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Best Financial Planner in Indiana

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Top Financial Planner Listings in Indiana

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Showing 101-150 of 228 Financial Planner listings in Indiana · page 3 of 5

#101NorthWest Financial Services of Indianapolis

5.0 Google rating

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NorthWest Financial Services of Indianapolis website

Score breakdown

AI Visibility33
AI Ready10
SEO77
Freshness40
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 844-0448
  • northwestfinancial.net

NorthWest Financial Services of Indianapolis: NorthWest Financial Services is a financial planner in Indianapolis, IN, located at 9333 N Meridian St #300. It holds a rating of 5.00 based on customer reviews. The firm has assisted clients in achieving their financial goals through comprehensive, objective...

Category rank by BizScore: #16 of 20 Financial Planner listings in IndianapolisScores updated Oct 25, 2026

#102Migration Wealth Management, LLC of Avon

5.0 Google rating

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Migration Wealth Management, LLC of Avon website

Score breakdown

AI Visibility37
AI Ready30
SEO76
Freshness40
  • Financial Planner
  • Avon, Indiana
  • (317) 584-6448
  • migrationwealthmanagement.com

Migration Wealth Management, LLC of Avon is a Financial Planner in Avon, IN. The firm provides fee-only financial planning and investment management services to people in their 30s and 40s as well as those nearing retirement or newly retired. It operates as a...

Category rank by BizScore: #1 of 3 Financial Planner listings in AvonScores updated Oct 29, 2026

#103Petry Wealth Management

4.6 Google rating

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Petry Wealth Management website

Score breakdown

AI Visibility30
AI Ready-
SEO82
Freshness-
  • Financial Planner
  • Noblesville, Indiana
  • (713) 859-8000
  • petrylawfirm.com

Petry Wealth Management is a financial planning service in Noblesville, Indiana, specializing in tax strategy, business consulting, and personalized financial guidance for individuals and small business owners. The firm offers tailored financial planning, tax...

Category rank by BizScore: #3 of 7 Financial Planner listings in NoblesvilleScores updated Sep 17, 2026
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Mark Baker - Thrivent website

Score breakdown

AI Visibility35
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Valparaiso, Indiana
  • (305) 296-7691
  • santiagosbodega.com
Category rank by BizScore: #4 of 7 Financial Planner listings in ValparaisoScores updated Sep 20, 2026
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Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA® website

Score breakdown

AI Visibility43
AI Ready-
SEO64
Freshness-
  • Financial Planner
  • Bloomington, Indiana
  • (812) 339-5873
  • edwardjones.com
Category rank by BizScore: #10 of 16 Financial Planner listings in BloomingtonScores updated Oct 29, 2026

#106Surface Financial Group

4.7 Google rating

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Surface Financial Group website

Score breakdown

AI Visibility38
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • Seymour, Indiana
  • (812) 523-8903
  • surface-financial.com

Surface Financial Group is a Financial Planner in Seymour, IN. The firm helps individuals, families, and seniors navigate healthcare coverage, offering services that include individual and family coverage, vision and dental plans, and Medicare options. With...

Scores updated Jul 8, 2026

#107Edward Jones - Financial Advisor: Joe Zuccarelli

4.0 Google rating

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Edward Jones - Financial Advisor: Joe Zuccarelli website

Score breakdown

AI Visibility45
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Schererville, Indiana
  • (219) 322-5812
  • edwardjones.com
Category rank by BizScore: #4 of 4 Financial Planner listings in ScherervilleScores updated Oct 25, 2026
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Edward Jones - Financial Advisor: Amy R Bennett, CFP® website

Score breakdown

AI Visibility40
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Martinsville, Indiana
  • (765) 525-2249
  • edwardjones.com
Category rank by BizScore: #5 of 6 Financial Planner listings in MartinsvilleScores updated Oct 26, 2026

#109Wells Fargo Advisors of Anderson

4.0 Google rating · 4 reviews

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Wells Fargo Advisors of Anderson website

Score breakdown

AI Visibility38
AI Ready22
SEO72
Freshness-
  • Financial Planner
  • Anderson, Indiana
  • wellsfargo.com
Category rank by BizScore: #3 of 8 Financial Planner listings in AndersonScores updated Oct 29, 2026

