{ "path": "/advisors/in/indianapolis", "url": "https://advisorcensus.com/advisors/in/indianapolis", "page_type": "metro", "title": "Financial advisors in Indianapolis, IN", "filters": {}, "scope_total": 196, "faq": [ { "q": "How many financial advisory firms are there in Indianapolis, IN?", "a": "AdvisorCensus lists 196 investment advisory firms with a principal office in the Indianapolis metro area, from Form ADV filings as of October 2026: 97 SEC-registered, 86 state-registered, and 13 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 Indianapolis, IN?", "a": "68 of the 196 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 Indianapolis, IN offer financial planning?", "a": "139 of the 183 firms in Indianapolis, IN 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 Indianapolis, IN 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 68 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 196 investment advisory firms with a principal office in the Indianapolis metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Indianapolis has 196 investment advisory firms with a principal office in the metro area as of October 2026: 97 SEC-registered, 86 state-registered, and 13 exempt reporting advisers. 68 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 72 report under $100 million in regulatory assets under management. The metro area has 842,765 households, 99,440 of them with income of $200,000 or more, or 507 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Indianapolis, IN: 196 firms from Form ADV filings as of October 2026.", "total_firms": 196, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 97, "state": 86, "exempt": 13 }, "fee_model_mix": [ { "code": "fee-only", "count": 68 }, { "code": "percentage_of_aum", "count": 166 }, { "code": "hourly", "count": 103 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 116 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 14 }, { "code": "other", "count": 25 }, { "code": "not_reported", "count": 13 } ], "years_registered_distribution": [ { "code": "under_5", "count": 79 }, { "code": "5_to_9", "count": 36 }, { "code": "10_to_19", "count": 51 }, { "code": "20_plus", "count": 30 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 41 }, { "code": "25m_100m", "count": 31 }, { "code": "100m_500m", "count": 54 }, { "code": "500m_1b", "count": 16 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 8 }, { "code": "not_reported", "count": 30 } ], "firms": [ { "crd_number": 107740, "name": "40/86 Advisors, Inc.", "name_as_filed": "40/86 ADVISORS, INC.", "url": "https://advisorcensus.com/firm/40-86-advisors-inc-carmel-in-107740", "city": "Carmel", "state": "IN", "years_registered": 43, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305362, "name": "Abound Wealth Strategies", "name_as_filed": "ABOUND WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/abound-wealth-strategies-indianapolis-in-305362", "city": "Indianapolis", "state": "IN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122360, "name": "Aldebaran Capital, LLC", "name_as_filed": "ALDEBARAN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/aldebaran-capital-llc-carmel-in-122360", "city": "Carmel", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317616, "name": "Alloy Partners, Inc.", "name_as_filed": "ALLOY PARTNERS, INC.", "url": "https://advisorcensus.com/firm/alloy-partners-inc-indianapolis-in-317616", "city": "Indianapolis", "state": "IN", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341604, "name": "Ambrose Capital Advisors, LLC", "name_as_filed": "AMBROSE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ambrose-capital-advisors-llc-indianapolis-in-341604", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288742, "name": "An Exceptional Life Financial, LLC", "name_as_filed": "AN EXCEPTIONAL LIFE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/an-exceptional-life-financial-llc-indianapolis-in-288742", "city": "Indianapolis", "state": "IN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136403, "name": "Archer Investment Corporation", "name_as_filed": "ARCHER INVESTMENT CORPORATION", "url": "https://advisorcensus.com/firm/archer-investment-corporation-carmel-in-136403", "city": "Carmel", "state": "IN", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135173, "name": "Asset Management Strategies, Inc.", "name_as_filed": "ASSET MANAGEMENT STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/asset-management-strategies-inc-indianapolis-in-135173", "city": "Indianapolis", "state": "IN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160828, "name": "Austin Financial Strategies, Inc.", "name_as_filed": "AUSTIN FINANCIAL STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/austin-financial-strategies-inc-indianapolis-in-160828", "city": "Indianapolis", "state": "IN", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114311, "name": "Avalon Wealth Advisory, Inc.", "name_as_filed": "AVALON WEALTH ADVISORY, INC.", "url": "https://advisorcensus.com/firm/avalon-wealth-advisory-inc-indianapolis-in-114311", "city": "Indianapolis", "state": "IN", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 107571, "name": "Axia Advisory", "name_as_filed": "AXIA ADVISORY", "url": "https://advisorcensus.com/firm/axia-advisory-indianapolis-in-107571", "city": "Indianapolis", "state": "IN", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338016, "name": "BAM Credit Manager, LLC", "name_as_filed": "BAM CREDIT MANAGER, LLC", "url": "https://advisorcensus.com/firm/bam-credit-manager-llc-carmel-in-338016", "city": "Carmel", "state": "IN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334049, "name": "Barrel Strength Partners