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Best Financial Planner in Indiana

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Top Financial Planner Listings in Indiana

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Showing 51-100 of 228 Financial Planner listings in Indiana · page 2 of 5

#51Howard Bailey Financial, Inc. of Mishawaka

4.3 Google rating · 12 reviews

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Howard Bailey Financial, Inc. of Mishawaka website

Score breakdown

AI Visibility50
AI Ready40
SEO68
Freshness100
  • Financial Planner
  • Mishawaka, Indiana
  • (802) 488-6000
  • howardcenter.org

Howard Bailey Financial, Inc. is a financial planner in Mishawaka, Indiana, serving individuals and families with personalized financial planning services. The company specializes in retirement planning, investment management, and estate planning, helping...

Category rank by BizScore: #2 of 5 Financial Planner listings in MishawakaScores updated Oct 22, 2026

#52Smith Financial

4.2 Google rating · 12 reviews

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Smith Financial website

Score breakdown

AI Visibility40
AI Ready-
SEO87
Freshness-
  • Financial Planner
  • Kokomo, Indiana
  • smith-wessonforum.com

Smith Financial is a Financial Planner in Kokomo, IN. They offer comprehensive financial planning services to individuals and families, specializing in retirement planning, investment management, and estate planning. With years of experience, Smith Financial...

Category rank by BizScore: #1 of 8 Financial Planner listings in KokomoScores updated Sep 17, 2026

#53Reify Wealth Advisors

5.0 Google rating

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Reify Wealth Advisors website

Score breakdown

AI Visibility36
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 872-5090
  • reifywealthadvisors.com

Reify Wealth Advisors is a financial planner in Indianapolis, IN. The firm provides investment management, customized financial plans, account establishment, and tax preparation and planning services. As a fee-only practice, the advisors do not sell products...

Category rank by BizScore: #11 of 20 Financial Planner listings in IndianapolisScores updated Sep 25, 2026

#54Edward Jones - Financial Advisor: Chad T Lewis, CFP®

5.0 Google rating

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Edward Jones - Financial Advisor: Chad T Lewis, CFP® website

Score breakdown

AI Visibility55
AI Ready22
SEO66
Freshness100
  • Financial Planner
  • Madison, Indiana
  • (812) 370-5240
  • edwardjones.com
Category rank by BizScore: #9 of 25 Financial Planner listings in MadisonScores updated Oct 25, 2026

#55Galecki Financial Management - Fort Wayne

4.8 Google rating

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Galecki Financial Management - Fort Wayne website

Score breakdown

AI Visibility41
AI Ready40
SEO83
Freshness100
  • Financial Planner
  • Fort Wayne, Indiana
  • (260) 436-8525
  • galecki.com

Galecki Financial Management - Fort Wayne is a Financial Planner in Fort Wayne, IN, located at 7743 W Jefferson Blvd. The firm serves clients in Fort Wayne, throughout Northeast Indiana, the Midwest, and the U.S., operating as a Fee-Only financial planning...

Category rank by BizScore: #5 of 11 Financial Planner listings in Fort WayneScores updated Oct 28, 2026
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Edward Jones - Financial Advisor: Dean E Meyers, CFP®|AAMS®|CKA® website

Score breakdown

AI Visibility55
AI Ready22
SEO64
Freshness100
  • Financial Planner
  • Muncie, Indiana
  • (765) 288-4333
  • edwardjones.com
Category rank by BizScore: #1 of 3 Financial Planner listings in MuncieScores updated Oct 24, 2026
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Blend Wealth website

Score breakdown

AI Visibility43
AI Ready43
SEO73
Freshness100
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 854-5656
  • blendwealth.com

Blend Wealth is a financial planner in Indianapolis, IN. The firm specializes in integrating personal and business wealth planning, offering services such as accounting, tax strategy, bookkeeping, and payroll. They serve small and medium business owners...

Category rank by BizScore: #14 of 20 Financial Planner listings in IndianapolisScores updated Oct 27, 2026
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Snowbird Financial LLC website

Score breakdown

AI Visibility43
AI Ready30
SEO73
Freshness60
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 610-9096
  • snowbirdfinancial.com

Snowbird Financial LLC is a financial planner in Indianapolis, IN, located at 9165 Otis Ave, Suite 219. The firm provides personalized financial planning and asset management services to individuals, families, and businesses. Founded in Indiana on June 26...