#110Davis Financial Services of Jeffersonville

5.0 Google rating · 1 review

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Davis Financial Services of Jeffersonville website

Score breakdown

AI Visibility34
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Jeffersonville, Indiana
  • (530) 752-1011
  • ucdavis.edu
Category rank by BizScore: #5 of 10 Financial Planner listings in JeffersonvilleScores updated Jul 5, 2026

#111Wealth Advisors Group of Fort Wayne

5.0 Google rating

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Wealth Advisors Group of Fort Wayne website

Score breakdown

AI Visibility34
AI Ready-
SEO66
Freshness-
  • Financial Planner
  • Fort Wayne, Indiana
  • (260) 619-3100
  • wealthag.com

Wealth Advisors Group of Fort Wayne: Wealth Advisors Group is a Financial Planner in Fort Wayne, IN. They offer comprehensive services including planning for families and businesses, retirement, and legacy management, alongside investment management and tax planning. As fiduciary advisors, they...

Category rank by BizScore: #7 of 11 Financial Planner listings in Fort WayneScores updated Jun 7, 2026

#112Edward Jones - Financial Advisor: Joel Schneider

5.0 Google rating

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Edward Jones - Financial Advisor: Joel Schneider website

Score breakdown

AI Visibility43
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Bloomington, Indiana
  • edwardjones.com
Category rank by BizScore: #11 of 16 Financial Planner listings in BloomingtonScores updated Oct 29, 2026

#113Snipes & Best Financial Soultions of Raymond James

3.7 Google rating

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S

Score breakdown

AI Visibility46
AI Ready-
SEO56
Freshness-
  • Financial Planner
  • Anderson, Indiana
  • (727) 567-1000
  • raymondjames.com

Snipes & Best Financial Soultions of Raymond James: Snipes & Best Financial Solutions of Raymond James is a Financial Planner in Anderson, IN. The firm specializes in serving Business Owners, Families & Individuals, Retirees, Women Investors, and LGBTQ+ Clients with services including Banking & Lending...

Category rank by BizScore: #4 of 8 Financial Planner listings in AndersonScores updated Jun 7, 2026
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R

Score breakdown

AI Visibility45
AI Ready-
SEO62
Freshness-
  • Financial Planner
  • Seymour, Indiana
  • (812) 519-1500
  • raymondjames.com
Scores updated Oct 8, 2026
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R

Score breakdown

AI Visibility45
AI Ready-
SEO62
Freshness-
  • Financial Planner
  • Shelbyville, Indiana
  • (317) 392-7461
  • raymondjames.com
Scores updated Oct 8, 2026

#116Stifel of Elkhart

4.8 Google rating · 4 reviews

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Stifel of Elkhart website

Score breakdown

AI Visibility42
AI Ready10
SEO63
Freshness100
  • Financial Planner
  • Elkhart, Indiana
  • stifel.com
Category rank by BizScore: #4 of 8 Financial Planner listings in ElkhartScores updated Oct 24, 2026

#117Cedar Wealth Partners, LLC

4.8 Google rating · 3 reviews

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Cedar Wealth Partners, LLC website

Score breakdown

AI Visibility36
AI Ready-
SEO67
Freshness-
  • Financial Planner
  • Peru, Indiana
  • (765) 556-7381
  • cedarwealthpartners.com

Cedar Wealth Partners, LLC is a financial planner in Peru, Indiana. The firm provides a variety of specialized services including investment management, retirement planning, estate planning, tax planning, and corporate retirement solutions. Serving clients...

Category rank by BizScore: #2 of 3 Financial Planner listings in PeruScores updated Jun 7, 2026

#118McLemore Financial Strategies LLC

3.7 Google rating · 3 reviews

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McLemore Financial Strategies LLC website

Score breakdown

AI Visibility35
AI Ready46
SEO66
Freshness100
  • Financial Planner
  • Elkhart, Indiana
  • (800) 329-8154
  • themclemore.com

McLemore Financial Strategies LLC is a Financial Planner in Elkhart, IN. It holds a rating of 3.70 based on 3 reviews. The provided information for this business name describes McLemore as a mountaintop golf resort and community located atop Lookout Mountain...

