# Financial advisors in Indianapolis, IN

> AdvisorCensus lists 196 investment advisory firms with a principal office in the Indianapolis metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/in/indianapolis/page/2

## At a glance

- Investment advisory firms: 196
- Registration: SEC-registered investment adviser: 97, State-registered investment adviser: 86, Exempt reporting adviser: 13
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 68 (37%); Percentage of assets 166 (91%); Hourly charges 103 (56%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 116 (63%); Commissions 10 (5%); Performance-based fees 14 (8%); Other 25 (14%); No compensation arrangements reported 13
- Regulatory assets under management (Item 5.F): Under $25 million 41 (21%); $25 million to $100 million 31 (16%); $100 million to $500 million 54 (28%); $500 million to $1 billion 16 (8%); $1 billion to $5 billion 16 (8%); Over $5 billion 8 (4%); Not reported 30 (15%)
- Years registered: Under 5 years 79 (40%); 5 to 9 years 36 (18%); 10 to 19 years 51 (26%); 20 years or more 30 (15%)

## Firms (page 2 of 4, 51 to 100 of 196, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [DEL Principe O'Brien Financial Advisors](https://advisorcensus.com/firm/del-principe-o-brien-financial-advisors-indianapolis-in-174935) ([md](https://advisorcensus.com/firm/del-principe-o-brien-financial-advisors-indianapolis-in-174935.md)) | 174935 | Indianapolis, IN | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly |
| [Dynamic Legacy Planning](https://advisorcensus.com/firm/dynamic-legacy-planning-greenfield-in-323407) ([md](https://advisorcensus.com/firm/dynamic-legacy-planning-greenfield-in-323407.md)) | 323407 | Greenfield, IN | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Eagle Investors LLC](https://advisorcensus.com/firm/eagle-investors-llc-indianapolis-in-316259) ([md](https://advisorcensus.com/firm/eagle-investors-llc-indianapolis-in-316259.md)) | 316259 | Indianapolis, IN | State-registered investment adviser | Not reported | 2 | Subscription, Fixed fee |
| [EHG Wealth Management](https://advisorcensus.com/firm/ehg-wealth-management-indianapolis-in-342819) ([md](https://advisorcensus.com/firm/ehg-wealth-management-indianapolis-in-342819.md)) | 342819 | Indianapolis, IN | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [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 |
| [Elpis Capital Group, LLC](https://advisorcensus.com/firm/elpis-capital-group-llc-fishers-in-175494) ([md](https://advisorcensus.com/firm/elpis-capital-group-llc-fishers-in-175494.md)) | 175494 | Fishers, IN | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [ERLANG101 Capital Management LLC](https://advisorcensus.com/firm/erlang101-capital-management-llc-fishers-in-172532) ([md](https://advisorcensus.com/firm/erlang101-capital-management-llc-fishers-in-172532.md)) | 172532 | Fishers, IN | State-registered investment adviser | Under $25 million | 12 | % of assets, Performance 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 |
| [Fierce Wealth Management Group LLC](https://advisorcensus.com/firm/fierce-wealth-management-group-llc-indianapolis-in-329282) ([md](https://advisorcensus.com/firm/fierce-wealth-management-group-llc-indianapolis-in-329282.md)) | 329282 | Indianapolis, IN | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Financial Enhancement Group](https://advisorcensus.com/firm/financial-enhancement-group-anderson-in-159017) ([md](https://advisorcensus.com/firm/financial-enhancement-group-anderson-in-159017.md)) | 159017 | Anderson, IN | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [Financial Plans & Strategies, Inc.](https://advisorcensus.com/firm/financial-plans-and-strategies-inc-greenwood-in-123793) ([md](https://advisorcensus.com/firm/financial-plans-and-strategies-inc-greenwood-in-123793.md)) | 123793 | Greenwood, IN | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee, Commissions |
