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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 Indiana 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 & Planners in Indiana

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Indiana that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Indiana. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Indiana

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Edward Camp

CFD Investments, Inc

3835 Edison Lakes Parkway Suite 300

Mishawaka, IN 46545

574-273-0803

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Robb A DeJonge

Private Member Group at Notre Dame FCU

2025 Edison Rd
Suite A

South Bend, IN 46637

574-400-4786

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Thomas Beachy

Beachy Wealth Management

3484 Stellhorn Road

Fort Wayne, IN 46815

260-246-5450

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Ryan Veldhuizen

Catalyze Wealth Management

550 Congressional Blvd
Suite 115

Carmel, IN 46032

317-537-7526

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Wesley Kotys

Kotys Wealth Professionals

1111 Glendale Blvd.
Suite 105

Valparaiso, IN 46383

219-465-6924

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Scott Garrigus

Edelman Financial Engines, LLC

1499 Windhorst Way, Suite 210

Greenwood, IN 46143

317-851-8417

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Vinny McMahon

Edelman Financial Engines, LLC

8555 River Road
Suite 350

Indianapolis, IN 46240

317-806-6005

Top Financial Advisor Firms in Indiana (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
ONEAMERICA ASSET MANAGEMENT, LLC
One American Square, Indianapolis, IN 46206
165929 $29,537,126,263 10 A percentage of AUM
Fixed fees
Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)
EVERENCE CAPITAL MANAGEMENT, INC.
1110 N Main St, Goshen, IN 46528
105675 $2,300,518,443 8 A percentage of AUM
WOODLEY FARRA
8555 N. River Road, Suite 400 Indianapolis, IN 46240
107660 $1,568,598,453 1191 A percentage of AUM
Fixed fees
AXIA ADVISORY
20 E. 91st St, Ste 202 Indianapolis, IN 46240
107571 $1,396,116,650 156 A percentage of AUM
Hourly charges
Fixed fees
ARCHER INVESTMENT CORPORATION
11711 N. College Ave, Suite 200 Carmel, IN 46032
136403 $663,101,823 3570 A percentage of AUM
INTREPID FINANCIAL PLANNING GROUP, LLC
2454 E. 116th Street, Carmel, IN 46032
112196 $348,795,856 1324 A percentage of AUM
SALZINGER SHEAFF BROCK, LLC
8801 River Crossing Blvd, Suite 100 Indianapolis, IN 46240
139417 $304,076,246 342 A percentage of AUM
ATLAS CAPITAL MANAGEMENT CORP
11130 Coldwater Road, Suite 104 Ft Wayne, IN 46845-1270
106107 $290,591,507 2663 A percentage of AUM
Fixed fees
Performance Based
PROVIDER FINANCIAL, INC.
3091 East 98th Street, Suite 200 Indianapolis, IN 46280
168964 $235,000,000 738 A percentage of AUM
Hourly charges
WABASH CAPITAL, INC.
2901 Ohio Blvd, Ste 242 Terre Haute, IN 47803
107932 $150,859,748 522 A percentage of AUM
Hourly charges
GREENLEAF FINANCIAL GROUP
13295 Illinois St, Suite 322 Carmel, IN 46032-3022
137933 $138,141,357 492 A percentage of AUM
Fixed fees
GEHRIG CAPITAL MANAGEMENT, INC.
8001 Broadway, Suite 200 Merrillville, IN 46410-5546
123250 $135,000,000 791 A percentage of AUM
GIMBAL FINANCIAL, LLC
620 N. Rangeline Road, Carmel, IN 46032
159003 $124,297,453 493 A percentage of AUM
CANTERBURY INVESTMENT MANAGEMENT, LLC
23 E Cedar St, Zionsville, IN 46077
125680 $95,777,063 429 A percentage of AUM
SBAUER FUNDS, LLC
8801 River Crossing Blvd., Suite 100 Indianapolis, IN 46240
144782 $26,000,495 1 A percentage of AUM

Additional Financial Advisors in Indiana

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Black Ink Financial Planning
Inquire with Black
9933 Dupont Circle Dr. W., Suite 110 Fort Wayne, IN 46825 260-483-8332
Andrew Tiplick
Inquire with Andrew
8900 Keystone Crossing, Ste 400 Indianapolis, IN 46240 317-853-1100
Barney & Pendleton Group
Inquire with Barney
61 Indiana Ave, Suite C Valparaiso, IN 46383 219-464-4441
Andrew Baker
Inquire with Andrew
9017 Coldwater Rd, Ste 350 Fort Wayne, IN 46825 260-497-8884
Armando J Espinoza
Inquire with Armando
800 East 96 St, Ste 400 Indianapolis, IN 46240 317-818-7382
Andrew Thacker
Inquire with Andrew
8859 High Pointe Dr, Newburgh, IN 47630 812-858-7526
Ben Donathen
Inquire with Ben
800 East 96 St, Ste 400 Indianapolis, IN 46240 317-818-7438
Albert D Rahman
Inquire with Albert
484 W Main St, Greenwood, IN 46142 317-888-8220
Bruce M Mc Court
Inquire with Bruce
3340 Hickory Rd, Mishawaka, IN 46545 574-247-7777
Bradley V Harrold
Inquire with Bradley
501 Pennsylvania Pkwy, Ste 200 Carmel, IN 46280 317-844-6441

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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