Best Financial Advisors in Indiana
148 SEC-registered advisory firms across 34 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Indiana
INDIANAPOLIS, IN
CARMEL, IN
FORT WAYNE, IN
COLUMBUS, IN
BLOOMINGTON, IN
SOUTH BEND, IN
ZIONSVILLE, IN
FISHERS, IN
KOKOMO, IN
EVANSVILLE, IN
GREENWOOD, IN
AUBURN, IN
TERRE HAUTE, IN
VALPARAISO, IN
LAFAYETTE, IN
Top-Ranked Firms in Indiana
BAXTER CAPITAL MANAGEMENT INC
INDIANAPOLIS, IN · Since 1979
PRAXIS INVESTMENT MANAGEMENT, INC.
GOSHEN, IN · Since 1990
ATLAS CAPITAL MANAGEMENT CORP
FT WAYNE, IN · Since 1994
AMI INVESTMENT MANAGEMENT INC
KENDALLVILLE, IN · Since 1995
GALECKI FINANCIAL MANAGEMENT INC
FORT WAYNE, IN · Since 1994
AXIA ADVISORY
INDIANAPOLIS, IN · Since 1992
40/86 ADVISORS, INC.
CARMEL, IN · Since 1982
WABASH CAPITAL, INC.
TERRE HAUTE, IN · Since 1998
LYNCH & ASSOCIATES
NEWBURGH, IN · Since 1994
MCMAHAN CAPITAL MANAGEMENT
CARMEL, IN · Since 2024
BANKER INVESTMENT GROUP
WEST LAFAYETTE, IN · Since 2014
PELOTON CAPITAL MANAGEMENT
INDIANAPOLIS, IN · Since 1986
IMC ADVISORS, LLC
COLUMBUS, IN · Since 2002
INTREPID FINANCIAL PLANNING GROUP, LLC
CARMEL, IN · Since 2002
CHARTER ADVISORY CORPORATION
INDIANAPOLIS, IN · Since 2021
FREEMAN, WILL & NIEMEIER, INC.
EVANSVILLE, IN · Since 2008
QUANTUM FINANCIAL SERVICES INC.
INDIANAPOLIS, IN · Since 2007
WEALTH ADVISORS GROUP
FORT WAYNE, IN · Since 2009
ALDEBARAN CAPITAL, LLC
CARMEL, IN · Since 2021
CAPITAL CITIES, LLC
INDIANAPOLIS, IN · Since 2008
FINANCIAL PLANS & STRATEGIES, INC.
GREENWOOD, IN · Since 2016
CANTERBURY INVESTMENT MANAGEMENT, LLC
ZIONSVILLE, IN · Since 2003
MFG WEALTH MANAGEMENT, INC.
INDIANAPOLIS, IN · Since 2025
ASSET MANAGEMENT STRATEGIES, INC.
INDIANAPOLIS, IN · Since 2016
ARCHER INVESTMENT CORPORATION
CARMEL, IN · Since 2005
SMI ADVISORY SERVICES, LLC
COLUMBUS, IN · Since 2005
GREENLEAF FINANCIAL GROUP
CARMEL, IN · Since 2019
SBAUER FUNDS, LLC
CARMEL, IN · Since 2007
CBG & COMPANY, INC.
FISHERS, IN · Since 2018
GENESIS ADVISORS, LLC
FISHERS, IN · Since 2025
KESTREL WEALTH MANAGEMENT, LLC
SOUTH BEND, IN · Since 2022
KESSLER INVESTMENT GROUP, LLC
COLUMBUS, IN · Since 2010
CORE WEALTH ADVISORS
INDIANAPOLIS, IN · Since 2025
CID CAPITAL II, INC.
CARMEL, IN · Since 2014
MJ RETIREMENT
CARMEL, IN · Since 2012
ONEAMERICA ASSET MANAGEMENT, LLC
INDIANAPOLIS, IN · Since 2013
PATHWAY FINANCIAL ADVISERS, LLC
AUBURN, IN · Since 2014
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
INDIANAPOLIS, IN · Since 2013
QBOX FIDUCIARY SOLUTIONS, LLC
FORT WAYNE, IN · Since 2016
CURRY WEBB WEALTH MANAGEMENT LLC
INDIANAPOLIS, IN · Since 2024
HENDERSHOTT WEALTH MANAGEMENT, LLC
FISHERS, IN · Since 2021
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
GREENWOOD, IN · Since 2015
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CARMEL, IN · Since 2017
AN EXCEPTIONAL LIFE FINANCIAL, LLC
INDIANAPOLIS, IN · Since 2022
LAUER WEALTH MANAGEMENT
VALPARAISO, IN · Since 2021
FORTITUDE PRIVATE WEALTH
CARMEL, IN · Since 2025
APPLE TREE ASSET MANAGEMENT, LLC
FORT WAYNE, IN · Since 2024
PRIVATE COUNSEL GROUP, LTD.
