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Investment Advisors in South Bend, IN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in South Bend: Horner Insurance/ Horner Investment Group LLC, RFA Score 72/100; 5.0★ from 57 Google reviews.

  2. 10

    Most-reviewed: Centier Bank, 213 Google reviews at 5.0★, the most of 50 ranked; ranked #10.

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

50 South Bend investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 50 rated firms.

Top 10 investment advisors in South Bend 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 South Bend at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Horner Insurance/ Horner Investment Group LLC725.0★ (57)Elkhart, 17 mi away—Top score
2Western & Southern Life693.9★ (13)Mishawaka, 4 mi away——
3Wells Fargo Advisors683.0★ (9)Mishawaka, 4 mi away——
4Centier Bank675.0★ (76)South BendSat—
5Centier Bank674.9★ (88)South Bend——
6Centier Bank675.0★ (102)Mishawaka, 4 mi awaySat—
7Hilltop Wealth & Tax Solutions665.0★ (85)Mishawaka, 4 mi away——
8Camp Wealth Management665.0★ (80)Mishawaka, 4 mi away——
9Centier Bank655.0★ (58)Granger, 5 mi away——
10Centier Bank635.0★ (213)Plymouth, 24 mi awaySatMost reviews

All 50 investment advisors in South Bend, 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.

  2. #2 Western & Southern Life

    Based in Mishawaka, 4 mi away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.9★ from 13 Google reviews, listed on Google as “Investment service”.

    • 3.9★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4100 Edison Lakes Pkwy Ste 330, Mishawaka, IN 46545
    View profile for Western & Southern Life(574) 255-2193

  4. #4 Centier Bank

    Based in South Bend

    67/100RFA Score

    Ranked #4 because of its Google rating and review volume: 5.0★ from 76 Google reviews.

    • 5.0★ from 76 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
    2850 W Cleveland Rd, South Bend, IN 46628
    View profile for Centier Bank(574) 243-3695

  5. #5 Centier Bank

    Based in South Bend

    67/100RFA Score

    Ranked #5 because of its Google rating and review volume: 4.9★ from 88 Google reviews.

    • 4.9★ from 88 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    108 N Main St, South Bend, IN 46601
    View profile for Centier Bank(574) 232-1049

  6. #6 Centier Bank

    Based in Mishawaka, 4 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and review volume: 5.0★ from 102 Google reviews.

    • 5.0★ from 102 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
    255 E Day Rd, Mishawaka, IN 46545
    View profile for Centier Bank(574) 255-1536

  9. #9 Centier Bank

    Based in Granger, 5 mi away

    65/100RFA Score

    Ranked #9 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–Sun closed
    Address
    7108 Gumwood Rd, Granger, IN 46530
    View profile for Centier Bank(574) 243-7620

  10. #10 Centier Bank

    Based in Plymouth, 24 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and review volume: 5.0★ from 213 Google reviews, the most in South Bend.

    • 5.0★ from 213 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
    537 N Oak Dr, Plymouth, IN 46563
    View profile for Centier Bank(574) 936-1970

  11. #11 Centier Bank

    Based in Elkhart, 14 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and review volume: 4.9★ from 81 Google reviews.

    • 4.9★ from 81 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 S Main St, Elkhart, IN 46516
    View profile for Centier Bank(574) 747-9280

  14. #14 Centier Bank

    Based in Goshen, 21 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and review volume: 4.9★ from 98 Google reviews.

    • 4.9★ from 98 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
    1716 Elkhart Rd, Goshen, IN 46526
    View profile for Centier Bank(574) 533-1333

  17. #17 Fidelity Investments

    Based in South Bend

    59/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.2★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1234 N Eddy St Ste 124, South Bend, IN 46617
    View profile for Fidelity Investments(800) 544-5702

  19. #19 Old National Bank

    Based in South Bend

    59/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 2.9★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 8 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    130 S Main St #100, South Bend, IN 46601
    View profile for Old National Bank(574) 239-8941

  23. #23 Key Private Bank

    Based in South Bend

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 2.0★ from 7 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    202 S Michigan St Fl 4, South Bend, IN 46601
    View profile for Key Private Bank(574) 247-5546

All 50 investment advisors

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile.