Category rank by BizScore: #10 of 20 Financial Planner listings in IndianapolisScores updated Oct 27, 2026
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Indy Wealth Planning Group website

Score breakdown

AI Visibility48
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 683-5751
  • indycar.com

Indy Wealth Planning Group is a Financial Planner in Indianapolis, IN. The provided information for this business contains details regarding the NTT INDYCAR SERIES, including race schedules, driver standings, and team information. The source text includes...

Category rank by BizScore: #3 of 6 Financial Planner listings in IndianapolisScores updated Sep 17, 2026

#60Neeser Insurance & Financial Solutions

5.0 Google rating

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Neeser Insurance & Financial Solutions website

Score breakdown

AI Visibility44
AI Ready48
SEO74
Freshness100
  • Financial Planner
  • South Bend, Indiana
  • (574) 234-1980
  • neeserinsurance.com

Neeser Insurance & Financial Solutions is a Financial Planner in South Bend, IN, located at 224 W Colfax Ave #200. The firm guides families and business owners toward financial clarity and confidence using guaranteed, tax-advantaged strategies that avoid...

Category rank by BizScore: #5 of 17 Financial Planner listings in South BendScores updated Oct 24, 2026
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Edward Jones - Financial Advisor: Allen C Woods, CFP®|AAMS® website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Lebanon, Indiana
  • (765) 753-6546
  • edwardjones.com
Category rank by BizScore: #1 of 11 Financial Planner listings in LebanonScores updated Oct 23, 2026

#62Edward Jones - Financial Advisor: Jarrad Odle, AAMS®

5.0 Google rating

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Edward Jones - Financial Advisor: Jarrad Odle, AAMS® website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Marion, Indiana
  • (765) 664-2743
  • edwardjones.com
Category rank by BizScore: #1 of 12 Financial Planner listings in MarionScores updated Oct 23, 2026
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Edward Jones - Financial Advisor: Ryne M Otis, ChFC®|CAP®|WMCP®|RICP®|ABFP®|CLU®|ADPA®|AWMA®|SE-AWMA®|CSRIC® website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Marion, Indiana
  • (765) 662-3929
  • edwardjones.com
Category rank by BizScore: #3 of 12 Financial Planner listings in MarionScores updated Oct 26, 2026
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Edward Jones - Financial Advisor: Theodore E Burgoon, CFP® website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Brownsburg, Indiana
  • (317) 852-6572
  • edwardjones.com
Category rank by BizScore: #4 of 6 Financial Planner listings in BrownsburgScores updated Oct 24, 2026

#65Edward Jones - Financial Advisor: Trevin T Poole

5.0 Google rating

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Edward Jones - Financial Advisor: Trevin T Poole website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Lebanon, Indiana
  • (765) 482-7659
  • edwardjones.com
Category rank by BizScore: #3 of 11 Financial Planner listings in LebanonScores updated Oct 25, 2026
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Edward Jones - Financial Advisor: Wendy M Orpurt, CFP®|AAMS® website

Score breakdown

AI Visibility55
AI Ready22
SEO64
Freshness100
  • Financial Planner
  • Logansport, Indiana
  • (574) 753-4391
  • edwardjones.com
Category rank by BizScore: #4 of 4 Financial Planner listings in LogansportScores updated Oct 24, 2026

#67Edward Jones / Samuel Lowe

5.0 Google rating

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Edward Jones / Samuel Lowe website

Score breakdown

AI Visibility55
AI Ready15
SEO64
Freshness100
  • Financial Planner
  • Brownsburg, Indiana
  • (317) 286-3531
  • edwardjones.com

Edward Jones / Samuel Lowe is a financial planner in Brownsburg, IN. The firm provides wealth management and financial strategies to help individuals manage their wealth and build their financial futures. Serving clients with a focus on long-term security...

