Top financial advisors in Bloomington, IN
We’ve curated a list of the best financial advisors in Bloomington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$478,360,249
Number of advisors
12 advisors
| $478,360,249 | 12 advisors | |
| 2 |
Assets under management
$148,189,000
Number of advisors
7 advisors
| $148,189,000 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bloomington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bloomington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Hurlow Wealth Management Group, Inc.
Hurlow Wealth Management Group, Inc. is an investment advisory firm established in 2016, based in Bloomington, IN, and Indianapolis, IN. The firm specializes in providing asset management and investment consulting services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Hurlow Wealth Management Group offers services such as Comprehensive Portfolio Management, Financial Planning & Consulting, Asset Management, Third Party Money Manager services, and Retirement Plan Consulting. The firm's fee structure for Comprehensive Portfolio Management is tiered based on assets under management, starting at 1.00% for the first $1,000,000. The minimum account balance for Comprehensive Portfolio Management is $1,000,000. Clients can also engage in Financial Planning & Consulting and Asset Management services with a minimum annual fee of $5,000. Hurlow Wealth Management Group manages $658,110,848 in assets under management as of December 31, 2024. The firm utilizes Charles Schwab & Co., Inc. as a custodian and broker, offering various services and products to benefit clients. Hurlow Wealth Management Group does not receive compensation for client referrals and does not engage in directed brokerage. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. Hurlow Wealth Management Group has not been involved in any bankruptcy proceedings.
$478,360,249 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersWellington Investment Advisors
Wellington Investment Advisors is an SEC registered investment adviser based in Bloomington, Indiana, with services provided since 2016. The firm offers portfolio management services through a wrap-fee program, which includes asset management and brokerage services for one all-inclusive fee. Clients can grant discretionary authority to manage their accounts, allowing the firm to make investment decisions on their behalf. The fee for portfolio management services is based on a percentage of assets under management, with fees billed quarterly in advance. The firm does not accept performance-based fees or engage in side-by-side management. Investment strategies utilized by Wellington Investment Advisors include charting analysis, technical analysis, fundamental analysis, Modern Portfolio Theory, long-term and short-term purchases, and option writing. The firm tailors investment portfolios based on individual client objectives and risk tolerance. Clients are advised to consult with a tax professional regarding the tax implications of their investments. The firm primarily recommends stocks, ETFs, and mutual funds, with each security type carrying its own set of risks. Wellington Investment Advisors does not vote proxies on behalf of clients and shares client information only as necessary for account servicing. The firm's Code of Ethics emphasizes professional conduct and fiduciary duties. Clients receive regular account reviews and reports, and the firm does not have any financial interests in client transactions beyond advisory services. Wellington Investment Advisors compensates solicitors for client referrals, with no additional fees passed on to clients due to referral arrangements. The firm has a sound financial condition and does not hold custody of client funds or securities.
$148,189,000 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bloomington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bloomington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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