Top financial advisors in Indianpolis, IN
We’ve curated a list of the best financial advisors in Indianpolis, take a look at it below
Find an advisor in Indianpolis| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $72,982,994 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Indianpolis, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Indianpolis. 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.
Capstone Wealth Advisors,inc.
Capstone Wealth Advisors,inc. is a financial advisory firm based in Indianpolis, Indiana. It currently has approximately $72,982,994 of assets under management and employs about 4 people. Capstone Wealth Advisors,inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$72,982,994
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-68449
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
Your first meeting is free.