Top 10 advisors in Bloomington
We’ve curated a list of the best financial advisors in Bloomington, take a look at it below
Find an advisor in Bloomington1. Jnba Financial Advisors, LLC
Assets under management
$1,296,023,764
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
2. Redhawk Wealth Advisors, Inc.
Assets under management
$1,209,486,411
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
3. Ttcp Management Services, LLC
Assets under management
$997,254,602
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Bergankdv Wealth Management, LLC
Assets under management
$953,354,192
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
5. Systelligence, LLC
Assets under management
$654,000,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
6. Personal Wealth Partners LLC
Assets under management
$631,337,089
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Bgm Wealth Partners
Assets under management
$450,016,340
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Stevens Foster Financial Advisors
Assets under management
$425,859,138
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Fure Financial Corporation
Assets under management
$275,997,269
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
ONGOING CONSULTING FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Consulting Services
- Not sure which one to choose?Use our smart matching tool
10. Webb Financial Group
Assets under management
$274,516,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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