Category rank by BizScore: #5 of 6 Financial Planner listings in BrownsburgScores updated Oct 25, 2026
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Paladin Legacy Advisory Group - Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility49
AI Ready30
SEO67
Freshness100
  • Financial Planner
  • Plymouth, Indiana
  • (574) 936-2571
  • ameriprise.com
Category rank by BizScore: #3 of 23 Financial Planner listings in PlymouthScores updated Oct 23, 2026
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Thomas A. Dranger - Ameriprise Financial Services, Inc. website

Score breakdown

AI Visibility49
AI Ready30
SEO67
Freshness100
  • Financial Planner
  • Chesterton, Indiana
  • (219) 226-0800
  • ameriprise.com
Category rank by BizScore: #1 of 4 Financial Planner listings in ChestertonScores updated Oct 26, 2026

#70STAR Financial Bank

4.9 Google rating

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STAR Financial Bank website

Score breakdown

AI Visibility44
AI Ready34
SEO76
Freshness100
  • Financial Planner
  • New Castle, Indiana
  • (765) 593-5100
  • starfinancial.com
Scores updated Oct 24, 2026
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Edward Jones - Financial Advisor: Devon C Mulligan, CFP®|CRPC™ website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Chesterton, Indiana
  • (219) 500-8375
  • edwardjones.com
Category rank by BizScore: #3 of 4 Financial Planner listings in ChestertonScores updated Oct 26, 2026
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Ricke & Associates website

Score breakdown

AI Visibility43
AI Ready49
SEO78
Freshness100
  • Financial Planner
  • New Albany, Indiana
  • (717) 755-6199
  • rickebrosinc.com

Ricke & Associates is a Financial Planner in New Albany, IN. The business holds a rating of 4.8 based on 13 reviews. The provided source facts contain no specific details regarding the financial planning services, history, team, or service area of Ricke &...

Category rank by BizScore: #4 of 9 Financial Planner listings in New AlbanyScores updated Oct 29, 2026
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Edward Jones - Financial Advisor: Bryan J Eakle, CFP® website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • New Haven, Indiana
  • (260) 238-8653
  • edwardjones.com
Category rank by BizScore: #6 of 17 Financial Planner listings in New HavenScores updated Oct 26, 2026
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Edward Jones - Financial Advisor: Darren L Fabert website

Score breakdown

AI Visibility55
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Martinsville, Indiana
  • (765) 247-3023
  • edwardjones.com
Category rank by BizScore: #1 of 6 Financial Planner listings in MartinsvilleScores updated Oct 27, 2026
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Edward Jones - Financial Advisor: Eric S Bassler, CFP® website

Score breakdown

AI Visibility55
AI Ready22
SEO64
Freshness100
  • Financial Planner
  • Washington, Indiana
  • (812) 254-3094
  • edwardjones.com
Category rank by BizScore: #7 of 23 Financial Planner listings in WashingtonScores updated Oct 27, 2026
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Edward Jones - Financial Advisor: Jeffrey S Lewis, CEPA®|AAMS® website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Lebanon, Indiana
  • (765) 482-7340
  • edwardjones.com
Category rank by BizScore: #2 of 11 Financial Planner listings in LebanonScores updated Oct 24, 2026
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Edward Jones - Financial Advisor: Josh Collier website

Score breakdown

AI Visibility55
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Martinsville, Indiana
  • (765) 342-1876
  • edwardjones.com

Edward Jones - Financial Advisor: Josh Collier is a financial planner in Martinsville, IN. As part of a national network of more than 20,000 financial advisors, this office provides wealth management and strategies designed to help clients build their...

Category rank by BizScore: #3 of 6 Financial Planner listings in MartinsvilleScores updated Oct 27, 2026
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Edward Jones - Financial Advisor: Parker D Watts, CFP® website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • New Haven, Indiana
  • (260) 300-2175
  • edwardjones.com

Edward Jones - Financial Advisor: Parker D Watts, CFP® is a financial planner in New Haven, IN. Part of a national network of more than 20,000 financial advisors, this office provides wealth management and strategies to help individuals build their financial...

