Lafayette investment advisors

We scored 25 Lafayette 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 Lafayette 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 Lafayette: frequently asked questions

Which investment advisor has the highest RFA Score in Lafayette?

By RFA Score, the highest-ranked investment advisor in Lafayette, IN is Banker Investment Group with an RFA Score of 71/100. It has 5.0★ from 14 Google reviews. Centier Bank (#2) and Centier Bank (#3) follow. We ranked 25 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Lafayette?

RankedFinancialAdvisors ranks 25 investment advisors serving Lafayette, IN. 19 of them are based in Lafayette; 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 Lafayette work on weekends?

10 of 25 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 Lafayette investment advisors have?

The median Google rating among 25 rated investment advisors in Lafayette is 4.9★, with a median of 15 reviews. Centier Bank has the most, 129 reviews, and ranks #6. 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 Lafayette count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 25 investment advisors serving Lafayette.

More investment advisors and Lafayette pages