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Find the Best Financial Advisors in Indiana

Indiana is a thriving state, boasting a diverse economy that spans agriculture, manufacturing, healthcare, and technology. However, managing your finances in such a dynamic economic environment can be challenging without the right financial guidance. This is where WiserAdvisor comes in. We're dedicated to connecting Indiana residents with vetted financial advisors who can help you achieve your financial goals and secure your financial future. By partnering with a trustworthy financial advisor in Indiana, you can benefit from personalized guidance and expertise tailored to your unique financial goals and needs. Our directory includes screened financial advisors who specialize in retirement planning, investment management, wealth management, financial planning, estate planning, and more.

Ready to start your search for a financial advisor? Browse our list of vetted financial advisors in Indiana and connect with the one that's right for you. With their help, you can create a financial plan that's tailored to your needs and achieve your financial goals with confidence.

Finding the Top Financial Advisor in Indiana

Last Updated - November 28, 2023

Indiana has 6 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 1218 non-vetted advisors in your local area. These financial advisors in Indiana have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in Indiana mentioned below does 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
Edward Camp
CFP®, CLU®, ChFC®
CFD INVESTMENTS, INC
3835 Edison Lakes Parkway Suite 300,
Mishawaka, IN 46545
32 Years $11,000,000,000 $250,000 Fee-Based
Thomas Beachy
CFP®
BEACHY WEALTH MANAGEMENT
3484 Stellhorn Road,
Fort Wayne, IN 46815
17 Years Not Specified $0 Fee-Based
Ryan Veldhuizen
CFP®
CATALYZE WEALTH MANAGEMENT
550 Congressional Blvd,
Suite 115,
Carmel, IN 46032
13 Years Not Specified $500,000 Fee-Based
Wesley Kotys
CFP®, AAMS®
KOTYS WEALTH PROFESSIONALS
1111 Glendale Blvd.,
Suite 105,
Valparaiso, IN 46383
21 Years Not Specified $500,000 Fee-Only
Circle Financial Planning
CFP®, RFC®, APMA®, CFS
CIRCLE FINANCIAL PLANNING
7828 E 88th Street,
Indianapolis, IN 46256
35 Years Not Specified Not Specified Fee-Based
Allworth Financial
ALLWORTH FINANCIAL
450 E. 96th Street Suite 500,
Indianapolis, IN 46240
Not Disclosed $10,000,000,000 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Indiana

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,
Mishawaka,
IN
46545
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

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# 5220029
Firm CRD# 25427
Series 7, 66

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


Office Location 3484 Stellhorn Road,
Fort Wayne,
IN
46815
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

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.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5316123
Firm CRD# 300078
Series 66

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


Office Location 550 Congressional Blvd,
Suite 115,
Carmel,
IN
46032
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

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,
Valparaiso,
IN
46383
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:
CERTIFIED FINANCIAL PLANNER (CFP®)
Accredited Asset Management Specialist (AAMS®)
Series 66 Uniform Securities Agent/Registered Investment Advisor
Life and Health Insurance

About Kotys Wealth Professionals

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


Qualifications Firm CRD# 12963
Series 6, 7, 63, 65, 66

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


Office Location 7828 E 88th Street,
Indianapolis,
IN
46256
Phone Number 317-841-0370

About Circle Financial Planning

Circle Financial Planning

Circle Financial Planning helps bring life to our client's dreams. We do this by providing wealth management, retirement plan rollover solutions and comprehensive financial planning. We work with the professionals, teachers, tradesmen and business owners who keep our economy moving. Founded in 1984, the Circle team is guided by a core set of values that define how we do business: Client-First, Wow Service, Team Oriented, Integrity and Opportunity. Our team has over 75 years of combined experience and hold professional designations such as the CFP® and Accredited Portfolio Management Advisor. Circle has been profiled in Kiplinger, Forbes and Indianapolis Monthly.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 450 E. 96th Street Suite 500,
Indianapolis,
IN
46240
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Customer Reviews

