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Best Financial Advisors near Zionsville, Indiana


To help Americans find the best financial advisors in Zionsville, Indiana, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Zionsville, Indiana.


1. Spectrum Management Group
   (317) 663-5600
600 East 96th Street, Suite 130. Indianapolis, IN

Spectrum Management Group, registered in 2010, manages $644.3 million for 183 clients.

2. Procourse Fiduciary Advisors
   (317) 708-4150
1180 Medical CT, Suite A. Carmel, IN

Procourse Fiduciary Advisors, registered in 2012, manages $4.1 billion for 159 clients.

3. Market Street Wealth Management Advisors
   (317) 552-0505
3105 E 98th Street, Suite 170. Indianapolis, IN

Market Street Wealth Management Advisors, registered in 2004, manages $378.1 million for 349 clients.

4. Baxter Capital Management
   (317) 706-0041
9247 North Meridian Street Ste. 103 Indianapolis, IN

Baxter Capital Management, registered in 1979, manages $934.7 million for 13 clients.

5. Centerpoint Wealth Management
   (317) 973-7700
56 N. Main Street Zionsville, IN

Centerpoint Wealth Management, registered in 2002, manages $198.4 million for 98 clients.

6. Valeo Financial Advisors
   (317) 218-6000
9450 N Meridian ST, Ste 300 Indianapolis, IN

Valeo Financial Advisors, registered in 2006, manages $4.9 billion for 1,680 clients.

7. Bedel Financial Consulting
   (317) 843-1358
8940 River Crossing Blvd., Suite 120. Indianapolis, IN

Bedel Financial Consulting, registered in 1989, manages $1.4 billion for 901 clients.

8. Axia Advisory
   (317) 630-2800
20 E. 91st ST, Ste 202. Indianapolis, IN

Axia Advisory, registered in 1992, manages $1.3 billion for 144 clients.

9. Peloton Wealth Strategists
   (317) 559-1700
8500 Keystone Crossing, Suite 450. Indianapolis, IN

Peloton Wealth Strategists, registered in 1986, manages $224.2 million for 118 clients.

10. Halter Ferguson Financial
   (317) 875-0202
7702 Woodland DR, Suite 150 Indianapolis, IN

Halter Ferguson Financial, registered in 2000, manages $176.4 million for 195 clients.

11. Woodley Farra
   (317) 269-0224
8555 N. River Road, Suite 400. Indianapolis, IN

Woodley Farra, registered in 1995, manages $1.2 billion for 1,076 clients.

12. Northwest Financial Services
   (317) 844-0448
9333 N Meridian ST, Ste 300. Indianapolis, IN

Northwest Financial Services, registered in 1992, manages $344.2 million for 358 clients.

13. Windsor Wealth Management
   (317) 848-3005
500 E. 96th Street, Suite 450 Indianapolis, IN

Windsor Wealth Management, registered in 1986, manages $1.5 billion for 857 clients.

14. CRF Financial Group
   (317) 844-8077
9247 N. Meridian ST., Suite 125. Indianapolis, IN

CRF Financial Group, registered in 2011, manages $95.0 million for 51 clients.

15. Hammond, Kennedy, Whitney & Company
   (317) 574-6900
8888 Keystone Crossing, Suite 600. Indianapolis, IN

Hammond, Kennedy, Whitney & Company, registered in 2012, manages $690.0 million for 9 clients.

16. Winthrop Capital Management
   (317) 663-7500
20 East 91st Street, Suite 200. Indianapolis, IN

Winthrop Capital Management, registered in 2010, manages $1.3 billion for 313 clients.

17. SYM Financial Advisors
   (800) 888-7968
11595 N. Meridian St Suite 100, Carmel, Indiana

SYM Financial Advisors, registered in 1985, manages $2.7 billion for 1,128 clients.

18. Canterbury Investment Management
   (317) 732-2075
23 E Cedar ST Zionsville, IN

Canterbury Investment Management, registered in 2003, manages $150.4 million for 2,328 clients.

19. Sheaff Brock Investment Advisors
   (317) 705-5700
8801 River Crossing Blvd, Suite 100. Indianapolis, IN

Sheaff Brock Investment Advisors, registered in 2002, manages $1.0 billion for 960 clients.

20. Sheaff Brock Investment Advisors
   (317) 705-5700
Multiple Locations

Sheaff Brock Investment Advisors, registered in 2002, manages $1.0 billion for 960 clients.



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Clear Perspectives Financial Planning
   (513) 469-8400

Clear Perspectives Financial Planning, registered in 2016, manages $229.2 million for 174 clients.

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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for Indiana


Carmel, Indiana Clarksville, Indiana Fishers, Indiana Jeffersonville, Indiana Mc Cordsville, Indiana Miami, Indiana Noblesville, Indiana Stanford, Indiana Westfield, Indiana Zionsville, Indiana

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