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Best Wealth Management in Indiana

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Top Wealth Management Listings in Indiana

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Showing 1-39 of 39 Wealth Management listings in Indiana · page 1 of 1

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Aspirean Wealth website

Score breakdown

AI Visibility72
AI Ready-
SEO89
Freshness-
  • Wealth Management
  • Chesterton, Indiana
  • (844) 687-5342
  • aspireanwealth.com
Scores updated Oct 4, 2026

#2Rooted Wealth Advisors of Schererville

5.0 Google rating

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Rooted Wealth Advisors of Schererville website

Score breakdown

AI Visibility53
AI Ready-
SEO85
Freshness-
  • Wealth Management
  • Schererville, Indiana
  • (219) 308-0308
  • rootedretirement.com

Rooted Wealth Advisors of Schererville is a wealth management firm in Schererville, IN, located at 8025 Wicker Ave # G. It holds a 5.00 rating based on customer reviews. The firm provides financial planning services, including investment management, lifetime...

Scores updated Jul 20, 2026

#3Wells Fargo Advisors of Merrillville

2.3 Google rating

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Wells Fargo Advisors of Merrillville website

Score breakdown

AI Visibility60
AI Ready-
SEO75
Freshness-
  • Wealth Management
  • Merrillville, Indiana
  • (219) 738-6400
  • wellsfargo.com
Category rank by BizScore: #1 of 3 Wealth Management listings in MerrillvilleScores updated Jul 21, 2026

#4OneMain Financial of Michigan City

4.6 Google rating

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OneMain Financial of Michigan City website

Score breakdown

AI Visibility48
AI Ready-
SEO83
Freshness-
  • Wealth Management
  • Michigan City, Indiana
  • (219) 872-5577
  • onemainfinancial.com
Category rank by BizScore: #1 of 3 Wealth Management listings in Michigan CityScores updated Jul 19, 2026

#5Winona Wealth

3.0 Google rating

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Winona Wealth website

Score breakdown

AI Visibility52
AI Ready-
SEO73
Freshness-
  • Wealth Management
  • Warsaw, Indiana
  • (574) 699-4999
  • winonawealth.com

Winona Wealth is a Wealth Management firm in Warsaw, IN, located at 929 E Center St. It holds a rating of 3.00 based on 0 reviews. The firm employs a people-first approach to build customized financial plans focused on clients' short- and long-term goals...

Scores updated Jun 24, 2026
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Waverly Advisors, LLC of Merrillville website

Score breakdown

AI Visibility49
AI Ready80
SEO78
Freshness100
  • Wealth Management
  • Merrillville, Indiana
  • (219) 736-8902
  • waverly-advisors.com

Waverly Advisors, LLC is a wealth management firm in Merrillville, Indiana. Operating as a fee-only fiduciary, the firm provides a wide range of specialized services including asset and wealth management, investment, tax, estate, and financial planning. Their...

Category rank by BizScore: #2 of 3 Wealth Management listings in MerrillvilleScores updated Oct 28, 2026

#7J. Mark DeSantis - Morgan Stanley

5.0 Google rating

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J

Score breakdown

AI Visibility51
AI Ready-
SEO75
Freshness-
  • Wealth Management
  • Terre Haute, Indiana
  • (812) 990-3205
  • morganstanley.com
Scores updated Jun 11, 2026

#8Northwestern Mutual - Wise Financial of Speedway

5.0 Google rating

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Northwestern Mutual - Wise Financial of Speedway website

Score breakdown

AI Visibility48
AI Ready-
SEO78
Freshness-
  • Wealth Management
  • Speedway, Indiana
  • (317) 818-2654
  • northwesternmutual.com
Category rank by BizScore: #2 of 2 Wealth Management listings in SpeedwayScores updated Sep 20, 2026

#9Morgan Stanley Financial Advisors of Mishawaka

3.0 Google rating · 3 reviews

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M

Score breakdown

AI Visibility47
AI Ready-
SEO75
Freshness-
  • Wealth Management
  • Mishawaka, Indiana
  • (574) 233-9400
  • morganstanley.com
Scores updated Jul 19, 2026

#10Wellinvest Partners

3.7 Google rating

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Wellinvest Partners website

Score breakdown

AI Visibility38
AI Ready-
SEO79
Freshness-
  • Wealth Management
  • Merrillville, Indiana
  • (855) 791-1707
  • wellinvestpartners.com

Wellinvest Partners is a wealth management firm in Merrillville, Indiana. The firm provides financial planning and guidance to individuals, families, businesses, and corporations. With over 40 years of experience, the team specializes in creating proactive...

