Best Financial Advisor Firms Indiana 2023

investor.com

Written by investor.com

April 06, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Indiana.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Indiana, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Indiana are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • 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!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
AMI Investment Management 5/5 Stars $656.7 million 322 3 $2.0 million
Archer Investment Corporation 4.5/5 Stars $602.9 million 3,027 87 $199,181
Aspirean Wealth 5/5 Stars $145.0 million 185 4 $783,698
Axia Advisory 5/5 Stars $1.3 billion 153 6 $8.5 million
Banker Investment Group 5/5 Stars $224.7 million 486 3 $462,310
Bassett Financial Advisors 5/5 Stars $20.7 million 100 1 $207,492
BCU Wealth Advisors 5/5 Stars $395.0 million 790 13 $500,002
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
Bedel Financial Consulting 5/5 Stars $1.8 billion 1,052 13 $1.7 million
Biechele Royce Advisors 5/5 Stars $598.6 million 537 8 $1.1 million
Brightstone Advisors 5/5 Stars $41.4 million 40 2 $1.0 million
Canterbury Investment Management 4.5/5 Stars $90.5 million 324 3 $279,321
Capital Strategies 4.5/5 Stars $28.6 million 85 3 $335,892
Capstone Advisors 5/5 Stars $48.2 million 76 3 $633,678
Capstone Wealth Advisors 5/5 Stars $73.0 million 107 4 $682,084
Cardinal Capital Management 5/5 Stars $62.8 million 392 3 $160,108
Centerpoint Wealth Management 5/5 Stars $225.8 million 108 2 $2.1 million
CFG Wealth Management Services 5/5 Stars $85.8 million 66 2 $1.3 million
Charles A. Liles & Associates 5/5 Stars $41.6 million 27 1 $1.5 million
Churchill Management Group 5/5 Stars $7.2 billion 7,825 35 $913,754
Column Capital Advisors 5/5 Stars $1.3 billion 423 16 $3.0 million
Compass Financial Advisors 5/5 Stars $198.9 million 714 7 $278,589
Comprehensive Financial Consultants Institutional 5/5 Stars $380.7 million 1,196 11 $318,301
Core Wealth Advisors 4.5/5 Stars $85.7 million 122 2 $702,262
Creative Financial Planning Advisors 5/5 Stars $27.4 million 84 1 $326,689
CRF Financial Group 5/5 Stars $283.6 million 35 1 $8.1 million
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Deerfield 5/5 Stars $740.0 million 291 5 $2.5 million
Devotion Capital Management 4.5/5 Stars $30.1 million 48 1 $626,512
Dickmeyer Boyce Financial Management 5/5 Stars $274.8 million 386 7 $711,808
Donaldson Capital Management 5/5 Stars $2.3 billion 1,469 32 $1.6 million
Elser Financial Planning 5/5 Stars $1.4 billion 312 7 $4.4 million
Endress Capital Management 5/5 Stars $12.4 million 92 2 $134,837
Evia Investment Advisors 4.5/5 Stars $17.0 million 75 1 $226,670
FEG 5/5 Stars $16.6 billion 174 1 $95.5 million
Financial Plans & Strategies 4.5/5 Stars $431.3 million 1,126 5 $383,035
First Affirmative Financial Network 5/5 Stars $695.2 million 2,411 7 $288,336
FOX Custom Financial Planning 5/5 Stars $7.1 million 25 1 $285,202
Galecki Financial Management 5/5 Stars $563.0 million 432 6 $1.3 million
Genesis Advisors 5/5 Stars $67.1 million 148 2 $453,396
Guidance Investment Advisors 4.5/5 Stars $283.5 million 274 4 $1.0 million
Hahn Capital Management 5/5 Stars $833,723 7 1 $119,103
Halter Ferguson Financial 5/5 Stars $266.7 million 267 3 $998,902
Harvest Investment Services 5/5 Stars $254.3 million 836 29 $304,142
Holistic Financial Partners 5/5 Stars $290.3 million 713 4 $407,150
Hoover Financial Advisors 5/5 Stars $90.0 million 71 1 $1.3 million
Horizon Investment Services 5/5 Stars $224.0 million 287 7 $780,591
Integrated Financial Planning Solutions 5/5 Stars $0.0 135 2 $0.0
