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Find The Best Financial Advisors in Indiana
Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.
Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.
How To Find The Best Financial Advisors in Indiana
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Indiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and 141 non-vetted financial advisors in Indiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Indiana have an average of 23 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Indiana
574-273-0803
Top Financial Advisor Firms in Indiana (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| 40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032 | 107740 | $26,678,534,447 | 15 | A percentage of AUM, Performance Based |
| ONEAMERICA ASSET MANAGEMENT, LLC One American Square, Indianapolis, IN, 46206 | 165929 | $25,872,395,406 | 10 | A percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA) |
| SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240 | 226606 | $22,024,300,000 | 49099 | A percentage of AUM, Hourly charges, Fixed fees |
| OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032 | 105303 | $18,201,054,484 | 6270 | A percentage of AUM, Fixed fees |
| SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280 | 324899 | $11,439,805,300 | 5947 | A percentage of AUM, Fixed fees, Performance Based |
| VALEO FINANCIAL ADVISORS, LLC 10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357 | 127132 | $8,944,535,606 | 18918 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH) |
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd.,, Suite 100 Carmel, IN, 46032 | 288623 | $4,946,760,100 | 2231 | A percentage of AUM, Fixed fees |
| MJ RETIREMENT 571 Monon Blvd, Suite 400 Carmel, IN, 46032 | 164328 | $4,412,477,143 | 314 | A percentage of AUM, Fixed fees |
| SYM FINANCIAL ADVISORS 801 Park Ave, Winona Lake, IN, 46590 | 107517 | $4,055,387,303 | 5346 | A percentage of AUM, Fixed fees |
| THURSTON SPRINGER ADVISORS 9000 Keystone Crossing, Seventh Floor Indianapolis, IN, 46240 | 299201 | $3,957,978,217 | 4342 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| WINTHROP CAPITAL MANAGEMENT 10201 N Illinois Street, Suite 450 Carmel, IN, 46290 | 145216 | $3,796,591,805 | 790 | A percentage of AUM, Hourly charges, Fixed fees |
| CX INSTITUTIONAL, LLC 200 East 7th Street, Auburn, IN, 46706 | 292627 | $3,337,998,958 | 10518 | A percentage of AUM, Fixed fees |
| GOELZER INVESTMENT MANAGEMENT 10 East Main Street, Carmel, IN, 46032 | 44402 | $3,159,426,779 | 1690 | A percentage of AUM, Fixed fees |
| GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC 10 West Market Street, Suite 2300 Indianapolis, IN, 46204 | 167429 | $2,897,334,642 | 16 | A percentage of AUM |
| DONALDSON CAPITAL MANAGEMENT LLC 20 Northwest First Street, Fifth Floor Evansville, IN, 47708 | 106131 | $2,677,442,196 | 1716 | A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT) |
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