Category rank by BizScore: #4 of 17 Financial Planner listings in New HavenScores updated Oct 27, 2026
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Edward Jones - Financial Advisor: Sarah E Browning, AAMS®|CRPC™ website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Washington, Indiana
  • (812) 254-3739
  • edwardjones.com

Edward Jones - Financial Advisor: Sarah E Browning, AAMS®|CRPC™ is a Financial Planner in Washington, IN. They specialize in managing wealth and building financial futures for their clients through personalized financial planning services. With extensive...

Category rank by BizScore: #10 of 23 Financial Planner listings in WashingtonScores updated Oct 25, 2026
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Cornerstone Wealth Services - Matt Wilson, AAMS®, AIF® website

Score breakdown

AI Visibility37
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • South Bend, Indiana
  • (574) 307-6699
  • cornerstonesva.org
Category rank by BizScore: #7 of 17 Financial Planner listings in South BendScores updated Jun 7, 2026

#81Horizon Investment Services

5.0 Google rating

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Horizon Investment Services website

Score breakdown

AI Visibility43
AI Ready25
SEO72
Freshness80
  • Financial Planner
  • Hammond, Indiana
  • (800) 464-4707
  • horizonis.com

Horizon Investment Services is a Financial Planner in Hammond, IN. It holds a 5.00 rating based on customer reviews. Horizon Information Services provides audiovisual design, build, and consulting, as well as healthcare communications, professional sound...

Category rank by BizScore: #3 of 10 Financial Planner listings in HammondScores updated Oct 29, 2026

#82Bedel Financial Consulting

5.0 Google rating

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Bedel Financial Consulting website

Score breakdown

AI Visibility45
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Speedway, Indiana
  • (317) 843-1358
  • bedelfinancial.com

Bedel Financial Consulting: Bedel Financial is a fee-only fiduciary financial planning firm located at 8940 River Crossing Boulevard Suite 120 in Indianapolis, Indiana. The firm was founded in 1989 and holds SEC registration. Bedel Financial specializes in comprehensive wealth...

Scores updated Oct 3, 2026
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Edward Jones - Financial Advisor: Craig M Wilson, CFP® website

Score breakdown

AI Visibility55
AI Ready22
SEO63
Freshness100
  • Financial Planner
  • Plymouth, Indiana
  • (574) 626-9323
  • edwardjones.com
Category rank by BizScore: #8 of 23 Financial Planner listings in PlymouthScores updated Oct 25, 2026

#84Strategic Wealth Designers of Indianapolis

4.9 Google rating

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Strategic Wealth Designers of Indianapolis website

Score breakdown

AI Visibility31
AI Ready25
SEO80
Freshness60
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 644-0876
  • swdgroup.com

Strategic Wealth Designers of Indianapolis: Strategic Wealth Designers is a financial planner in Indianapolis, IN. The firm provides personalized retirement planning, tax strategies, asset preservation, and legacy solutions. Their professional services also include Medicare planning and property and...

Category rank by BizScore: #13 of 20 Financial Planner listings in IndianapolisScores updated Oct 24, 2026

#85Oak Partners, Inc. of Lake Station

4.9 Google rating

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Oak Partners, Inc. of Lake Station website

Score breakdown

AI Visibility43
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Lake Station, Indiana
  • (219) 795-1000
  • oakpartners.com

Oak Partners, Inc. is a financial planner in Lake Station, IN. Serving families throughout Northwest Indiana, the firm provides personalized financial planning, investment management, retirement planning, and legacy coordination. The firm has earned a 4.90...

Category rank by BizScore: #2 of 2 Financial Planner listings in Lake StationScores updated Jun 29, 2026

#86New Horizons Financial Consultants

4.7 Google rating

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New Horizons Financial Consultants website

Score breakdown

AI Visibility46
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Evansville, Indiana
  • (812) 618-9050
  • nhfcplanyourfuture.com

New Horizons Financial Consultants is a Financial Planner in Evansville, IN. The firm provides comprehensive wealth management services that integrate investment strategy, risk protection, and legacy planning. Specific offerings include custom portfolio...

