Best Financial Advisors in ZIONSVILLE, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$438M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in ZIONSVILLE
#1
100
CANTERBURY INVESTMENT MANAGEMENT, LLC
ZIONSVILLE, IN · Since 2003
$70M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
HOBBS WEALTH MANAGEMENT
ZIONSVILLE, IN · Since 2025
$147M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
WEALTH ADVISORY SOLUTIONS, LLC
ZIONSVILLE, IN · Since 2017
$599M AUM8 clientsFee: 0%
FiduciaryFee-Only
#4
92
STOREN FINANCIAL
ZIONSVILLE, IN · Since 2025
$438M AUM6 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 ZIONSVILLE?
The median advisory fee in ZIONSVILLE, IN is 0.95% of assets under management per year, based on Form ADV filings from 4 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.