LLC", "name_as_filed": "BARREL STRENGTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/barrel-strength-partners-llc-indianapolis-in-334049", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105123, "name": "Baxter Capital Management Inc", "name_as_filed": "BAXTER CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/baxter-capital-management-inc-indianapolis-in-105123", "city": "Indianapolis", "state": "IN", "years_registered": 47, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311324, "name": "BBK Wealth LLC", "name_as_filed": "BBK WEALTH LLC", "url": "https://advisorcensus.com/firm/bbk-wealth-llc-fishers-in-311324", "city": "Fishers", "state": "IN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105653, "name": "Bedel Financial Consulting Inc", "name_as_filed": "BEDEL FINANCIAL CONSULTING INC", "url": "https://advisorcensus.com/firm/bedel-financial-consulting-inc-indianapolis-in-105653", "city": "Indianapolis", "state": "IN", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331926, "name": "Benham Advisory Group", "name_as_filed": "BENHAM ADVISORY GROUP", "url": "https://advisorcensus.com/firm/benham-advisory-group-greenwood-in-331926", "city": "Greenwood", "state": "IN", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 159182, "name": "Binkley Wealth Management Group LLC", "name_as_filed": "BINKLEY WEALTH MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/binkley-wealth-management-group-llc-avon-in-159182", "city": "Avon", "state": "IN", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171652, "name": "Bischoff Wealth Management Group, LLC", "name_as_filed": "BISCHOFF WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/bischoff-wealth-management-group-llc-greenwood-in-171652", "city": "Greenwood", "state": "IN", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139859, "name": "Blackwood Investment Group, LLC", "name_as_filed": "BLACKWOOD INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/blackwood-investment-group-llc-indianapolis-in-139859", "city": "Indianapolis", "state": "IN", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316053, "name": "Blend Wealth", "name_as_filed": "BLEND WEALTH", "url": "https://advisorcensus.com/firm/blend-wealth-indianapolis-in-316053", "city": "Indianapolis", "state": "IN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152244, "name": "BML Capital Management, LLC", "name_as_filed": "BML CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bml-capital-management-llc-zionsville-in-152244", "city": "Zionsville", "state": "IN", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305301, "name": "Bookends Financial Planning", "name_as_filed": "BOOKENDS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/bookends-financial-planning-indianapolis-in-305301", "city": "Indianapolis", "state": "IN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 150936, "name": "Brightstone Advisors LLP", "name_as_filed": "BRIGHTSTONE ADVISORS LLP", "url": "https://advisorcensus.com/firm/brightstone-advisors-llp-fishers-in-150936", "city": "Fishers", "state": "IN", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114970, "name": "Cade Group, Inc.", "name_as_filed": "CADE GROUP, INC.", "url": "https://advisorcensus.com/firm/cade-group-inc-carmel-in-114970", "city": "Carmel", "state": "IN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 125680, "name": "Canterbury Investment Management, LLC", "name_as_filed": "CANTERBURY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/canterbury-investment-management-llc-zionsville-in-125680", "city": "Zionsville", "state": "IN", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116185, "name": "Capital Cities Investments", "name_as_filed": "CAPITAL CITIES INVESTMENTS", "url": "https://advisorcensus.com/firm/capital-cities-investments-indianapolis-in-116185", "city": "Indianapolis", "state": "IN", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 122916, "name": "Capital Cities, LLC", "name_as_filed": "CAPITAL CITIES, LLC", "url": "https://advisorcensus.com/firm/capital-cities-llc-indianapolis-in-122916", "city": "Indianapolis", "state": "IN", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123625, "name": "Capital Financial Management, Inc.", "name_as_filed": "CAPITAL FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/capital-financial-management-inc-indianapolis-in-123625", "city": "Indianapolis", "state": "IN", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "commissions" ], "enhanced": false }, { "crd_number": 121704, "name": "Capital Strategies, Inc.", "name_as_filed": "CAPITAL STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/capital-strategies-inc-indianapolis-in-121704", "city": "Indianapolis", "state": "IN", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 122357, "name": "Capstone Wealth Advisors,inc.", "name_as_filed": "CAPSTONE WEALTH ADVISORS,INC.", "url": "https://advisorcensus.com/firm/capstone-wealth-advisors-inc-indianpolis-in-122357", "city": "Indianpolis", "state": "IN", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300078, "name": "Catalyze Wealth Management", "name_as_filed": "CATALYZE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/catalyze-wealth-management-carmel-in-300078", "city": "Carmel", "state": "IN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149225, "name": "CBG & Company, Inc.", "name_as_filed": "CBG & COMPANY, INC.", "url": "https://advisorcensus.com/firm/cbg-and-company-inc-fishers-in-149225", "city": "Fishers", "state": "IN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161504, "name": "Centerfield Capital Partners", "name_as_filed": "CENTERFIELD CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/centerfield-capital-partners-indianapolis-in-161504", "city": "Indianapolis", "state": "IN", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108351, "name": "CFG Wealth Management Services Inc", "name_as_filed": "CFG WEALTH MANAGEMENT SERVICES INC", "url": "https://advisorcensus.com/firm/cfg-wealth-management-services-inc-indianapolis-in-108351", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113390, "name": "Charter Advisory Corporation", "name_as_filed": "CHARTER ADVISORY CORPORATION", "url": "https://advisorcensus.com/firm/charter-advisory-corporation-indianapolis-in-113390", "city": "Indianapolis", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340992, "name": "Cherry Wealth Management LLC", "name_as_filed": "CHERRY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cherry-wealth-management-llc-lebanon-in-340992", "city": "Lebanon", "state": "IN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160776, "name": "CID Capital II, Inc.", "name_as_filed": "CID CAPITAL II, INC.", "url": "https://advisorcensus.com/firm/cid-capital-ii-inc-carmel-in-160776", "city": "Carmel", "state": "IN", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 291604, "name": "Circle City Wealth Management LLC", "name_as_filed": "CIRCLE CITY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/circle-city-wealth-management-llc-carmel-in-291604", "city": "Carmel", "state": "IN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 338379, "name": "Civitas Financial LLC", "name_as_filed": "CIVITAS FINANCIAL LLC", "url": "https://advisorcensus.com/firm/civitas-financial-llc-indianapolis-in-338379", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 310603, "name": "Comprehensive Financial Consultants", "name_as_filed": "COMPREHENSIVE FINANCIAL CONSULTANTS", "url": "https://advisorcensus.com/firm/comprehensive-financial-consultants-cicero-in-310603", "city": "Cicero", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157436, "name": "Core Wealth Advisors", "name_as_filed": "CORE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/core-wealth-advisors-indianapolis-in-157436", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325310, "name": "Corevision Financial Group", "name_as_filed": "COREVISION FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/corevision-financial-group-shelbyville-in-325310", "city": "Shelbyville", "state": "IN", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 122684, "name": "Cornerstone Advisory, LLC", "name_as_filed": "CORNERSTONE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/cornerstone-advisory-llc-greenfield-in-122684", "city": "Greenfield", "state": "IN", "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 285657, "name": "Corwin Company LLC", "name_as_filed": "CORWIN COMPANY LLC", "url": "https://advisorcensus.com/firm/corwin-company-llc-indianapolis-in-285657", "city": "Indianapolis", "state": "IN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 127388, "name": "CRF Financial Group", "name_as_filed": "CRF FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/crf-financial-group-indianapolis-in-127388", "city": "Indianapolis", "state": "IN", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306691, "name": "Crown Haven Wealth Management", "name_as_filed": "CROWN HAVEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/crown-haven-wealth-management-carmel-in-306691", "city": "Carmel", "state": "IN", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 168692, "name": "Curry Webb Wealth Management LLC", "name_as_filed": "CURRY WEBB WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/curry-webb-wealth-management-llc-indianapolis-in-168692", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285030, "name": "Daviman Financial, LLC", "name_as_filed": "DAVIMAN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/daviman-financial-llc-fishers-in-285030", "city": "Fishers", "state": "IN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104964, "name": "Deerfield", "name_as_filed": "DEERFIELD", "url": "https://advisorcensus.com/firm/deerfield-indianapolis-in-104964", "city": "Indianapolis", "state": "IN", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/in", "label": "Financial advisors in Indiana" }, "metro": { "path": "/advisors/in/indianapolis", "label": "Financial advisors in Indianapolis, IN" }, "city_pages": [ { "path": "/advisors/in/indianapolis/carmel", "label": "Financial advisors in Carmel, IN", "firm_count": 42 }, { "path": "/advisors/in/indianapolis/fishers", "label": "Financial advisors in Fishers, IN", "firm_count": 18 } ], "fee_pages": [ { "path": "/advisors/in/indianapolis/fee-only", "label": "Fee-only financial advisors in Indianapolis, IN", "firm_count": 68 }, { "path": "/advisors/in/indianapolis/flat-fee", "label": "Flat-fee financial advisors in Indianapolis, IN", "firm_count": 116 }, { "path": "/advisors/in/indianapolis/hourly", "label": "Hourly financial advisors in Indianapolis, IN", "firm_count": 103 } ], "niche_pages": [ { "path": "/advisors/in/indianapolis/private-business-equity-and-partnerships", "firm_count": 1, "label": "Financial advisors for private business equity and partnerships in Indianapolis, IN" }, { "path": "/advisors/in/indianapolis/professional-athletes", "firm_count": 1, "label": "Financial advisors for professional athletes in Indianapolis, IN" } ] }, "csv": "https://advisorcensus.com/advisors/in/indianapolis.csv", "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" }, "sec_registrations_12_months": { "new_sec_registrations": 13, "sec_registered_at_start": 92, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 13 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }