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Find Top Financial Advisors in Indiana, Pennsylvania

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, Pennsylvania

Last Updated - May 25, 2025

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Indiana, Pennsylvania

Financial Advisor Experience AUM Minimum Assets Fee Structure
Edelman Financial Engines, LLC
1605 Carmody Court, Building IV,
Suite 100,
Sewickley, PA 15143
Not Disclosed $270,770,414,647 Not Specified Fee-Only

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Information on Qualified Financial Advisors in Indiana, Pennsylvania

Qualifications Firm CRD# 104510

Compensation/Fee Fee-Only, Based on Assets


Office Location 1605 Carmody Court, Building IV,
Suite 100,
Sewickley,
PA
15143
Phone Number 877-208-7414

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.


Frequently Asked Questions

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 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?

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.