Category rank by BizScore: #3 of 8 Financial Planner listings in ElkhartScores updated Oct 29, 2026

#119Invst

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, 2026

#120SYM Financial Advisors of Fort Wayne

5.0 Google rating

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SYM Financial Advisors of Fort Wayne website

Score breakdown

AI Visibility28
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Fort Wayne, Indiana
  • (260) 387-6822
  • tw.sym-global.com
Category rank by BizScore: #9 of 11 Financial Planner listings in Fort WayneScores updated Sep 20, 2026

#121Edward Jones - Financial Advisor: Luke N Mitchell

5.0 Google rating

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Edward Jones - Financial Advisor: Luke N Mitchell website

Score breakdown

AI Visibility40
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Marion, Indiana
  • (765) 668-8899
  • edwardjones.com

Edward Jones - Financial Advisor: Luke N Mitchell is a financial planner in Marion, IN, serving individuals and families with personalized wealth management and long-term financial planning. Specializing in retirement planning, investment management, and...

Category rank by BizScore: #7 of 12 Financial Planner listings in MarionScores updated Oct 25, 2026

#122Primerica Financial Services / Bounds & Associates

5.0 Google rating

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Primerica Financial Services / Bounds & Associates website

Score breakdown

AI Visibility35
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • Jasper, Indiana
  • (812) 683-5433
  • primerica.com
Scores updated Oct 6, 2026
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Edward Jones - Financial Advisor: Eric Isakson, ChFC®|RICP®|AAMS® website

Score breakdown

AI Visibility40
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Chesterton, Indiana
  • (219) 926-8966
  • edwardjones.com

Edward Jones - Financial Advisor: Eric Isakson, ChFC®|RICP®|AAMS® is a financial planner in Chesterton, IN. The firm provides wealth management and financial strategies to help clients manage their wealth and build their financial futures. Edward Jones...

Category rank by BizScore: #4 of 4 Financial Planner listings in ChestertonScores updated Oct 25, 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, 2026
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R

Score breakdown

AI Visibility45
AI Ready-
SEO60
Freshness-
  • Financial Planner
  • Madison, Indiana
  • (812) 265-3837
  • raymondjames.com
Category rank by BizScore: #14 of 25 Financial Planner listings in MadisonScores updated Jun 13, 2026

#126Aurora Financial Strategies

5.0 Google rating · 5 reviews

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Aurora Financial Strategies website

Score breakdown

AI Visibility38
AI Ready-
SEO67
Freshness-
  • Financial Planner
  • Kokomo, Indiana
  • (765) 450-7087
  • aurorafinancialstrategies.com

Aurora Financial Strategies is a financial planner in Kokomo, IN, located at 2705 S Berkley Rd STE 1B. It holds a rating of 5.00 based on 5 reviews. The firm serves clients in Kokomo and Indianapolis, having operated in the greater Kokomo community for over a...

Category rank by BizScore: #4 of 8 Financial Planner listings in KokomoScores updated Jul 12, 2026

#127Merrill Lynch Wealth Management of Evansville

5.0 Google rating · 2 reviews

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Merrill Lynch Wealth Management of Evansville website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Evansville, Indiana
  • (812) 473-7300
  • mymerrill.com

Merrill Lynch Wealth Management of Evansville: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #13 of 17 Financial Planner listings in EvansvilleScores updated Sep 23, 2026

#128LPL Financial of Kokomo

5.0 Google rating · 1 review

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LPL Financial of Kokomo website

Score breakdown

AI Visibility32
AI Ready28
SEO71
Freshness60
  • Financial Planner
  • Kokomo, Indiana
  • financialforum.io
Category rank by BizScore: #3 of 8 Financial Planner listings in KokomoScores updated Oct 29, 2026

#129Horizon Wealth Management, LLC of New Albany

1.0 Google rating · 1 review

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Horizon Wealth Management, LLC of New Albany website

Score breakdown

AI Visibility34
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • New Albany, Indiana
  • (800) 224-1234
  • horizonblue.com
Category rank by BizScore: #6 of 9 Financial Planner listings in New AlbanyScores updated Sep 16, 2026

#130Merrill Lynch Wealth Management of South Bend

5.0 Google rating

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Merrill Lynch Wealth Management of South Bend website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • South Bend, Indiana
  • (574) 282-3600
  • mymerrill.com

