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 Indianapolis, Indiana

Indianapolis, Indiana, known as the racing capital of the world, is the 15th most populous city in the United States. Home to two historic highway systems and three world-famous automobile racing events, this city's residents must ensure their financial opportunities don’t pass them by. With a low cost of living that is 8% lower than the national average, it may be beneficial for Indianapolis residents to seek the assistance of a financial advisor to take advantage of this low cost city. With over 2,200 professional advisors in your area, FinancialAdvisor.net is here to help you get matched with 1-3 qualified financial advisors who would be the best fit to assist your financial decisions.

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

If you’re looking for qualified financial advisors in Indianapolis, Indiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 47 non-vetted financial advisors in Indianapolis, Indiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Indianapolis, Indiana have an average of 9 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 Indianapolis , Indiana

Edelman Financial Engines, LLC

877-208-7414

Address

The Wellington Group

317-846-5055

Address

9000 Keystone Crossing Suite 400,
Indianapolis, IN 46240 See Details

Ryan Veldhuizen

Catalyze Wealth Management

317-537-7526

Address

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

Crown Haven Wealth Advisors

317-819-6638

Address

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

Top Financial Advisor Firms in Indianapolis, 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	$25,872,395,406	10	A percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)
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
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
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC 10 West Market Street, Suite 2300 Indianapolis, IN, 46204	167429	$2,897,334,642	16	A percentage of AUM
BAXTER CAPITAL MANAGEMENT INC 9247 North Meridian Street Ste. 103, Indianapolis, IN, 46260-1824	105123	$2,342,392,629	15	A percentage of AUM, Fixed fees
BEDEL FINANCIAL CONSULTING INC 8940 River Crossing Blvd., Suite 120 Indianapolis, IN, 46240	105653	$2,137,382,356	4806	A percentage of AUM, Fixed fees
ELSER FINANCIAL PLANNING, INC. 8900 Keystone Crossing, Suite 450 Indianapolis, IN, 46240	143311	$2,004,775,922	1661	A percentage of AUM, Hourly charges, Fixed fees
WOODLEY FARRA 8555 N. River Road, Suite 400 Indianapolis, IN, 46240	107660	$1,799,035,421	1375	A percentage of AUM, Fixed fees
AXIA ADVISORY 20 E. 91st St, Ste 202 Indianapolis, IN, 46240	107571	$1,516,521,001	181	A percentage of AUM, Hourly charges, Fixed fees
SHEAFF BROCK INVESTMENT ADVISORS, LLC 8801 River Crossing Blvd, Suite 100 Indianapolis, IN, 46240	118739	$1,350,940,663	1998	A percentage of AUM, Hourly charges, Fixed fees
INVST, LLC 3625 E 96th St, Indianapolis, IN, 46240	282863	$1,347,246,943	5139	A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS)
LJI WEALTH MANAGEMENT, LLC 6569 Carrollton Avenue, Indianapolis, IN, 46220	145399	$1,071,025,683	1613	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
WALLINGTON ASSET MANAGEMENT 8900 Keystone Crossing, Suite 1015 Indianapolis, IN, 46240-2134	143360	$1,050,668,660	839	A percentage of AUM, Hourly charges, Fixed fees
SPECTRUM WEALTH MANAGEMENT 600 East 96th Street, Suite 130, Indianapolis, IN, 46240	323651	$976,381,669	1263	A percentage of AUM, Hourly charges, Fixed fees, Other (REV SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)
DEERFIELD 8440 Woodfield Crossing, Suite 360 Indianapolis, IN, 46240	104964	$831,472,258	924	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Indianapolis, Indiana

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

List of Qualified Financial Advisors in Indianapolis , Indiana

Edelman Financial Engines, LLC

Address

The Wellington Group

Address

Ryan Veldhuizen

Catalyze Wealth Management

Address

Crown Haven Wealth Advisors

Address

Top Financial Advisor Firms in Indianapolis, Indiana(Ranked by AUM)

Select other cities around Indianapolis, 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 Indianapolis , Indiana
Last Updated - 13-Jun-2023

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It's Fast, Free & Easy