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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 6 vetted financial advisors and 1218 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 |
|---|---|---|---|---|
| LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street, Fort Wayne, IN, 46802 | 3978 | $36,787,448,916 | 111465 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
| 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) |
| 40/86 ADVISORS, INC. 535 N. College Drive, Carmel, IN, 46032 | 107740 | $29,283,514,956 | 15 | A percentage of AUM, Performance Based |
| OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032 | 105303 | $17,063,956,207 | 10064 | A percentage of AUM, Fixed fees |
| SANCTUARY ADVISORS, LLC 250 W. 96th St., #300 Indianapolis, IN, 46260 | 226606 | $12,064,200,000 | 25421 | A percentage of AUM, Hourly charges, Fixed fees |
| VALEO FINANCIAL ADVISORS, LLC 10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357 | 127132 | $7,277,845,068 | 14264 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH) |
| ONEAMERICA INVESTMENT ADVISORY SERVICES LLC One American Square, Indianapolis, IN, 46206 | 285390 | $6,717,288,274 | 238 | A percentage of AUM |
| PROCOURSE FIDUCIARY ADVISORS, LLC 571 Monon Blvd, Suite 400 Carmel, IN, 46032 | 164328 | $5,266,711,645 | 296 | A percentage of AUM, Fixed fees |
| LINCOLN FINANCIAL SECURITIES CORPORATION 1301 South Harrison Street, Fort Wayne, IN, 46802 | 3870 | $4,873,015,410 | 18095 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
| WINTHROP CAPITAL MANAGEMENT 10201 N Illinois Street, Suite 275 Carmel, IN, 46290 | 145216 | $4,474,430,179 | 772 | A percentage of AUM, Hourly charges, Fixed fees |
| GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC 10 West Market Street, Suite 2300 Indianapolis, IN, 46204 | 167429 | $3,902,793,161 | 16 | A percentage of AUM |
| SYM FINANCIAL ADVISORS 801 Park Ave, Winona Lake, IN, 46590 | 107517 | $3,706,905,162 | 4163 | A percentage of AUM, Fixed fees |
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd.,, Suite 100 Carmel, IN, 46032 | 288623 | $3,484,956,576 | 456 | A percentage of AUM, Fixed fees |
| DONALDSON CAPITAL MANAGEMENT LLC 20 Northwest First Street, Fifth Floor Evansville, IN, 47708 | 106131 | $2,616,028,278 | 3538 | A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT) |
| GOELZER INVESTMENT MANAGEMENT 111 Monument Circle, Suite 500, Indianapolis, IN, 46204-2990 | 44402 | $2,415,546,706 | 1436 | A percentage of AUM, Fixed fees |
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 |
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