Category rank by BizScore: #3 of 3 Wealth Management listings in MerrillvilleScores updated Jun 24, 2026

#11Hobart Wealth - Financial Planning Services

4.9 Google rating

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Hobart Wealth - Financial Planning Services website

Score breakdown

AI Visibility39
AI Ready-
SEO73
Freshness-
  • Wealth Management
  • Hobart, Indiana
  • (888) 553-0122
  • hobarthealth.com
Scores updated Jun 7, 2026

#12Financial Wealth Management of Clarksville

5.0 Google rating

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F

Score breakdown

AI Visibility32
AI Ready-
SEO69
Freshness-
  • Wealth Management
  • Clarksville, Indiana
  • (812) 246-6628
  • fidelity.com
Scores updated Jul 18, 2026

#13BBK Wealth Management of Lafayette

5.0 Google rating

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BBK Wealth Management of Lafayette website

Score breakdown

AI Visibility33
AI Ready-
SEO65
Freshness-
  • Wealth Management
  • Lafayette, Indiana
  • (317) 207-0730
  • bbkonline.com

BBK Wealth Management of Lafayette: BBK Wealth Management is a wealth management firm in Lafayette, Indiana, serving individuals and families with personalized financial planning, investment management, and retirement strategies. The firm specializes in helping clients build and preserve wealth...

Scores updated Jul 14, 2026

#14BBK Wealth Management of Noblesville

5.0 Google rating

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BBK Wealth Management of Noblesville website

Score breakdown

AI Visibility33
AI Ready-
SEO65
Freshness-
  • Wealth Management
  • Noblesville, Indiana
  • (317) 207-0730
  • bbkonline.com

BBK Wealth Management of Noblesville: BBK Wealth Management is a wealth management firm in Noblesville, IN. The business provides a wide range of financial solutions, including retail banking, corporate banking, international banking, treasury, and investment services. As a leading financial...

Scores updated Jul 14, 2026

#15Atled Financial

4.2 Google rating

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Atled Financial website

Score breakdown

AI Visibility28
AI Ready-
SEO65
Freshness-
  • Wealth Management
  • Highland, Indiana
  • (219) 513-3710
  • atledfinancial.com

Atled Financial is a Wealth Management firm in Highland, IN, located at 3801 Ridge Rd. The firm offers a wide range of financial products and services to individuals and business owners, providing guidance and education to help clients identify their...

Category rank by BizScore: #3 of 3 Wealth Management listings in HighlandScores updated Jul 12, 2026
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Mainstay Wealth Management Group website

Score breakdown

AI Visibility27
AI Ready-
SEO60
Freshness-
  • Wealth Management
  • Zionsville, Indiana
  • (317) 732-2232
  • mainstaywm.com

Mainstay Wealth Management Group is a wealth management firm in Zionsville, IN. They provide specialized financial services including investment advisory, estate planning, and retirement solutions tailored to high-net-worth individuals and families within...

Category rank by BizScore: #1 of 2 Wealth Management listings in ZionsvilleScores updated Jun 7, 2026

#17OneMain Financial of New Haven

4.4 Google rating

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OneMain Financial of New Haven website

Score breakdown

AI Visibility18
AI Ready-
SEO53
Freshness-
  • Wealth Management
  • New Haven, Indiana
  • (260) 493-7111
  • onemainfinancial.com
Category rank by BizScore: #2 of 2 Wealth Management listings in New HavenScores updated Sep 23, 2026
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American Capital Management website

Score breakdown

AI Visibility23
AI Ready-
SEO36
Freshness-
  • Wealth Management
  • New Albany, Indiana
  • (812) 945-9888
  • americancapitalmanagement.com

American Capital Management is a Wealth Management firm in New Albany, IN. Since 1980, the company has specialized in investing in small and medium-sized companies for their strong growth potential through a disciplined strategy. They serve endowments...

Category rank by BizScore: #2 of 2 Wealth Management listings in New AlbanyScores updated Oct 26, 2026

#19E W Wealth Management - Evan Werckenthien

5.0 Google rating

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E W Wealth Management - Evan Werckenthien website

Score breakdown

AI Visibility21
AI Ready-
SEO37
Freshness-
  • Wealth Management
  • Westfield, Indiana
  • (317) 587-0858
  • ewwealthmanagement.com
Category rank by BizScore: #2 of 2 Wealth Management listings in WestfieldScores updated Oct 24, 2026

#20Savant Wealth Management of Beech Grove

5.0 Google rating

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Savant Wealth Management of Beech Grove website

Score breakdown

AI Visibility7
AI Ready5
SEO39
Freshness-
  • Wealth Management
  • Beech Grove, Indiana
  • (317) 449-2040
  • savant.com

Savant Wealth Management of Beech Grove is a wealth management firm in Beech Grove, Indiana, serving individuals and families with personalized financial planning and investment strategies. The firm specializes in retirement planning, estate planning...

