AdvisorCensus / Financial advisors / Indiana / Indianapolis, IN / Fidelity Investments
Financial advisors in Indianapolis, IN using Fidelity Investments
18 SEC-registered investment advisory firms headquartered in the Indianapolis, IN metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| An Exceptional Life Financial, LLC | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Archer Investment Corporation | Carmel | SEC-registered investment adviser | $1 billion to $5 billion |
| 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 |
| FI3 Financial Advisors, LLC | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Forum Private Client Group | Fishers | SEC-registered investment adviser | $100 million to $500 million |
| Four Quadrant Wealth Advisors, Inc. | Carmel | SEC-registered investment adviser | $100 million to $500 million |
| Gimbal Financial, LLC | Carmel | SEC-registered investment adviser | $100 million to $500 million |
| Goelzer Investment Management | Carmel | SEC-registered investment adviser | $1 billion to $5 billion |
| 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 |
| LJI Wealth Management, LLC | Indianapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Meridian Investment Advisors, Inc. | Indianapolis | SEC-registered investment adviser | $500 million to $1 billion |
| MJ Retirement | Carmel | SEC-registered investment adviser | Over $5 billion |
| Oxford Financial Group, Ltd | Carmel | SEC-registered investment adviser | Over $5 billion |
| Trust Investment Advisors | Indianapolis | SEC-registered investment adviser | $100 million to $500 million |
| Valeo Financial Advisors, LLC | Carmel | SEC-registered investment adviser | Over $5 billion |
| 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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Indianapolis, IN using Fidelity Investments. https://advisorcensus.com/advisors/in/indianapolis/custodians/fidelity https://advisorcensus.com/advisors/in/indianapolis/custodians/fidelity