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Find Best Financial Advisors in Indiana

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A densely populated state like Indiana has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Indiana and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Indiana
Last Updated - 08-Aug-2022

Indiana has 9 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1154 non-vetted advisors in your local area. These financial advisors in Indiana have an average of 21 years of experience.

NOTE: The list of financial advisors in 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 Indiana.

List of Qualified Financial Advisors in Indiana
Financial Advisor Experience AUM Minimum Assets Fee Structure
David Hobbs
CFP®, CCFS
CEDAR WEALTH PARTNERS
8910 Purdue Rd,
Suite 240,
Indianapolis, IN 46268
13 $70,000,000 $5,000 Fee-Based
Edward Camp
CFP®, ChFC®, CLU®
CFD INVESTMENTS, INC
3835 Edison Lakes Parkway Suite 300,
Mishawaka, IN 46545
31 $110,000,000.00 Not Specified Fee-Based
James Bartley (Jeb)
ChFC®, LUTCF®
CFS INC.
3945 Parnell Ave,
Fort Wayne, IN 46805
33 $30 Million + $50,000 Fee-Based
Robb A DeJonge
AIF®, LUTCF®
PRIVATE MEMBER GROUP AT NOTRE DAME FCU
2025 Edison Rd,
Suite A,
South Bend, IN 46637
25 $250 Million $250,000 Fee-Based
Ryan Veldhuizen
CFP®
CATALYZE WEALTH MANAGEMENT
550 Congressional Blvd,
Suite 115,
Carmel, IN 46032
13 Not Specified Not Specified Fee-Based
Wesley Kotys
CFP®, AAMS®
KOTYS WEALTH PROFESSIONALS
1111 Glendale Blvd.,
Suite 105,
Valparaiso, IN 46383
21 Not Specified Not Specified Fee-Only
Scott Garrigus
EDELMAN FINANCIAL ENGINES, LLC
1499 Windhorst Way, Suite 210,
Greenwood, IN 46143
12 Not Specified Not Specified Fee-Based
Thomas Beachy
CFP®
BEACHY WEALTH MANAGEMENT
3484 Stellhorn Road,
Fort Wayne, IN 46815
11 Not Specified NA 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

Information on Qualified Financial Advisors in Indiana

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# 2052301
Firm CRD# 25427
Series 6, 7, 24, 63

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


Office Location 3835 Edison Lakes Parkway Suite 300,
Mishawaka,
IN
46545
Phone Number 574-273-0803

Because Edward is a fully independent financial advisor, he is able to truly shop the market for every available financial product and present the best options. It's a significant distinction for his clients. After working as an advisor for several major financial companies, He says, I realized my clients options were limited to those offered by my employers. I knew I could better serve people as an independent advisor. Edward has never looked back. I take advantage of my independent status, He explains, to find innovative options and then design custom investment portfolios with maximum growth potential and a minimum amount of risk. Edward has a full compliment of securities licenses: 6, 7, 24 and 63, is an Investment Advisor Representative, a CFP®, Certified Financial Planner Professional CLU®, Chartered Life Underwriter® ChFC®, Chartered Financial Consultant® A former publisher and Indiana State and Midwest Regional chess champion, Edward has never done anything that brings him more satisfaction than helping retirees and high net worth individuals achieve peace of mind.

About CFD Investments, Inc

I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future. Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 2675091
Firm CRD# 657789
Series 6, 63

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


Office Location 3945 Parnell Ave,
Fort Wayne,
IN
46805
Phone Number 260-484-4246

Independent for 33 years. Million Dollar Round Table member, President Council. Family man and relationship business vs transactional business.

About CFS Inc.

CFS is a financial planning and registered investment advisory firm based in Indiana. We serve clients nationally, providing financial planning, tax guidance, and investment management services. We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients interests first. CFS Inc. 3945 Parnell Ave, Fort Wayne, IN 46805 Phone: (260) 484-4246 Jeb Bartley, Registered Representative of GWN Securities, Inc and securities offered through GWN Securities Inc., Member FINRA/SIPC 11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.

Advisory Services Provided:

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


Qualifications CRD# 2912462
Firm CRD# 6413
Series 7, 24, 66

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


Office Location 2025 Edison Rd,
Suite A,
South Bend,
IN
46637
Phone Number 574-400-4786

Robb assists clients in all aspects of financial planning, including retirement, business, estate, charitable giving, asset allocation and risk management. He earned his Bachelor of Science from Indiana University in 1992 and has been helping individuals and their families since 1997. Robb is an Accredited Investment Fiduciary® (AIF®), he currently holds the Life Underwriting Training Council Fellow® (LUTCF®) designation and is a member of the National Association of Insurance and Financial Advisors. Robb is a lifelong resident of Michiana and currently lives in Niles, Michigan with his wife, Kymm. When he is not working, he enjoys traveling with Kymm, playing golf and spending time with his family, especially his new grandson.

About Private Member Group at Notre Dame FCU

At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.