Category rank by BizScore: #2 of 2 Wealth Management listings in Beech GroveScores updated Oct 27, 2026
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Edward Jones Investments of Nappanee website

Score breakdown

AI Visibility0
AI Ready-
SEO50
Freshness-
  • Wealth Management
  • Nappanee, Indiana
  • (574) 293-7585
  • onlineaccess.edwardjones.com
Scores updated Jul 17, 2026

#22Forsythe Wealth Management of Crown Point

5.0 Google rating

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Forsythe Wealth Management of Crown Point website

Score breakdown

AI Visibility10
AI Ready-
SEO29
Freshness-
  • Wealth Management
  • Crown Point, Indiana
  • (219) 213-2537
  • forsythewealth.com
Category rank by BizScore: #2 of 2 Wealth Management listings in Crown PointScores updated Oct 27, 2026

#23Braun Wealth Management Group

5.0 Google rating

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Braun Wealth Management Group website
  • Wealth Management
  • Fort Wayne, Indiana
  • (260) 637-6000
  • braunwealth.com

#24C.H. Douglas & Gray Wealth Management

5.0 Google rating

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C
  • Wealth Management
  • Indianapolis, Indiana
  • (317) 843-8300
  • c-hdouglasgray.com

#25Canterbury Investment Management

5.0 Google rating

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C
  • Wealth Management
  • Zionsville, Indiana
  • (317) 732-2075
  • canterburyim.com

#26Cardinal Capital Management, LLC

5.0 Google rating

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C
  • Wealth Management
  • Muncie, Indiana
  • (765) 289-8888
  • cardinalhealth.com

#27Laurus Financial LLC of Brownsburg

5.0 Google rating

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Laurus Financial LLC of Brownsburg website
  • Wealth Management
  • Brownsburg, Indiana
  • (317) 966-9191
  • laurusfinancial.com

#28Merrill Lynch Wealth Management of Fort Wayne

5.0 Google rating

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Merrill Lynch Wealth Management of Fort Wayne website
  • Wealth Management
  • Fort Wayne, Indiana
  • (260) 424-2424
  • merrill.com

#29MFG Wealth Management, Inc.

5.0 Google rating

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M
  • Wealth Management
  • Indianapolis, Indiana
  • (317) 780-1006
  • mfgwealth.com

#30Monon Wealth Management

5.0 Google rating

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Monon Wealth Management website
  • Wealth Management
  • Westfield, Indiana
  • (317) 993-3999
  • mononwealth.com

#31Reynolds Wealth Management

5.0 Google rating

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Reynolds Wealth Management website
  • Wealth Management
  • Fort Wayne, Indiana
  • (260) 376-1000
  • reynoldswealthmanagement.com
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R
  • Wealth Management
  • Kokomo, Indiana
  • (317) 964-9806
  • hopkinsfinancialadvisory.com

#33Saratoga Wealth Management of Brownsburg

5.0 Google rating

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S
  • Wealth Management
  • Brownsburg, Indiana
  • (317) 837-1270
  • saratarich.com

#34SFS Inc

5.0 Google rating

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SFS Inc website
  • Wealth Management
  • Kokomo, Indiana
  • (765) 453-3355
  • sfsinc.com

#35VantagePointe Financial Group

5.0 Google rating

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V
  • Wealth Management
  • Granger, Indiana
  • (574) 273-5665
  • vantagepointefg.com
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H
  • Wealth Management
  • Chesterton, Indiana
  • (219) 926-4400
  • heritagegroup.info
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Kestrel Wealth Management LLC website
  • Wealth Management
  • South Bend, Indiana
  • (574) 233-2200
  • kestrelwealth.com
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R
  • Wealth Management
  • Elkhart, Indiana
  • (574) 293-7585
  • raymondjames.com
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W
  • Wealth Management
  • Richmond, Indiana
  • (765) 962-7393
  • wesleybateswealth.com
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Recently Updated Wealth Management in Indiana

Business profiles with freshly refreshed About sections.

Rooted Wealth Advisors of Schererville

5.0 Google rating

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Rooted Wealth Advisors of Schererville website

Score breakdown

AI Visibility53
AI Ready-
SEO85
Freshness-
  • Wealth Management
  • Schererville, Indiana
  • (219) 308-0308
  • rootedretirement.com

Rooted Wealth Advisors of Schererville is a wealth management firm in Schererville, IN, located at 8025 Wicker Ave # G. It holds a 5.00 rating based on customer reviews. The firm provides financial planning services, including investment management, lifetime...

