Best Financial Advisors in ZIONSVILLE, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ZIONSVILLE
CANTERBURY INVESTMENT MANAGEMENT, LLC
ZIONSVILLE, IN · Since 2003
HOBBS WEALTH MANAGEMENT
ZIONSVILLE, IN · Since 2025
WEALTH ADVISORY SOLUTIONS, LLC
ZIONSVILLE, IN · Since 2017
STOREN FINANCIAL
ZIONSVILLE, IN · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.