{ "path": "/advisors/in/fee-only", "url": "https://advisorcensus.com/advisors/in/fee-only/page/3", "page_type": "state_fee", "title": "Fee-only financial advisors in Indiana", "filters": {}, "scope_total": 171, "faq": [ { "q": "How many financial advisory firms are there in Indiana?", "a": "AdvisorCensus lists 417 investment advisory firms with a principal office in Indiana, from Form ADV filings as of October 2026: 153 SEC-registered, 243 state-registered, and 21 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Indiana?", "a": "171 of the 417 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Indiana offer financial planning?", "a": "295 of the 396 firms in Indiana that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Indiana fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 171 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 171 investment advisory firms with a principal office in Indiana that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Indiana: 171 firms from Form ADV filings as of October 2026.", "total_firms": 171, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 55, "state": 116, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 171 }, { "code": "percentage_of_aum", "count": 152 }, { "code": "hourly", "count": 89 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 101 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 61 }, { "code": "5_to_9", "count": 26 }, { "code": "10_to_19", "count": 44 }, { "code": "20_plus", "count": 40 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 62 }, { "code": "25m_100m", "count": 39 }, { "code": "100m_500m", "count": 33 }, { "code": "500m_1b", "count": 13 }, { "code": "1b_5b", "count": 8 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 15 } ], "firms": [ { "crd_number": 122371, "name": "O'Donnell Portfolio Management, Inc.", "name_as_filed": "O'DONNELL PORTFOLIO MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/o-donnell-portfolio-management-inc-122371", "city": null, "state": null, "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332516, "name": "Obsidiant Partners LLC", "name_as_filed": "OBSIDIANT PARTNERS LLC", "url": "https://advisorcensus.com/firm/obsidiant-partners-llc-332516", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334906, "name": "Omni Wealth Planning, LLC", "name_as_filed": "OMNI WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/omni-wealth-planning-llc-334906", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147594, "name": "On Target Wealth Partners, LLC", "name_as_filed": "ON TARGET WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/on-target-wealth-partners-llc-greenwood-in-147594", "city": "Greenwood", "state": "IN", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326824, "name": "Onward FI, LLC", "name_as_filed": "ONWARD FI, LLC", "url": "https://advisorcensus.com/firm/onward-fi-llc-326824", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333156, "name": "Oxford Capital", "name_as_filed": "OXFORD CAPITAL", "url": "https://advisorcensus.com/firm/oxford-capital-west-lafayette-in-333156", "city": "West Lafayette", "state": "IN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126969, "name": "Pace Financial Group, LLC", "name_as_filed": "PACE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/pace-financial-group-llc-126969", "city": null, "state": null, "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282461, "name": "Panoramic Financial Planning", "name_as_filed": "PANORAMIC FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/panoramic-financial-planning-282461", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339555, "name": "Parks Wealth Management LLC", "name_as_filed": "PARKS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/parks-wealth-management-llc-339555", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 166237, "name": "Pathway Financial Advisers, LLC", "name_as_filed": "PATHWAY FINANCIAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/pathway-financial-advisers-llc-auburn-in-166237", "city": "Auburn", "state": "IN", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337623, "name": "Peace of Mind Wealth Management", "name_as_filed": "PEACE OF MIND WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/peace-of-mind-wealth-management-337623", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109775, "name": "Peloton Capital Management", "name_as_filed": "PELOTON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/peloton-capital-management-indianapolis-in-109775", "city": "Indianapolis", "state": "IN", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111464, "name": "Pennfield Capital Corp", "name_as_filed": "PENNFIELD CAPITAL CORP", "url": "https://advisorcensus.com/firm/pennfield-capital-corp-south-bend-in-111464", "city": "South Bend", "state": "IN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318671, "name": "Perkins Wealth Advantage", "name_as_filed": "PERKINS WEALTH ADVANTAGE", "url": "https://advisorcensus.com/firm/perkins-wealth-advantage-318671", "city": null, "state": null, "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155699, "name": "Perspective Asset Management, LLC", "name_as_filed": "PERSPECTIVE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/perspective-asset-management-llc-155699", "city": null, "state": null, "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 142921, "name": "Piedmont Financial Advisors, LLC", "name_as_filed": "PIEDMONT FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/piedmont-financial-advisors-llc-indianapolis-in-142921", "city": "Indianapolis", "state": "IN", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 111536, "name": "Pile Wealth Management", "name_as_filed": "PILE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pile-wealth-management-indianapolis-in-111536", "city": "Indianapolis", "state": "IN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323139, "name": "Pillar Wealth LLC", "name_as_filed": "PILLAR WEALTH LLC", "url": "https://advisorcensus.com/firm/pillar-wealth-llc-franklin-in-323139", "city": "Franklin", "state": "IN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343192, "name": "PLC Wealth Partners", "name_as_filed": "PLC WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/plc-wealth-partners-343192", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156003, "name": "Potts, Hannah & Fischer Wealth Management Group, LLC", "name_as_filed": "POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/potts-hannah-and-fischer-wealth-management-group-llc-indianapolis-in-156003", "city": "Indianapolis", "state": "IN", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169100, "name": "Precedent Financial Strategies", "name_as_filed": "PRECEDENT FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/precedent-financial-strategies-indianapolis-in-169100", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122298, "name": "Premiere Management", "name_as_filed": "PREMIERE