Skip to content

Wealth Managers in Chesterton, IN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Chesterton: Stenger Family Office | Chicago Financial Advisor, RFA Score 67/100; 5.0★ from 89 Google reviews.

  2. 5

    Most-reviewed: Serenity Wealth Management, 46 Google reviews at 5.0★, the most of 33 ranked after Stenger Family Office | Chicago Financial Advisor; ranked #5.

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

33 Chesterton 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 33 rated firms.

Top 10 wealth managers in Chesterton 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 Chesterton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Stenger Family Office | Chicago Financial Advisor675.0★ (89)Chicago, 35 mi away—Top score
2Carson Wealth675.0★ (23)Valparaiso, 10 mi away——
3Murphy Wealth Management665.0★ (20)Valparaiso, 11 mi away——
4Hilltop Wealth & Tax Solutions665.0★ (11)Chesterton——
5Serenity Wealth Management655.0★ (46)Chicago, 34 mi awaySatMost reviews
6Harvest Wealth Partners645.0★ (20)Munster, 23 mi away——
7Aspirean Wealth645.0★ (5)Chesterton——
8Smart Wealth Strategies, Inc.635.0★ (24)Chicago, 35 mi awaySat—
9Diversified Wealth Solutions Powered by LPL Financial635.0★ (11)Highland, 21 mi away——
10Transformation Financial LLC DBA WealthwithBlanca625.0★ (21)Chicago, 36 mi awaySat · Evenings—

All 33 wealth managers in Chesterton, 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 Carson Wealth

    Based in Valparaiso, 10 mi away

    67/100RFA Score

    Ranked #2 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

  6. #6 Harvest Wealth Partners

    Based in Munster, 23 mi away

    64/100RFA Score

    Ranked #6 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

  7. #7 Aspirean Wealth

    Based in Chesterton

    64/100RFA Score

    Ranked #7 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

  11. #11 Linda Stover - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Valparaiso, 9 mi away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.6★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    1508 Calumet Ave, Valparaiso, IN 46383
    View profile for Linda Stover - Private Wealth Advisor, Ameriprise Financial Services, LLC(219) 462-6687

  13. #13 Peak Wealth Planning

    Based in Chicago, 40 mi away

    61/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4311 N Ravenswood Ave Ste 217, Chicago, IL 60613
    View profile for Peak Wealth Planning(217) 303-5040

  14. #14 Vertis Wealth

    Based in Chicago, 35 mi away

    60/100RFA Score

    Ranked #14 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

  16. #16 EN+ Wealth LLC.

    Based in Munster, 23 mi away

    60/100RFA Score

    Ranked #16 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

All 33 wealth managers

#1 to #25 are shown in full above. Here are #26 to #33, in RFA Score order; each links to its profile.

wealth managers in Chesterton, ranks 26 to 33
RankBusinessRFA ScoreGoogle ratingDistance
26Wealthspire584.5★ (6)35 mi
27Vita Wealth Management575.0★ (4)39 mi
28CIBC Private Wealth574.0★ (4)35 mi
29Savant Wealth Management575.0★ (3)35 mi
30Morgan Stanley Private Wealth Advisors574.3★ (3)35 mi
31Wintrust Wealth Management563.3★ (3)35 mi
32Kevin Raftery - Old National Wealth Advisors565.0★ (3)39 mi
33RBC Wealth Management Branch - Palos Heights563.7★ (3)38 mi

Also serving Chesterton

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 Chesterton
BusinessGoogle ratingDistance
Benjamin F. EdwardsIn Chesterton
Brad Werner & Co3.7★ (3)In Chesterton
CAPTRUST5.0★ (5)In Chesterton
Compass Financial AdvisorsIn Chesterton
Doyenne Wealth Advisors3.0★ (2)35 mi
Edward Jones - Financial Advisor: Devon C Mulligan, CFP®|CEPA®|CRPC™4.4★ (7)In Chesterton
Edward Jones - Financial Advisor: Eric Isakson, ChFC®|RICP®|AAMS®3.7★ (3)In Chesterton
Embassy Wealth Advisors - Ameriprise Financial Services, LLCIn Chesterton
GFI Wealth Partners3.0★ (2)24 mi
Heritage Advisory Group4.4★ (5)In Chesterton
Honest Wind LLCIn Chesterton
Lauer Wealth3.5★ (2)14 mi
Merrill Lynch Wealth Management3.0★ (2)35 mi
Northwestern MutualIn Chesterton
OSBORN Wealth Management5.0★ (2)18 mi
RCM Wealth Advisors5.0★ (2)35 mi
Rooted Wealth Advisors5.0★ (2)23 mi
Sutton Wealth Strategies5.0★ (2)35 mi
Thomas A. Dranger - Ameriprise Financial Services, Inc.5.0★ (1)In Chesterton
Todd Larson - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Chesterton

How we ranked Chesterton wealth managers

We scored 33 Chesterton 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 Chesterton 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 Chesterton: frequently asked questions

Which wealth manager has the highest RFA Score in Chesterton?

By RFA Score, the highest-ranked wealth manager in Chesterton, IN is Stenger Family Office | Chicago Financial Advisor with an RFA Score of 67/100. It has 5.0★ from 89 Google reviews. Carson Wealth (#2) and Murphy Wealth Management (#3) follow. We ranked 33 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Chesterton?

RankedFinancialAdvisors ranks 33 wealth managers serving Chesterton, IN. 2 of them are based in Chesterton; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Chesterton work on weekends?

3 of 33 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays are Serenity Wealth Management (#5), Smart Wealth Strategies, Inc. (#8) and Transformation Financial LLC DBA WealthwithBlanca (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Chesterton wealth managers have?

The median Google rating among 33 rated wealth managers in Chesterton is 5.0★, with a median of 7 reviews. Stenger Family Office | Chicago Financial Advisor has the most, 89 reviews, and ranks #1. 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 Chesterton count in this ranking?

Yes, if they are within 40 mi of the Chesterton 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 Chesterton 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 Chesterton 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 Chesterton

  1. November 2026: RFA Scores recalculated for 33 wealth managers serving Chesterton.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Chesterton pages