Top Financial Advisor Firms in Indiana (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ONEAMERICA ASSET MANAGEMENT, LLC
One American Square, Indianapolis, IN 46206
30 10 $29,537,126,263
A percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)
EVERENCE CAPITAL MANAGEMENT, INC.
1110 N Main St, Goshen, IN 46528
11 8 $2,300,518,443
A percentage of AUM
WOODLEY FARRA
8555 N. River Road, Suite 400, Indianapolis, IN 46240
11 1191 $1,568,598,453
A percentage of AUM, Fixed fees
AXIA ADVISORY
20 E. 91st St, Ste 202, Indianapolis, IN 46240
5 156 $1,396,116,650
A percentage of AUM, Hourly charges, Fixed fees
ARCHER INVESTMENT CORPORATION
11711 N. College Ave, Suite 200, Carmel, IN 46032
85 3570 $663,101,823
A percentage of AUM
INTREPID FINANCIAL PLANNING GROUP, LLC
2454 E. 116th Street, Carmel, IN 46032
3 1324 $348,795,856
A percentage of AUM
SALZINGER SHEAFF BROCK, LLC
8801 River Crossing Blvd, Suite 100, Indianapolis, IN 46240
8 342 $304,076,246
A percentage of AUM
ATLAS CAPITAL MANAGEMENT CORP
11130 Coldwater Road, Suite 104, Ft Wayne, IN 46845-1270
9 2663 $290,591,507
A percentage of AUM, Fixed fees, Performance Based
PROVIDER FINANCIAL, INC.
3091 East 98th Street, Suite 200, Indianapolis, IN 46280
3 738 $235,000,000
A percentage of AUM, Hourly charges
WABASH CAPITAL, INC.
2901 Ohio Blvd, Ste 242, Terre Haute, IN 47803
4 522 $150,859,748
A percentage of AUM, Hourly charges
GREENLEAF FINANCIAL GROUP
13295 Illinois St, Suite 322, Carmel, IN 46032-3022
2 492 $138,141,357
A percentage of AUM, Fixed fees
GEHRIG CAPITAL MANAGEMENT, INC.
8001 Broadway, Suite 200, Merrillville, IN 46410-5546
5 791 $135,000,000
A percentage of AUM
GIMBAL FINANCIAL, LLC
620 N. Rangeline Road, Carmel, IN 46032
5 493 $124,297,453
A percentage of AUM
CANTERBURY INVESTMENT MANAGEMENT, LLC
23 E Cedar St, Zionsville, IN 46077
4 429 $95,777,063
A percentage of AUM
SBAUER FUNDS, LLC
8801 River Crossing Blvd., Suite 100, Indianapolis, IN 46240
6 1 $26,000,495
A percentage of AUM

    Frequently Asked Questions

    Financial advisors in Indiana can be paid in various ways. Some advisors can charge fees based on a percentage of assets under management or a flat fee for their services. Alternatively, Some advisors use a combination of commissions and fees or earn solely earn commissions by selling financial products. It's important to understand the compensation structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.

    Financial advisors in Indiana can offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Indiana directory, you can access detailed information about their services, fees, credentials, and more.

    How often you should meet with your financial advisor in Indiana may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

    Yes, financial advisors in Indiana are typically required to have qualifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. They may also be required to register with the Indiana Securities Division or the Securities and Exchange Commission (SEC), depending on their services and the amount of assets they manage. Advisors must also adhere to a fiduciary standard, which means they must act in the best interests of their clients.

    To choose a trustworthy financial advisor in Indiana, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, seek recommendations from trusted individuals, conduct thorough research using respected regulatory bodies like FINRA and the SEC to ensure adherence to industry standards and ethics, and carefully evaluate each advisor's experience, credentials, and background before making a decision. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

    How often you should review your financial plan with your advisor in Indiana may depend on your specific situation and financial goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assess your circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.