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Find Top Financial Advisors in Carmel, Indiana

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 - November 21, 2023

Carmel has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 35 non-vetted advisors in your local area. These financial advisors in Carmel, Indiana have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Carmel, 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 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 Years Not Specified $500,000 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
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

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Information on Qualified Financial Advisors in Carmel, Indiana

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 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


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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
OXFORD FINANCIAL GROUP, LTD
11711 North Meridian Street, Suite 600, Carmel, IN 46032
133 10064 $17,063,956,207
A percentage of AUM, Fixed fees
VALEO FINANCIAL ADVISORS, LLC
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357
120 14264 $7,277,845,068
A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)
PROCOURSE FIDUCIARY ADVISORS, LLC
571 Monon Blvd, Suite 400, Carmel, IN 46032
8 296 $5,266,711,645
A percentage of AUM, Fixed fees
WINTHROP CAPITAL MANAGEMENT
10201 N Illinois Street, Suite 275, Carmel, IN 46290
24 772 $4,474,430,179
A percentage of AUM, Hourly charges, Fixed fees
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
111 Congressional Blvd.,, Suite 100, Carmel, IN 46032
29 456 $3,484,956,576
A percentage of AUM, Fixed fees
INDIE ASSET PARTNERS, LLC
10585 North Meridian Street, Suite 210, Carmel, IN 46290
13 747 $702,733,034
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
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
HALTER FERGUSON FINANCIAL INC
13080 Grand Blvd., Suite 130, Carmel, IN 46032
9 752 $343,082,183
A percentage of AUM, Hourly charges
MONON WEALTH MANAGEMENT
99 E Carmel Dr., Suite 160, Carmel, IN 46032
8 1092 $257,857,171
A percentage of AUM, Fixed fees
ASSET MANAGEMENT STRATEGIES, INC.
11711 N College Ave, Suite 200, Carmel, IN 46032
8 1633 $157,456,068
A percentage of AUM, Hourly charges, Fixed fees
WILLIAMSON LEGACY GROUP, LLC
254 East Carmel Drive, Carmel, IN 46032
6 937 $157,074,178
A percentage of AUM, Fixed fees
GREENLEAF FINANCIAL GROUP
13295 Illinois St, Suite 322, Carmel, IN 46032-3022
2 492 $138,141,357
A percentage of AUM, Fixed fees
FOUR QUADRANT WEALTH ADVISORS, INC.
11939 N Meridian St, Ste 225, Carmel, IN 46032
10 442 $125,202,577
A percentage of AUM, Fixed fees
GIMBAL FINANCIAL, LLC
620 N. Rangeline Road, Carmel, IN 46032
5 493 $124,297,453
A percentage of AUM

    List of Additional Advisors in Carmel, Indiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-573-3303
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441

      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.