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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Indy or Indianapolis, Indiana, is the capital of Indiana and the most populated city in the state. Indianapolis is also considered the Crossroads of America for being situated on two main historical highway systems, connecting many cities across the US. The cost of living in Indianapolis is 8% lower than the national average, so don't find yourself caught in the crossroads when it comes to financial planning. Know how to take charge of your finances with the assistance of a vetted fiduciary financial advisor. There are over 2200 financial advisors to choose from in the Indianapolis area and finding the right trusting advisor for you could be financially beneficial. That's where WiserAdvisor comes in. It is our mission to help people like you find an advisor to work with your particular financial needs in mind.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Indianapolis, Indiana.
Indianapolis
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
225
non-vetted advisors in your local area. These financial advisors in
Indianapolis, Indiana
have an average of
13
years of experience.
NOTE: The list of financial
advisors in
Indianapolis, 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
Indianapolis, Indiana.
| Qualified Financial Advisors in Indianapolis, 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 |
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.
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.
Top Financial Advisor Firms in Indianapolis, Indiana (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| ONEAMERICA ASSET MANAGEMENT, LLC
One American Square, Indianapolis, IN 46206 |
$29,537,126,263 | 10 |
A percentage of AUM Fixed fees Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA) |
| ONEAMERICA INVESTMENT ADVISORY SERVICES LLC
One American Square, Indianapolis, IN 46206 |
$6,717,288,274 | 238 |
A percentage of AUM |
| BAXTER CAPITAL MANAGEMENT INC
9247 North Meridian Street Ste. 103, Indianapolis, IN 46260-1824 |
$1,721,563,144 | 12 |
A percentage of AUM Fixed fees |
| WOODLEY FARRA
8555 N. River Road , Suite 400, Indianapolis, IN 46240 |
$1,568,598,453 | 1191 |
A percentage of AUM Fixed fees |
| AXIA ADVISORY
20 E. 91st St , Ste 202, Indianapolis, IN 46240 |
$1,396,116,650 | 156 |
A percentage of AUM Hourly charges Fixed fees |
| INNOVATIVE PORTFOLIOS LLC
8801 River Crossing Blvd , Suite 100, Indianapolis, IN 46240 |
$714,337,415 | 988 |
A percentage of AUM Performance Based |
| THE FINANCIAL RESOURCE CENTER
8780 Purdue Road , Suite 3, Indianapolis, IN 46268 |
$304,639,389 | 380 |
A percentage of AUM Hourly charges Fixed fees |
| SALZINGER SHEAFF BROCK, LLC
8801 River Crossing Blvd , Suite 100, Indianapolis, IN 46240 |
$304,076,246 | 342 |
A percentage of AUM |
| CHARTER ADVISORY CORPORATION
250 E. 96th Street , Suite 200, Indianapolis, IN 46240 |
$268,062,230 | 813 |
A percentage of AUM Hourly charges Fixed fees |
| CAPITAL CITIES INVESTMENTS
426 East New York Street, Indianapolis, IN 46202 |
$258,438,459 | 1322 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| PROVIDER FINANCIAL, INC.
3091 East 98th Street , Suite 200, Indianapolis, IN 46280 |
$235,000,000 | 738 |
A percentage of AUM Hourly charges |
| TRUST INVESTMENT ADVISORS
8440 Woodfield Crossing Blvd , Suite 100, Indianapolis, IN 46240 |
$170,434,821 | 391 |
A percentage of AUM Other (SPECIAL PROJECT FEES) |
| CH DOUGLAS & GRAY WEALTH MANAGEMENT
7040 N College Ave, Indianapolis, IN 46220-1073 |
$147,623,784 | 392 |
A percentage of AUM Hourly charges Fixed fees |
| PILE WEALTH MANAGEMENT
One Indiana Square , Suite 1200, Indianapolis, IN 46204 |
$111,730,632 | 177 |
A percentage of AUM |
| SBAUER FUNDS, LLC
8801 River Crossing Blvd. , Suite 100, Indianapolis, IN 46240 |
$26,000,495 | 1 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Andrew Tiplick Inquire with Andrew |
8900 Keystone Crossing, Ste 400, Indianapolis, IN 46240 | 317-853-1100 |
| Armando J Espinoza Inquire with Armando |
800 East 96 St, Ste 400, Indianapolis, IN 46240 | 317-818-7382 |
| Ben Donathen Inquire with Ben |
800 East 96 St, Ste 400, Indianapolis, IN 46240 | 317-818-7438 |
| Angela Grabovsky Inquire with Angela |
8945 N Meridian St, Ste 200, Indianapolis, IN 46260 | 317-208-2688 |
| Brian Kowalevsky Inquire with Brian |
111 Monument Circle, Suite 3100, Indianapolis, IN 46204 | 317-263-8741 |
| Anthony Gerardot Inquire with Anthony |
2900 E 96th St, Ste A, Indianapolis, IN 46240 | 317-818-9365 |
| Brad Hulse Inquire with Brad |
800 East 96 St, Ste 400, Indianapolis, IN 46240 | 317-818-7398 |
| Clearwater Private Wealth Advisors Inquire with Clearwater |
3755 E 82nd St, Ste 40, Indianapolis, IN 46240 | 317-288-5400 |
| Andrew Hancock Inquire with Andrew |
800 East 96 St, Ste 400, Indianapolis, IN 46240 | 317-818-7314 |
| Benjamin J Cahill Inquire with Benjamin |
800 East 96 St, Ste 400, Indianapolis, IN 46240 | 317-818-7357 |
Grow your AUM with pre-qualified leads!
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