AdvisorCensus / Financial advisors / Indiana / Indianapolis, IN / New firms
New investment advisory firms in Indianapolis, IN
17 investment advisory firms in Indianapolis, IN first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Wealthhaus Alpha IM, LLC | Greenwood, IN | Exempt reporting adviser |
August 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| EHG Wealth Management | Indianapolis, IN | SEC-registered investment adviser |
July 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Elpis Capital Group, LLC | Fishers, IN | Exempt reporting adviser |
June 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Ambrose Capital Advisors, LLC | Indianapolis, IN | SEC-registered investment adviser |
| Nearside Advisors, LLC | Indianapolis, IN | SEC-registered investment adviser |
May 2026 (5)
| Firm | Location | Registration |
|---|---|---|
| CFG Wealth Management Services Inc | Indianapolis, IN | SEC-registered investment adviser |
| Integrated Investment Strategies,inc. | Carmel, IN | SEC-registered investment adviser |
| Oxford Harriman Private Wealth Management | Indianapolis, IN | SEC-registered investment adviser |
| Precedent Financial Strategies | Indianapolis, IN | SEC-registered investment adviser |
| Titan Investment Management LLC | Indianapolis, IN | SEC-registered investment adviser |
April 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Private Counsel Group, Ltd. | Indianapolis, IN | SEC-registered investment adviser |
January 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Genesis Advisors, LLC | Fishers, IN | SEC-registered investment adviser |
December 2025 (5)
| Firm | Location | Registration |
|---|---|---|
| BAM Credit Manager, LLC | Carmel, IN | Exempt reporting adviser |
| Koon Financial Planning & CONSULTING/KFP&C | Greenwood, IN | SEC-registered investment adviser |
| Mindset Asset Management, LLC | Indianapolis, IN | SEC-registered investment adviser |
| Storen Financial | Zionsville, IN | SEC-registered investment adviser |
| Sunrise Capital Management, LLC | Fishers, IN | Exempt reporting adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in Indianapolis, IN. https://advisorcensus.com/advisors/in/indianapolis/new-firms https://advisorcensus.com/advisors/in/indianapolis/new-firms