INDIANAPOLIS, IN · Since 2026
CXI ADVISORS, LLC
AUBURN, IN · Since 2019
BOOKENDS FINANCIAL PLANNING
INDIANAPOLIS, IN · Since 2020
WERNER FINANCIAL
INDIANAPOLIS, IN · Since 2025
THE FINANCIAL RESOURCE CENTER
CARMEL, IN · Since 2021
TRUEDGE ASSET MANAGEMENT LLC
INDIANAPOLIS, IN · Since 2023
COREVISION FINANCIAL GROUP
SHELBYVILLE, IN · Since 2023
HOBBS WEALTH MANAGEMENT
ZIONSVILLE, IN · Since 2025
EVERNEST FINANCIAL ADVISORS
CARMEL, IN · Since 2023
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
INDIANAPOLIS, IN · Since 2024
3FOURTEEN & SMI ADVISORY SERVICES, LLC
COLUMBUS, IN · Since 2024
TRADEWELL TAX & FINANCIAL
FORT WAYNE, IN · Since 2024
FNEX WEALTH, LLC
INDIANAPOLIS, IN · Since 2025
MINDSET ASSET MANAGEMENT, LLC
INDIANAPOLIS, IN · Since 2025
OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT
INDIANAPOLIS, IN · Since 2026
AMBROSE CAPITAL ADVISORS, LLC
INDIANAPOLIS, IN · Since 2026
NEARSIDE ADVISORS, LLC
INDIANAPOLIS, IN · Since 2026
PROVIDER FINANCIAL, INC.
INDIANAPOLIS, IN · Since 2018
SYCAMORE FINANCIAL GROUP
KOKOMO, IN · Since 2004
GOELZER INVESTMENT MANAGEMENT
CARMEL, IN · Since 1998
KIRR, MARBACH & COMPANY, LLC
COLUMBUS, IN · Since 1975
WALTER KEENAN WEALTH MANAGEMENT
SOUTH BEND, IN · Since 1984
DEERFIELD
INDIANAPOLIS, IN · Since 1985
OXFORD FINANCIAL GROUP, LTD
CARMEL, IN · Since 1984
BEDEL FINANCIAL CONSULTING INC
INDIANAPOLIS, IN · Since 1989
DONALDSON CAPITAL MANAGEMENT LLC
EVANSVILLE, IN · Since 1995
MONARCH CAPITAL MANAGEMENT INC
FORT WAYNE, IN · Since 1994
NORTHWEST FINANCIAL SERVICES INC
INDIANAPOLIS, IN · Since 1992
SYM FINANCIAL ADVISORS
WINONA LAKE, IN · Since 1985
MERIDIAN INVESTMENT ADVISORS, INC.
INDIANAPOLIS, IN · Since 1994
WOODLEY FARRA
INDIANAPOLIS, IN · Since 1995
CFG WEALTH MANAGEMENT SERVICES INC
INDIANAPOLIS, IN · Since 2026
COMPASS FINANCIAL ADVISORS LLC
FORT WAYNE, IN · Since 1998
HALTER FERGUSON FINANCIAL INC
CARMEL, IN · Since 2000
HORIZON INVESTMENT SERVICES, LLC.
HAMMOND, IN · Since 2004
PILE WEALTH MANAGEMENT
INDIANAPOLIS, IN · Since 2022
CAPITAL CITIES INVESTMENTS
INDIANAPOLIS, IN · Since 2008
REIFY WEALTH ADVISORS, INC.
INDIANAPOLIS, IN · Since 2022
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
INDIANAPOLIS, IN · Since 2004
SPYGLASS INVESTMENT MANAGEMENT
TERRE HAUTE, IN · Since 2025
GEHRIG CAPITAL MANAGEMENT, INC.
MERRILLVILLE, IN · Since 2021
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
FORT WAYNE, IN · Since 2005
KOON FINANCIAL PLANNING & CONSULTING/KFP&C
GREENWOOD, IN · Since 2025
VALEO FINANCIAL ADVISORS, LLC
CARMEL, IN · Since 2006
CRF FINANCIAL GROUP
INDIANAPOLIS, IN · Since 2011
CFCI
BLOOMINGTON, IN · Since 2004
KORHORN FINANCIAL GROUP
GRANGER, IN · Since 2014
FOUR QUADRANT WEALTH ADVISORS, INC.
CARMEL, IN · Since 2022
PHILLIPS FINANCIAL
FORT WAYNE, IN · Since 2004
FORUM PRIVATE CLIENT GROUP
FISHERS, IN · Since 2014
ELSER FINANCIAL PLANNING, INC.
INDIANAPOLIS, IN · Since 2015
WALLINGTON ASSET MANAGEMENT
INDIANAPOLIS, IN · Since 2007
WINTHROP CAPITAL MANAGEMENT
CARMEL, IN · Since 2010
LJI WEALTH MANAGEMENT, LLC
INDIANAPOLIS, IN · Since 2013
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
BROWNSBURG, IN · Since 2022
THOMAS STORY AND SON LLC
PLYMOUTH, IN · Since 2008
SMITH FINANCIAL
KOKOMO, IN · Since 2010
INDIE ASSET PARTNERS, LLC
CARMEL, IN · Since 2010
PETTINGA FINANCIAL ADVISORS, LLC
EVANSVILLE, IN · Since 2011
GIMBAL FINANCIAL, LLC
CARMEL, IN · Since 2017
FINANCIAL ENHANCEMENT GROUP
ANDERSON, IN · Since 2012
CENTERFIELD CAPITAL PARTNERS
INDIANAPOLIS, IN · Since 2012
PROTEUS, LLC
INDIANAPOLIS, IN · Since 2021
LAUGHLIN FINANCIAL LLC
BLOOMINGTON, IN · Since 2022
FI3 FINANCIAL ADVISORS, LLC
INDIANAPOLIS, IN · Since 2018
KOTYS WEALTH PROFESSIONALS
VALPARAISO, IN · Since 2020
PRECEDENT FINANCIAL STRATEGIES
INDIANAPOLIS, IN · Since 2026
HOLISTIC FINANCIAL PARTNERS, LLC
INDIANAPOLIS, IN · Since 2014
US AGRICULTURE
CARMEL, IN · Since 2016
HURLOW WEALTH MANAGEMENT GROUP, INC.
BLOOMINGTON, IN · Since 2016
HOWARD BAILEY SECURITIES, LLC
FORT WAYNE, IN · Since 2019
INVST, LLC
INDIANAPOLIS, IN · Since 2016
DAVID P. GILLIAM & ASSOCIATES, INC.
MUNCIE, IN · Since 2022
WEALTH ADVISORY SOLUTIONS, LLC
ZIONSVILLE, IN · Since 2017
MONON WEALTH MANAGEMENT
CARMEL, IN · Since 2018
CERES PARTNERS, LLC
SOUTH BEND, IN · Since 2018
TITAN INVESTMENT MANAGEMENT LLC
INDIANAPOLIS, IN · Since 2026
CX INSTITUTIONAL, LLC
AUBURN, IN · Since 2018
OXINAS PARTNERS WEALTH MANAGEMENT
JEFFERSONVILLE, IN · Since 2018
CAPITAL ADVISOR NETWORK
LAFAYETTE, IN · Since 2022
THURSTON SPRINGER ADVISORS
INDIANAPOLIS, IN · Since 2018
GETTINGS BUSCH WEALTH MANAGEMENT
LAFAYETTE, IN · Since 2020
TRUST INVESTMENT ADVISORS
INDIANAPOLIS, IN · Since 2020
GAP ASSET MANAGEMENT, LLC
SOUTH BEND, IN · Since 2025
COMPREHENSIVE FINANCIAL CONSULTANTS
CICERO, IN · Since 2024
MARIPAU WEALTH MANAGEMENT LLC
FORT WAYNE, IN · Since 2021
SAPIENT CAPITAL LLC
INDIANAPOLIS, IN · Since 2023
VISTA INVESTMENT PARTNERS
RICHMOND, IN · Since 2023
MINDSET WEALTH MANAGEMENT, LLC
INDIANAPOLIS, IN · Since 2024
THE WELLINGTON GRP LLC
INDIANAPOLIS, IN · Since 2024
STRIVE FINANCIAL GROUP, LLC
CARMEL, IN · Since 2024
ELEVATED FINANCIAL GROUP
INDIANAPOLIS, IN · Since 2025
MOSAIC WEALTH MANAGEMENT LLC
BLOOMINGTON, IN · Since 2026
FINANCIAL PLANNING SERVICES
FORT WAYNE, IN · Since 2022
WELLINGTON INVESTMENT ADVISORS
BLOOMINGTON, IN · Since 2021
VESTIA PERSONAL WEALTH ADVISORS
FORT WAYNE, IN · Since 2017
HILLTOP WEALTH & TAX SOLUTIONS
MISHAWAKA, IN · Since 2019
AXIOM FINANCIAL STRATEGIES GROUP, LLC
NEW ALBANY, IN · Since 2020
STOREN FINANCIAL
ZIONSVILLE, IN · Since 2025
CREATIVE FINANCIAL DESIGNS, INC.
KOKOMO, IN · Since 2001
ONEAMERICA SECURITIES, INC.
INDIANAPOLIS, IN · Since 1999
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 Red Flag 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.