Top financial advisors in Indianpolis, IN
We've curated a list of the best financial advisors in Indianpolis, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $72,982,994 Number of advisors 4 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 Indianpolis, 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.
Capstone Wealth Advisors,inc.
Capstone Wealth Advisors, Inc. is a registered investment adviser established in the fall of 2002. The firm specializes in offering personal Financial Planning Services and Wealth Advisory Services to individuals and families. Services provided include tax reduction planning, discretionary asset allocation and monitoring, cash flow planning, estate organization, beneficiary designations, budgeting, and life and wealth goal planning. The firm utilizes investment products such as mutual funds, ETFs, and separately managed accounts for asset allocation. Clients have the option to block specific securities from their accounts, such as alcohol and tobacco. Capstone Wealth Advisors, Inc. acts as a fiduciary for retirement plans under ERISA, providing non-discretionary investment advice. The firm also offers Business Advisory Services, IRA Rollover Recommendations, and consulting services to businesses. Clients are charged project fees for financial planning services and advisory fees based on a tiered percentage rate for wealth advisory services. The firm does not participate in wrap fee arrangements and manages client assets on a discretionary basis. Clients are provided with periodic reports on their investments and performance. Capstone Wealth Advisors, Inc. does not have any disciplinary information and operates with transparency regarding fees and compensation structures.
$72,982,994 under management
4 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
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 Indianpolis, 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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