Top Financial Advisors in Indianapolis, Indiana
Finding the right financial advisor in Indianapolis 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 Indianapolis, 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 Indianapolis, IN.
Find the Best Financial Advisor Firms in Indianapolis:
GOELZER INVESTMENT MANAGEMENT
CRD#: 44402
Address: 111 Monument Circle, Suite 500, Indianapolis, IN 46204-2990
Clients: 266
In Business for: 29 Years
Average Clients per Advisor: 7
AUM: $ 2.4B
Disclosures: 3
BEDEL FINANCIAL CONSULTING INC
CRD#: 105653
Address: 8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240
Clients: 471
Average Clients per Advisor: 36
AUM: $ 1.8B
ELSER FINANCIAL PLANNING, INC.
CRD#: 143311
Address: 8900 Keystone Crossing Suite 450, Indianapolis, IN 46240
Clients: 128
Average Clients per Advisor: 11
AUM: $ 1.4B
WINDSOR WEALTH MANAGEMENT, INC.
CRD#: 105279
Address: 500 E. 96th Street, Suite 450, Indianapolis, IN 46240
Clients: 540
Average Clients per Advisor: 60
AUM: $ 1.4B
AXIA ADVISORY
CRD#: 107571
Address: 20 E. 91st St Ste 202, Indianapolis, IN 46240
Clients: 59
Average Clients per Advisor: 9
AUM: $ 1.3B
COLUMN CAPITAL ADVISORS, LLC
CRD#: 135118
Address: 3815 River Crossing Parkway Suite 340, Indianapolis, IN 46240-7808
Clients: 103
Average Clients per Advisor: 4
AUM: $ 1.3B
How We Chose the Top Financial Advisors in Indianapolis, Indiana
To create this list of top financial advisor firms in Indianapolis, 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 Indianapolis has to offer.
Search Financial Advisors in Indianapolis, Indiana
Christopher David Ulsomer
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Thomas Ryan Coffman
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Jill Barkley
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Matthew Robert Burnett
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Ann Marie Moyer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Wayne Trisler
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Michael H Sherwood
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Matthew Knoblauch
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
James W Beamish
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Joseph R Fendel
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Kyle Anne Tullis
Registered Affiliation(s):MORGAN STANLEY
Rick Lowell - Conrad Vollmar
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Thomas L Cates
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Hercel Lamont Leveringston
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Darlene Kay Paradise
Registered Affiliation(s):PRUCO SECURITIES, LLC.
Matthew R Viars
Registered Affiliation(s):MORGAN STANLEY
Brian M Coffey
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
David Daniel Kiecker
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Joseph David Stafford
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
David Tyson Klaus
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Jill Kay Penman
Registered Affiliation(s):GLOBAL RETIREMENT PARTNERS LLC
Karl T Slavik
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Brett David Perks
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Jonathan Wayne Harrier
Registered Affiliation(s):CFG WEALTH MANAGEMENT SERVICES 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.
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