Best Financial Advisors in FISHERS, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$306M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in FISHERS
#1
100
CBG & COMPANY, INC.
FISHERS, IN · Since 2018
$271M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
GENESIS ADVISORS, LLC
FISHERS, IN · Since 2025
$121M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
HENDERSHOTT WEALTH MANAGEMENT, LLC
FISHERS, IN · Since 2021
$306M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
95
FORUM PRIVATE CLIENT GROUP
FISHERS, IN · Since 2014
$403M AUM7 clientsFee: 0%
FiduciaryFee-Only
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 FISHERS?
The median advisory fee in FISHERS, IN is 0.95% of assets under management per year, based on Form ADV filings from 4 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.