Find Top Financial Advisors in Indianapolis, Indiana

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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.

Finding the Top Financial Advisor in Indianapolis, Indiana
Last Updated - 25-Mar-2023

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
550 Congressional Blvd,
Suite 115,
Carmel, IN 46032
13 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Indianapolis

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.

Top Financial Advisor Firms in Indianapolis, 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
One American Square,
Indianapolis, IN 46206
$6,717,288,274 238 A percentage of AUM
9247 North Meridian Street Ste. 103,
Indianapolis, IN 46260-1824
$1,721,563,144 12 A percentage of AUM
Fixed fees
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
8801 River Crossing Blvd , Suite 100,
Indianapolis, IN 46240
$714,337,415 988 A percentage of AUM
Performance Based
8780 Purdue Road , Suite 3,
Indianapolis, IN 46268
$304,639,389 380 A percentage of AUM
Hourly charges
Fixed fees
8801 River Crossing Blvd , Suite 100,
Indianapolis, IN 46240
$304,076,246 342 A percentage of AUM
250 E. 96th Street , Suite 200,
Indianapolis, IN 46240
$268,062,230 813 A percentage of AUM
Hourly charges
Fixed fees
426 East New York Street,
Indianapolis, IN 46202
$258,438,459 1322 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
3091 East 98th Street , Suite 200,
Indianapolis, IN 46280
$235,000,000 738 A percentage of AUM
Hourly charges
8440 Woodfield Crossing Blvd , Suite 100,
Indianapolis, IN 46240
$170,434,821 391 A percentage of AUM
7040 N College Ave,
Indianapolis, IN 46220-1073
$147,623,784 392 A percentage of AUM
Hourly charges
Fixed fees
One Indiana Square , Suite 1200,
Indianapolis, IN 46204
$111,730,632 177 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 Indianapolis, Indiana*

    * 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
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?