Top 5 financial advisor firms in Bloomington

5 SEC-registered financial advisor firms are headquartered in Bloomington, IN, with $2.14B in combined regulatory assets under management. The largest by assets are Hurlow Wealth Management Group ($794M), Comprehensive Financial Consultants Institutional ($596M) and Mosaic Wealth Management ($285M).

5
Financial advisor firms: $2.14B
Their combined AUM: $285M
Median firm AUM: 2,288
Clients of the top 5

The 5 largest by assets

1
Hurlow Wealth Management Group
RIA
$794M
Regulatory AUM
2
Comprehensive Financial Consultants Institutional
RIA
$596M
Regulatory AUM
3
Mosaic Wealth Management
RIA
$285M
Up to 1.75%
4
Bullock Wealth Management Group
RIA
$261M
1.00% to 2.00% a year
5
Laughlin Financial
RIA
$200M
0.35% to 1.25% a year

Profiles of the top 5

No. 1 · RIA

Hurlow Wealth Management Group

Hurlow Wealth Management Group is an investment adviser based in Bloomington, IN, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $794 million, as filed on 13 August 2026.

Regulatory AUM: $794M
Clients: 538
Advisory staff: 10
Founded: 2002
Custodians: Charles Schwab
Headquarters: 3925 Hagan St., Suite 300, Bloomington, IN 47401
Phone: 812-333-4726
Website: hurlowwealth.com

No. 2 · RIA

Comprehensive Financial Consultants Institutional

Comprehensive Financial Consultants Institutional is an investment adviser based in Bloomington, IN, registered with the SEC since 2004. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $596 million, as filed on 18 February 2026.

Regulatory AUM: $596M
Clients: 1,083
Advisory staff: 21
Custodians: Raymond James
Headquarters: 674 S. College Avenue, Bloomington, IN 47403
Phone: 812-334-3190

No. 3 · RIA

Mosaic Wealth Management

Mosaic Wealth Management is an investment adviser based in Bloomington, IN, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $285 million, as filed on 7 July 2026.

Mosaic Wealth Management charges up to 1.75% for its Portfolio Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $285M
Clients: 199
Advisory staff: 2
Founded: 2026
Fee schedule: Up to 1.75%
Custodians: Raymond James
Headquarters: 463 South Park Ridge Road, #102, Bloomington, IN 47401
Phone: 812-333-3275
Website: mosaicwealthmanagement.com

No. 4 · RIA

Bullock Wealth Management Group

Bullock Wealth Management Group is an investment adviser based in Bloomington, IN, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and insurance companies. Its regulatory assets under management total $261 million, as filed on 24 March 2026.

Bullock Wealth Management Group charges 1.00%–2.00% a year for its Portfolio Management Services.

Regulatory AUM: $261M
Clients: 386
Advisory staff: 9
Fee schedule: 1.00% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 121 E. 6th Street, Suite 2, Bloomington, IN 47408
Phone: 812-333-0874
Website: wellingtoninvestmentadvisors.com

No. 5 · RIA

Laughlin Financial

Laughlin Financial is an investment adviser based in Bloomington, IN, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $200 million, as filed on 23 January 2026.

Laughlin Financial charges 0.35%–1.25% a year for its Asset Management Services.

Regulatory AUM: $200M
Clients: 82
Advisory staff: 2
Fee schedule: 0.35% to 1.25% a year
Custodians: Charles Schwab, Ascensus Broker Dealer Services
Headquarters: 4151 E. 3rd St, Bloomington, IN 47401
Phone: 812-552-2113
Website: laughlinfinancial.com

Questions about financial advisors in Bloomington

How many financial advisor firms are headquartered in Bloomington?

5 SEC-registered financial advisor firms report their principal office in Bloomington, IN, managing $2.14B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bloomington?

Hurlow Wealth Management Group, with $794M in regulatory assets under management on its latest Form ADV. The next largest are Comprehensive Financial Consultants Institutional ($596M) and Mosaic Wealth Management ($285M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bloomington?

The median firm manages $285M in regulatory assets. That is the midpoint of the 5 firms headquartered in Bloomington.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Bloomington charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Bloomington?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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