AdvisorRanked

Best Financial Advisors in INDIANAPOLIS, Indiana

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

52
Registered Firms
0.95%
Median Fee
of assets/year
$445M
Median AUM
52
Firms Listed
in our database

Top-Ranked Advisors in INDIANAPOLIS

#1
100

BAXTER CAPITAL MANAGEMENT INC

INDIANAPOLIS, IN · Since 1979

$4.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

AXIA ADVISORY

INDIANAPOLIS, IN · Since 1992

$1.9B AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

PELOTON CAPITAL MANAGEMENT

INDIANAPOLIS, IN · Since 1986

$282M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

CHARTER ADVISORY CORPORATION

INDIANAPOLIS, IN · Since 2021

$333M AUM15 clientsFee: 0%
FiduciaryFee-Only
#5
100

QUANTUM FINANCIAL SERVICES INC.

INDIANAPOLIS, IN · Since 2007

$731M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

CAPITAL CITIES, LLC

INDIANAPOLIS, IN · Since 2008

$0 AUM10 clientsFee: 0%
FiduciaryFee-Only
#7
100

MFG WEALTH MANAGEMENT, INC.

INDIANAPOLIS, IN · Since 2025

$139M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

ASSET MANAGEMENT STRATEGIES, INC.

INDIANAPOLIS, IN · Since 2016

$220M AUM8 clientsFee: 0%
FiduciaryFee-Only
#9
100

CORE WEALTH ADVISORS

INDIANAPOLIS, IN · Since 2025

$144M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
100

ONEAMERICA ASSET MANAGEMENT, LLC

INDIANAPOLIS, IN · Since 2013

$24.4B AUM25 clientsFee: 0%
FiduciaryFee-Only
#11
100

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

INDIANAPOLIS, IN · Since 2013

$2.7B AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

CURRY WEBB WEALTH MANAGEMENT LLC

INDIANAPOLIS, IN · Since 2024

$332M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
100

AN EXCEPTIONAL LIFE FINANCIAL, LLC

INDIANAPOLIS, IN · Since 2022

$259M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
100

PRIVATE COUNSEL GROUP, LTD.

INDIANAPOLIS, IN · Since 2026

$116M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
100

BOOKENDS FINANCIAL PLANNING

INDIANAPOLIS, IN · Since 2020

$338M AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
100

WERNER FINANCIAL

INDIANAPOLIS, IN · Since 2025

$152M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

TRUEDGE ASSET MANAGEMENT LLC

INDIANAPOLIS, IN · Since 2023

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
100

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

INDIANAPOLIS, IN · Since 2024

$34M AUM3 clientsFee: 0%
FiduciaryFee-Only
#19
100

FNEX WEALTH, LLC

INDIANAPOLIS, IN · Since 2025

$122M AUM1 clientsFee: 0%
FiduciaryFee-Only
#20
100

MINDSET ASSET MANAGEMENT, LLC

INDIANAPOLIS, IN · Since 2025

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#21
100

OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT

INDIANAPOLIS, IN · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
100

AMBROSE CAPITAL ADVISORS, LLC

INDIANAPOLIS, IN · Since 2026

$0 AUM15 clientsFee: 0%
FiduciaryFee-Only
#23
100

NEARSIDE ADVISORS, LLC

INDIANAPOLIS, IN · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
97

PROVIDER FINANCIAL, INC.

INDIANAPOLIS, IN · Since 2018

$304M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
95

DEERFIELD

INDIANAPOLIS, IN · Since 1985

$1.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#26
95

BEDEL FINANCIAL CONSULTING INC

INDIANAPOLIS, IN · Since 1989

$2.9B AUM19 clientsFee: 0%
FiduciaryFee-Only
#27
95

NORTHWEST FINANCIAL SERVICES INC

INDIANAPOLIS, IN · Since 1992

$635M AUM9 clientsFee: 0%
FiduciaryFee-Only
#28
95

MERIDIAN INVESTMENT ADVISORS, INC.

