Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bloomington, IN

Every SEC-registered investment adviser representative at a firm office in Bloomington, with the firms that employ the most of them.

97 registered advisors work in Bloomington; the most are at Robert W. Baird & Co. Incorporated (13). 19 list the CFP designation and 69 are also registered broker representatives.

Firms with the most advisors in Bloomington

FirmAdvisors in Bloomington
Robert W. Baird & Co. Incorporated news13
Hurlow Wealth Management Group, Inc.10
Wellington Investment Advisors9
Cfci8
Edward Jones news8
Commonwealth Financial Network news5
Raymond James & Associates, Inc. news3
Raymond James Financial Services Advisors, Inc. news3
&Partners news2
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Charles Schwab & Co., Inc. news2
J. W. Cole Advisors, Inc.2
J.P. Morgan Securities LLC news2
Kestra Advisory Services, LLC news2
LPL Financial LLC news2
Lasalle St. Investment Advisors, L.L.C.2
Mosaic Wealth Management LLC2
Oneamerica Securities, Inc.2
Osaic Wealth, Inc. news2
1834 Investment Advisors Co.1
Avior Wealth Management, LLC1
Bankers Life Advisory Services, Inc.1
Beacon Financial Planning1
Dbs Investment Advisers, LLC1

Advisors in Bloomington, A to Z

CFP advisors in Bloomington →

Other cities in Indiana

All of Indiana →

Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43Chesterton 42

Questions

How many financial advisors are in Bloomington, IN?

97 investment adviser representatives are registered at firm offices in Bloomington, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 69 of them are also registered as broker representatives, and 19 list the CFP designation.

Which firm has the most financial advisors in Bloomington?

Robert W. Baird & Co. Incorporated, with 13 registered advisors in Bloomington, followed by Hurlow Wealth Management Group, Inc. with 10.

How do I check a financial advisor in Bloomington?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.