AdvisorGrade

Financial advisers in Indianapolis, IN

52 registered investment adviser firms in Indianapolis managing $75.5B in assets, based on public SEC Form ADV filings.

Oneamerica Asset Management, LLC

Indianapolis, IN · Est. 2013

Regional
Fee-based
AUM
$24.4B
Per adviser
$977M
Advisers
25

No reported disclosures

Sapient Capital LLC

Indianapolis, IN · Est. 2023

RegionalInternational
Fee-based
AUM
$13.8B
Per adviser
$459M
Advisers
30

No reported disclosures

Baxter Capital Management INC

Indianapolis, IN · Est. 1979

Regional
Fee-based
AUM
$4.2B
Per adviser
$1.4B
Advisers
3

No reported disclosures

Thurston Springer Advisors

Indianapolis, IN · Est. 2018

National
Fee-based
AUM
$3.7B
Per adviser
$43M
Advisers
86

No reported disclosures

Bedel Financial Consulting INC

Indianapolis, IN · Est. 1989

RegionalInternational
Fee-based
AUM
$2.9B
Per adviser
$154M
Advisers
19

No reported disclosures

Global Atlantic Investment Advisors, LLC

Indianapolis, IN · Est. 2013

Regional
Fee-only
AUM
$2.7B
Per adviser
$899M
Advisers
3

No reported disclosures

Woodley Farra

Indianapolis, IN · Est. 1995

Regional
Fee-based
AUM
$2.3B
Per adviser
$258M
Advisers
9

No reported disclosures

Elser Financial Planning, INC.

Indianapolis, IN · Est. 2015

Regional
Fee-based
AUM
$2.1B
Per adviser
$211M
Advisers
10

No reported disclosures

Axia Advisory

Indianapolis, IN · Est. 1992

Local
Fee-based
AUM
$1.9B
Per adviser
$470M
Advisers
4

No reported disclosures

Invst, LLC

Indianapolis, IN · Est. 2016

Regional
Fee-based
AUM
$1.6B
Per adviser
$40M
Advisers
39

No reported disclosures

Lji Wealth Management, LLC

Indianapolis, IN · Est. 2013

Local
Fee-based
AUM
$1.4B
Per adviser
$106M
Advisers
13

No reported disclosures

Wallington Asset Management

Indianapolis, IN · Est. 2007

Local
Fee-based
AUM
$1.3B
Per adviser
$165M
Advisers
8

No reported disclosures

Deerfield

Indianapolis, IN · Est. 1985

Regional
Fee-based
AUM
$1.2B
Per adviser
$196M
Advisers
6

No reported disclosures

Fi3 Financial Advisors, LLC

Indianapolis, IN · Est. 2018

Local
Fee-based
AUM
$1.1B
Per adviser
$54M
Advisers
21

No reported disclosures

Centerfield Capital Partners

Indianapolis, IN · Est. 2012

Local
Fee-only
AUM
$1.1B
Per adviser
—
Advisers
—

No reported disclosures

Market Street Wealth Management Advisors, LLC

Indianapolis, IN · Est. 2004

Regional
Fee-based
AUM
$776M
Per adviser
$97M
Advisers
8

No reported disclosures

Quantum Financial Services INC.

Indianapolis, IN · Est. 2007

Local
Fee-based
AUM
$731M
Per adviser
$365M
Advisers
2

No reported disclosures

Northwest Financial Services INC

Indianapolis, IN · Est. 1992

LocalInternational
Fee-based
AUM
$635M
Per adviser
$71M
Advisers
9

No reported disclosures

Meridian Investment Advisors, INC.

Indianapolis, IN · Est. 1994

Local
Fee-based
AUM
$628M
Per adviser
$157M
Advisers
4

No reported disclosures

Elevated Financial Group

Indianapolis, IN · Est. 2025

Local
Fee-based
AUM
$532M
Per adviser
$66M
Advisers
8

No reported disclosures

Reify Wealth Advisors, INC.

Indianapolis, IN · Est. 2022

Local
Fee-only
AUM
$524M
Per adviser
$48M
Advisers
11

No reported disclosures

The Wellington Grp LLC

Indianapolis, IN · Est. 2024

Local
Fee-only
AUM
$474M
Per adviser
$53M
Advisers
9

No reported disclosures

Mindset Wealth Management, LLC

Indianapolis, IN · Est. 2024

Local
Fee-only
AUM
$445M
Per adviser
$111M
Advisers
4

No reported disclosures

Holistic Financial Partners, LLC

Indianapolis, IN · Est. 2014

Local
Fee-based
AUM
$445M
Per adviser
$111M
Advisers
4

No reported disclosures

Bookends Financial Planning

Indianapolis, IN · Est. 2020

Regional
Fee-based
AUM
$338M
Per adviser
$68M
Advisers
5

No reported disclosures

Charter Advisory Corporation

Indianapolis, IN · Est. 2021

Regional
Fee-based
AUM
$333M
Per adviser
$22M
Advisers
15

No reported disclosures

Curry Webb Wealth Management LLC

Indianapolis, IN · Est. 2024

Local
Fee-only
AUM
$332M
Per adviser
$66M
Advisers
5

No reported disclosures

Oneamerica Securities, INC.

