Top 10 financial advisors in Indiana
We've curated a list of the best financial advisors in Indiana, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $15,779,200,000 Number of advisors 555 advisors | |||
| 2 | Assets under management $6,537,286,549 Number of advisors 159 advisors | |||
| 3 | Assets under management $5,143,358,103 Number of advisors 35 advisors | |||
| 4 | Assets under management $2,831,362,654 Number of advisors 26 advisors | |||
| 5 | Assets under management $2,310,717,134 Number of advisors 58 advisors | |||
| 6 | Assets under management $1,808,290,368 Number of advisors 14 advisors | |||
| 7 | Assets under management $1,743,392,135 Number of advisors 31 advisors | |||
| 8 | Assets under management $1,503,607,277 Number of advisors 28 advisors | |||
| 9 | Assets under management $1,481,590,113 Number of advisors 11 advisors | |||
| 10 | Assets under management $1,353,974,492 Number of advisors 51 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Indiana, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Sanctuary Advisors, LLC
Sanctuary Advisors, LLC is a registered investment advisor firm established in 2015, based in Indianapolis, Indiana. The firm offers investment advisory services to entities, institutions, and individuals through a network of investment advisor representatives (IARs). Sanctuary Advisors is a wholly owned subsidiary of Sanctuary Wealth Group, LLC. The firm's services include financial planning, portfolio management for individuals and businesses, and portfolio management for institutional clients. Most IARs are dually licensed to offer both investment advisory and brokerage services. Sanctuary Advisors acts as a fiduciary when providing investment advisory services, offering discretionary and non-discretionary services through various programs like Advisor Directed, Separately Managed Accounts (SMAs), and Unified Managed Accounts (UMAs). Clients can request reasonable restrictions on account management. The firm's fee structure is generally a percentage of total assets managed, with a maximum fee of 2.75%. Sanctuary Advisors discloses potential conflicts of interest, such as compensation based on fee revenue generated and the receipt of referral fees. The firm's investment strategies cover a wide range of securities products, including equities, fixed income securities, mutual funds, ETFs, options, and alternative investments. Clients are informed about the risks associated with investing, such as market risks, inflation risks, and economic conditions. Sanctuary Advisors has policies and procedures in place to ensure recommendations are made in the best interest of clients and to address conflicts of interest. Clients can request a full copy of the firm's Code of Ethics and other relevant policies.
$15,779,200,000 under management
555 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Oxford Financial Group, Ltd
Oxford Financial Group, Ltd.™ is a registered investment adviser founded in 1981 by Jeffrey H. Thomasson. The firm operates as a fee-only financial and investment advisory firm, focusing on enhancing clients' financial lives and legacies. Services include family office services, Chief Investment Officer (CIO) services, and tailored services like M25 Counsel and Swindon Transition Counsel®. The firm offers a wide range of services, access to global investment opportunities, and multi-generational estate and financial planning strategies. For family office services, clients engage in financial planning, investment planning for family wealth, and family strategic planning. The CIO services include developing Investment Policy Statements, investment manager search and selection, and performance monitoring. The firm does not participate in wrap-fee programs and has assets under management of $19.65 billion as of December 31, 2024. Fees for CIO services vary based on the type of assets managed, with fees ranging from 0.20% to 2.00% based on the asset value. The firm does not charge performance-based fees. Oxford does not participate in soft dollar arrangements and has a policy to correct trade errors to ensure clients are not harmed. The firm offers discretionary and non-discretionary investment services, with discretionary services allowing Oxford to make adjustments to client portfolios without seeking client approval each time. Oxford does not exercise proxy voting authority over client securities. Clients receive quarterly account statements and periodic reviews of their accounts. Oxford has not had any adverse financial conditions affecting its ability to meet commitments.
$6,537,286,549 under management
159 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Sapient Capital LLC
Sapient Capital, LLC is a registered investment advisor established in December 2022, specializing in wealth management services for individuals, high net worth individuals, families, trusts, estates, businesses, foundations, and endowments. The firm also offers investment sub-advisory services to pooled investment vehicles. As a fiduciary, Sapient Capital upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate conflicts of interest. The firm's investment strategies are primarily long-term focused, utilizing fundamental and technical analysis methods. Clients have the option to place reasonable restrictions on their investment portfolios. The minimum annual fee is $10,000, which may be reduced at the advisor's discretion. Wealth management fees are based on assets under management and typically range up to 1.50% annually. Sapient Capital does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm recommends Pershing Advisor Solutions as a custodian and engages Broadridge for proxy voting assistance. Clients' personal information is protected through physical, procedural, and electronic security measures, and the firm does not sell non-public personal information. Sapient Capital's Privacy Policy ensures the confidentiality and security of clients' personal information, with periodic revisions provided to clients. Clients have the right to limit the sharing of their personal information for marketing purposes. For any inquiries or to obtain a copy of the current Privacy Policy, clients can contact Sapient Capital at (317) 719-0157.
$5,143,358,103 under management
35 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Winthrop Capital Management
Winthrop Capital Management, LLC, established in Carmel, IN, offers investment advisory, sub-advisory, and consulting services to various clients, including high net worth individuals and institutional entities. The firm primarily serves clients through financial intermediaries and provides investment management services to clients of other advisors. Winthrop Capital Management offers investment advisory services, portfolio models, sub-advisory services, unified management account programs, private placements, and specialty services tailored to meet client goals and objectives. The firm charges investment advisory fees ranging from 0.10% to 1.50% per annum based on the account size and management strategy employed. Clients have the option for discretionary or non-discretionary management, with a minimum account size generally set at $500,000. Winthrop Capital Management acts as a fiduciary, providing investment advice in the best interest of clients. The firm has a Code of Ethics in place and offers proxy voting services to ensure client interests are prioritized. Additionally, the firm does not accept compensation for the sale of securities and has procedures in place to address trade errors and class action lawsuits.
