Financial advisors in Indiana

37 SEC-registered advisory firms based in Indiana, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Indiana

Indianapolis (12)Carmel (8)Fort Wayne (5)Kokomo (2)Evansville (2)Auburn (1)Winona Lake (1)Granger (1)Anderson (1)Ft Wayne (1)Shelbyville (1)Newburgh (1)Bloomington (1)

Indiana advisory firms by assets

Valeo Financial Advisors, LLC

Carmel, IN · CRD #127132

$13B AUM·28k accounts·Fee-based

Creative Financial Designs, INC. logo
Creative Financial Designs, INC.

Kokomo, IN · CRD #109032

$2.9B AUM·15k accounts·Fee-based

Oxford Financial Group, Ltd logo
Oxford Financial Group, Ltd

Carmel, IN · CRD #105303

$23B AUM·8.0k accounts·Fee-based

Cx Institutional, LLC logo
Cx Institutional, LLC

Auburn, IN · CRD #292627

$4.5B AUM·14k accounts·Fee-based

Thurston Springer Advisors logo
Thurston Springer Advisors

Indianapolis, IN · CRD #299201

$3.7B AUM·7.1k accounts·Fee-based

Sapient Capital LLC logo
Sapient Capital LLC

Indianapolis, IN · CRD #324899

$14B AUM·6.9k accounts·Fee-based

Oneamerica Securities, INC. logo
Oneamerica Securities, INC.

Indianapolis, IN · CRD #4173

$306M AUM·4.0k accounts·Fee-based

Sym Financial Advisors

Winona Lake, IN · CRD #107517

$5.8B AUM·6.7k accounts·Fee-based

Shepherd Financial Investment Advisory LLC

Carmel, IN · CRD #288623

$6.2B AUM·3.3k accounts·Fee-based

40/86 Advisors, INC. logo
40/86 Advisors, INC.

Carmel, IN · CRD #107740

$30B AUM·13 accounts·Fee-only

Archer Investment Corporation logo
Archer Investment Corporation

Carmel, IN · CRD #136403

$1.0B AUM·5.1k accounts·Fee-based

Goelzer Investment Management

Carmel, IN · CRD #44402

$4.5B AUM·2.0k accounts·Fee-based

Bedel Financial Consulting INC

Indianapolis, IN · CRD #105653

$2.9B AUM·5.5k accounts·Fee-based

Donaldson Capital Management LLC

Evansville, IN · CRD #106131

$3.5B AUM·1.9k accounts·Fee-based

Invst, LLC logo
Invst, LLC

Indianapolis, IN · CRD #282863

$1.6B AUM·6.9k accounts·Fee-based

Korhorn Financial Group

Granger, IN · CRD #128606

$1.2B AUM·5.9k accounts·Fee-based

Phillips Financial

Fort Wayne, IN · CRD #131344

$2.6B AUM·3.3k accounts·Fee-based

Woodley Farra logo
Woodley Farra

Indianapolis, IN · CRD #107660

$2.3B AUM·1.6k accounts·Fee-based

Elser Financial Planning, INC. logo
Elser Financial Planning, INC.

Indianapolis, IN · CRD #143311

$2.1B AUM·1.8k accounts·Fee-based

Winthrop Capital Management logo
Winthrop Capital Management

Carmel, IN · CRD #145216

$4.0B AUM·832 accounts·Fee-based

Lji Wealth Management, LLC logo
Lji Wealth Management, LLC

Indianapolis, IN · CRD #145399

$1.4B AUM·3.6k accounts·Fee-based

Mj Retirement logo
Mj Retirement

Carmel, IN · CRD #164328

$5.5B AUM·426 accounts·Fee-based

Vestia Personal Wealth Advisors

Fort Wayne, IN · CRD #290565

$1.1B AUM·4.0k accounts·Fee-based

Wealth Advisors Group

Fort Wayne, IN · CRD #122050

$1.3B AUM·3.4k accounts·Fee-based

Financial Enhancement Group

Anderson, IN · CRD #159017

$987M AUM·3.6k accounts·Fee-based

Oneamerica Asset Management, LLC logo
Oneamerica Asset Management, LLC

Indianapolis, IN · CRD #165929

$24B AUM·14 accounts·Fee-based

Atlas Capital Management Corp logo
Atlas Capital Management Corp

Ft Wayne, IN · CRD #106107

$870M AUM·4.4k accounts·Fee-based

Pettinga Financial Advisors, LLC logo
Pettinga Financial Advisors, LLC

Evansville, IN · CRD #156369

$1.3B AUM·2.3k accounts·Fee-based

Fi3 Financial Advisors, LLC logo
Fi3 Financial Advisors, LLC

Indianapolis, IN · CRD #168005

$1.1B AUM·1.9k accounts·Fee-based

Corevision Financial Group

Shelbyville, IN · CRD #325310

$1.2B AUM·2.9k accounts·Fee-only

Galecki Financial Management INC logo
Galecki Financial Management INC

Fort Wayne, IN · CRD #107218

$929M AUM·2.4k accounts·Fee-based

Howard Bailey Securities, LLC

Fort Wayne, IN · CRD #282712

$583M AUM·4.1k accounts·Fee-based

Sycamore Financial Group logo
Sycamore Financial Group

Kokomo, IN · CRD #14143

$787M AUM·2.5k accounts·Fee-only

Deerfield

Indianapolis, IN · CRD #104964

$1.2B AUM·1.1k accounts·Fee-based

Lynch & Associates logo
Lynch & Associates

Newburgh, IN · CRD #108326

$831M AUM·2.1k accounts·Fee-based

Wallington Asset Management logo
Wallington Asset Management

Indianapolis, IN · CRD #143360

$1.3B AUM·931 accounts·Fee-based

Hurlow Wealth Management Group, INC. logo
Hurlow Wealth Management Group, INC.

Bloomington, IN · CRD #282587

$794M AUM·2.2k accounts·Fee-based

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Indiana

How many financial advisors are in Indiana?

AdvisoryReviews lists 37 SEC-registered advisory firms based in Indiana, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Indiana?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Indiana?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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