Indiana · 317 advisers
Financial Advisors in Indiana
Falists is the most comprehensive public directory of financial advisors in Indiana — 317 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
317
With website
278
Largest AUM
$30.50B
Financial planning
223
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Indiana
Ranked by AUM and profile completeness · Data from SEC IAPD
40/86 ADVISORS, INC.
Carmel, IN
AUM
$30.50B
Team
84 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-817-4086
ONEAMERICA ASSET MANAGEMENT, LLC
Indianapolis, IN
AUM
$24.42B
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
317-285-1877
OXFORD FINANCIAL GROUP, LTD
Carmel, IN
AUM
$23.33B
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
317-843-5678
SAPIENT CAPITAL LLC
Indianapolis, IN
AUM
$13.76B
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(317) 719-0157
VALEO FINANCIAL ADVISORS, LLC
Carmel, IN
AUM
$12.96B
Team
119 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
317.218.6000
AUM
$6.18B
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
317-975-5033
SYM FINANCIAL ADVISORS
Winona Lake, IN
AUM
$5.81B
Team
49 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
800-888-7968
MJ RETIREMENT
Carmel, IN
AUM
$5.49B
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-805-7500
GOELZER INVESTMENT MANAGEMENT
Carmel, IN
AUM
$4.51B
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
317-264-2600
CX INSTITUTIONAL, LLC
Auburn, IN
AUM
$4.46B
Team
73 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
260-927-1830
BAXTER CAPITAL MANAGEMENT INC
Indianapolis, IN
AUM
$4.19B
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
317-706-0041
WINTHROP CAPITAL MANAGEMENT
Carmel, IN
AUM
$3.97B
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-663-7500
THURSTON SPRINGER ADVISORS
Indianapolis, IN
AUM
$3.68B
Team
86 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317.581.4000
DONALDSON CAPITAL MANAGEMENT LLC
Evansville, IN
AUM
$3.46B
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
812-421-3211
PRAXIS INVESTMENT MANAGEMENT, INC.
Goshen, IN
AUM
$3.30B
Team
5 advisors
Clients
0
Fees
Percentage of AUM
574-533-9511
CREATIVE FINANCIAL DESIGNS, INC.
Kokomo, IN
AUM
$2.94B
Team
155 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
765-453-9600
BEDEL FINANCIAL CONSULTING INC
Indianapolis, IN
AUM
$2.92B
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
317-843-1358
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
Indianapolis, IN
AUM
$2.70B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
317-223-2708
PHILLIPS FINANCIAL
Fort Wayne, IN
AUM
$2.64B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
260-420-7732
WOODLEY FARRA
Indianapolis, IN
AUM
$2.32B
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
317-269-0224
ELSER FINANCIAL PLANNING, INC.
Indianapolis, IN
AUM
$2.11B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-731-5615
CERES PARTNERS, LLC
South Bend, IN
AUM
$1.96B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(855) 242-3737
AXIA ADVISORY
Indianapolis, IN
AUM
$1.88B
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-630-2800
INVST, LLC
Indianapolis, IN
AUM
$1.57B
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317-202-1891
Cities in Indiana
Browse financial advisors by city across Indiana
The Indiana advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.