Category rank by BizScore: #8 of 17 Financial Planner listings in EvansvilleScores updated Jun 11, 2026

#87Edelman Financial Engines of Jeffersonville

4.5 Google rating

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Edelman Financial Engines of Jeffersonville website

Score breakdown

AI Visibility55
AI Ready2
SEO61
Freshness-
  • Financial Planner
  • Jeffersonville, Indiana
  • edelman.com
Category rank by BizScore: #3 of 10 Financial Planner listings in JeffersonvilleScores updated Oct 29, 2026
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Edward Jones - Financial Advisor: Amanda A Hedrick, CFP®|AAMS® website

Score breakdown

AI Visibility55
AI Ready22
SEO62
Freshness100
  • Financial Planner
  • Logansport, Indiana
  • (574) 753-3676
  • edwardjones.com
Category rank by BizScore: #3 of 4 Financial Planner listings in LogansportScores updated Oct 27, 2026
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Edward Jones - Financial Advisor: Leo E Priemer, CFP®|CEPA®|AAMS® website

Score breakdown

AI Visibility39
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • South Bend, Indiana
  • (574) 891-5090
  • edwardjones.com
Category rank by BizScore: #8 of 17 Financial Planner listings in South BendScores updated Sep 17, 2026

#90Delane Sayler - Thrivent

5.0 Google rating · 1 review

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Delane Sayler - Thrivent website

Score breakdown

AI Visibility37
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Lawrence, Indiana
  • (800) 960-8587
  • lsusports.net

Delane Sayler - Thrivent is a Financial Planner in Lawrence, IN. Specializing in comprehensive financial planning services, Delane serves individuals and families looking to secure their financial futures through strategic advice and personalized plans. With...

Category rank by BizScore: #4 of 12 Financial Planner listings in LawrenceScores updated Jul 5, 2026
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White River Wealth Advisors website

Score breakdown

AI Visibility38
AI Ready17
SEO78
Freshness15
  • Financial Planner
  • Muncie, Indiana
  • (480) 301-8000
  • whiteriverwealthadvisors.com

White River Wealth Advisors is a Financial Planner in Muncie, IN. The firm provides financial planning and retirement planning services to individuals, families, business owners, executives, healthcare professionals, and women investors. They work with...

Category rank by BizScore: #2 of 3 Financial Planner listings in MuncieScores updated Oct 24, 2026
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Collins & Associates of Martinsville website

Score breakdown

AI Visibility31
AI Ready18
SEO80
Freshness100
  • Financial Planner
  • Martinsville, Indiana
  • (765) 342-8686
  • collinsandassociates.com

Collins & Associates of Martinsville: Collins & Associates is a financial planning firm in Martinsville, IN, located at 458 S Main St. Founder and financial planner Dallas Collins established the firm to help retirees, business owners, and multi-generational families address questions regarding...

Category rank by BizScore: #4 of 6 Financial Planner listings in MartinsvilleScores updated Oct 26, 2026

#93Northwestern Mutual - The Evansville Group

3.1 Google rating · 27 reviews

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Northwestern Mutual - The Evansville Group website

Score breakdown

AI Visibility34
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Evansville, Indiana
  • (812) 471-2200
  • northwestern.edu
Category rank by BizScore: #11 of 17 Financial Planner listings in EvansvilleScores updated Sep 24, 2026

#94Comprehensive Planning Corporation

4.4 Google rating · 10 reviews

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Comprehensive Planning Corporation website

Score breakdown

AI Visibility39
AI Ready30
SEO71
Freshness100
  • Financial Planner
  • Kokomo, Indiana
  • (833) 876-5052
  • progressive.com

Comprehensive Planning Corporation is a Financial Planner in Kokomo, IN. They specialize in providing financial planning services to their clients, ensuring they have comprehensive coverage against non-collision events that can affect vehicles, such as theft...