$2,831,362,654 under management
26 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Donaldson Capital Management LLC
Donaldson Capital Management LLC is a financial advisory firm based in Evansville, Indiana. It currently has approximately $2,310,717,134 of assets under management and employs about 58 people. Donaldson Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and a percentage of fees under management.
$2,310,717,134 under management
58 advisors
Fee structure
A percentage of assets under your management
Hourly charges
A PERCENTAGE OF FEES UNDER MANAGEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Portfolio And Investment Consultation Services.
Bedel Financial Consulting Inc
Bedel Financial Consulting, Inc. is a registered investment adviser established in 1989 and incorporated in 1993. The firm specializes in providing customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. Bedel Financial Consulting, Inc. operates as a fiduciary, obligated to act in the best interest of clients at all times. The firm manages client assets on a discretionary basis totaling $1,808,290,368 as of December 31, 2022. For managing investment advisory accounts, fees are based on assets under management and are paid quarterly in advance. The fee structure is tiered, with an annual fee ranging from 1.05% for assets up to $1,000,000 to 0.25% for assets over $10,000,000. Financial planning services are offered as part of the investment account management service, with additional financial planning available for a negotiable fixed fee. Bedel Financial Consulting, Inc. does not charge performance-based fees and does not engage in side-by-side management of accounts. The firm's investment strategies involve fundamental, technical, and quantitative analysis, focusing on various types of investments including mutual funds, exchange-listed securities, and insurance products. Bedel Financial Consulting, Inc. does not have any disciplinary events related to its business. The firm emphasizes maintaining high ethical standards and client interests through its Code of Ethics. Clients have the option to vote proxies for their securities, as the firm does not retain voting authority. Bedel Financial Consulting, Inc. values client confidentiality and privacy, ensuring that all personal and financial information is held in strict confidence. For more information, clients can contact the firm at 317-843-1358 or visit www.bedelfinancial.com.
$1,808,290,368 under management
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Phillips Financial
Phillips Financial is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $1,743,392,135 of assets under management and employs about 31 people. Phillips Financial uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
$1,743,392,135 under management
31 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Strategiq Financial Group, LLC
Strategiq Financial Group, LLC is a financial advisory firm based in Merrillville, Indiana. It currently has approximately $1,503,607,277 of assets under management and employs about 28 people. Strategiq Financial Group, LLC uses a fee structure of a percentage of assets under your management, fixed fees and subscription fee - interactive wealth management portal service.
$1,503,607,277 under management
28 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SUBSCRIPTION FEE - INTERACTIVE WEALTH MANAGEMENT PORTAL SERVICE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Woodley Farra
Woodley Farra Manion Portfolio Management, Inc. is an SEC-registered investment advisory firm founded in 1995. The firm offers both discretionary and non-discretionary investment management services for clients, managing over $2 billion in discretionary assets and $35 million in non-discretionary assets as of 12/31/2024. Woodley Farra's investment strategies are generally long-term in nature, focusing on stocks, preferred securities, treasuries, municipal securities, bank CDs, and bonds. The firm offers two main portfolios: the Core Value Portfolio and the Dividend Portfolio. Woodley Farra charges fees based on a tiered schedule, with a minimum fee of $250 per quarter. Clients have the option to pay fees directly from their investment accounts or by check. The firm does not charge performance-based fees or side-by-side management fees. Woodley Farra acts as a sub-advisor for wrap fee programs and may recommend other advisors to manage certain aspects of client accounts. The firm's principals and employees are required to comply with a Code of Ethics, placing clients' interests first. Clients have the option to terminate the investment advisory contract without penalty within five business days of signing. Woodley Farra provides detailed quarterly reports to clients, including market commentary, performance reviews, and fee calculations. The firm's investment team consists of experienced professionals with various educational backgrounds and certifications, including CFA designations. Woodley Farra's principals are actively involved in supervising client accounts and ensuring compliance with industry standards.
$1,481,590,113 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Thurston Springer Advisors
Thurston Springer Advisors is an SEC-registered Investment Advisor affiliated with Thurston Springer Financial, offering financial planning services such as estate planning, retirement planning, and portfolio management. The firm may act as a sub-advisor to clients of other investment advisors. Clients can request additional consultation services for an extra fee, which may be waived or reduced if using Thurston Springer for brokerage or advisory services. The firm provides tailored services based on clients' financial goals and needs, allowing clients to impose restrictions on investments. Thurston Springer manages a Wrap Fee Program called "Compass Account III" and utilizes First Clearing Wrap Programs. The firm's investment strategies include Tactical Momentum, Earnings Momentum, charting, fundamental analysis, technical analysis, and cyclical analysis. Thurston Springer does not receive performance-based fees and serves individuals, high net worth individuals, corporations, and other entities. The firm does not vote proxies on behalf of clients and has no legal or disciplinary events. Clients receive quarterly account statements, and the firm does not require prepayment exceeding $1200.00 in fees per client. Thurston Springer has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.
$1,353,974,492 under management
51 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Indiana, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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