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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 5 vetted financial advisors and 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 22 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

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Edward Camp

CFD Investments, Inc

574-273-0803

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Ryan Veldhuizen

Catalyze Wealth Management

317-537-7526

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Wesley Kotys

Kotys Wealth Professionals

219-465-6924

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David Wilder

Total Wealth Planning

317-877-8000

Top Financial Advisor Firms in Indiana (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
LINCOLN FINANCIAL ADVISORS CORPORATION
1301 South Harrison Street,
Fort Wayne, IN, 46802
3978 $32,602,597,413 98199 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
40/86 ADVISORS, INC.
535 N. College Drive,
Carmel, IN, 46032
107740 $24,468,049,188 15 A Percentage of AUM, Performance Based
ONEAMERICA ASSET MANAGEMENT, LLC
One American Square,
Indianapolis, IN, 46206
165929 $23,853,429,616 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 $16,220,200,000 38933 A Percentage of AUM, Hourly charges, Fixed Fees
OXFORD FINANCIAL GROUP, LTD
11711 North Meridian Street, Suite 600
Carmel, IN, 46032
105303 $15,587,908,593 5947 A Percentage of AUM, Fixed Fees
VALEO FINANCIAL ADVISORS, LLC
10 W. Carmel Dr Ste 400,
Carmel, IN, 46032-3357
127132 $7,103,709,028 15757 A Percentage of AUM, Fixed Fees, Other (PERCENTAGE OF CLIENT NET WORTH)
SAPIENT CAPITAL LLC
310 E 96th Street, Suite 200
Indianapolis, IN, 46240
324899 $6,528,809,536 3828 A Percentage of AUM, Fixed Fees
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC
One American Square,
Indianapolis, IN, 46206
285390 $5,613,160,459 236 A Percentage of AUM
LINCOLN FINANCIAL SECURITIES CORPORATION
1301 South Harrison Street,
Fort Wayne, IN, 46802
3870 $3,944,710,100 18171 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
PROCOURSE FIDUCIARY ADVISORS, LLC
571 Monon Blvd, Suite 400
Carmel, IN, 46032
164328 $3,930,426,041 308 A Percentage of AUM, Fixed Fees
SYM FINANCIAL ADVISORS
801 Park Ave,
Winona Lake, IN, 46590
107517 $3,330,241,056 4634 A Percentage of AUM, Fixed Fees
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
111 Congressional Blvd.,, Suite 100
Carmel, IN, 46032
288623 $3,184,317,975 1319 A Percentage of AUM, Fixed Fees
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
10 West Market Street, Suite 2300
Indianapolis, IN, 46204
167429 $2,863,035,757 16 A Percentage of AUM
WINTHROP CAPITAL MANAGEMENT
10201 N Illinois Street, Suite 275
Carmel, IN, 46290
145216 $2,833,486,915 751 A Percentage of AUM, Hourly charges, Fixed Fees
GOELZER INVESTMENT MANAGEMENT
111 Monument Circle, Suite 500,
Indianapolis, IN, 46204-2990
44402 $2,360,180,745 1579 A Percentage of AUM, Fixed Fees

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