Top 10 advisors in Indianapolis
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.
1. Sanctuary Advisors, LLC
Assets under management
$15,779,200,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
2. Sapient Capital LLC
Assets under management
$5,143,358,103
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Global Atlantic Investment Advisors, LLC
Assets under management
$2,863,035,757
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Selection Of Other Advisers
4. Bedel Financial Consulting Inc
Assets under management
$1,808,290,368
Fee structure
A percentage of assets under your management
Fixed fees
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
5. Woodley Farra
Assets under management
$1,481,590,113
Fee structure
A percentage of assets under your management
Fixed fees
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)
6. Thurston Springer Advisors
Assets under management
$1,353,974,492
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
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
7. Column Capital Advisors, LLC
Assets under management
$1,206,325,951
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
8. Sheaff Brock Investment Advisors, LLC
Assets under management
$1,049,299,577
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Spectrum Wealth Management
Assets under management
$955,832,371
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
10. Wallington Asset Management
Assets under management
$929,894,649
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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.