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Best Financial Advisor Firms Indiana 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 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 100 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 September 24, 2021, 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
AMI Investment Management 1995 View Locations
Argi Investment Services 2010 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
Bassett Financial Advisors 2014 View Locations
Baxter Capital Management 1979 View Locations
Bedel Financial Consulting 1989 View Locations
Biechele Royce Advisors 2002 View Locations
Brightstone Advisors 2009 View Locations
CFG Wealth Management Services 2011 View Locations
CRF Financial Group 2011 View Locations
Canterbury Investment Management 2003 View Locations
Capital Strategies 1998 View Locations
Capstone Advisors 2011 View Locations
Capstone Wealth Advisors 2012 View Locations
Cardinal Capital Management 2005 View Locations
Centerpoint Wealth Management 2002 View Locations
Charles A. Liles & Associates 2003 View Locations
Churchill Management Group 1967 View Locations
Column Capital Advisors 2005 View Locations
Comprehensive Financial Consultants Institutional 2004 View Locations
Core Wealth Advisors 2011 View Locations
Creative Financial Planning Advisors 2003 View Locations
Csenge Advisory Group 2011 View Locations
Dauble+worthington Equity Portfolios 2008 View Locations
Deerfield 1985 View Locations
Denali Wealth Management Advisors 2014 View Locations
Devotion Capital Management 2002 View Locations
Dickmeyer Boyce Financial Management 2005 View Locations
Donaldson Capital Management 1995 View Locations
Elser Financial Planning 2015 View Locations
Endress Capital Management 2010 View Locations
Evia Investment Advisors 2014 View Locations
FEG 2002 View Locations
FOX Custom Financial Planning 2015 View Locations
Four Quadrant Wealth Advisors 2004 View Locations
Galecki Financial Management 1994 View Locations
Genesis Advisors 2009 View Locations
Guidance Investment Advisors 2010 View Locations
Hahn Capital Management 2008 View Locations
Halter Ferguson Financial 2000 View Locations
Heinekamp Financial Planning & Tax Service 1998 View Locations
Hoosier Financial 2009 View Locations
Hoover Financial Advisors 2004 View Locations
Horizon Investment Services 2004 View Locations
Howell Financial Advisors 2004 View Locations
IMC Advisors 2002 View Locations
Indie Asset Partners 2010 View Locations
Integrated Financial Planning Solutions 2010 View Locations
Invst 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
Laughlin Financial 2012 View Locations
Lindsey Wealth Management 2014 View Locations
Lynch & Associates 1994 View Locations
Market Street Wealth Management Advisors 2004 View Locations
Mclaughlin Asset Management 2003 View Locations
Mcmahan Capital Management 2012 View Locations
Mission Wealth Management 2002 View Locations
Monarch Capital Management 1994 View Locations
Northwest Financial Services 1992 View Locations
ON Target Wealth Partners 2008 View Locations
Oxford Financial Group 1984 View Locations
Park + ELM Investment Advisers 2010 View Locations
Peloton Wealth Strategists 1986 View Locations
Pettinga Financial Advisors 2011 View Locations
Pile Wealth Management 2012 View Locations
Precedent Financial Strategies 2013 View Locations
Procourse Fiduciary Advisors 2012 View Locations
Prospero Financial Planning 2009 View Locations
Providence Wealth Advisors 2010 View Locations
Regal Capital Management 2003 View Locations
Rivercities Asset Management 2009 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
Sheaff Brock Investment Advisors 2002 View Locations
Smith Financial Investment Advisors 2010 View Locations
Somerset Cpas 2015 View Locations
Spectrum Management Group 2010 View Locations
Spyglass Investment Management 2012 View Locations
THE Rose Investment Management 1993 View Locations
Timpe & Timpe Financial Advisory Services 2012 View Locations
Treybourne Wealth Planners 2005 View Locations
Valeo Financial Advisors 2006 View Locations
Vision Financial Group 1995 View Locations
Vivaldi Capital Management 2012 View Locations
Wabash Capital 1998 View Locations
Wallington Asset Management 2007 View Locations
Walter & Keenan Wealth Management 1984 View Locations
Wealth Advisors Group 2009 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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