Category rank by BizScore: #2 of 8 Financial Planner listings in KokomoScores updated Oct 29, 2026

#95Life Financial

5.0 Google rating

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Life Financial website

Score breakdown

AI Visibility36
AI Ready10
SEO73
Freshness100
  • Financial Planner
  • Fort Wayne, Indiana
  • (260) 444-4060
  • life.com
Category rank by BizScore: #8 of 11 Financial Planner listings in Fort WayneScores updated Oct 26, 2026

#96Stifel of Evansville

5.0 Google rating

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Stifel of Evansville website

Score breakdown

AI Visibility42
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Evansville, Indiana
  • (812) 475-9353
  • stifel.com
Category rank by BizScore: #10 of 17 Financial Planner listings in EvansvilleScores updated Sep 24, 2026
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Principia Private Wealth of Thurston Springer - Philip Lavelle website

Score breakdown

AI Visibility42
AI Ready20
SEO72
Freshness15
  • Financial Planner
  • Anderson, Indiana
  • principiaskin.com

Principia Private Wealth of Thurston Springer - Philip Lavelle is a financial planner in Anderson, Indiana. The firm provides personalized financial planning services to individuals and families, focusing on wealth management, retirement planning, and...

Category rank by BizScore: #1 of 8 Financial Planner listings in AndersonScores updated Oct 29, 2026
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Elements Wealth Management of Indianapolis website

Score breakdown

AI Visibility31
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Indianapolis, Indiana
  • (888) 425-0374
  • elements.org

Elements Wealth Management of Indianapolis: Elements Wealth Management is a financial planner in Indianapolis, IN. They offer personalized wealth management services that encompass savings for education, taxes, estate planning, and retirement contributions. Their advisors cater to individuals at all...

Category rank by BizScore: #15 of 20 Financial Planner listings in IndianapolisScores updated Sep 21, 2026
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Waverly Advisors, LLC of Zionsville website

Score breakdown

AI Visibility38
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Zionsville, Indiana
  • (317) 973-7700
  • waverly-advisors.com

Waverly Advisors, LLC of Zionsville is a Financial Planner in Zionsville, IN, located at 56 N Main St. As a fee-only fiduciary and Registered Investment Adviser, the firm provides asset and wealth management, investment, tax, estate, and financial planning...

Category rank by BizScore: #2 of 3 Financial Planner listings in ZionsvilleScores updated Jul 8, 2026

#100Credent Wealth Management - Lafayette

5.0 Google rating · 1 review

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Credent Wealth Management - Lafayette website

Score breakdown

AI Visibility64
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Lafayette, Indiana
  • (214) 696-2323
  • credentwealth.com
Category rank by BizScore: #2 of 20 Financial Planner listings in LafayetteScores updated Oct 23, 2026
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Recently Updated Financial Planner in Indiana

Business profiles with freshly refreshed About sections.

Brookstone Financial | Financial Advisor

3.3 Google rating · 12 reviews

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Brookstone Financial | Financial Advisor website

Score breakdown

AI Visibility50
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Jeffersonville, Indiana
  • brookstone.com

Brookstone Financial | Financial Advisor is a financial planner in Jeffersonville, IN. The firm provides financial planning and advisory services to individuals and families in the Jeffersonville area, helping clients manage their finances, plan for the...

Category rank by BizScore: #2 of 10 Financial Planner listings in JeffersonvilleScores updated Jul 5, 2026About refreshed Oct 24, 2026

Galecki Financial Management - Fort Wayne

4.8 Google rating

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Galecki Financial Management - Fort Wayne website

Score breakdown

AI Visibility41
AI Ready40
SEO83
Freshness100
  • Financial Planner
  • Fort Wayne, Indiana
  • (260) 436-8525
  • galecki.com

Galecki Financial Management - Fort Wayne is a Financial Planner in Fort Wayne, IN, located at 7743 W Jefferson Blvd. The firm serves clients in Fort Wayne, throughout Northeast Indiana, the Midwest, and the U.S., operating as a Fee-Only financial planning...

Category rank by BizScore: #5 of 11 Financial Planner listings in Fort WayneScores updated Oct 28, 2026About refreshed Oct 19, 2026

Invst

5.0 Google rating

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Invst website

Score breakdown

AI Visibility25
AI Ready-
SEO83
Freshness-
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 202-1891
  • invst.com

Invst is a financial planner in Indianapolis, IN, located at 3625 E 96th St. The firm provides comprehensive wealth management and financial advising for individuals and families, alongside specialized services for building scalable, sustainable, and saleable...

