Woodley Farra
Indianapolis, IN·SEC-registered · CRD #107660
Woodley Farra is an SEC-registered investment advisory firm in Indianapolis, IN managing $2.3B across 1.6k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
1.6k
Advisory staff
9
Fee model
Fee-based
How Woodley Farra is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Woodley Farra
How much does Woodley Farra manage?
Per its most recent SEC Form ADV filing (03/26/2026), Woodley Farra reports $2.3B in regulatory assets under management across roughly 1.6k client accounts.
How does Woodley Farra charge?
Woodley Farra is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Woodley Farra a fiduciary?
Yes. Woodley Farra is registered with the U.S. Securities and Exchange Commission (CRD #107660), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Woodley Farra taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Woodley Farra and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Indianapolis, IN
Profile compiled from Woodley Farra's public SEC Form ADV filing (CRD #107660, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Woodley Farra. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Woodley Farra? Claim this profile.