INDIANAPOLIS, IN · Since 1994

$628M AUM4 clientsFee: 0%
FiduciaryFee-Only
#29
95

WOODLEY FARRA

INDIANAPOLIS, IN · Since 1995

$2.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#30
95

CFG WEALTH MANAGEMENT SERVICES INC

INDIANAPOLIS, IN · Since 2026

$110M AUM2 clientsFee: 0%
FiduciaryFee-Only
#31
95

PILE WEALTH MANAGEMENT

INDIANAPOLIS, IN · Since 2022

$189M AUM5 clientsFee: 0%
FiduciaryFee-Only
#32
95

CAPITAL CITIES INVESTMENTS

INDIANAPOLIS, IN · Since 2008

$288M AUM14 clientsFee: 0%
FiduciaryFee-Only
#33
95

REIFY WEALTH ADVISORS, INC.

INDIANAPOLIS, IN · Since 2022

$524M AUM11 clientsFee: 0%
FiduciaryFee-Only
#34
95

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

INDIANAPOLIS, IN · Since 2004

$776M AUM8 clientsFee: 0%
FiduciaryFee-Only
#35
95

CRF FINANCIAL GROUP

INDIANAPOLIS, IN · Since 2011

$279M AUM1 clientsFee: 0%
FiduciaryFee-Only
#36
95

ELSER FINANCIAL PLANNING, INC.

INDIANAPOLIS, IN · Since 2015

$2.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#37
95

WALLINGTON ASSET MANAGEMENT

INDIANAPOLIS, IN · Since 2007

$1.3B AUM8 clientsFee: 0%
FiduciaryFee-Only
#38
95

LJI WEALTH MANAGEMENT, LLC

INDIANAPOLIS, IN · Since 2013

$1.4B AUM13 clientsFee: 0%
FiduciaryFee-Only
#39
95

CENTERFIELD CAPITAL PARTNERS

INDIANAPOLIS, IN · Since 2012

$1.1B AUM0 clientsFee: 0%
FiduciaryFee-Only
#40
95

PROTEUS, LLC

INDIANAPOLIS, IN · Since 2021

$260M AUM3 clientsFee: 0%
FiduciaryFee-Only
#41
95

FI3 FINANCIAL ADVISORS, LLC

INDIANAPOLIS, IN · Since 2018

$1.1B AUM21 clientsFee: 0%
FiduciaryFee-Only
#42
95

PRECEDENT FINANCIAL STRATEGIES

INDIANAPOLIS, IN · Since 2026

$111M AUM1 clientsFee: 0%
FiduciaryFee-Only
#43
95

HOLISTIC FINANCIAL PARTNERS, LLC

INDIANAPOLIS, IN · Since 2014

$445M AUM4 clientsFee: 0%
FiduciaryFee-Only
#44
95

INVST, LLC

INDIANAPOLIS, IN · Since 2016

$1.6B AUM39 clientsFee: 0%
FiduciaryFee-Only
#45
95

TITAN INVESTMENT MANAGEMENT LLC

INDIANAPOLIS, IN · Since 2026

$124M AUM4 clientsFee: 0%
FiduciaryFee-Only
#46
95

THURSTON SPRINGER ADVISORS

INDIANAPOLIS, IN · Since 2018

$3.7B AUM86 clientsFee: 0%
FiduciaryFee-Only
#47
95

TRUST INVESTMENT ADVISORS

INDIANAPOLIS, IN · Since 2020

$239M AUM3 clientsFee: 0%
FiduciaryFee-Only
#48
95

SAPIENT CAPITAL LLC

INDIANAPOLIS, IN · Since 2023

$13.8B AUM30 clientsFee: 0%
FiduciaryFee-Only
#49
95

MINDSET WEALTH MANAGEMENT, LLC

INDIANAPOLIS, IN · Since 2024

$445M AUM4 clientsFee: 0%
FiduciaryFee-Only
#50
95

THE WELLINGTON GRP LLC

INDIANAPOLIS, IN · Since 2024

$474M AUM9 clientsFee: 0%
FiduciaryFee-Only
#51
95

ELEVATED FINANCIAL GROUP

INDIANAPOLIS, IN · Since 2025

$532M AUM8 clientsFee: 0%
FiduciaryFee-Only
#52
35

ONEAMERICA SECURITIES, INC.

INDIANAPOLIS, IN · Since 1999

$306M AUM306 clientsFee: 0%
Broker-Dealer4 complaints

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 INDIANAPOLIS?

The median advisory fee in INDIANAPOLIS, IN is 0.95% of assets under management per year, based on Form ADV filings from 52 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.