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:
SANCTUARY ADVISORS, LLC
CRD#: 226606
Address: 3815 River Crossing Pkwy Suite 200, Indianapolis, IN 46240
Clients: 13,472
Average Clients per Advisor: 39
AUM: $ 27.7B
SAPIENT CAPITAL LLC
CRD#: 324899
Address: 401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280
Clients: 290
Average Clients per Advisor: 13
AUM: $ 11.4B
THURSTON SPRINGER ADVISORS
CRD#: 299201
Address: 9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240
Clients: 3,808
Average Clients per Advisor: 56
AUM: $ 4.0B
BEDEL FINANCIAL CONSULTING INC
CRD#: 105653
Address: 8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240
Clients: 421
Average Clients per Advisor: 22
AUM: $ 2.9B
ELSER FINANCIAL PLANNING, INC.
CRD#: 143311
Address: 8900 Keystone Crossing Suite 450, Indianapolis, IN 46240
Clients: 227
Average Clients per Advisor: 22
AUM: $ 2.0B
AXIA ADVISORY
CRD#: 107571
Address: 20 E. 91st St Ste 202, Indianapolis, IN 46240
Clients: 90
Average Clients per Advisor: 15
AUM: $ 1.8B
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
Jenny Lynn Carney
Registered Affiliation(s):SCHWAB WEALTH ADVISORY, INC.
Sadie Harper
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Edward James Snyder
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Steven Charles Heinekamp
Registered Affiliation(s):HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC
Julie Ann Thompson
Registered Affiliation(s):CHARTER ADVISORY CORPORATION
Robert Anthony Vickers
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
