Financial advisers in Bloomington, IN
5 registered investment adviser firms in Bloomington managing $1.9B in assets, based on public SEC Form ADV filings.
Hurlow Wealth Management Group, INC.
Bloomington, IN · Est. 2016
LocalInternational
- AUM
- $794M
- Per adviser
- $79M
- Advisers
- 10
No reported disclosures
Cfci
Bloomington, IN · Est. 2004
Local
- AUM
- $596M
- Per adviser
- $28M
- Advisers
- 21
No reported disclosures
Wellington Investment Advisors
Bloomington, IN · Est. 2021
LocalInternational
- AUM
- $261M
- Per adviser
- $29M
- Advisers
- 9
No reported disclosures
Laughlin Financial LLC
Bloomington, IN · Est. 2022
Local
- AUM
- $200M
- Per adviser
- $100M
- Advisers
- 2
No reported disclosures
Mosaic Wealth Management LLC
Bloomington, IN · Est. 2026
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures