AdvisorCensus / Financial advisors / Indiana / Indianapolis, IN / Branch offices
Advisory firms with an office in Indianapolis, IN, headquartered elsewhere
114 investment advisory firms with a principal office outside the Indianapolis, IN metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 1834 Investment Advisors Co. | Indianapolis, IN | Milwaukee, WI | SEC-registered investment adviser |
| 50 South Capital Advisors, LLC | Indianapolis, IN | Chicago, IL | SEC-registered investment adviser |
| Aaron Wealth Advisors | Carmel, IN | Chicago, IL | SEC-registered investment adviser |
| Advisor Share Wealth Management, LLC | Indianapolis, IN | Vancouver, WA | SEC-registered investment adviser |
| Advisornet Wealth Partners | Carmel, IN | Minnetonka, MN | SEC-registered investment adviser |
| Aegis Wealth Management, Inc. | Carmel, IN | Guthrie Center, IA | SEC-registered investment adviser |
| Allspring Global Investments, LLC | Indianapolis, IN | Charlotte, NC | SEC-registered investment adviser |
| Allworth Financial, L.P. | Indianapolis, IN | Folsom, CA | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Carmel, IN | Lincoln, NE | SEC-registered investment adviser |
| Ausdal Financial Partners, Inc. | Indianapolis, IN | Davenport, IA | SEC-registered investment adviser |
| Avantax Planning Partners, Inc. | Indianapolis, IN | Dubuque, IA | SEC-registered investment adviser |
| Baker Tilly Wealth Management, LLC | Indianapolis, IN | Madison, WI | SEC-registered investment adviser |
| Barnes Dennig Private Wealth Management, LLC | Indianapolis, IN | Cincinnati, OH | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Indianapolis, IN | Newport Beach, CA | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Zionsville, IN | Cedar Rapids, IA | SEC-registered investment adviser |
| BFC Planning, Inc. | Indianapolis, IN | Cedar Rapids, IA | SEC-registered investment adviser |
| Bridgeport Financial Solutions | Indianapolis, IN | Phoenix, AZ | SEC-registered investment adviser |
| Capital Analysts | Carmel, IN | Fort Washington, PA | SEC-registered investment adviser |
| Capital Client Group, Inc. | Carmel, IN | Los Angeles, CA | SEC-registered investment adviser |
| Captrust | Indianapolis, IN | Raleigh, NC | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Indianapolis, IN | Cleveland, OH | SEC-registered investment adviser |
| Charles Schwab & Co., Inc. | Indianapolis, IN | San Francisco, CA | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Indianapolis, MI | Woodbury, NY | SEC-registered investment adviser |
| Corecap Advisors | Carmel, IN | Southfield, MI | SEC-registered investment adviser |
| Corient | Indianapolis, IN | Miami, FL | SEC-registered investment adviser |
| Creative Financial Designs, Inc. | Greenwood, IN | Kokomo, IN | SEC-registered investment adviser |
| Creative Planning | Indianapolis, IN | Overland Park, KS | SEC-registered investment adviser |
| Debussy Capital Management LP | Fishers, IN | Chicago, IL | Exempt reporting adviser |
| Demeter Tactical Investments Corp. | Indianapolis, IN | Prospect, KY | SEC-registered investment adviser |
| Elevation Point Wealth Partners, LLC | Indianapolis, IN | Denver, CO | SEC-registered investment adviser |
| FEG | Indianapolis, IN | Cincinnati, OH | SEC-registered investment adviser |
| FEG Investment Services, LLC | Indianapolis, IN | Cincinnati, OH | SEC-registered investment adviser |
| FEG Private Investors, LLC | Indianapolis, IN | Cincinnati, OH | SEC-registered investment adviser |
| Fiduciary Financial Advisors | Carmel, IN | Grand Rapids, MI | SEC-registered investment adviser |
| Fifth Third Securities, Inc. | Indianapolis, IN | Cincinnati, OH | SEC-registered investment adviser |
| First Heartland Consultants, Inc. | Carmel, IN | Lake St. Louis, MO | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | Indianapoilis, IN | St. Louis, MO | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Indianapolis, IN | Springfield, MO | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Indianapolis, IN | Phoenix, AZ | SEC-registered investment adviser |
| Gannett Wealth Advisors | Carmel, IN | Austin, TX | SEC-registered investment adviser |
| Generational Wealth, Inc. | Brownsburg, IN | Zeeland, MI | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Fishers, IN | Alpharetta, GA | SEC-registered investment adviser |
| Gladstone Wealth Partners | Greenwood, IN | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Global Assets Advisory, LLC | Fishers, IN | Orlando, FL | SEC-registered investment adviser |
| Global Retirement Partners LLC | Indianapolis, IN | San Rafael, CA | SEC-registered investment adviser |
| Golden Reserve Retirement, LLC | Caramel, IN | Dublin, OH | SEC-registered investment adviser |
| Harvest Investment Services, LLC | Indianapolis, IN | Oakbrook Terrace, IL | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Greenwood, IN | Springfield, IL | SEC-registered investment adviser |
| Howard Bailey Securities, LLC | Brownsburg, IN | Fort Wayne, IN | SEC-registered investment adviser |
| Huntington Financial Advisors | Avon, IN | Columbus, OH | SEC-registered investment adviser |
| Huntleigh Advisors, Inc. | Fishers, IN | St. Louis, MO | SEC-registered investment adviser |
| Hurlow Wealth Management Group, Inc. | Indianapolis, IN | Bloomington, IN | SEC-registered investment adviser |
| IHT Wealth Management LLC | Elgin, IL | Chicago, IL | SEC-registered investment adviser |
| Illuminate Wealth Management | Carmel, IN | Barrington, IL | SEC-registered investment adviser |
| Independent Financial Partners | Carmel, IN | Tampa, FL | SEC-registered investment adviser |
| Integrity Advisory Solutions | Indianapolis, IN | Dallas, TX | SEC-registered investment adviser |
| IPI Wealth Management, Inc. | Fortville, IN | Decatur, IL | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Indianapolis, IN | New York, NY | SEC-registered investment adviser |
| Kessler Investment Group, LLC | Greenwood, IN | Columbus, IN | SEC-registered investment adviser |
| Larson Financial Group, LLC | Indianapolis, IN | Saint Louis, MO | SEC-registered investment adviser |
| Lasalle ST. Investment Advisors, L.L.C. | Indianapolis, IN | Elmhurst, IL | SEC-registered investment adviser |
| Lincoln Investment | Carmel, IN | Fort Washington, PA | SEC-registered investment adviser |
| LPL Enterprise, LLC | Indianapolis, IN | Fort Mill, SC | SEC-registered investment adviser |
| M25 | Indianapolis, IN | Chicago, IL | Exempt reporting adviser |
| Maia Wealth | Indianapolis, IN | Denver, CO | SEC-registered investment adviser |
| Mariner | Indianapolis, IN | Overland Park, KS | SEC-registered investment adviser |
| Merchants Investment Partners, LLC | Carmel, IN | New York, NY | SEC-registered investment adviser |
| Midwestern Securities Trading Co.,llc | Avon, IN | East Peoria, IL | SEC-registered investment adviser |
| Milestone Asset Management, LLC | Carmel, IN | Pittsburgh, PA | SEC-registered investment adviser |
| Mission Wealth Management, LP | Indianapolis, IN | Santa Barbara, CA | SEC-registered investment adviser |
| MML Investors Services, LLC | Indianapolis, IN | Springfield, MA | SEC-registered investment adviser |
| Modern Wealth Management, LLC | Mooresville, IN | Kansas City, MO | SEC-registered investment adviser |
| Money Concepts Advisory Service | Indianapolis, IN | Palm Beach Gardens, FL | SEC-registered investment adviser |
| National Wealth Management Group, LLC | Indianapolis, IN | Cincinnati, OH | SEC-registered investment adviser |
| On Investment Management Co | Suite 125, IN | Cincinnati, OH | SEC-registered investment adviser |
| Oppenheimer Asset Management | Carmel, IN | New York, NY | SEC-registered investment adviser |
| Oppenheimer Investment Management LLC | Carmel, IN | New York, NY | SEC-registered investment adviser |
| Parkwoods Wealth Partners, LLC | Carmel, IN | Clayton, MO | SEC-registered investment adviser |
| Phillips Financial | Carmel, IN | Fort Wayne, IN | SEC-registered investment adviser |
| PNC Wealth Management | Carmel, IN | Pittsburgh, PA | SEC-registered investment adviser |
| Private Advisor Group, LLC | Fishers, IN | Morristown, NJ | SEC-registered investment adviser |
| Prosperity Capital Advisors | Carmel, IN | Westlake, OH | SEC-registered investment adviser |
| Quartz Partners Investment Management | Danville, IN | Saratoga Springs, NY | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Carmel, IN | St. Petersburg, FL | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Indianapolis, IN | New York, NY | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Greenwood, IN | Minneapolis, MN | SEC-registered investment adviser |
| RFG Advisory, LLC | Indianapolis, IN | Vestavia Hills, AL | SEC-registered investment adviser |
| Rockefeller Capital Management | Carmel, IN | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Carmel, IN | New York, NY | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Carmel, IN | Miami, FL | SEC-registered investment adviser |
| Savant Wealth Management | Indianapolis, IN | Rockford, IL | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Indianapolis, IN | San Francisco, CA | SEC-registered investment adviser |
| Scout Investments, Inc. | Indianapolis, IN | Kansas City, MO | SEC-registered investment adviser |
| Signature Equity Partners, LLC | Indianapolis, IN | Columbus, OH | SEC-registered investment adviser |
| Sikich Financial | Indianapolis, IN | Springfield, IL | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Greenwood, IN | Jackson, TN | SEC-registered investment adviser |
| Sowell Management | Indianapolis, IN | North Little Rock, AR | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | Indianapolis, IN | St Louis, MO | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Indianapolis, IN | Louisville, KY | SEC-registered investment adviser |
| SYM Financial Advisors | Indianapolis, IN | Winona Lake, IN | SEC-registered investment adviser |
| The Mather Group, LLC | Indianapolis, IN | Chicago, IL | SEC-registered investment adviser |
| Thrivent Investment Management Inc. | Carmel, IN | Minneapolis, MN | SEC-registered investment adviser |
| TLG Advisors, Inc. | Indianapolis, IN | Summit, NJ | SEC-registered investment adviser |
| United Capital Financial Advisors | Indianapolis, IN | Irving, TX | SEC-registered investment adviser |
| Uptick Partners, LLC | Westfield, IN | Nacogdoches, TX | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Carmel, IN | Houston, TX | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Indianapolis, IN | Woodbury, NY | SEC-registered investment adviser |
| Vestia Personal Wealth Advisors | Indianapolis, IN | Fort Wayne, IN | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Fortville, IN | Brentwood, TN | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Indianapolis, IN | Cincinnati, OH | SEC-registered investment adviser |
| Waverly Advisors, LLC | Zionsville, IN | Birmingham, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Carmel, IN | Plymouth, MN | SEC-registered investment adviser |
| Wellington Investment Advisors | Indianapolis, IN | Bloomington, IN | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Indianapolis, IN | Chicago, IL | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 3 firms list an office in Indianapolis, IN on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Encircle Financial Strategies | Indianapolis, IN | SEC-registered investment adviser |
| Trowbridge Capital Partners LLC. | Indianapolis, IN | SEC-registered investment adviser |
| Wellth Advisory Services, LLC | Greenwood, IN | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Indianapolis, IN, headquartered elsewhere. https://advisorcensus.com/advisors/in/indianapolis/branch-offices https://advisorcensus.com/advisors/in/indianapolis/branch-offices