Merrill Lynch Wealth Management of South Bend: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #12 of 17 Financial Planner listings in South BendScores updated Sep 20, 2026

#131Perry 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, 2026

#132Edward Jones - Financial Advisor: Brandon M Mayo

5.0 Google rating

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Edward Jones - Financial Advisor: Brandon M Mayo website

Score breakdown

AI Visibility40
AI Ready22
SEO64
Freshness100
  • Financial Planner
  • Brownsburg, Indiana
  • (317) 858-8803
  • edwardjones.com
Category rank by BizScore: #6 of 6 Financial Planner listings in BrownsburgScores updated Oct 25, 2026

#133Lowden Financial Partners

5.0 Google rating

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Lowden Financial Partners website

Score breakdown

AI Visibility35
AI Ready-
SEO67
Freshness-
  • Financial Planner
  • Merrillville, Indiana
  • (219) 321-9508
  • lowdenfinancialpartners.com

Lowden Financial Partners is a Financial Planner in Merrillville, IN. They offer comprehensive financial planning services tailored to individual needs and goals, covering areas such as retirement, estate management, investment strategies, insurance, tax...

Scores updated Jul 3, 2026

#134NorthWest Financial Services

5.0 Google rating

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NorthWest Financial Services website

Score breakdown

AI Visibility30
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Speedway, Indiana
  • (317) 844-0448
  • northwest.bank
Category rank by BizScore: #2 of 2 Financial Planner listings in SpeedwayScores updated Sep 20, 2026
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Todd J Newkirk: Primerica - Financial Services website

Score breakdown

AI Visibility35
AI Ready5
SEO61
Freshness15
  • Financial Planner
  • New Haven, Indiana
  • (317) 762-4265
  • primerica.com
Category rank by BizScore: #12 of 17 Financial Planner listings in New HavenScores updated Oct 26, 2026

#136Northwestern Mutual - Wise Financial of Indianapolis

3.1 Google rating · 27 reviews

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Northwestern Mutual - Wise Financial of Indianapolis website

Score breakdown

AI Visibility28
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Indianapolis, Indiana
  • (317) 818-2654
  • northwestern.edu
Category rank by BizScore: #5 of 6 Financial Planner listings in IndianapolisScores updated Sep 17, 2026

#137Oaktree Financial Advisors, Inc. of Westfield

5.0 Google rating

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Oaktree Financial Advisors, Inc. of Westfield website

Score breakdown

AI Visibility37
AI Ready2
SEO62
Freshness-
  • Financial Planner
  • Westfield, Indiana
  • (213) 830-6300
  • oaktreecapital.com

Oaktree Financial Advisors, Inc. is a Financial Planner in Westfield, IN. The firm operates as a global investment manager specializing in alternative investments, providing expertise across credit, equity, and real estate. Founded in 1995, the firm utilizes...

Category rank by BizScore: #5 of 9 Financial Planner listings in WestfieldScores updated Oct 29, 2026

#138Lincoln Financial Advisors of Evansville

2.8 Google rating · 11 reviews

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Lincoln Financial Advisors of Evansville website

Score breakdown

AI Visibility31
AI Ready-
SEO67
Freshness-
  • Financial Planner
  • Evansville, Indiana
  • (812) 473-7200
  • lincoln.com
Category rank by BizScore: #16 of 17 Financial Planner listings in EvansvilleScores updated Sep 24, 2026

#139Stifel of Lafayette

5.0 Google rating · 1 review

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Stifel of Lafayette website

Score breakdown

AI Visibility40
AI Ready10
SEO59
Freshness100
  • Financial Planner
  • Lafayette, Indiana
  • stifel.com
Category rank by BizScore: #8 of 20 Financial Planner listings in LafayetteScores updated Oct 29, 2026

#140Stifel of Anderson

5.0 Google rating

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Stifel of Anderson website

Score breakdown

AI Visibility40
AI Ready10
SEO58
Freshness100
  • Financial Planner
  • Anderson, Indiana
  • stifel.com
Category rank by BizScore: #5 of 8 Financial Planner listings in AndersonScores updated Oct 29, 2026

#141Creative Financial Center

4.8 Google rating · 14 reviews

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Creative Financial Center website

Score breakdown

AI Visibility32
AI Ready-
SEO63
Freshness-
  • Financial Planner
  • Kokomo, Indiana
  • (800) 745-7776
  • cfcadvisers.com

Creative Financial Center is a financial planner in Kokomo, Indiana, offering a comprehensive range of services under one roof, including financial planning, investment review, banking, home and auto insurance, estate planning, tax preparation, college...

