# Financial advisors for retirement plans in Indianapolis, IN

> AdvisorCensus lists 51 investment advisory firms with a principal office in the Indianapolis metro area that report retirement plans among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/in/indianapolis/for-retirement-plans

## At a glance

- Investment advisory firms: 51
- Registration: SEC-registered investment adviser: 38, State-registered investment adviser: 13
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 17 (33%); Percentage of assets 51 (100%); Hourly charges 34 (67%); Fixed fees 42 (82%); Commissions 2 (4%); Other 4 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 8 (16%); $25 million to $100 million 4 (8%); $100 million to $500 million 16 (31%); $500 million to $1 billion 6 (12%); $1 billion to $5 billion 12 (24%); Over $5 billion 4 (8%); Not reported 1 (2%)
- Years registered: Under 5 years 14 (27%); 5 to 9 years 13 (25%); 10 to 19 years 11 (22%); 20 years or more 13 (25%)

## Firms (page 1 of 2, 1 to 50 of 51, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Aldebaran Capital, LLC](https://advisorcensus.com/firm/aldebaran-capital-llc-carmel-in-122360) ([md](https://advisorcensus.com/firm/aldebaran-capital-llc-carmel-in-122360.md)) | 122360 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [An Exceptional Life Financial, LLC](https://advisorcensus.com/firm/an-exceptional-life-financial-llc-indianapolis-in-288742) ([md](https://advisorcensus.com/firm/an-exceptional-life-financial-llc-indianapolis-in-288742.md)) | 288742 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Archer Investment Corporation](https://advisorcensus.com/firm/archer-investment-corporation-carmel-in-136403) ([md](https://advisorcensus.com/firm/archer-investment-corporation-carmel-in-136403.md)) | 136403 | Carmel, IN | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Fixed fee |
| [Asset Management Strategies, Inc.](https://advisorcensus.com/firm/asset-management-strategies-inc-indianapolis-in-135173) ([md](https://advisorcensus.com/firm/asset-management-strategies-inc-indianapolis-in-135173.md)) | 135173 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Axia Advisory](https://advisorcensus.com/firm/axia-advisory-indianapolis-in-107571) ([md](https://advisorcensus.com/firm/axia-advisory-indianapolis-in-107571.md)) | 107571 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [Binkley Wealth Management Group LLC](https://advisorcensus.com/firm/binkley-wealth-management-group-llc-avon-in-159182) ([md](https://advisorcensus.com/firm/binkley-wealth-management-group-llc-avon-in-159182.md)) | 159182 | Avon, IN | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [Blackwood Investment Group, LLC](https://advisorcensus.com/firm/blackwood-investment-group-llc-indianapolis-in-139859) ([md](https://advisorcensus.com/firm/blackwood-investment-group-llc-indianapolis-in-139859.md)) | 139859 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [Cade Group, Inc.](https://advisorcensus.com/firm/cade-group-inc-carmel-in-114970) ([md](https://advisorcensus.com/firm/cade-group-inc-carmel-in-114970.md)) | 114970 | Carmel, IN | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Capital Cities, LLC](https://advisorcensus.com/firm/capital-cities-llc-indianapolis-in-122916) ([md](https://advisorcensus.com/firm/capital-cities-llc-indianapolis-in-122916.md)) | 122916 | Indianapolis, IN | SEC-registered investment adviser | Not reported | 18 | % of assets, Fixed fee |
| [Capstone Wealth Advisors,inc.](https://advisorcensus.com/firm/capstone-wealth-advisors-inc-indianpolis-in-122357) ([md](https://advisorcensus.com/firm/capstone-wealth-advisors-inc-indianpolis-in-122357.md)) | 122357 | Indianpolis, IN | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Catalyze Wealth Management](https://advisorcensus.com/firm/catalyze-wealth-management-carmel-in-300078) ([md](https://advisorcensus.com/firm/catalyze-wealth-management-carmel-in-300078.md)) | 300078 | Carmel, IN | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [CBG & Company, Inc.](https://advisorcensus.com/firm/cbg-and-company-inc-fishers-in-149225) ([md](https://advisorcensus.com/firm/cbg-and-company-inc-fishers-in-149225.md)) | 149225 | Fishers, IN | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Charter Advisory Corporation](https://advisorcensus.com/firm/charter-advisory-corporation-indianapolis-in-113390) ([md](https://advisorcensus.com/firm/charter-advisory-corporation-indianapolis-in-113390.md)) | 113390 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Cherry Wealth Management LLC](https://advisorcensus.com/firm/cherry-wealth-management-llc-lebanon-in-340992) ([md](https://advisorcensus.com/firm/cherry-wealth-management-llc-lebanon-in-340992.md)) | 340992 | Lebanon, IN | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Comprehensive Financial Consultants](https://advisorcensus.com/firm/comprehensive-financial-consultants-cicero-in-310603) ([md](https://advisorcensus.com/firm/comprehensive-financial-consultants-cicero-in-310603.md)) | 310603 | Cicero, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Corevision Financial Group](https://advisorcensus.com/firm/corevision-financial-group-shelbyville-in-325310) ([md](https://advisorcensus.com/firm/corevision-financial-group-shelbyville-in-325310.md)) | 325310 | Shelbyville, IN | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly |
| [Cornerstone Advisory, LLC](https://advisorcensus.com/firm/cornerstone-advisory-llc-greenfield-in-122684) ([md](https://advisorcensus.com/firm/cornerstone-advisory-llc-greenfield-in-122684.md)) | 122684 | Greenfield, IN | State-registered investment adviser | Under $25 million | 30 | % of assets, Fixed fee, Other |
| [Daviman Financial, LLC](https://advisorcensus.com/firm/daviman-financial-llc-fishers-in-285030) ([md](https://advisorcensus.com/firm/daviman-financial-llc-fishers-in-285030.md)) | 285030 | Fishers, IN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Deerfield](https://advisorcensus.com/firm/deerfield-indianapolis-in-104964) ([md](https://advisorcensus.com/firm/deerfield-indianapolis-in-104964.md)) | 104964 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets, Hourly, Fixed fee |
| [Elevated Financial Group](https://advisorcensus.com/firm/elevated-financial-group-indianapolis-in-334353) ([md](https://advisorcensus.com/firm/elevated-financial-group-indianapolis-in-334353.md)) | 334353 | Indianapolis, IN | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Elser Financial Planning, Inc.](https://advisorcensus.com/firm/elser-financial-planning-inc-indianapolis-in-143311) ([md](https://advisorcensus.com/firm/elser-financial-planning-inc-indianapolis-in-143311.md)) | 143311 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [FI3 Financial Advisors, LLC](https://advisorcensus.com/firm/fi3-financial-advisors-llc-indianapolis-in-168005) ([md](https://advisorcensus.com/firm/fi3-financial-advisors-llc-indianapolis-in-168005.md)) | 168005 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee, Other |
| [Gimbal Financial, LLC](https://advisorcensus.com/firm/gimbal-financial-llc-carmel-in-159003) ([md](https://advisorcensus.com/firm/gimbal-financial-llc-carmel-in-159003.md)) | 159003 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Goelzer Investment Management](https://advisorcensus.com/firm/goelzer-investment-management-carmel-in-44402) ([md](https://advisorcensus.com/firm/goelzer-investment-management-carmel-in-44402.md)) | 44402 | Carmel, IN | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Gunnell Financial Planning](https://advisorcensus.com/firm/gunnell-financial-planning-plainfield-in-286076) ([md](https://advisorcensus.com/firm/gunnell-financial-planning-plainfield-in-286076.md)) | 286076 | Plainfield, IN | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Heartland Financial Planners](https://advisorcensus.com/firm/heartland-financial-planners-fishers-in-343566) ([md](https://advisorcensus.com/firm/heartland-financial-planners-fishers-in-343566.md)) | 343566 | Fishers, IN | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Heinekamp Financial Planning & Tax Service LLC](https://advisorcensus.com/firm/heinekamp-financial-planning-and-tax-service-llc-brownsburg-in-121857) ([md](https://advisorcensus.com/firm/heinekamp-financial-planning-and-tax-service-llc-brownsburg-in-121857.md)) | 121857 | Brownsburg, IN | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, Fixed fee |
| [I4 Advisors LLC](https://advisorcensus.com/firm/i4-advisors-llc-indianapolis-in-157911) ([md](https://advisorcensus.com/firm/i4-advisors-llc-indianapolis-in-157911.md)) | 157911 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Integrated Planning & Wealth Management, LLC](https://advisorcensus.com/firm/integrated-planning-and-wealth-management-llc-carmel-in-286151) ([md](https://advisorcensus.com/firm/integrated-planning-and-wealth-management-llc-carmel-in-286151.md)) | 286151 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Intrepid Financial Planning Group, LLC](https://advisorcensus.com/firm/intrepid-financial-planning-group-llc-carmel-in-112196) ([md](https://advisorcensus.com/firm/intrepid-financial-planning-group-llc-carmel-in-112196.md)) | 112196 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets |
| [Invst, LLC](https://advisorcensus.com/firm/invst-llc-indianapolis-in-282863) ([md](https://advisorcensus.com/firm/invst-llc-indianapolis-in-282863.md)) | 282863 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [LJI Wealth Management, LLC](https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399) ([md](https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399.md)) | 145399 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee, Commissions |
| [Market Street Wealth Management Advisors, LLC](https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212) ([md](https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212.md)) | 122212 | Indianapolis, IN | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Meridian Investment Advisors, Inc.](https://advisorcensus.com/firm/meridian-investment-advisors-inc-indianapolis-in-107593) ([md](https://advisorcensus.com/firm/meridian-investment-advisors-inc-indianapolis-in-107593.md)) | 107593 | Indianapolis, IN | SEC-registered investment adviser | $500 million to $1 billion | 32 | % of assets, Hourly, Fixed fee |
| [MJ Retirement](https://advisorcensus.com/firm/mj-retirement-carmel-in-164328) ([md](https://advisorcensus.com/firm/mj-retirement-carmel-in-164328.md)) | 164328 | Carmel, IN | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Monon Wealth Management](https://advisorcensus.com/firm/monon-wealth-management-indianapolis-in-289413) ([md](https://advisorcensus.com/firm/monon-wealth-management-indianapolis-in-289413.md)) | 289413 | Indianapolis, IN | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Norwood Economics, Inc.](https://advisorcensus.com/firm/norwood-economics-inc-fishers-in-282079) ([md](https://advisorcensus.com/firm/norwood-economics-inc-fishers-in-282079.md)) | 282079 | Fishers, IN | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly |
| [Oxford Financial Group, Ltd](https://advisorcensus.com/firm/oxford-financial-group-ltd-carmel-in-105303) ([md](https://advisorcensus.com/firm/oxford-financial-group-ltd-carmel-in-105303.md)) | 105303 | Carmel, IN | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Fixed fee |
| [Shepherd Financial Investment Advisory LLC](https://advisorcensus.com/firm/shepherd-financial-investment-advisory-llc-carmel-in-288623) ([md](https://advisorcensus.com/firm/shepherd-financial-investment-advisory-llc-carmel-in-288623.md)) | 288623 | Carmel, IN | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee |
| [Storen Financial](https://advisorcensus.com/firm/storen-financial-zionsville-in-339197) ([md](https://advisorcensus.com/firm/storen-financial-zionsville-in-339197.md)) | 339197 | Zionsville, IN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Strive Financial Group, LLC](https://advisorcensus.com/firm/strive-financial-group-llc-carmel-in-333298) ([md](https://advisorcensus.com/firm/strive-financial-group-llc-carmel-in-333298.md)) | 333298 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Commissions |
| [Teeple Snyder Newsome Wealth & Tax Management](https://advisorcensus.com/firm/teeple-snyder-newsome-wealth-and-tax-management-brownsburg-in-147676) ([md](https://advisorcensus.com/firm/teeple-snyder-newsome-wealth-and-tax-management-brownsburg-in-147676.md)) | 147676 | Brownsburg, IN | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [The Financial Resource Center](https://advisorcensus.com/firm/the-financial-resource-center-carmel-in-316747) ([md](https://advisorcensus.com/firm/the-financial-resource-center-carmel-in-316747.md)) | 316747 | Carmel, IN | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [Thurston Springer Advisors](https://advisorcensus.com/firm/thurston-springer-advisors-indianapolis-in-299201) ([md](https://advisorcensus.com/firm/thurston-springer-advisors-indianapolis-in-299201.md)) | 299201 | Indianapolis, IN | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Turpin & Associates Inc](https://advisorcensus.com/firm/turpin-and-associates-inc-indianapolis-in-122841) ([md](https://advisorcensus.com/firm/turpin-and-associates-inc-indianapolis-in-122841.md)) | 122841 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 28 | % of assets |
| [Wallington Asset Management](https://advisorcensus.com/firm/wallington-asset-management-indianapolis-in-143360) ([md](https://advisorcensus.com/firm/wallington-asset-management-indianapolis-in-143360.md)) | 143360 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [Wealth Advisory Solutions, LLC](https://advisorcensus.com/firm/wealth-advisory-solutions-llc-zionsville-in-288903) ([md](https://advisorcensus.com/firm/wealth-advisory-solutions-llc-zionsville-in-288903.md)) | 288903 | Zionsville, IN | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Werner Financial](https://advisorcensus.com/firm/werner-financial-indianapolis-in-315220) ([md](https://advisorcensus.com/firm/werner-financial-indianapolis-in-315220.md)) | 315220 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Williamson Legacy Group, LLC](https://advisorcensus.com/firm/williamson-legacy-group-llc-noblesville-in-318629) ([md](https://advisorcensus.com/firm/williamson-legacy-group-llc-noblesville-in-318629.md)) | 318629 | Noblesville, IN | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Winthrop Capital Management](https://advisorcensus.com/firm/winthrop-capital-management-carmel-in-145216) ([md](https://advisorcensus.com/firm/winthrop-capital-management-carmel-in-145216.md)) | 145216 | Carmel, IN | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/in/indianapolis/for-retirement-plans/page/2.md

## Questions people ask

**Which financial advisors in Indianapolis, IN work with retirement plans?**
51 investment advisory firms with a principal office in the Indianapolis metro area report retirement plans among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Indianapolis, IN?**
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.

**How many fee-only financial advisors are in Indianapolis, IN?**
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.

**How many financial advisors in Indianapolis, IN offer financial planning?**
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.

**Are the financial advisors in Indianapolis, IN fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors for retirement plans in Indianapolis, IN: 51 firms from Form ADV filings as of October 2026.