Category rank by BizScore: #17 of 20 Financial Planner listings in IndianapolisScores updated Sep 25, 2026About refreshed Oct 13, 2026
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Ray Wealth Management website

Score breakdown

AI Visibility40
AI Ready-
SEO64
Freshness-
  • Financial Planner
  • Martinsville, Indiana
  • (765) 315-0503
  • raywealthmanagement.com

Ray Wealth Management is a Financial Planner in Martinsville, IN, located at 1589 Burton Ln. The firm provides personalized, hands-on financial services tailored to individual needs and goals, serving clients in Martinsville and by appointment in Bloomington...

Category rank by BizScore: #6 of 6 Financial Planner listings in MartinsvilleScores updated Jun 12, 2026About refreshed Oct 13, 2026

Perry Financial Group

5.0 Google rating

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Perry Financial Group website

Score breakdown

AI Visibility32
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 682-1933
  • perryfinancialgroup.net

Perry Financial Group is a Financial Planner in Indianapolis, IN, located at 8001 S Meridian St. It holds a rating of 5.00 based on reviews. Tom Perry founded the firm over 30 years ago to provide financial guidance without the exorbitant fees or asset...

Category rank by BizScore: #4 of 6 Financial Planner listings in IndianapolisScores updated Sep 18, 2026About refreshed Oct 14, 2026

Turquoise Wealth Management of Lafayette

5.0 Google rating · 3 reviews

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Turquoise Wealth Management of Lafayette website

Score breakdown

AI Visibility32
AI Ready-
SEO63
Freshness-
  • Financial Planner
  • Lafayette, Indiana
  • forum.turquoisepeople.com

Turquoise Wealth Management of Lafayette: Turquoise Wealth Management is a Financial Planner in Lafayette, IN. The business maintains a 5.00 rating based on client reviews. The organization provides a platform for discussing Native American jewelry, art, and crafts. Their resources focus on education...

Category rank by BizScore: #11 of 20 Financial Planner listings in LafayetteScores updated Oct 25, 2026About refreshed Oct 25, 2026

Lewis Wealth Management LLC of Westfield

5.0 Google rating

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Lewis Wealth Management LLC of Westfield website

Score breakdown

AI Visibility17
AI Ready22
SEO66
Freshness40
  • Financial Planner
  • Westfield, Indiana
  • (317) 503-3680
  • lewiswealthmanagement.net

Lewis Wealth Management LLC of Westfield is a financial planner in Westfield, Indiana, offering personalized investment and financial advice to individuals and families seeking long-term financial security. The firm specializes in investment management...

Category rank by BizScore: #7 of 9 Financial Planner listings in WestfieldScores updated Oct 29, 2026About refreshed Oct 16, 2026

Deerfield Financial Advisors, Inc.

5.0 Google rating

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Deerfield Financial Advisors, Inc. website

Score breakdown

AI Visibility5
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 469-2455
  • deerfieldfa.com

Deerfield Financial Advisors, Inc. is a financial planner in Indianapolis, IN. The firm provides wealth management services to clients in Indianapolis, Indiana, and Park Ridge, Illinois. Deerfield Financial Advisors utilizes a strategic planning approach...

Category rank by BizScore: #19 of 20 Financial Planner listings in IndianapolisScores updated Oct 24, 2026About refreshed Oct 17, 2026

What the Data Shows for Financial Planners in Indiana

228financial planners scored in Indiana
52Average BizScore
88Top BizScore
28%AI Visibility 50 or higher
67Average SEO score
4.6Average Google rating (178 rated)
0Claimed by the owner

28% of the 197 financial planners we measured in Indiana reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 37, compared with an average SEO score of 67.

The average Google rating across 178 rated financial planners is 4.6, and the median listing has 4 reviews.

None of the 228 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.

Looking for the best financial planner in Indiana? BizScoreAI scores 228 Financial Planner listings across Indiana on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.

Frequently Asked Questions

How are Indiana Financial Planner listings ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.

How do I claim my financial planner listing in Indiana?

Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.

Is being listed free?

Yes. Every financial planner listing in Indiana is listed and scored for free, and claiming is free too.