Integrated Planning & Wealth Management 4.5/5 Stars $57.0 million 124 2 $459,660
Investment Advisors OF Indianapolis 5/5 Stars $80.9 million 65 2 $1.2 million
Invst 5/5 Stars $961.1 million 2,453 28 $391,793
Kalos Management 5/5 Stars $128.6 million 321 5 $400,506
Kcpag Financial Advisors 5/5 Stars $11.6 million 274 13 $42,220
KFG Wealth Management 5/5 Stars $593.3 million 1,953 31 $303,787
Kirr, Marbach & Company 5/5 Stars $381.6 million 229 6 $1.7 million
Lindsey Wealth Management 5/5 Stars $17.5 million 156 1 $111,946
LJI Wealth Management 5/5 Stars $647.2 million 1,352 15 $478,734
Lynch & Associates 5/5 Stars $617.0 million 625 6 $987,267
Market Street Wealth Management Advisors 5/5 Stars $491.8 million 386 8 $1.3 million
McAvoy Kemp Wealth Management 5/5 Stars $53.8 million 114 3 $472,269
Mclaughlin Asset Management 5/5 Stars $92.3 million 95 2 $971,638
Mcmahan Capital Management 5/5 Stars $83.1 million 32 1 $2.6 million
Meridian Investment Advisors 5/5 Stars $491.6 million 638 4 $770,557
Mission Wealth Management 5/5 Stars $5.0 billion 2,385 56 $2.1 million
Monarch Capital Management 5/5 Stars $409.1 million 211 3 $1.9 million
Northern Oak Wealth Management 5/5 Stars $1.1 billion 511 6 $2.2 million
Northwest Financial Services 5/5 Stars $414.5 million 375 8 $1.1 million
Osborn Wealth Management 4.5/5 Stars $59.2 million 165 2 $358,787
Oxford Financial Group 5/5 Stars $15.6 billion 711 48 $21.9 million
Pampel & Associates 5/5 Stars $85.6 million 308 2 $277,852
Panoramic Financial Planning 4.5/5 Stars $13.9 million 16 1 $871,005
Peloton Wealth Strategists 5/5 Stars $246.0 million 140 3 $1.8 million
Precedent Financial Strategies 5/5 Stars $73.6 million 72 1 $1.0 million
Procourse Fiduciary Advisors 5/5 Stars $3.9 billion 212 8 $18.5 million
RCM Wealth Advisors 5/5 Stars $244.0 million 505 9 $483,168
Redhawk Wealth Advisors 5/5 Stars $1.2 billion 2,168 35 $557,881
Regal Capital Management 4.5/5 Stars $0.0 185 1 $0.0
Rivercities Asset Management 5/5 Stars $56.6 million 186 2 $304,270
Salzinger Sheaff Brock 5/5 Stars $241.9 million 195 8 $1.2 million
Savant Wealth Management 5/5 Stars $13.4 billion 9,662 143 $1.4 million
SBC Wealth Management 5/5 Stars $878.3 million 1,150 9 $763,782
Sheaff Brock Investment Advisors 5/5 Stars $1.0 billion 907 18 $1.2 million
SMI Advisory Services 5/5 Stars $668.0 million 853 4 $783,118
Somerset Cpas 5/5 Stars $0.0 30 1 $0.0
SYM Financial Advisors 5/5 Stars $3.3 billion 1,458 28 $2.3 million
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
THE Rose Investment Management 5/5 Stars $29.2 million 53 1 $550,650
Thomas Story And Son 5/5 Stars $252.0 million 38 2 $6.6 million
Timpe & Timpe Financial Advisory Services 4.5/5 Stars $53.9 million 131 2 $411,358
Total Wealth Planning 5/5 Stars $866.1 million 570 11 $1.5 million
Valeo Financial Advisors 5/5 Stars $7.1 billion 2,376 85 $3.0 million
Wabash Capital 4.5/5 Stars $131.6 million 528 4 $249,228
Wallington Asset Management 5/5 Stars $929.9 million 320 7 $2.9 million
Walter & Keenan Wealth Management 5/5 Stars $717.5 million 116 4 $6.2 million
Wealth Advisors Group 5/5 Stars $934.1 million 1,028 5 $908,622
Wealthpoint Advisors 5/5 Stars $271.9 million 181 4 $1.5 million
Windsor Wealth Management 5/5 Stars $1.4 billion 866 9 $1.6 million
Winthrop Capital Management 5/5 Stars $2.8 billion 494 4 $5.7 million
Woodley Farra 5/5 Stars $1.5 billion 1,270 9 $1.2 million
Worley Erhart-Graves Financial Advisors 5/5 Stars $347.1 million 252 4 $1.4 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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