AdvisorCensus / Financial advisors / Indiana / Indianapolis, IN / Charles Schwab
Financial advisors in Indianapolis, IN using Charles Schwab
45 SEC-registered investment advisory firms headquartered in the Indianapolis, IN metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Aldebaran Capital, LLC | Carmel | SEC-registered investment adviser | $100 million to $500 million |
| Axia Advisory | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Bedel Financial Consulting Inc | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Canterbury Investment Management, LLC | Zionsville | SEC-registered investment adviser | $25 million to $100 million |
| Capital Cities Investments | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| CBG & Company, Inc. | Fishers | SEC-registered investment adviser | $100 million to $500 million |
| CFG Wealth Management Services Inc | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Comprehensive Financial Consultants | Cicero | SEC-registered investment adviser | $100 million to $500 million |
| Curry Webb Wealth Management LLC | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Daviman Financial, LLC | Fishers | SEC-registered investment adviser | $100 million to $500 million |
| Deerfield | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Elevated Financial Group | Indianapolis | SEC-registered investment adviser | $500 million to $1 billion |
| Elser Financial Planning, Inc. | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| FI3 Financial Advisors, LLC | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial Enhancement Group | Anderson | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Plans & Strategies, Inc. | Greenwood | SEC-registered investment adviser | $500 million to $1 billion |
| Fnex Wealth, LLC | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Fortitude Private Wealth | Carmel | SEC-registered investment adviser | $100 million to $500 million |
| Genesis Advisors, LLC | Fishers | SEC-registered investment adviser | $100 million to $500 million |
| Halter Ferguson Financial Inc | Carmel | SEC-registered investment adviser | $500 million to $1 billion |
| Hendershott Wealth Management, LLC | Fishers | SEC-registered investment adviser | $100 million to $500 million |
| Hobbs Wealth Management | Zionsville | SEC-registered investment adviser | $100 million to $500 million |
| Indie Asset Partners, LLC | Carmel | SEC-registered investment adviser | $500 million to $1 billion |
| Integrated Planning & Wealth Management, LLC | Carmel | SEC-registered investment adviser | $100 million to $500 million |
| Intrepid Financial Planning Group, LLC | Carmel | SEC-registered investment adviser | $100 million to $500 million |
| Invst, LLC | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Market Street Wealth Management Advisors, LLC | Indianapolis | SEC-registered investment adviser | $500 million to $1 billion |
| MFG Wealth Management, Inc. | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Mindset Wealth Management, LLC | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Monon Wealth Management | Indianapolis | SEC-registered investment adviser | $500 million to $1 billion |
| Nearside Advisors, LLC | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Northwest Financial Services Inc | Indianapolis | SEC-registered investment adviser | $500 million to $1 billion |
| Pile Wealth Management | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Private Counsel Group, Ltd. | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Reify Wealth Advisors, Inc. | Indianapolis | SEC-registered investment adviser | $500 million to $1 billion |
| Royal Capital Wealth Management LLC | Carmel | SEC-registered investment adviser | $100 million to $500 million |
| Storen Financial | Zionsville | SEC-registered investment adviser | $100 million to $500 million |
| Strive Financial Group, LLC | Carmel | SEC-registered investment adviser | $100 million to $500 million |
| Teeple Snyder Newsome Wealth & Tax Management | Brownsburg | SEC-registered investment adviser | $100 million to $500 million |
| The Wellington GRP LLC | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Titan Investment Management LLC | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Wallington Asset Management | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Wealth Advisory Solutions, LLC | Zionsville | SEC-registered investment adviser | $500 million to $1 billion |
| Werner Financial | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Woodley Farra | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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