Best Financial Advisors in CARMEL, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CARMEL
40/86 ADVISORS, INC.
CARMEL, IN · Since 1982
MJ RETIREMENT
CARMEL, IN · Since 2012
ARCHER INVESTMENT CORPORATION
CARMEL, IN · Since 2005
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CARMEL, IN · Since 2017
INTREPID FINANCIAL PLANNING GROUP, LLC
CARMEL, IN · Since 2002
SBAUER FUNDS, LLC
CARMEL, IN · Since 2007
CID CAPITAL II, INC.
CARMEL, IN · Since 2014
THE FINANCIAL RESOURCE CENTER
CARMEL, IN · Since 2021
EVERNEST FINANCIAL ADVISORS
CARMEL, IN · Since 2023
ALDEBARAN CAPITAL, LLC
CARMEL, IN · Since 2021
GREENLEAF FINANCIAL GROUP
CARMEL, IN · Since 2019
VALEO FINANCIAL ADVISORS, LLC
CARMEL, IN · Since 2006
OXFORD FINANCIAL GROUP, LTD
CARMEL, IN · Since 1984
MCMAHAN CAPITAL MANAGEMENT
CARMEL, IN · Since 2024
GOELZER INVESTMENT MANAGEMENT
CARMEL, IN · Since 1998
WINTHROP CAPITAL MANAGEMENT
CARMEL, IN · Since 2010
FORTITUDE PRIVATE WEALTH
CARMEL, IN · Since 2025
HALTER FERGUSON FINANCIAL INC
CARMEL, IN · Since 2000
INDIE ASSET PARTNERS, LLC
CARMEL, IN · Since 2010
US AGRICULTURE
CARMEL, IN · Since 2016
MONON WEALTH MANAGEMENT
CARMEL, IN · Since 2018
GIMBAL FINANCIAL, LLC
CARMEL, IN · Since 2017
FOUR QUADRANT WEALTH ADVISORS, INC.
CARMEL, IN · Since 2022
STRIVE FINANCIAL GROUP, LLC
CARMEL, IN · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CARMEL?
The median advisory fee in CARMEL, IN is 0.95% of assets under management per year, based on Form ADV filings from 24 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.