Skip to content

Wealth Managers in Cedar Lake, IN: 2026 rankings

45 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Cedar Lake: Kubiak & Kubiak Wealth Management, RFA Score 68/100; 5.0★ from 64 Google reviews.

  2. 3

    Most-reviewed: Stenger Family Office | Chicago Financial Advisor, 89 Google reviews at 5.0★, the most of 45 ranked; ranked #3.

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

45 Cedar Lake wealth managers are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 45 rated firms.

Top 10 wealth managers in Cedar Lake 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 wealth managers in Cedar Lake at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Kubiak & Kubiak Wealth Management685.0★ (64)Orland Park, 28 mi away—Top score
2Dowling Financial Services & Wealth Management685.0★ (48)Frankfort, 24 mi away——
3Stenger Family Office | Chicago Financial Advisor675.0★ (89)Chicago, 37 mi away—Most reviews
4Harvest Wealth Partners675.0★ (20)Munster, 13 mi away——
5Murphy Wealth Management665.0★ (20)Valparaiso, 18 mi away——
6Carson Wealth665.0★ (23)Valparaiso, 21 mi away——
7Serenity Wealth Management655.0★ (46)Chicago, 37 mi awaySat—
8Rooted Wealth Advisors654.9★ (30)Bourbonnais, 27 mi away——
9Diversified Wealth Solutions Powered by LPL Financial655.0★ (11)Highland, 12 mi away——
10Smart Wealth Strategies, Inc.635.0★ (24)Chicago, 37 mi awaySat—

All 45 wealth managers in Cedar Lake, 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.

  4. #4 Harvest Wealth Partners

    Based in Munster, 13 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9600 N Centennial Dr Suite A, Munster, IN 46321
    View profile for Harvest Wealth Partners(219) 864-5050

  6. #6 Carson Wealth

    Based in Valparaiso, 21 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    150 Lincolnway Ste 1005, Valparaiso, IN 46383
    View profile for Carson Wealth(219) 476-3696

  8. #8 Rooted Wealth Advisors

    Based in Bourbonnais, 27 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    389 William R Latham Senior Dr, Bourbonnais, IL 60914
    View profile for Rooted Wealth Advisors(815) 918-4727

  11. #11 EN+ Wealth LLC.

    Based in Munster, 12 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10042 Twin Creek Blvd, Munster, IN 46321
    View profile for EN+ Wealth LLC.(219) 321-8881

  19. #19 VIE Wealth Management

    Based in Mokena, 25 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    19070 Everett Blvd Ste 207, Mokena, IL 60448
    View profile for VIE Wealth Management(708) 390-7660

  22. #22 Vertis Wealth

    Based in Chicago, 38 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.6★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    875 N Michigan Ave #3940, Chicago, IL 60611
    View profile for Vertis Wealth(774) 874-3686

  23. #23 Aspirean Wealth

    Based in Chesterton, 26 mi away

    61/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    160 Rail Rd #4, Chesterton, IN 46304
    View profile for Aspirean Wealth(844) 687-5342

  24. #24 WealthRidge Investments

    Based in Burr Ridge, 37 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9:30 AM–3 PM · Sat–Sun closed
    Address
    7055 Veterans Blvd Ste B, Burr Ridge, IL 60527
    View profile for WealthRidge Investments(630) 320-6039

All 45 wealth managers

#1 to #25 are shown in full above. Here are #26 to #45, in RFA Score order; each links to its profile.

wealth managers in Cedar Lake, ranks 26 to 45
RankBusinessRFA ScoreGoogle ratingDistance
26Chicago Partners Wealth Advisors604.4★ (13)37 mi
27Linda Stover - Private Wealth Advisor, Ameriprise Financial Services, LLC603.6★ (5)22 mi
28Beran Wealth Management604.9★ (10)39 mi
29Trajan Wealth605.0★ (4)27 mi
30Fortuna Wealth Management605.0★ (9)40 mi
31Centric Wealth Management605.0★ (7)37 mi
32Kevin Raftery - Old National Wealth Advisors605.0★ (3)25 mi
33Rothschild Wealth Partners594.5★ (8)37 mi
34The Mather Group | Wealth Management & Financial Planning593.6★ (15)38 mi
35AFIN Family Wealth Management595.0★ (3)28 mi
36Envision Wealth Planning594.4★ (7)37 mi
37Wealthspire594.5★ (6)37 mi
38Performance Wealth585.0★ (5)39 mi
39RBC Wealth Management Branch - Palos Heights583.7★ (3)29 mi
40Unique Wealth Strategies584.2★ (5)36 mi
41Harbour Wealth Management585.0★ (4)40 mi
42CIBC Private Wealth584.0★ (4)37 mi
43Savant Wealth Management575.0★ (3)37 mi
44Morgan Stanley Private Wealth Advisors574.3★ (3)37 mi
45Wintrust Wealth Management573.3★ (3)37 mi

Also serving Cedar Lake

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Cedar Lake
BusinessGoogle ratingDistance
Centier Bank5.0★ (238)In Cedar Lake
David C. Heide - RBC Wealth Management Financial Advisor5.0★ (2)29 mi
Doyenne Wealth Advisors3.0★ (2)37 mi
Elevate Private Wealth Management5.0★ (2)39 mi
Forsythe Wealth Management5.0★ (1)6 mi
GFI Wealth Partners3.0★ (2)13 mi
Hallmark Financials Asset Wealth Management. LLC.5.0★ (2)35 mi
Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)9 mi
Koney Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)28 mi
Lauer Wealth3.5★ (2)22 mi
Mary Haluska - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)6 mi
Merrill Lynch Wealth Management3.0★ (2)37 mi
Polaris Wealth Management1.0★ (1)18 mi
Ramos Wealth & Personalized Tax5.0★ (1)22 mi
RCM Wealth Advisors5.0★ (2)37 mi
Retire Source Wealth Management5.0★ (1)12 mi
Rooted Wealth Advisors5.0★ (2)8 mi
Sikorski Wealth Management Group5.0★ (1)21 mi
Sutton Wealth Strategies5.0★ (2)37 mi
Wealthyminds Financial Services LLC5.0★ (1)19 mi

How we ranked Cedar Lake wealth managers

We scored 45 Cedar Lake wealth managers 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 Cedar Lake 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Cedar Lake: frequently asked questions

Which wealth manager has the highest RFA Score in Cedar Lake?

By RFA Score, the highest-ranked wealth manager in Cedar Lake, IN is Kubiak & Kubiak Wealth Management with an RFA Score of 68/100. It has 5.0★ from 64 Google reviews. Dowling Financial Services & Wealth Management (#2) and Stenger Family Office | Chicago Financial Advisor (#3) follow. We ranked 45 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Cedar Lake?

RankedFinancialAdvisors ranks 45 wealth managers serving Cedar Lake, IN. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Cedar Lake work on weekends?

3 of 45 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays are Serenity Wealth Management (#7), Smart Wealth Strategies, Inc. (#10) and Transformation Financial LLC DBA WealthwithBlanca (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cedar Lake wealth managers have?

The median Google rating among 45 rated wealth managers in Cedar Lake is 5.0★, with a median of 7 reviews. Stenger Family Office | Chicago Financial Advisor has the most, 89 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Cedar Lake count in this ranking?

Yes, if they are within 40 mi of the Cedar Lake city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Cedar Lake ranked?

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

How do I check a wealth manager’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 wealth manager in Cedar Lake 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 wealth managers 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 Cedar Lake

  1. November 2026: RFA Scores recalculated for 45 wealth managers serving Cedar Lake.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Cedar Lake pages