Top Financial Advisors in Carmel, Indiana
Finding the right financial advisor in Carmel is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Carmel, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Carmel, IN.
Find the Best Financial Advisor Firms in Carmel:
OXFORD FINANCIAL GROUP, LTD
CRD#: 105303
Address: 11711 North Meridian Street Suite 600, Carmel, IN 46032
Clients: 53
Average Clients per Advisor: 1
AUM: $ 15.6B
VALEO FINANCIAL ADVISORS, LLC
CRD#: 127132
Address: 10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357
Clients: 554
Average Clients per Advisor: 4
AUM: $ 7.1B
PROCOURSE FIDUCIARY ADVISORS, LLC
CRD#: 164328
Address: 571 Monon Blvd Suite 400, Carmel, IN 46032
Clients: 21
Average Clients per Advisor: 2
AUM: $ 3.9B
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD#: 288623
Address: 111 Congressional Blvd., Suite 100, Carmel, IN 46032
Clients: 437
Average Clients per Advisor: 33
AUM: $ 3.2B
WINTHROP CAPITAL MANAGEMENT
CRD#: 145216
Address: 10201 N Illinois Street Suite 275, Carmel, IN 46290
Clients: 357
Average Clients per Advisor: 44
AUM: $ 2.8B
INDIE ASSET PARTNERS, LLC
CRD#: 154503
Address: 10585 North Meridian Street Suite 210, Carmel, IN 46290
Clients: 193
Average Clients per Advisor: 48
AUM: $ 726M
How We Chose the Top Financial Advisors in Carmel, Indiana
To create this list of top financial advisor firms in Carmel, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Carmel has to offer.
Search Financial Advisors in Carmel, Indiana
Lisa C Lacayo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory Lee Ditlinger
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
Joseph H Coffman
Registered Affiliation(s):OSAIC WEALTH, INC.
Thomas Richard Jacks
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
David Jason Jason Smith
Registered Affiliation(s):OSAIC WEALTH, INC.
Justin Lawrence Linder
Registered Affiliation(s):AMERICAN FUNDS DISTRIBUTORS, INC.
Aaron James Pettersen
Registered Affiliation(s):NORTHWEST FINANCIAL SERVICES INC
Kevin Douglas Sweet
Registered Affiliation(s):COLUMN CAPITAL ADVISORS, LLC
Brian Williams Upchurch
Registered Affiliation(s):COLUMN CAPITAL ADVISORS, LLC
Peter Z Lougheed
Registered Affiliation(s):MORGAN STANLEY
Joseph William Nierman
Registered Affiliation(s):GLOBAL RETIREMENT PARTNERS LLC
John Frederick Rentsch
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Jeffrey Allen Kolp
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Christopher M Rockey
Registered Affiliation(s):CREATIVE FINANCIAL DESIGNS, INC.
John Wendell Rosebrough
Registered Affiliation(s):ARCHER INVESTMENT CORPORATION
Clinton David Bucher
Registered Affiliation(s):MONON WEALTH MANAGEMENT
David Lee Hecht
Registered Affiliation(s):VALEO FINANCIAL ADVISORS, LLC
Mark Edward Rhodes
Registered Affiliation(s):MONON WEALTH MANAGEMENT
Eric Evan Momcilovich
Registered Affiliation(s):AMERICAN FUNDS DISTRIBUTORS, INC.
Christine Marie Papa
Registered Affiliation(s):AMERICAN FUNDS DISTRIBUTORS, INC.
Kristi Michelle Grimm
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Gary Michael Bridwell
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Gretchen Terissa Nichols
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Stephen William Marcou
Registered Affiliation(s):SAVVY ADVISORS, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
