Top 10 financial advisors in Indianapolis, IN
We’ve curated a list of the best financial advisors in Indianapolis, take a look at it below
Find an advisor in Indianapolis| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $15,779,200,000 | 555 advisors | ||
| 2 | $5,143,358,103 | 35 advisors | ||
| 3 | $2,863,035,757 | 15 advisors | ||
| 4 | $1,808,290,368 | 14 advisors | ||
| 5 | $1,481,590,113 | 11 advisors | ||
| 6 | $1,353,974,492 | 51 advisors | ||
| 7 | $1,206,325,951 | 22 advisors | ||
| 8 | $1,049,299,577 | 25 advisors | ||
| 9 | $955,832,371 | 6 advisors | ||
| 10 | $929,894,649 | 16 advisors |
How we came up with this list
To generate our top financial advisors list in Indianapolis, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Indianapolis. 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
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
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
Woodley Farra
Woodley Farra is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $1,481,590,113 of assets under management and employs about 11 people. Woodley Farra uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,481,590,113
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-50387
Services offered
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)
Thurston Springer Advisors
Thurston Springer Advisors is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $1,353,974,492 of assets under management and employs about 51 people. Thurston Springer Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$1,353,974,492
Headcount
51 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-114256
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)
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Column Capital Advisors, LLC
Column Capital Advisors, LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $1,206,325,951 of assets under management and employs about 22 people. Column Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,206,325,951
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-64213
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)
Selection Of Other Advisers
Sheaff Brock Investment Advisors, LLC
Sheaff Brock Investment Advisors, LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $1,049,299,577 of assets under management and employs about 25 people. Sheaff Brock Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,049,299,577
Headcount
25 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-60978
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Spectrum Wealth Management
Spectrum Wealth Management is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $955,832,371 of assets under management and employs about 6 people. Spectrum Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$955,832,371
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-71751
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
- Not sure which one to choose?Use our smart matching tool
Wallington Asset Management
Wallington Asset Management is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $929,894,649 of assets under management and employs about 16 people. Wallington Asset Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$929,894,649
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-67613
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Your first meeting is free.