Find Best Financial Advisors in Indiana

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A densely populated state like Indiana has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Indiana and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Indiana
Last Updated - 16-Mar-2023

Indiana has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1185 non-vetted advisors in your local area. These financial advisors in Indiana have an average of 21 years of experience.

NOTE: The list of financial advisors in Indiana mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Indiana.

List of Qualified Financial Advisors in Indiana
Financial Advisor Experience AUM Minimum Assets Fee Structure
Buff Dormeier
10431 Illinois Rd,
Fort Wayne, IN 46814
29 $300,000,000 $500,000 Fee-Only
Edward Camp
3835 Edison Lakes Parkway Suite 300,
Mishawaka, IN 46545
32 $110,000,000.00 Not Specified Fee-Based
Robb A DeJonge
2025 Edison Rd,
Suite A,
South Bend, IN 46637
25 $250 Million $250,000 Fee-Based
Thomas Beachy
3484 Stellhorn Road,
Fort Wayne, IN 46815
11 Not Specified NA Fee-Based
Ryan Veldhuizen
550 Congressional Blvd,
Suite 115,
Carmel, IN 46032
13 Not Specified Not Specified Fee-Based
Wesley Kotys
1111 Glendale Blvd.,
Suite 105,
Valparaiso, IN 46383
21 Not Specified Not Specified Fee-Only

Information on Qualified Financial Advisors in Indiana

Qualifications CRD# 2337819
Firm CRD# 148107
Series 63, 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 10431 Illinois Rd,
Fort Wayne,
Phone Number 260-264-0099

I help a select group of affluent and institutional clients grow and preserve wealth. I believe risk management is often the path less taken but the steady course leading towards successful long-term financial outcomes. This goals-based investing approach is accomplished through combining comprehensive wealth management with proprietary state of the art analysis. As a private portfolio manager, I create customized portfolio strategies tailored to the individualized needs of my client. Implementing a goals-based approach to financial planning, Kingsview Fort Wayne has the expertise and experience to solve even the most complex endeavors of wealth management. Lead by Buff Dormeier Kingsview Wealth Management's Chief Technical Analyst and Portfolio Manager, Buff has been recognized as a Best in State Wealth Advisor by Forbes Magazine*. Fort Wayne's Kingsview team provides comprehensive wealth management services and state of the art portfolio management to affluent and institutional clientele. Their mission is to guide clients in building and protecting wealth, providing an income plan for life and a legacy for beyond. Dormeier Wealth Management's minimum relationship for potential new clients begins at $500,000 and including extensive interviews. RFPs welcomed. https://www.kingsview.com/office/fort-wayne-office/

About Kingsview Partners

Kingsview Partners is an independent fiduciary advisory firm catering to a discerning investor who understands the value of a comprehensive financial solution. Our innovative, curated approach to investing features a team of experts working in lockstep and combining personalized attention to detail with a broad-ranging menu of services and cutting-edge technology. It goes without saying that an investor's specific needs should always be their advisor's foremost concern. However, the problem with some Wealth Management is that registration, regulation, compensation and affiliation determine what clients are sold. As an independent fiduciary advisor, Kingsview Wealth Managers adhere to the fiduciary oath, which places the client's interests above all else. Our transparent, no-nonsense approach ensures investors are treated like peers, not pawns.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 2052301
Firm CRD# 25427
Series 6, 7, 24, 63

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 3835 Edison Lakes Parkway Suite 300,
Phone Number 574-273-0803

Because Edward is a fully independent financial advisor, he is able to truly shop the market for every available financial product and present the best options. It's a significant distinction for his clients. After working as an advisor for several major financial companies, He says, I realized my clients options were limited to those offered by my employers. I knew I could better serve people as an independent advisor. Edward has never looked back. I take advantage of my independent status, He explains, to find innovative options and then design custom investment portfolios with maximum growth potential and a minimum amount of risk. Edward has a full compliment of securities licenses: 6, 7, 24 and 63, is an Investment Advisor Representative, a CFP®, Certified Financial Planner Professional CLU®, Chartered Life Underwriter® ChFC®, Chartered Financial Consultant® A former publisher and Indiana State and Midwest Regional chess champion, Edward has never done anything that brings him more satisfaction than helping retirees and high net worth individuals achieve peace of mind.

About CFD Investments, Inc

I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future. Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Qualifications CRD# 2912462
Firm CRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets

Office Location 2025 Edison Rd,
Suite A,
South Bend,
Phone Number 574-400-4786

Robb assists clients in all aspects of financial planning, including retirement, business, estate, charitable giving, asset allocation and risk management. He earned his Bachelor of Science from Indiana University in 1992 and has been helping individuals and their families since 1997. Robb is an Accredited Investment Fiduciary® (AIF®), he currently holds the Life Underwriting Training Council Fellow® (LUTCF®) designation and is a member of the National Association of Insurance and Financial Advisors. Robb is a lifelong resident of Michiana and currently lives in Niles, Michigan with his wife, Kymm. When he is not working, he enjoys traveling with Kymm, playing golf and spending time with his family, especially his new grandson.

