Top 10 financial advisors in Indiana
We’ve curated a list of the best financial advisors in Indiana, take a look at it below
Find an advisor in Indiana| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $15,779,200,000 | 555 advisors | ||
| 2 | $6,537,286,549 | 159 advisors | ||
| 3 | $5,143,358,103 | 35 advisors | ||
| 4 | $2,863,035,757 | 15 advisors | ||
| 5 | $2,831,362,654 | 26 advisors | ||
| 6 | $2,310,717,134 | 58 advisors | ||
| 7 | $1,808,290,368 | 14 advisors | ||
| 8 | $1,743,392,135 | 31 advisors | ||
| 9 | $1,549,184,975 | 21 advisors | ||
| 10 | $1,503,607,277 | 28 advisors |
How we came up with this list
To generate our top financial advisors list in Indiana, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Indiana. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Sanctuary Advisors, LLC
Sanctuary Advisors, LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $15,779,200,000 of assets under management and employs about 555 people. Sanctuary Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$15,779,200,000
Headcount
555 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-99364
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Oxford Financial Group, Ltd
Oxford Financial Group, Ltd is a financial advisory firm based in Carmel, Indiana. It currently has approximately $6,537,286,549 of assets under management and employs about 159 people. Oxford Financial Group, Ltd uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$6,537,286,549
Headcount
159 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-20692
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Sapient Capital LLC
Sapient Capital LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $5,143,358,103 of assets under management and employs about 35 people. Sapient Capital LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$5,143,358,103
Headcount
35 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-127298
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Global Atlantic Investment Advisors, LLC
Global Atlantic Investment Advisors, LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $2,863,035,757 of assets under management and employs about 15 people. Global Atlantic Investment Advisors, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,863,035,757
Headcount
15 advisors
Fee structure
A percentage of assets under your management
SEC number
801-78132
Services offered
Portfolio Management For Investment Companies
Selection Of Other Advisers
Winthrop Capital Management
Winthrop Capital Management is a financial advisory firm based in Carmel, Indiana. It currently has approximately $2,831,362,654 of assets under management and employs about 26 people. Winthrop Capital Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,831,362,654
Headcount
26 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-71321
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Donaldson Capital Management LLC
Donaldson Capital Management LLC is a financial advisory firm based in Evansville, Indiana. It currently has approximately $2,310,717,134 of assets under management and employs about 58 people. Donaldson Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and a percentage of fees under management.
Assets under management
$2,310,717,134
Headcount
58 advisors
Fee structure
A percentage of assets under your management
Hourly charges
A PERCENTAGE OF FEES UNDER MANAGEMENT
SEC number
801-48479
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Portfolio And Investment Consultation Services.
- Not sure which one to choose?Use our smart matching tool
Bedel Financial Consulting Inc
Bedel Financial Consulting Inc is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $1,808,290,368 of assets under management and employs about 14 people. Bedel Financial Consulting Inc uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,808,290,368
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-34764
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Phillips Financial
Phillips Financial is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $1,743,392,135 of assets under management and employs about 31 people. Phillips Financial uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$1,743,392,135
Headcount
31 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-63343
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Ceres Partners, LLC
Ceres Partners, LLC is a financial advisory firm based in South Bend, Indiana. It currently has approximately $1,549,184,975 of assets under management and employs about 21 people. Ceres Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,549,184,975
Headcount
21 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-114192
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Strategiq Financial Group, LLC
Strategiq Financial Group, LLC is a financial advisory firm based in Merrillville, Indiana. It currently has approximately $1,503,607,277 of assets under management and employs about 28 people. Strategiq Financial Group, LLC uses a fee structure of a percentage of assets under your management, fixed fees and subscription fee - interactive wealth management portal service.
Assets under management
$1,503,607,277
Headcount
28 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SUBSCRIPTION FEE - INTERACTIVE WEALTH MANAGEMENT PORTAL SERVICE
SEC number
801-68171
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.