Best Financial Advisors in BLOOMINGTON, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$596M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in BLOOMINGTON
#1
95
CFCI
BLOOMINGTON, IN · Since 2004
$596M AUM21 clientsFee: 0%
FiduciaryFee-Only
#2
95
LAUGHLIN FINANCIAL LLC
BLOOMINGTON, IN · Since 2022
$200M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
HURLOW WEALTH MANAGEMENT GROUP, INC.
BLOOMINGTON, IN · Since 2016
$794M AUM10 clientsFee: 0%
FiduciaryFee-Only
#4
95
MOSAIC WEALTH MANAGEMENT LLC
BLOOMINGTON, IN · Since 2026
$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
92
WELLINGTON INVESTMENT ADVISORS
BLOOMINGTON, IN · Since 2021
$261M AUM9 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BLOOMINGTON?
The median advisory fee in BLOOMINGTON, IN is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.