Adviser Record

Investment advisers in Bloomington, IN

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in IN

FirmAssetsEmployeesDisclosures
Hurlow Wealth Management Group, Inc.$794.4 million160
Cfci$595.6 million220
Mosaic Wealth Management LLC$285.0 million20
Wellington Investment Advisors$261.4 million100
Laughlin Financial LLC$200.2 million20