Best Financial Advisors in Indiana
148 SEC-registered advisory firms across 34 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Indiana
Top-Ranked Advisors in Indiana
Page 1 of 6 · 148 firms
40/86 ADVISORS, INC.
CARMEL, IN · Since 1982
BAXTER CAPITAL MANAGEMENT INC
INDIANAPOLIS, IN · Since 1979
PRAXIS INVESTMENT MANAGEMENT, INC.
GOSHEN, IN · Since 1990
AXIA ADVISORY
INDIANAPOLIS, IN · Since 1992
MJ RETIREMENT
CARMEL, IN · Since 2012
ARCHER INVESTMENT CORPORATION
CARMEL, IN · Since 2005
ONEAMERICA ASSET MANAGEMENT, LLC
INDIANAPOLIS, IN · Since 2013
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
INDIANAPOLIS, IN · Since 2013
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CARMEL, IN · Since 2017
ATLAS CAPITAL MANAGEMENT CORP
FT WAYNE, IN · Since 1994
GALECKI FINANCIAL MANAGEMENT INC
FORT WAYNE, IN · Since 1994
QUANTUM FINANCIAL SERVICES INC.
INDIANAPOLIS, IN · Since 2007
WEALTH ADVISORS GROUP
FORT WAYNE, IN · Since 2009
SMI ADVISORY SERVICES, LLC
COLUMBUS, IN · Since 2005
AMI INVESTMENT MANAGEMENT INC
KENDALLVILLE, IN · Since 1995
LYNCH & ASSOCIATES
NEWBURGH, IN · Since 1994
INTREPID FINANCIAL PLANNING GROUP, LLC
CARMEL, IN · Since 2002
FREEMAN, WILL & NIEMEIER, INC.
EVANSVILLE, IN · Since 2008
WABASH CAPITAL, INC.
TERRE HAUTE, IN · Since 1998
IMC ADVISORS, LLC
COLUMBUS, IN · Since 2002
CAPITAL CITIES, LLC
INDIANAPOLIS, IN · Since 2008
SBAUER FUNDS, LLC
CARMEL, IN · Since 2007
PELOTON CAPITAL MANAGEMENT
INDIANAPOLIS, IN · Since 1986
FINANCIAL PLANS & STRATEGIES, INC.
GREENWOOD, IN · Since 2016
CANTERBURY INVESTMENT MANAGEMENT, LLC
ZIONSVILLE, IN · Since 2003
About Financial Advisors in Indiana
How many financial advisors are registered in Indiana?
There are 148 SEC-registered investment advisory firms in Indiana, spread across 34 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Indiana?
The median advisory fee in Indiana is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.