Scores updated Jul 20, 2026About refreshed Oct 3, 2026

Winona Wealth

3.0 Google rating

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Winona Wealth website

Score breakdown

AI Visibility52
AI Ready-
SEO73
Freshness-
  • Wealth Management
  • Warsaw, Indiana
  • (574) 699-4999
  • winonawealth.com

Winona Wealth is a Wealth Management firm in Warsaw, IN, located at 929 E Center St. It holds a rating of 3.00 based on 0 reviews. The firm employs a people-first approach to build customized financial plans focused on clients' short- and long-term goals...

Scores updated Jun 24, 2026About refreshed Oct 5, 2026
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Waverly Advisors, LLC of Merrillville website

Score breakdown

AI Visibility49
AI Ready80
SEO78
Freshness100
  • Wealth Management
  • Merrillville, Indiana
  • (219) 736-8902
  • waverly-advisors.com

Waverly Advisors, LLC is a wealth management firm in Merrillville, Indiana. Operating as a fee-only fiduciary, the firm provides a wide range of specialized services including asset and wealth management, investment, tax, estate, and financial planning. Their...

Category rank by BizScore: #2 of 3 Wealth Management listings in MerrillvilleScores updated Oct 28, 2026About refreshed Jul 30, 2026

Wellinvest Partners

3.7 Google rating

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Wellinvest Partners website

Score breakdown

AI Visibility38
AI Ready-
SEO79
Freshness-
  • Wealth Management
  • Merrillville, Indiana
  • (855) 791-1707
  • wellinvestpartners.com

Wellinvest Partners is a wealth management firm in Merrillville, Indiana. The firm provides financial planning and guidance to individuals, families, businesses, and corporations. With over 40 years of experience, the team specializes in creating proactive...

Category rank by BizScore: #3 of 3 Wealth Management listings in MerrillvilleScores updated Jun 24, 2026About refreshed Aug 1, 2026

BBK Wealth Management of Lafayette

5.0 Google rating

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BBK Wealth Management of Lafayette website

Score breakdown

AI Visibility33
AI Ready-
SEO65
Freshness-
  • Wealth Management
  • Lafayette, Indiana
  • (317) 207-0730
  • bbkonline.com

BBK Wealth Management of Lafayette: BBK Wealth Management is a wealth management firm in Lafayette, Indiana, serving individuals and families with personalized financial planning, investment management, and retirement strategies. The firm specializes in helping clients build and preserve wealth...

Scores updated Jul 14, 2026About refreshed Jul 26, 2026

BBK Wealth Management of Noblesville

5.0 Google rating

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BBK Wealth Management of Noblesville website

Score breakdown

AI Visibility33
AI Ready-
SEO65
Freshness-
  • Wealth Management
  • Noblesville, Indiana
  • (317) 207-0730
  • bbkonline.com

BBK Wealth Management of Noblesville: BBK Wealth Management is a wealth management firm in Noblesville, IN. The business provides a wide range of financial solutions, including retail banking, corporate banking, international banking, treasury, and investment services. As a leading financial...

Scores updated Jul 14, 2026About refreshed Jul 25, 2026

Atled Financial

4.2 Google rating

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Atled Financial website

Score breakdown

AI Visibility28
AI Ready-
SEO65
Freshness-
  • Wealth Management
  • Highland, Indiana
  • (219) 513-3710
  • atledfinancial.com

Atled Financial is a Wealth Management firm in Highland, IN, located at 3801 Ridge Rd. The firm offers a wide range of financial products and services to individuals and business owners, providing guidance and education to help clients identify their...

Category rank by BizScore: #3 of 3 Wealth Management listings in HighlandScores updated Jul 12, 2026About refreshed Oct 16, 2026

Savant Wealth Management of Beech Grove

5.0 Google rating

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Savant Wealth Management of Beech Grove website

Score breakdown

AI Visibility7
AI Ready5
SEO39
Freshness-
  • Wealth Management
  • Beech Grove, Indiana
  • (317) 449-2040
  • savant.com

Savant Wealth Management of Beech Grove is a wealth management firm in Beech Grove, Indiana, serving individuals and families with personalized financial planning and investment strategies. The firm specializes in retirement planning, estate planning...

Category rank by BizScore: #2 of 2 Wealth Management listings in Beech GroveScores updated Oct 27, 2026About refreshed Aug 1, 2026

What the Data Shows for Wealth Managements in Indiana

39wealth managements scored in Indiana
50Average BizScore
77Top BizScore
23%AI Visibility 50 or higher
65Average SEO score
4.7Average Google rating (30 rated)
0Claimed by the owner

23% of the 22 wealth managements we measured in Indiana reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 65.

The average Google rating across 30 rated wealth managements is 4.7, and the median listing has 3 reviews.

None of the 39 wealth managements has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

Looking for the best wealth management in Indiana? BizScoreAI scores 39 Wealth Management 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 Wealth Management 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 wealth management 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 wealth management listing in Indiana is listed and scored for free, and claiming is free too.