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 you 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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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 9 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

Edward Camp

CFD Investments, Inc

574-273-0803

Address

3835 Edison Lakes Parkway Suite 300,
Mishawaka, IN 46545 See Details

Ryan Veldhuizen

Catalyze Wealth Management

317-537-7526

Address

550 Congressional Blvd,
Suite 350,
Carmel, IN 46032 See Details

Wesley Kotys

Kotys Wealth Professionals

219-465-6924

Address

1111 Glendale Blvd.,
Suite 105,
Valparaiso, IN 46383 See Details

David Wilder

Total Wealth Planning

317-877-8000

Address

11495 N Pennsylvania St, Suite 235,
Carmel, IN 46032 See Details

Crown Haven Wealth Advisors

317-819-6638

Address

11555 N Meridian Street,
Suite #560,
Carmel, IN 46032 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

8555 River Road,
Suite 350,
Indianapolis, IN 46240 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

9921 Dupont Circle Drive West,
Suite 225,
Ft Wayne, IN 46825 See Details

Savant Wealth Management

317-449-2040

Address

8350 S. Emerson Avenue,
Indianapolis, IN 46237 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1499 Windhorst Way,
Suite 210,
Greenwd, IN 46143 See Details

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)

Select other cities around Indiana to broaden your search for a financial advisor

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Find The Best Financial Advisors in Indiana

How To Find The Best Financial Advisors in IndianaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Indiana

CFD Investments, Inc

Address

Catalyze Wealth Management

Address

Kotys Wealth Professionals

Address

Total Wealth Planning

Address

Address

Address

Address

Address

Address

Top Financial Advisor Firms in Indiana (Ranked by AUM)

Select other cities around Indiana to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Indiana
Last Updated - 13-Jun-2023

Find an Advisor
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