investment advisors in South Bend, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Ryan J Watson575.0★ (3)9 mi
27Wooden Accounting564.0★ (4)10 mi
28Edward Jones - Financial Advisor: Becky Brown, CFP®|AAMS®|CRPC™564.3★ (3)10 mi
29Stifel564.8★ (4)14 mi
30Old National Bank563.3★ (10)14 mi
31Edward Jones - Financial Advisor: Dan Craig, AAMS®563.7★ (6)14 mi
32Edward Jones - Financial Advisor: Tommy Morelock, CFP®555.0★ (4)16 mi
33Loucks & Weaver Financial Advisory Group555.0★ (3)15 mi
34Wealth Enhancement Group555.0★ (3)15 mi
35Edward Jones - Financial Advisor: Nate Stemm, CFP®555.0★ (3)15 mi
36Everence Financial/Everence Federal Credit Union555.0★ (6)22 mi
37Rodney Jacobs - Private Wealth Advisor, Ameriprise Financial Services, LLC555.0★ (7)24 mi
38Edward Jones - Financial Advisor: Todd Clady545.0★ (7)25 mi
39Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC544.4★ (7)24 mi
40Edward Jones - Financial Advisor: Patrick M Spence544.5★ (8)25 mi
41Paladin Legacy Advisory Group - Ameriprise Financial Services, LLC545.0★ (5)24 mi
42Everence Financial/Everence Federal Credit Union545.0★ (5)24 mi
43Edward Jones - Financial Advisor: JT Jacobson, CFP®|CEPA®535.0★ (3)21 mi
44Edward Jones - Financial Advisor: Craig M Wilson, CFP®535.0★ (4)24 mi
45Edward Jones - Financial Advisor: Matt Szynal, AAMS®535.0★ (3)22 mi
46Edward Jones - Financial Advisor: Ross M Hougland, CFP®535.0★ (3)23 mi
47Edward Jones - Financial Advisor: Aaron S Wilkinson534.3★ (3)22 mi
48Edward Jones - Financial Advisor: Ryan S Drake534.7★ (3)24 mi
49Edward Jones - Financial Advisor: Jonathan E Salisbury, AAMS®525.0★ (3)25 mi
50Edward Jones - Financial Advisor: Jennie Girton, CRPC™524.0★ (4)25 mi

Also serving South Bend

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 South Bend
BusinessGoogle ratingDistance
Andrew Weiss - Knights of Columbus5.0★ (115)In South Bend
Bankers Life4.9★ (37)In South Bend
Catanzarite Financial Services5.0★ (4)In South Bend
Cheryl Avery - Thrivent5.0★ (1)In South Bend
Cornerstone Wealth Services - Matt Wilson, AAMS®, AIF®5.0★ (3)In South Bend
Diversified Planning5.0★ (1)In South Bend
Edward Jones - Financial Advisor: Jerry Madsen, ABFP®5.0★ (1)In South Bend
Edward Jones - Financial Advisor: Jonathan N Hampton5.0★ (2)In South Bend
Edward Jones - Financial Advisor: Leo E Priemer, CFP®|CEPA®5.0★ (1)In South Bend
Edward Jones - Financial Advisor: Terry L Clark5.0★ (2)In South Bend
Financial Associates5.0★ (1)In South Bend
Golden Years Financial Advisors5.0★ (2)In South Bend
Graham Allen Partners5.0★ (2)In South Bend
Kesha Nicole Farlow: Primerica - Financial Services5.0★ (7)In South Bend
Merrill Lynch Wealth Management5.0★ (1)In South Bend
Mission Investment Services3.7★ (3)In South Bend
Monique Mozella Beck: Primerica - Financial Services5.0★ (2)In South Bend
Neeser Insurance & Financial Solutions5.0★ (37)In South Bend
OASIS Financial3.7★ (3)In South Bend
Steven Carlock - Raymond James5.0★ (1)In South Bend

How we ranked South Bend investment advisors

We scored 50 South Bend 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 South Bend 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 South Bend: frequently asked questions

Which investment advisor has the highest RFA Score in South Bend?

By RFA Score, the highest-ranked investment advisor in South Bend, IN is Horner Insurance/ Horner Investment Group LLC with an RFA Score of 72/100. It has 5.0★ from 57 Google reviews. Western & Southern Life (#2) and Wells Fargo Advisors (#3) follow. We ranked 50 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in South Bend?

RankedFinancialAdvisors ranks 50 investment advisors serving South Bend, IN. 7 of them are based in South Bend; 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 South Bend work on weekends?

6 of 50 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are Centier Bank (#4), Centier Bank (#6) and Centier Bank (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do South Bend investment advisors have?

The median Google rating among 50 rated investment advisors in South Bend is 5.0★, with a median of 6 reviews. Centier Bank has the most, 213 reviews, and ranks #10. 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 South Bend count in this ranking?

Yes, if they are within 25 mi of the South Bend 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 South Bend 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 South Bend 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 South Bend

  1. November 2026: RFA Scores recalculated for 50 investment advisors serving South Bend.

More investment advisors and South Bend pages