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Top Financial Advisor Firms in Indiana




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 97 Financial Advisor Firms in Indiana.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 97 best firms, with at least one office in Indiana, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 01, 2020, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Indiana are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Indiana.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



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Are you a top firm in Indiana? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Amanda Holdsworth for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
AMI Investment Management 1995 View Locations
Advisors' Pride 2014 View Locations
Advisory Services Network 2010 View Locations
Alphastar Capital Management 2011 View Locations
Archer Investment Corporation 2005 View Locations
Argi Investment Services 2010 View Locations
Asset Management Strategies 2016 View Locations
Axia Advisory 1992 View Locations
BCU Wealth Advisors 2015 View Locations
BKD Wealth Advisors 1999 View Locations
Banker Investment Group 2014 View Locations
Baxter Capital Management 1979 View Locations
Bedel Financial Consulting 1989 View Locations
Biechele Royce Advisors 2002 View Locations
Bischoff Wealth Management Group 2015 View Locations
Buckingham Strategic Wealth 2007 View Locations
CRF Financial Group 2011 View Locations
CWM 2011 View Locations
Canterbury Investment Management 2003 View Locations
Castle Investment Advisory 2009 View Locations
Centerpoint Wealth Management 2002 View Locations
Charles Schwab Investment Advisory 2009 View Locations
Cliftonlarsonallen Wealth Advisors 2000 View Locations
Column Capital Advisors 2005 View Locations
Compass Financial Advisors 1998 View Locations
Comprehensive Financial Consultants Institutional 2004 View Locations
Cuna Brokerage Services 2001 View Locations
Deerfield Financial Advisors 1985 View Locations
Dickmeyer Boyce Financial Management 2005 View Locations
Donaldson Capital Management 1995 View Locations
Elser Financial Planning 2015 View Locations
FEG 2002 View Locations
Financial Enhancement Group 2012 View Locations
Financial Plans & Strategies 2016 View Locations
Galecki Financial Management 1994 View Locations
Global Retirement Partners 2014 View Locations
Guidance Investment Advisors 2010 View Locations
Halter Ferguson Financial 2000 View Locations
Hammond, Kennedy, Whitney & Company 2012 View Locations
Harvest Investment Services 2014 View Locations
Hightower Advisors 2008 View Locations
Holistic Financial Partners 2014 View Locations
Honkamp Krueger Financial Services 1996 View Locations
Horizon Investment Services 2004 View Locations
IMC Advisors 2002 View Locations
IPI Wealth Management 1999 View Locations
Independent Advisor Alliance 2013 View Locations
Indie Asset Partners 2010 View Locations
Intrepid Financial Planning Group 2002 View Locations
J. W. Cole Advisors 2001 View Locations
Jarred Bunch Consulting 2016 View Locations
KFG Wealth Management 2014 View Locations
Kessler Investment Group 2010 View Locations
Kirr, Marbach & Company 1975 View Locations
LJI Wealth Management 2013 View Locations
Lakeside Wealth Management Group 2007 View Locations
Level Four Advisory Services 2006 View Locations
Lynch & Associates 1994 View Locations
Market Street Wealth Management Advisors 2004 View Locations
Meridian Investment Advisors 1994 View Locations
Miller Financial Management 2015 View Locations
Monarch Capital Management 1994 View Locations
Northwest Financial Services 1992 View Locations
Oxford Financial Group 1984 View Locations
Peloton Wealth Strategists 1986 View Locations
Pettinga Financial Advisors 2011 View Locations
Private Client Services 2010 View Locations
Procourse Fiduciary Advisors 2012 View Locations
Providence Wealth Advisors 2010 View Locations
Quantum Financial Services 2007 View Locations
Regal Investment Advisors 2010 View Locations
SBC Wealth Management 2013 View Locations
SMI Advisory Services 2005 View Locations
SYM Financial Advisors 1985 View Locations
Salzinger Sheaff Brock 2013 View Locations
Sanctuary Advisors 2015 View Locations
Sheaff Brock Investment Advisors 2002 View Locations
Smith Financial Investment Advisors 2010 View Locations
Spectrum Management Group 2010 View Locations
Strategiq Financial Group 2007 View Locations
Stratos Wealth Advisors 2016 View Locations
The Mather Group 2011 View Locations
Treybourne Wealth Planners 2005 View Locations
Tucker Asset Management 2016 View Locations
Valeo Financial Advisors 2006 View Locations
Virtue Capital Management 2014 View Locations
Vista Investment Partners 2017 View Locations
Vivaldi Capital Management 2012 View Locations
Wabash Capital 1998 View Locations
Wallington Asset Management 2007 View Locations
Wealth Advisors Group 2009 View Locations
Wealth Watch Advisors 2015 View Locations
Wealthcare Capital Management 2001 View Locations
Wealthpoint Advisors 2010 View Locations
Windsor Wealth Management 1986 View Locations
Winthrop Capital Management 2010 View Locations
Woodley Farra 1995 View Locations


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