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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Indiana.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

532 financial advisors141 advisory firms34 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

141 advisory firmsCompare public facts. Verify experience directly.
532 financial advisors141 advisory firms34 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

3FOURTEEN & SMI ADVISORY SERVICES, LLCCRD 331301

Advisory firm

Filed advisory firm office: Columbus, IN

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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40/86 ADVISORS, INC.CRD 107740

Advisory firm

Filed advisory firm office: Carmel, IN

Filed firm type: Registered

Corporations or other businessesInsurance companiesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALDEBARAN CAPITAL, LLCCRD 122360

Advisory firm

Filed advisory firm office: Carmel, IN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AMBROSE CAPITAL ADVISORS, LLCCRD 341604

Advisory firm

Filed advisory firm office: Indianapolis, IN

Filed firm type: Registered

Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AMI INVESTMENT MANAGEMENT INCCRD 106321

Advisory firm

Filed advisory firm office: Kendallville, IN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AN EXCEPTIONAL LIFE FINANCIAL, LLCCRD 288742

Advisory firm

Filed advisory firm office: Indianapolis, IN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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APPLE TREE ASSET MANAGEMENT, LLCCRD 298437

Advisory firm

Filed advisory firm office: Fort Wayne, IN

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ASSET MANAGEMENT STRATEGIES, INC.CRD 135173

Advisory firm

Filed advisory firm office: Indianapolis, IN

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ATLAS CAPITAL MANAGEMENT CORPCRD 106107

Advisory firm

Filed advisory firm office: Ft Wayne, IN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AXIA ADVISORYCRD 107571

Advisory firm

Filed advisory firm office: Indianapolis, IN

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AXIOM FINANCIAL STRATEGIES GROUP, LLCCRD 306618

Advisory firm

Filed advisory firm office: New Albany, IN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BANKER INVESTMENT GROUPCRD 109650

Advisory firm

Filed advisory firm office: West Lafayette, IN

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BAXTER CAPITAL MANAGEMENT INCCRD 105123

Advisory firm

Filed advisory firm office: Indianapolis, IN

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsOther: ASSET/LIABILITY MANAGEMENT & CREDIT LOSS PROJECTIONSPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BEDEL FINANCIAL CONSULTING INCCRD 105653

Advisory firm

Filed advisory firm office: Indianapolis, IN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BISCHOFF WEALTH MANAGEMENT GROUP, LLCCRD 171652

Advisory firm

Filed advisory firm office: Greenwood, IN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BOOKENDS FINANCIAL PLANNINGCRD 305301

Advisory firm

Filed advisory firm office: Indianapolis, IN

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CANTERBURY INVESTMENT MANAGEMENT, LLCCRD 125680

Advisory firm

Filed advisory firm office: Zionsville, IN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Investment companiesOther investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAPITAL ADVISOR NETWORKCRD 297578

Advisory firm

Filed advisory firm office: Lafayette, IN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAPITAL CITIES INVESTMENTSCRD 116185

Advisory firm

Filed advisory firm office: Indianapolis, IN

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CAPITAL CITIES, LLCCRD 122916

Advisory firm

Filed advisory firm office: Indianapolis, IN

Filed firm type: Registered

Pension and profit sharing plansOther: INVESTMENT CONSULTATIONSPension consulting servicesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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