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
Douglas Swain Miltenberger
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
David J Harsh
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Erin Shaw
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Daniel Haynes
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Scott Edward Moore
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Elizabeth A Dixon
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kevin Carl Gutwein
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Kimberly Ann Bryan
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Lisa Joann Helpling
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Kristen Renee Koers
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Corey J Burkhart
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Matthew Bell
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jeremy J Crumbaugh
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Jenny Lynn Carney
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Michael L Stewart
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Louis Scott Alderton
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Ryan Michael Mcdaniel
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Patricia Lynn Seegmiller
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Clinton C Good
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Brian D Alessandrini
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Matthew Ryan Mcmichael
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Janice Rachael Cope
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Anna Marie Dickinson
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Anthony M Miller
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, 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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