Best Financial Advisors in CARMEL, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in CARMEL
40/86 ADVISORS, INC.
CARMEL, IN · Since 1982
MCMAHAN CAPITAL MANAGEMENT
CARMEL, IN · Since 2024
INTREPID FINANCIAL PLANNING GROUP, LLC
CARMEL, IN · Since 2002
ALDEBARAN CAPITAL, LLC
CARMEL, IN · Since 2021
ARCHER INVESTMENT CORPORATION
CARMEL, IN · Since 2005
GREENLEAF FINANCIAL GROUP
CARMEL, IN · Since 2019
SBAUER FUNDS, LLC
CARMEL, IN · Since 2007
CID CAPITAL II, INC.
CARMEL, IN · Since 2014
MJ RETIREMENT
CARMEL, IN · Since 2012
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CARMEL, IN · Since 2017
FORTITUDE PRIVATE WEALTH
CARMEL, IN · Since 2025
THE FINANCIAL RESOURCE CENTER
CARMEL, IN · Since 2021
EVERNEST FINANCIAL ADVISORS
CARMEL, IN · Since 2023
GOELZER INVESTMENT MANAGEMENT
CARMEL, IN · Since 1998
OXFORD FINANCIAL GROUP, LTD
CARMEL, IN · Since 1984
HALTER FERGUSON FINANCIAL INC
CARMEL, IN · Since 2000
VALEO FINANCIAL ADVISORS, LLC
CARMEL, IN · Since 2006
FOUR QUADRANT WEALTH ADVISORS, INC.
CARMEL, IN · Since 2022
WINTHROP CAPITAL MANAGEMENT
CARMEL, IN · Since 2010
INDIE ASSET PARTNERS, LLC
CARMEL, IN · Since 2010
GIMBAL FINANCIAL, LLC
CARMEL, IN · Since 2017
US AGRICULTURE
CARMEL, IN · Since 2016
MONON WEALTH MANAGEMENT
CARMEL, IN · Since 2018
STRIVE FINANCIAL GROUP, LLC
CARMEL, IN · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.