Category rank by BizScore: #6 of 8 Financial Planner listings in KokomoScores updated Jul 4, 2026

#142Collier Financial

4.8 Google rating

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Collier Financial website

Score breakdown

AI Visibility23
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Fort Wayne, Indiana
  • (260) 493-3930
  • collierfinancial.com
Category rank by BizScore: #10 of 11 Financial Planner listings in Fort WayneScores updated Sep 20, 2026

#143Turquoise 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, 2026

#144Riverbend Financial Group LLC

5.0 Google rating

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Riverbend Financial Group LLC website

Score breakdown

AI Visibility35
AI Ready5
SEO53
Freshness100
  • Financial Planner
  • Jeffersonville, Indiana
  • (513) 232-5882
  • riverbend.org
Category rank by BizScore: #4 of 10 Financial Planner listings in JeffersonvilleScores updated Oct 29, 2026

#145Lindsey Wealth Management

5.0 Google rating

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Lindsey Wealth Management website

Score breakdown

AI Visibility28
AI Ready31
SEO65
Freshness40
  • Financial Planner
  • Vincennes, Indiana
  • (812) 316-2079
  • lindseywealth.com

Lindsey Wealth Management is a Financial Planner in Vincennes, IN. They offer expert financial planning and wealth management services to help clients achieve their goals securely. With a perfect rating of 5.00, they specialize in providing personalized...

Scores updated Oct 29, 2026

#146Northwestern Mutual of Columbus

3.1 Google rating · 27 reviews

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Northwestern Mutual of Columbus website

Score breakdown

AI Visibility28
AI Ready10
SEO64
Freshness-
  • Financial Planner
  • Columbus, Indiana
  • (847) 491-3741
  • northwestern.edu
Category rank by BizScore: #20 of 33 Financial Planner listings in ColumbusScores updated Oct 24, 2026

#147Northwestern Mutual - Crown Point

3.1 Google rating · 27 reviews

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Northwestern Mutual - Crown Point website

Score breakdown

AI Visibility28
AI Ready10
SEO64
Freshness-
  • Financial Planner
  • Crown Point, Indiana
  • (847) 491-3741
  • northwestern.edu
Category rank by BizScore: #4 of 5 Financial Planner listings in Crown PointScores updated Oct 29, 2026
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Miracle & Associates Financial Services Group website

Score breakdown

AI Visibility26
AI Ready40
SEO66
Freshness-
  • Financial Planner
  • Noblesville, Indiana
  • qdexx.com

Miracle & Associates Financial Services Group is a financial planner in Noblesville, IN. The firm provides a variety of specialized services including financial planning, retirement planning, asset management, and accounting services. Their expertise also...

Category rank by BizScore: #4 of 7 Financial Planner listings in NoblesvilleScores updated Oct 29, 2026

#149Kingsview Partners - Fort Wayne

5.0 Google rating

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Kingsview Partners - Fort Wayne website

Score breakdown

AI Visibility21
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Fort Wayne, Indiana
  • (260) 264-0096
  • kingsview.org

Kingsview Partners - Fort Wayne is a Financial Planner in Fort Wayne, IN. The organization provides behavioral health services and social services designed to improve the emotional, social, and behavioral well-being of individuals. They specialize in treating...

Category rank by BizScore: #11 of 11 Financial Planner listings in Fort WayneScores updated Sep 17, 2026
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Kingsview Partners Noblesville Office website

Score breakdown

AI Visibility21
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Noblesville, Indiana
  • (559) 256-0100
  • kingsview.org

Kingsview Partners Noblesville Office is a Financial Planner in Noblesville, IN. The organization provides various interventions to improve the emotional, social, and behavioral well-being of individuals by treating mental and emotional disorders as well as...

Category rank by BizScore: #5 of 7 Financial Planner listings in NoblesvilleScores updated Sep 17, 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.