Indianapolis, IN · Est. 1999

National
Fee-based
AUM
$306M
Per adviser
$1M
Advisers
306

Provider Financial, INC.

Indianapolis, IN · Est. 2018

Local
Fee-only
AUM
$304M
Per adviser
$152M
Advisers
2

No reported disclosures

Capital Cities Investments

Indianapolis, IN · Est. 2008

Regional
Fee-based
AUM
$288M
Per adviser
$21M
Advisers
14

No reported disclosures

Peloton Capital Management

Indianapolis, IN · Est. 1986

Local
Fee-based
AUM
$282M
Per adviser
$94M
Advisers
3

No reported disclosures

Crf Financial Group

Indianapolis, IN · Est. 2011

Local
Fee-only
AUM
$279M
Per adviser
$279M
Advisers
1

Proteus, LLC

Indianapolis, IN · Est. 2021

LocalInternational
Fee-only
AUM
$260M
Per adviser
$87M
Advisers
3

No reported disclosures

An Exceptional Life Financial, LLC

Indianapolis, IN · Est. 2022

Local
Fee-based
AUM
$259M
Per adviser
$65M
Advisers
4

No reported disclosures

Trust Investment Advisors

Indianapolis, IN · Est. 2020

Local
Fee-only
AUM
$239M
Per adviser
$80M
Advisers
3

No reported disclosures

Asset Management Strategies, INC.

Indianapolis, IN · Est. 2016

Local
Fee-based
AUM
$220M
Per adviser
$28M
Advisers
8

No reported disclosures

Pile Wealth Management

Indianapolis, IN · Est. 2022

Local
Fee-only
AUM
$189M
Per adviser
$38M
Advisers
5

No reported disclosures

Werner Financial

Indianapolis, IN · Est. 2025

Local
Fee-based
AUM
$152M
Per adviser
$76M
Advisers
2

No reported disclosures

Core Wealth Advisors

Indianapolis, IN · Est. 2025

Local
Fee-only
AUM
$144M
Per adviser
$48M
Advisers
3

No reported disclosures

Mfg Wealth Management, INC.

Indianapolis, IN · Est. 2025

Local
Fee-based
AUM
$139M
Per adviser
$46M
Advisers
3

No reported disclosures

Titan Investment Management LLC

Indianapolis, IN · Est. 2026

Local
Fee-only
AUM
$124M
Per adviser
$31M
Advisers
4

No reported disclosures

Fnex Wealth, LLC

Indianapolis, IN · Est. 2025

Local
Fee-only
AUM
$122M
Per adviser
$122M
Advisers
1

No reported disclosures

Private Counsel Group, Ltd.

Indianapolis, IN · Est. 2026

Local
Fee-only
AUM
$116M
Per adviser
$116M
Advisers
1

No reported disclosures

Precedent Financial Strategies

Indianapolis, IN · Est. 2026

Local
Fee-based
AUM
$111M
Per adviser
$111M
Advisers
1

No reported disclosures

Cfg Wealth Management Services INC

Indianapolis, IN · Est. 2026

Local
Fee-based
AUM
$110M
Per adviser
$55M
Advisers
2

No reported disclosures

Trust Investment Advisors Wealth Management, LLC

Indianapolis, IN · Est. 2024

Local
Fee-based
AUM
$34M
Per adviser
$11M
Advisers
3

No reported disclosures

Capital Cities, LLC

Indianapolis, IN · Est. 2008

Local
Fee-based
AUM
—
Per adviser
—
Advisers
10

No reported disclosures

Truedge Asset Management LLC

Indianapolis, IN · Est. 2023

Local
Fee-only
AUM
—
Per adviser
—
Advisers
1

No reported disclosures

Mindset Asset Management, LLC

Indianapolis, IN · Est. 2025

Local
Fee-only
AUM
—
Per adviser
—
Advisers
4

No reported disclosures

Oxford Harriman Private Wealth Management

Indianapolis, IN · Est. 2026

Local
Fee-based
AUM
—
Per adviser
—
Advisers
1

No reported disclosures

Ambrose Capital Advisors, LLC

Indianapolis, IN · Est. 2026

Local
Fee-only
AUM
—
Per adviser
—
Advisers
15

No reported disclosures

Nearside Advisors, LLC

Indianapolis, IN · Est. 2026

Local
Fee-only
AUM
—
Per adviser
—
Advisers
2

No reported disclosures