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Find Top Financial Advisors in Carmel, Indiana

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Carmel, Indiana
Last Updated - 25-Jun-2022

Carmel has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 34 non-vetted advisors in your local area. These financial advisors in Carmel, Indiana have an average of 18 years of experience.

NOTE: The list of financial advisors in Carmel, 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 Carmel, Indiana.

Qualified Financial Advisors in Carmel, Indiana
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ryan Veldhuizen
CFP®
CATALYZE WEALTH MANAGEMENT
550 Congressional Blvd, Suite 115,
Carmel, IN 46032
13 Not Specified Not Specified Fee-Based
Vinny McMahon
CFS, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
8555 River Road,
Suite 350,
Indianapolis, IN 46240
35 Not Specified Not Specified Fee-Based
David Hobbs
CFP®, CCFS
CEDAR WEALTH PARTNERS
8910 Purdue Rd, Suite 240,
Indianapolis, IN 46268
13 $70,000,000 $5,000 Fee-Based
Scott Garrigus
EDELMAN FINANCIAL ENGINES, LLC
1499 Windhorst Way, Suite 210,
Greenwood, IN 46143
12 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Carmel

Qualifications CRD# 5316123
Series 66

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


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

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# 1351750
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 8555 River Road,
Suite 350,
Indianapolis,
IN
46240
Phone Number 317-806-6005

Assisting clients in achieving their lifelong goals is incredibly rewarding. Outside of work, I spend time with family, stay active and take care of our home.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5004505
Firm CRD# 288903
Series 6, 7, 63, 66

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


Office Location 8910 Purdue Rd, Suite 240,
Indianapolis,
IN
46268
Phone Number 317-559-2940

David joined the financial industry in 2008. Since his joining, the markets have certainly changed, but his focus hasn't. David is hyper focused on the incredibly unique process of helping his clients work towards building wealth, saving on taxes, and financial peace. He desires that each of his clients know how to Live Confidently. In addition to his experience, he's also a CERTIFIED FINANCIAL PLANNER® as well as being a certified College Funding Specialist (CCFS). Outside of work, David's an active member of his church, the President of his neighborhood association, and loves being a husband of 10 years and a dad of three children. Interesting fact about David, his first job out of college was in Uganda, Africa.

About Cedar Wealth Partners

Most who come through the WiserAdvisor program are looking for answers to specific questions, we can help with that. Typically, those questions point to a larger issue: most people are looking for a trusted individual to have as a resource as they walk through different seasons of their financial lives. We partner with our clients and walk with them, as a guide, on their financial journey. Are you looking for answers on debt optimization or efficient investment allocations? Are you asking the question, - When can I afford to stop working full time, and still maintain my current standard of living for the rest of our lives? Are you looking to go beyond the -normal- financial questions and start aligning your life, wealth, and finances around the items that provide you with lasting joy and fulfillment? If you're looking for answers to questions like these, let's connect. We'd love to learn more about you and what you're seeking to accomplish.

Advisory Services Provided:

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


Qualifications CRD# 5555433
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1499 Windhorst Way, Suite 210,
Greenwood,
IN
46143
Phone Number 317-851-8417

I have worked in the investments and financial planning field since 2008. I knew I wanted to pursue a career in finance at an early age - both of my parents had careers in banking. I'm outgoing and enjoy helping people achieve their financial goals.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Carmel, Indiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
40/86 Advisors, Inc.
535 N. College Drive,
Carmel, IN 46032
$29,283,514,956 15 A percentage of AUM
Performance Based
Oxford Financial Group, Ltd
11711 North Meridian Street , Suite 600,
Carmel, IN 46032
$17,063,956,207 10064 A percentage of AUM
Fixed fees
Valeo Financial Advisors, Llc
10 W. Carmel Dr Ste 400,
Carmel, IN 46032-3357
$7,277,845,068 14264 A percentage of AUM
Fixed fees
Other (PERCENTAGE OF CLIENT NET WORTH)
Procourse Fiduciary Advisors, Llc
571 Monon Blvd , Suite 400,
Carmel, IN 46032
$5,266,711,645 296 A percentage of AUM
Fixed fees
Winthrop Capital Management
10201 N Illinois Street , Suite 275,
Carmel, IN 46290
$4,474,430,179 772 A percentage of AUM
Hourly charges
Fixed fees
Shepherd Financial Investment Advisory Llc
111 Congressional Blvd., , Suite 100,
Carmel, IN 46032
$3,484,956,576 456 A percentage of AUM
Fixed fees
Indie Asset Partners, Llc
10585 North Meridian Street , Suite 210,
Carmel, IN 46290
$700,542,380 747 A percentage of AUM
Fixed fees
Performance Based
Other (ASSET-BASED PERCENTAGE OR HOURLY FEES FOR FAMILY OFFICE SERVICES)
Archer Investment Corporation
11711 N. College Ave , Suite 200,
Carmel, IN 46032
$663,101,823 3570 A percentage of AUM
Intrepid Financial Planning Group, Llc
2454 E. 116th Street,
Carmel, IN 46032
$348,795,856 1324 A percentage of AUM
Halter Ferguson Financial Inc
13080 Grand Blvd. , Suite 130,
Carmel, IN 46032
$343,082,183 752 A percentage of AUM
Hourly charges
Monon Wealth Management
99 E Carmel Dr. , Suite 160,
Carmel, IN 46032
$257,857,171 1092 A percentage of AUM
Fixed fees
Asset Management Strategies, Inc.
11711 N College Ave , Suite 200,
Carmel, IN 46032
$157,456,068 1633 A percentage of AUM
Hourly charges
Fixed fees
Greenleaf Financial Group
13295 Illinois St , Suite 322,
Carmel, IN 46032-3022
$138,141,357 492 A percentage of AUM
Fixed fees
Gimbal Financial, Llc
620 N. Rangeline Road,
Carmel, IN 46032
$124,297,453 493 A percentage of AUM
Williamson Legacy Group, Llc
254 East Carmel Drive,
Carmel, IN 46032
$0 0 A percentage of AUM
Fixed fees

    List of Additional Advisors in Carmel, Indiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bradley V Harrold
    Inquire with Bradley
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    Lauren Doodeman
    Inquire with Lauren
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    Guy Gage
    Inquire with Guy
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-573-3303
    Muir Hodges Doodeman Wealth Advisors
    Inquire with Muir
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    Jeffrey Hodges
    Inquire with Jeffrey
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    Jim Lake
    Inquire with Jim
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    Marc Klein
    Inquire with Marc
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    Kevin Dolen
    Inquire with Kevin
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    Ed Muir
    Inquire with Ed
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    Eric Olimb
    Inquire with Eric
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
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