Advisory Services Provided:

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


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# 4051934
Firm CRD# 168156

Compensation/Fee Fee-Only, Based on Assets


Office Location 1111 Glendale Blvd.,
Suite 105,
Valparaiso,
IN
46383
Phone Number 219-465-6924

Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Kotys Wealth Professionals specializes in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER Professional. As Founder and CEO of Kotys Wealth Professionals, Wesley (Wes) Kotys brings over 20 years of financial planning and investment management experience to the firm. Wes is also intricately involved in the firms day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process. Prior to launching The Kotys Group in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of all financial advisors associated with LPL from 2012-2013. As an accomplished speaker and financial educator, Wes has received national and regional awards as a financial advisor. He is also very involved in the community and believes strongly in giving back. Wes attended Purdue University and graduated from Indiana Wesleyan University with a bachelor's degree in Business Administration. He believes strongly in continuing education and has earned the following certifications and accreditations:
CERTIFIED FINANCIAL PLANNER (CFP®)
Accredited Asset Management Specialist (AAMS®)
Series 66 Uniform Securities Agent/Registered Investment Advisor
Life and Health Insurance

About Kotys Wealth Professionals

At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you - what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth. We invite you to contact us at 219-465-6924 for a no-cost initial meeting where you can experience how Kotys Wealth Professionals work as a Registered Investment Advisor.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


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.


Qualifications CRD# 5220029
Firm CRD# 25427
Series 7, 66

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


Office Location 3484 Stellhorn Road,
Fort Wayne,
IN
46815
Phone Number 260-246-5450

Tom grew up just a few miles outside of Harlan, Indiana. He attended Woodlan High School and graduated in 2001. After high school, Tom then attended Indiana University in Fort Wayne. In 2006, Tom received a double bachelors degree in Accounting and Finance, and a minor in Mathematics. After graduation, Tom began his career as a financial advisor. On a personal level, Tom met his beautiful wife while in school, during the spring of 2006. They were married in the summer of 2008, and now reside in Fort Wayne, where they also attend Calvary Baptist Church. Tom and Megan have 2 daughters. In his rare free time, Tom enjoys growing giant pumpkins and spending time with his family. Tom's pumpkin achievements culminated in 2002 with a 1097.5 pound pumpkin which at the time was the all-time 11th heaviest officially weight pumpkin in the world. If you would like to know anything else about Tom, ask. He is not shy!

About Beachy Wealth Management

Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor. Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management, LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


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.


Top Financial Advisor Firms in Indiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Everence Capital Management, Inc.
1110 N Main St,
Goshen, IN 46528
$2,300,518,443 8 A percentage of AUM
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
Fixed fees
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
Salzinger Sheaff Brock, Llc
8801 River Crossing Blvd , Suite 100,
Indianapolis, IN 46240
$304,076,246 342 A percentage of AUM
Atlas Capital Management Corp
11130 Coldwater Road , Suite 104,
Ft Wayne, IN 46845-1270
$290,591,507 2663 A percentage of AUM
Fixed fees
Performance Based
Provider Financial, Inc.
3091 East 98th Street , Suite 200,
Indianapolis, IN 46280
$235,000,000 738 A percentage of AUM
Bischoff Wealth Management Group, Llc
107 North State Road 135 , Suite 207,
Greenwood, IN 46142
$208,299,291 707 A percentage of AUM
Fixed fees
Wabash Capital, Inc.
2901 Ohio Blvd , Ste 242,
Terre Haute, IN 47803
$150,859,748 522 A percentage of AUM
Greenleaf Financial Group
13295 Illinois St , Suite 322,
Carmel, IN 46032-3022
$138,141,357 492 A percentage of AUM
Hourly charges
Fixed fees
Gehrig Capital Management, Inc.
8001 Broadway , Suite 200,
Merrillville, IN 46410-5546
$135,000,000 791 A percentage of AUM
Hourly charges
Gimbal Financial, Llc
620 N. Rangeline Road,
Carmel, IN 46032
$124,297,453 493 A percentage of AUM
Canterbury Investment Management, Llc
23 E Cedar St,
Zionsville, IN 46077
$95,777,063 429 A percentage of AUM
Hourly charges
Sbauer Funds, Llc
8801 River Crossing Blvd. , Suite 100,
Indianapolis, IN 46240
$26,000,495 1 A percentage of AUM

    List of Additional Advisors in Indiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Black Ink Financial Planning
    Inquire with Black
    9933 Dupont Circle Dr. W., Suite 110, Fort Wayne, IN  46825 260-483-8332
    Andrew Tiplick
    Inquire with Andrew
    8900 Keystone Crossing, Ste 400, Indianapolis, IN  46240 317-853-1100
    Barney & Pendleton Group
    Inquire with Barney
    61 Indiana Ave, Suite C, Valparaiso, IN  46383 219-464-4441
    Andrew Baker
    Inquire with Andrew
    9017 Coldwater Rd, Ste 350, Fort Wayne, IN  46825 260-497-8884
    Armando J Espinoza
    Inquire with Armando
    800 East 96 St, Ste 400, Indianapolis, IN  46240 317-818-7382
    Andrew Thacker
    Inquire with Andrew
    8859 High Pointe Dr, Newburgh, IN  47630 812-858-7526
    Ben Donathen
    Inquire with Ben
    800 East 96 St, Ste 400, Indianapolis, IN  46240 317-818-7438
    Albert D Rahman
    Inquire with Albert
    484 W Main St, Greenwood, IN  46142 317-888-8220
    Bruce M Mc Court
    Inquire with Bruce
    3340 Hickory Rd, Mishawaka, IN  46545 574-247-7777
    Bradley V Harrold
    Inquire with Bradley
    501 Pennsylvania Pkwy, Ste 200, Carmel, IN  46280 317-844-6441
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