Highest Rated · Muncie
Top-Rated Financial Advisors in Muncie, IN
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Muncie, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Bankers Life with a 5.0-star rating from 65 Google reviews and an RNM Score of 81/100. Also in the top tier: Baize Financial Concepts and David P Gilliam & Associates Inc. The average rating across all listed financial advisors in Muncie is 4.8 stars from 6 reviews per business on average.
Financial advisors in Muncie typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Wealth Strategies Inc.
Wealth Strategies Inc. is consistently top-ranked in Muncie for its comprehensive financial planning and personalized client service.
Most Reviewed
Bankers Life
A high number of reviews indicates broad client experience and can help you gauge common themes in service quality and satisfaction.
Consider meeting with multiple advisors to compare their fee structures and areas of expertise, and always verify credentials and client reviews before committing.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
6
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 65 Google reviews, this Muncie advisor is highly trusted.
3601 N Everbrook Ln, Muncie, IN 47304, USAExceptional 5.0-star rating based on 7 Google reviews.
2141 Mdw Vw Ln, Yorktown, IN 47396, USARated 4.9 stars from 7 Google reviews for financial guidance in Muncie.
2600 W Jackson St, Muncie, IN 47303, USAFinancial Advisors Rankings in Muncie, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Bankers Life3601 N Everbrook Ln, Muncie, IN 47304, USA | 5.0★ | 65 |
| #2 | Baize Financial Concepts2141 Mdw Vw Ln, Yorktown, IN 47396, USA | 5.0★ | 7 |
| #3 | David P Gilliam & Associates Inc2600 W Jackson St, Muncie, IN 47303, USA | 4.9★ | 7 |
| #4 | Comprehensive Financial Services3591 N Briarwood Ln # A, Muncie, IN 47304, USA | 5.0★ | 4 |
| #5 | Eagle Flight Wealth Management1917 W Royale Dr, Muncie, IN 47304, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Tanya Shaneyfelt, ChFC®|CRPC™|CRPS™1800 W McGalliard Rd, Muncie, IN 47304, USA | 5.0★ | 2 |
| #7 | Wealth Strategies Inc.207 N High St, Muncie, IN 47305, USA | 4.5★ | 2 |
| #8 | Whitinger Financial Advisors LLC1100 W White River Blvd, Muncie, IN 47303, USA | 4.0★ | 2 |
| #9 | Cardinal Capital Management, LLC330 E Main St, Muncie, IN 47305, USA | 5.0★ | 1 |
| #10 | Troy A. Helm, Financial Advisor3301 W Purdue Ave D, Muncie, IN 47304, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Muncie
Rated 5.0 stars from 4 reviews, this Muncie financial advisor is highly recommended.
3591 N Briarwood Ln # A, Muncie, IN 47304, USA
Exceptional 5.0-star rating from three Google reviews.
1917 W Royale Dr, Muncie, IN 47304, USA
5.0-star rating from 2 Google reviews for financial guidance in Muncie.
1800 W McGalliard Rd, Muncie, IN 47304, USA
4.5 stars from 2 Google reviews for a Muncie financial advisor.
207 N High St, Muncie, IN 47305, USA
4.0 stars from 2 reviews, reflecting solid early client feedback.
1100 W White River Blvd, Muncie, IN 47303, USA
Boasting a perfect 5.0-star rating from early client reviews in Muncie.
330 E Main St, Muncie, IN 47305, USA
Rated 5.0 stars from one review, reflecting early client satisfaction.
3301 W Purdue Ave D, Muncie, IN 47304, USA
Rated 5.0 stars from 1 Google review, earning exceptional local trust.
3621 N Everbrook Ln #4, Muncie, IN 47304, USA
Exceptional 5.0-star rating from Google reviews in Muncie.
400 S Walnut St Ste 100, Muncie, IN 47305, USA
Rated 5.0 stars from 4 Google reviews.
10101 IN-32, Yorktown, IN 47396, USA
4.5 stars from 2 Google reviews, indicating strong client satisfaction.
315 W Adams St, Muncie, IN 47305, USA
Exceptional 5.0-star rating from one Google review.
3808 Wheeling Ave, Muncie, IN 47304, USA
Muncie financial advisor with no online reviews yet—new to Google.
700 W White River Blvd, Muncie, IN 47303, USA
Trusted by local clients with a strong 4.5-star rating from 8 reviews.
3310 W Fox Ridge Ln Suite B, Muncie, IN 47304, USA
Trusted local advisor with a solid 4.0 rating from recent client feedback.
125 W Charles St, Muncie, IN 47305, USA
5.0 stars from a small number of Google reviews.
3503A W Fox Ridge Ln, Muncie, IN 47304, USA
Exceptional 5.0-star rating from one Google review.
3417 W Bethel Ave Suite B, Muncie, IN 47304, USA
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Financial Advisors in Muncie, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Bankers Life | 81/100 | 5.0 ★ | 65 |
| 2 | Baize Financial Concepts | 70/100 | 5.0 ★ | 7 |
| 3 | David P Gilliam & Associates Inc | 68/100 | 4.9 ★ | 7 |
| 4 | Comprehensive Financial Services | 67/100 | 5.0 ★ | 4 |
| 5 | Eagle Flight Wealth Management | 66/100 | 5.0 ★ | 3 |
| 6 | Edward Jones - Financial Advisor: Tanya Shaneyfelt, ChFC®|CRPC™|CRPS™ | 64/100 | 5.0 ★ | 2 |
| 7 | Wealth Strategies Inc. | 56/100 | 4.5 ★ | 2 |
| 8 | Whitinger Financial Advisors LLC | 47/100 | 4.0 ★ | 2 |
| 9 | Cardinal Capital Management, LLC | 62/100 | 5.0 ★ | 1 |
| 10 | Troy A. Helm, Financial Advisor | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Muncie
What is a fiduciary financial advisor and why does it matter in Muncie?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Muncie, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Muncie?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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