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Wealth Managers in Yorktown, IN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Yorktown: Blend Wealth, RFA Score 68/100; 5.0★ from 72 Google reviews.

  2. 4

    Most-reviewed: Crown Haven Wealth Advisors, 56 Google reviews at 4.8★, the most of 30 ranked after Blend Wealth; ranked #4.

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

30 Yorktown wealth managers are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 30 rated firms.

Top 10 wealth managers in Yorktown 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 Yorktown at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Blend Wealth685.0★ (72)Indianapolis, 33 mi away—Top score
2Perkins Wealth Advantage675.0★ (34)Noblesville, 26 mi away——
3Knepp Wealth Management664.6★ (53)Fishers, 31 mi away——
4Crown Haven Wealth Advisors664.8★ (56)Carmel, 38 mi away—Most reviews
5Strategic Wealth Designers654.9★ (39)Indianapolis, 37 mi away——
6Tyler Wealth Management655.0★ (4)Yorktown——
7Absolute Wealth Management, LLC644.8★ (32)Indianapolis, 35 mi awaySat—
8Wealth Strategies Inc.644.8★ (5)Muncie, 6 mi away——
9Remnant Wealth645.0★ (24)Carmel, 36 mi away——
10Dunlap Gill Wealth Management Group645.0★ (17)Fishers, 30 mi away——

All 30 wealth managers in Yorktown, 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 Yorktown

    #1 Blend Wealth

    Based in Indianapolis, 33 mi away

    68/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 72 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    9800 Crosspoint Blvd Ste 200, Indianapolis, IN 46256
    View profile for Blend Wealth(317) 854-5656

  2. #2 Perkins Wealth Advantage

    Based in Noblesville, 26 mi away

    67/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    13110 Harrell Pkwy Ste Suite 100, Noblesville, IN 46060
    View profile for Perkins Wealth Advantage(317) 296-5535

  3. #3 Knepp Wealth Management

    Based in Fishers, 31 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.6★ from 53 Google reviews, listed on Google as “Financial advisor”.

    • 4.6★ from 53 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    11413 Lantern Rd, Fishers, IN 46038
    View profile for Knepp Wealth Management(317) 827-2037

  8. #8 Wealth Strategies Inc.

    Based in Muncie, 6 mi away

    64/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    207 N High St, Muncie, IN 47305
    View profile for Wealth Strategies Inc.(765) 289-3366

  9. #9 Remnant Wealth

    Based in Carmel, 36 mi away

    64/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1542 E Greyhound Pass, Carmel, IN 46032
    View profile for Remnant Wealth(317) 969-7499

  11. #11 Indy Wealth Advisors

    Based in Fishers, 31 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11389 Lantern Rd, Fishers, IN 46038
    View profile for Indy Wealth Advisors(463) 223-9100

  12. #12 RLS Wealth

    Based in Fishers, 31 mi away

    64/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11650 Lantern Rd #236, Fishers, IN 46038
    View profile for RLS Wealth(317) 593-9390

  14. #14 Plan Wise Wealth Group

    Based in Indianapolis, 33 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    9998 Crosspoint Blvd Ste 320, Indianapolis, IN 46256
    View profile for Plan Wise Wealth Group(317) 759-7328

  15. #15 BBK Wealth Management

    Based in Fishers, 30 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat 7 AM–10 AM · Sun closed
    Address
    14074 Trade Center Dr #240, Fishers, IN 46038
    View profile for BBK Wealth Management(317) 207-0730

  19. #19 Evans May Wealth

    Based in Carmel, 36 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    211 W Main St Ste 301, Carmel, IN 46032
    View profile for Evans May Wealth(317) 819-4610

  20. #20 Delta Wealth Advisors

    Based in Indianapolis, 37 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3755 E 82nd St Ste 100, Indianapolis, IN 46240
    View profile for Delta Wealth Advisors(317) 224-0220

All 30 wealth managers

#1 to #25 are shown in full above. Here are #26 to #30, in RFA Score order; each links to its profile.

wealth managers in Yorktown, ranks 26 to 30
RankBusinessRFA ScoreGoogle ratingDistance
26Market Street Wealth Management Advisors, LLC615.0★ (8)37 mi
27Geist Family Wealth604.8★ (5)29 mi
28Gagne Wealth Management Group - Raymond James595.0★ (4)35 mi
29RBC Wealth Management Branch - Indianapolis585.0★ (3)37 mi
30Merrill Lynch Wealth Management573.7★ (3)39 mi

Also serving Yorktown

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 Yorktown
BusinessGoogle ratingDistance
Angela Grabovsky - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)39 mi
Avalon Wealth Advisory5.0★ (2)39 mi
Baize Financial Concepts5.0★ (7)In Yorktown
Bluestar Wealth Advisory of Raymond James1.0★ (1)15 mi
Carmel Private Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)39 mi
E W Wealth Management - Evan Werckenthien5.0★ (2)36 mi
Edward Jones - Financial Advisor: Chris Day, AAMS®5.0★ (4)In Yorktown
Fortitude Private Wealth, Inc5.0★ (1)36 mi
Indiana Trust Wealth Management4.5★ (2)6 mi
Integrity Advisors, Inc3.7★ (3)In Yorktown
Lifetime Wealth Management Muncie5.0★ (1)5 mi
Monon Wealth Management5.0★ (2)37 mi
Pathway Wealth Advisory of Raymond James5.0★ (2)38 mi
Principia Private Wealth of Thurston Springer - Philip Lavelle5.0★ (2)11 mi
Provider Wealth Management5.0★ (1)36 mi
PVA Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)37 mi
Shoreline Wealth Advisors4.0★ (1)18 mi
Truss Wealth Advisors5.0★ (1)33 mi
Verity Wealth Partners5.0★ (2)38 mi
WestPoint Private Client Group3.0★ (2)38 mi

How we ranked Yorktown wealth managers

We scored 30 Yorktown 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 Yorktown 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 Yorktown: frequently asked questions

Which wealth manager has the highest RFA Score in Yorktown?

By RFA Score, the highest-ranked wealth manager in Yorktown, IN is Blend Wealth with an RFA Score of 68/100. It has 5.0★ from 72 Google reviews. Perkins Wealth Advantage (#2) and Knepp Wealth Management (#3) follow. We ranked 30 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Yorktown?

RankedFinancialAdvisors ranks 30 wealth managers serving Yorktown, IN. 1 of them is based in Yorktown; 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 Yorktown work on weekends?

3 of 30 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Absolute Wealth Management, LLC (#7), BBK Wealth Management (#15) and Lewis Wealth Management LLC (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Yorktown wealth managers have?

The median Google rating among 30 rated wealth managers in Yorktown is 5.0★, with a median of 16 reviews. Blend Wealth has the most, 72 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 Yorktown count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 30 wealth managers serving Yorktown.

More wealth managers and Yorktown pages