About Private Member Group at Notre Dame FCU

At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 5220029
Firm CRD# 25427
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets

Office Location 3484 Stellhorn Road,
Fort Wayne,
Phone Number 260-246-5450

Tom grew up just a few miles outside of Harlan, Indiana. He attended Woodlan High School and graduated in 2001. After high school, Tom then attended Indiana University in Fort Wayne. In 2006, Tom received a double bachelors degree in Accounting and Finance, and a minor in Mathematics. After graduation, Tom began his career as a financial advisor. On a personal level, Tom met his beautiful wife while in school, during the spring of 2006. They were married in the summer of 2008, and now reside in Fort Wayne, where they also attend Calvary Baptist Church. Tom and Megan have 2 daughters and a son. In his rare free time, Tom enjoys growing giant pumpkins and spending time with his family. Tom's pumpkin achievements culminated in 2002 with a 1097.5 pound pumpkin which at the time was the all-time 11th heaviest officially weight pumpkin in the world. If you would like to know anything else about Tom, ask. He is not shy!

About Beachy Wealth Management

Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor. Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management, LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Qualifications CRD# 5316123
Firm CRD# 300078
Series 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets

Office Location 550 Congressional Blvd,
Suite 115,
Phone Number 317-537-7526

Drawing on over a decade of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master's degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children's ministry at his family's church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.

About Catalyze Wealth Management

To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence. We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality. You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.

Qualifications CRD# 4051934
Firm CRD# 168156

Compensation/Fee Fee-Only, Based on Assets

Office Location 1111 Glendale Blvd.,
Suite 105,
Phone Number 219-465-6924

Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Kotys Wealth Professionals specializes in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER Professional. As Founder and CEO of Kotys Wealth Professionals, Wesley (Wes) Kotys brings over 20 years of financial planning and investment management experience to the firm. Wes is also intricately involved in the firms day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process. Prior to launching The Kotys Group in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of all financial advisors associated with LPL from 2012-2013. As an accomplished speaker and financial educator, Wes has received national and regional awards as a financial advisor. He is also very involved in the community and believes strongly in giving back. Wes attended Purdue University and graduated from Indiana Wesleyan University with a bachelor's degree in Business Administration. He believes strongly in continuing education and has earned the following certifications and accreditations:
Accredited Asset Management Specialist (AAMS®)
Series 66 Uniform Securities Agent/Registered Investment Advisor
Life and Health Insurance

About Kotys Wealth Professionals

At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you - what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth. We invite you to contact us at 219-465-6924 for a no-cost initial meeting where you can experience how Kotys Wealth Professionals work as a Registered Investment Advisor.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts

Top Financial Advisor Firms in Indiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
One American Square,
Indianapolis, IN 46206
$29,537,126,263 10 A percentage of AUM
Fixed fees
1110 N Main St,
Goshen, IN 46528
$2,300,518,443 8 A percentage of AUM
8555 N. River Road , Suite 400,
Indianapolis, IN 46240
$1,568,598,453 1191 A percentage of AUM
Fixed fees
20 E. 91st St , Ste 202,
Indianapolis, IN 46240
$1,396,116,650 156 A percentage of AUM
Hourly charges
Fixed fees
11711 N. College Ave , Suite 200,
Carmel, IN 46032
$663,101,823 3570 A percentage of AUM
2454 E. 116th Street,
Carmel, IN 46032
$348,795,856 1324 A percentage of AUM
8801 River Crossing Blvd , Suite 100,
Indianapolis, IN 46240
$304,076,246 342 A percentage of AUM
11130 Coldwater Road , Suite 104,
Ft Wayne, IN 46845-1270
$290,591,507 2663 A percentage of AUM
Fixed fees
Performance Based
3091 East 98th Street , Suite 200,
Indianapolis, IN 46280
$235,000,000 738 A percentage of AUM
Hourly charges
2901 Ohio Blvd , Ste 242,
Terre Haute, IN 47803
$150,859,748 522 A percentage of AUM
Hourly charges
13295 Illinois St , Suite 322,
Carmel, IN 46032-3022
$138,141,357 492 A percentage of AUM
Fixed fees
8001 Broadway , Suite 200,
Merrillville, IN 46410-5546
$135,000,000 791 A percentage of AUM
620 N. Rangeline Road,
Carmel, IN 46032
$124,297,453 493 A percentage of AUM
23 E Cedar St,
Zionsville, IN 46077
$95,777,063 429 A percentage of AUM
8801 River Crossing Blvd. , Suite 100,
Indianapolis, IN 46240
$26,000,495 1 A percentage of AUM

    List of Additional Advisors in Indiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Black Ink Financial Planning
    Inquire with Black
    9933 Dupont Circle Dr. W., Suite 110, Fort Wayne, IN  46825 260-483-8332
    Andrew Tiplick
    Inquire with Andrew
    8900 Keystone Crossing, Ste 400, Indianapolis, IN  46240 317-853-1100
    Barney & Pendleton Group
    Inquire with Barney
    61 Indiana Ave, Suite C, Valparaiso, IN  46383 219-464-4441
    Andrew Baker
    Inquire with Andrew
    9017 Coldwater Rd, Ste 350, Fort Wayne, IN  46825 260-497-8884
    Armando J Espinoza
    Inquire with Armando
    800 East 96 St, Ste 400, Indianapolis, IN  46240 317-818-7382
    Andrew Thacker
    Inquire with Andrew
    8859 High Pointe Dr, Newburgh, IN  47630 812-858-7526
    Ben Donathen
    Inquire with Ben
    800 East 96 St, Ste 400, Indianapolis, IN  46240 317-818-7438
    Albert D Rahman
    Inquire with Albert
    484 W Main St, Greenwood, IN  46142 317-888-8220
    Bruce M Mc Court
    Inquire with Bruce
    3340 Hickory Rd, Mishawaka, IN  46545 574-247-7777
    Bradley V Harrold
    Inquire with Bradley
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
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