MANAGEMENT", "url": "https://advisorcensus.com/firm/premiere-management-122298", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113046, "name": "Prospero Financial Planning, LLC", "name_as_filed": "PROSPERO FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/prospero-financial-planning-llc-noblesville-in-113046", "city": "Noblesville", "state": "IN", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 164085, "name": "Proteus, LLC", "name_as_filed": "PROTEUS, LLC", "url": "https://advisorcensus.com/firm/proteus-llc-indianapolis-in-164085", "city": "Indianapolis", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121631, "name": "Quantum Financial Services Inc.", "name_as_filed": "QUANTUM FINANCIAL SERVICES INC.", "url": "https://advisorcensus.com/firm/quantum-financial-services-inc-indianapolis-in-121631", "city": "Indianapolis", "state": "IN", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290027, "name": "Raton Wealth", "name_as_filed": "RATON WEALTH", "url": "https://advisorcensus.com/firm/raton-wealth-fishers-in-290027", "city": "Fishers", "state": "IN", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121689, "name": "RCS Financial Advisors, Ltd", "name_as_filed": "RCS FINANCIAL ADVISORS, LTD", "url": "https://advisorcensus.com/firm/rcs-financial-advisors-ltd-crown-point-in-121689", "city": "Crown Point", "state": "IN", "years_registered": 33, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121978, "name": "Reify Wealth Advisors, Inc.", "name_as_filed": "REIFY WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/reify-wealth-advisors-inc-indianapolis-in-121978", "city": "Indianapolis", "state": "IN", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339551, "name": "Remnant Wealth", "name_as_filed": "REMNANT WEALTH", "url": "https://advisorcensus.com/firm/remnant-wealth-339551", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334899, "name": "Revival Wealth Management", "name_as_filed": "REVIVAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/revival-wealth-management-334899", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292217, "name": "Royal Capital Wealth Management LLC", "name_as_filed": "ROYAL CAPITAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/royal-capital-wealth-management-llc-carmel-in-292217", "city": "Carmel", "state": "IN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 257786, "name": "Santiago.life", "name_as_filed": "SANTIAGO.LIFE", "url": "https://advisorcensus.com/firm/santiago-life-fishers-in-257786", "city": "Fishers", "state": "IN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144782, "name": "Sbauer Funds, LLC", "name_as_filed": "SBAUER FUNDS, LLC", "url": "https://advisorcensus.com/firm/sbauer-funds-llc-carmel-in-144782", "city": "Carmel", "state": "IN", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154214, "name": "Scott Clampitt, Registered Investment Advisor", "name_as_filed": "SCOTT CLAMPITT, REGISTERED INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/scott-clampitt-registered-investment-advisor-154214", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298764, "name": "Servant Capital Advisors", "name_as_filed": "SERVANT CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/servant-capital-advisors-fishers-in-298764", "city": "Fishers", "state": "IN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140207, "name": "Smart Choice Financial Planning, Inc.", "name_as_filed": "SMART CHOICE FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/smart-choice-financial-planning-inc-st-john-in-140207", "city": "St. John", "state": "IN", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137872, "name": "SMI Advisory Services, LLC", "name_as_filed": "SMI ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/smi-advisory-services-llc-columbus-in-137872", "city": "Columbus", "state": "IN", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325993, "name": "Solid Investment Advisory LLC", "name_as_filed": "SOLID INVESTMENT ADVISORY LLC", "url": "https://advisorcensus.com/firm/solid-investment-advisory-llc-325993", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319465, "name": "Solve Consulting Group, LLC", "name_as_filed": "SOLVE CONSULTING GROUP, LLC", "url": "https://advisorcensus.com/firm/solve-consulting-group-llc-fort-wayne-in-319465", "city": "Fort Wayne", "state": "IN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122594, "name": "Spyglass Investment Management", "name_as_filed": "SPYGLASS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/spyglass-investment-management-terre-haute-in-122594", "city": "Terre Haute", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343656, "name": "SRL Financial", "name_as_filed": "SRL FINANCIAL", "url": "https://advisorcensus.com/firm/srl-financial-noblesville-in-343656", "city": "Noblesville", "state": "IN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 123722, "name": "Summit Investments, Inc.", "name_as_filed": "SUMMIT INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/summit-investments-inc-newburgh-in-123722", "city": "Newburgh", "state": "IN", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298154, "name": "Swartz Advisory LLC", "name_as_filed": "SWARTZ ADVISORY LLC", "url": "https://advisorcensus.com/firm/swartz-advisory-llc-298154", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 287543, "name": "Sycomore Financial", "name_as_filed": "SYCOMORE FINANCIAL", "url": "https://advisorcensus.com/firm/sycomore-financial-287543", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 107517, "name": "SYM Financial Advisors", "name_as_filed": "SYM FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/sym-financial-advisors-winona-lake-in-107517", "city": "Winona Lake", "state": "IN", "years_registered": 41, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147676, "name": "Teeple Snyder Newsome Wealth & Tax Management", "name_as_filed": "TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT", "url": "https://advisorcensus.com/firm/teeple-snyder-newsome-wealth-and-tax-management-brownsburg-in-147676", "city": "Brownsburg", "state": "IN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171068, "name": "Telegraph Equity Partners Limited", "name_as_filed": "TELEGRAPH EQUITY PARTNERS LIMITED", "url": "https://advisorcensus.com/firm/telegraph-equity-partners-limited-carmel-in-171068", "city": "Carmel", "state": "IN", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119088, "name": "The Just Company", "name_as_filed": "THE JUST COMPANY", "url": "https://advisorcensus.com/firm/the-just-company-indianapolis-in-119088", "city": "Indianapolis", "state": "IN", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": 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2, "label": "Fee-only financial advisors in Terre Haute, IN" }, { "path": "/advisors/in/elkhart/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Elkhart, IN" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }