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Find Best Financial Advisors in Indianapolis, Indiana

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Indianapolis is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Indianapolis & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Indianapolis?

Looking for a qualified financial advisor in Indianapolis? We can help you by narrowing down your options & listing the best financial advisors in Indianapolis as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Indianapolis near you with the list of certified and vetted Indianapolis financial advisors.

List of Qualified Financial Advisors in Indianapolis, Indiana

advisor-photo

Vinny McMahon

Edelman Financial Engines, LLC

8555 River Road
Suite 350

Indianapolis, IN 46240

317-806-6005

advisor-photo

Scott Garrigus

Edelman Financial Engines, LLC

1499 Windhorst Way, Suite 210

Greenwood, IN 46143

317-851-8417

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Ryan Veldhuizen

Catalyze Wealth Management

550 Congressional Blvd
Suite 115

Carmel, IN 46032

317-537-7526

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)
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC
One American Square, Indianapolis, IN 46206
285390 $6,717,288,274 238 A percentage of AUM
BAXTER CAPITAL MANAGEMENT INC
9247 North Meridian Street Ste. 103, Indianapolis, IN 46260-1824
105123 $1,721,563,144 12 A percentage of AUM
Fixed fees
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
INNOVATIVE PORTFOLIOS LLC
8801 River Crossing Blvd, Suite 100 Indianapolis, IN 46240
281382 $714,337,415 988 A percentage of AUM
Performance Based
THE FINANCIAL RESOURCE CENTER
8780 Purdue Road, Suite 3 Indianapolis, IN 46268
316747 $304,639,389 380 A percentage of AUM
Hourly charges
Fixed fees
SALZINGER SHEAFF BROCK, LLC
8801 River Crossing Blvd, Suite 100 Indianapolis, IN 46240
139417 $304,076,246 342 A percentage of AUM
CHARTER ADVISORY CORPORATION
250 E. 96th Street, Suite 200 Indianapolis, IN 46240
113390 $268,062,230 813 A percentage of AUM
Hourly charges
Fixed fees
CAPITAL CITIES INVESTMENTS
426 East New York Street, Indianapolis, IN 46202
116185 $258,438,459 1322 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
PROVIDER FINANCIAL, INC.
3091 East 98th Street, Suite 200 Indianapolis, IN 46280
168964 $235,000,000 738 A percentage of AUM
Hourly charges
TRUST INVESTMENT ADVISORS
8440 Woodfield Crossing Blvd, Suite 100 Indianapolis, IN 46240
309233 $170,434,821 391 A percentage of AUM
Other (SPECIAL PROJECT FEES)
CH DOUGLAS & GRAY WEALTH MANAGEMENT
7040 N College Ave, Indianapolis, IN 46220-1073
142352 $147,623,784 392 A percentage of AUM
Hourly charges
Fixed fees
PILE WEALTH MANAGEMENT
One Indiana Square, Suite 1200 Indianapolis, IN 46204
111536 $111,730,632 177 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
Andrew Tiplick
Inquire with Andrew
8900 Keystone Crossing, Ste 400 Indianapolis, IN 46240 317-853-1100
Armando J Espinoza
Inquire with Armando
800 East 96 St, Ste 400 Indianapolis, IN 46240 317-818-7382
Ben Donathen
Inquire with Ben
800 East 96 St, Ste 400 Indianapolis, IN 46240 317-818-7438
Angela Grabovsky
Inquire with Angela
8945 N Meridian St, Ste 200 Indianapolis, IN 46260 317-208-2688
Brian Kowalevsky
Inquire with Brian
111 Monument Circle, Suite 3100 Indianapolis, IN 46204 317-263-8741
Anthony Gerardot
Inquire with Anthony
2900 E 96th St, Ste A Indianapolis, IN 46240 317-818-9365
Brad Hulse
Inquire with Brad
800 East 96 St, Ste 400 Indianapolis, IN 46240 317-818-7398
Clearwater Private Wealth Advisors
Inquire with Clearwater
3755 E 82nd St, Ste 40 Indianapolis, IN 46240 317-288-5400
Andrew Hancock
Inquire with Andrew
800 East 96 St, Ste 400 Indianapolis, IN 46240 317-818-7314
Benjamin J Cahill
Inquire with Benjamin
800 East 96 St, Ste 400 Indianapolis, IN 46240 317-818-7357

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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