City
Independent RIAs in Bloomington, Indiana
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Bloomington, Indiana reported $1.9 billion in regulatory assets under management; the largest by assets was Hurlow Wealth Management Group, Inc., with $794.4 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $233.5 million
- SEC-registered, of those listed
- 4 of 8 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hurlow Wealth Management Group, Inc. | SEC | $794.4 million | 2,155 |
| 2 | Cfci | SEC | $595.6 million | 1,083 |
| 3 | Wellington Investment Advisors | SEC | $261.4 million | 1,019 |
| 4 | Laughlin Financial LLC | SEC | $200.2 million | 391 |
| 5 | Above & Beyond Investments, LLC | State | $13.2 million | 168 |
| 6 | Mulberry Investors LLC | State | $3.4 million | 5 |
| 7 | Beacon Financial Planning | State | $0 | 0 |
| 8 | The Shield Finance | State | $0 | 0 |
Independent RIAs in Indiana, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.