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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 25 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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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 | $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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