| [Fnex Wealth, LLC](https://advisorcensus.com/firm/fnex-wealth-llc-indianapolis-in-334569) ([md](https://advisorcensus.com/firm/fnex-wealth-llc-indianapolis-in-334569.md)) | 334569 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Foresight Wealth Advisory, LLC](https://advisorcensus.com/firm/foresight-wealth-advisory-llc-indianapolis-in-340465) ([md](https://advisorcensus.com/firm/foresight-wealth-advisory-llc-indianapolis-in-340465.md)) | 340465 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Fortitude Private Wealth](https://advisorcensus.com/firm/fortitude-private-wealth-carmel-in-290074) ([md](https://advisorcensus.com/firm/fortitude-private-wealth-carmel-in-290074.md)) | 290074 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Fortress Capital Advisors](https://advisorcensus.com/firm/fortress-capital-advisors-carmel-in-323182) ([md](https://advisorcensus.com/firm/fortress-capital-advisors-carmel-in-323182.md)) | 323182 | Carmel, IN | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Forum Private Client Group](https://advisorcensus.com/firm/forum-private-client-group-fishers-in-143075) ([md](https://advisorcensus.com/firm/forum-private-client-group-fishers-in-143075.md)) | 143075 | Fishers, IN | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [Four Quadrant Wealth Advisors, Inc.](https://advisorcensus.com/firm/four-quadrant-wealth-advisors-inc-carmel-in-130753) ([md](https://advisorcensus.com/firm/four-quadrant-wealth-advisors-inc-carmel-in-130753.md)) | 130753 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Fuhrmann Capital](https://advisorcensus.com/firm/fuhrmann-capital-indianapolis-in-151846) ([md](https://advisorcensus.com/firm/fuhrmann-capital-indianapolis-in-151846.md)) | 151846 | Indianapolis, IN | State-registered investment adviser | $25 million to $100 million | 16 | % of assets |
| [Genesis Advisors, LLC](https://advisorcensus.com/firm/genesis-advisors-llc-fishers-in-151976) ([md](https://advisorcensus.com/firm/genesis-advisors-llc-fishers-in-151976.md)) | 151976 | Fishers, IN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Genopp Capital Management LP](https://advisorcensus.com/firm/genopp-capital-management-lp-zionsville-in-311752) ([md](https://advisorcensus.com/firm/genopp-capital-management-lp-zionsville-in-311752.md)) | 311752 | Zionsville, IN | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Genuine Wealth Advisors, LLC](https://advisorcensus.com/firm/genuine-wealth-advisors-llc-indianapolis-in-313842) ([md](https://advisorcensus.com/firm/genuine-wealth-advisors-llc-indianapolis-in-313842.md)) | 313842 | Indianapolis, IN | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [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 |
| [Global Atlantic Investment Advisors, LLC](https://advisorcensus.com/firm/global-atlantic-investment-advisors-llc-indianapolis-in-167429) ([md](https://advisorcensus.com/firm/global-atlantic-investment-advisors-llc-indianapolis-in-167429.md)) | 167429 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % 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 |
| [Greenleaf Financial Group](https://advisorcensus.com/firm/greenleaf-financial-group-carmel-in-137933) ([md](https://advisorcensus.com/firm/greenleaf-financial-group-carmel-in-137933.md)) | 137933 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Ground Game Ventures](https://advisorcensus.com/firm/ground-game-ventures-indianapolis-in-329360) ([md](https://advisorcensus.com/firm/ground-game-ventures-indianapolis-in-329360.md)) | 329360 | Indianapolis, IN | Exempt reporting adviser | Not reported | 2 | Not reported |
| [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 |
| [Halter Ferguson Financial Inc](https://advisorcensus.com/firm/halter-ferguson-financial-inc-carmel-in-109563) ([md](https://advisorcensus.com/firm/halter-ferguson-financial-inc-carmel-in-109563.md)) | 109563 | Carmel, IN | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee, Performance fee |
| [Hammond, Kennedy, Whitney & Company, Inc.](https://advisorcensus.com/firm/hammond-kennedy-whitney-and-company-inc-indianapolis-in-161288) ([md](https://advisorcensus.com/firm/hammond-kennedy-whitney-and-company-inc-indianapolis-in-161288.md)) | 161288 | Indianapolis, IN | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [Harbour Wealth Partners, Inc.](https://advisorcensus.com/firm/harbour-wealth-partners-inc-indianapolis-in-122648) ([md](https://advisorcensus.com/firm/harbour-wealth-partners-inc-indianapolis-in-122648.md)) | 122648 | Indianapolis, IN | State-registered investment adviser | Not reported | 23 | 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 |
| [Helix Wealth](https://advisorcensus.com/firm/helix-wealth-fishers-in-343292) ([md](https://advisorcensus.com/firm/helix-wealth-fishers-in-343292.md)) | 343292 | Fishers, IN | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Helping Hand Financial, LLC](https://advisorcensus.com/firm/helping-hand-financial-llc-greenwood-in-307692) ([md](https://advisorcensus.com/firm/helping-hand-financial-llc-greenwood-in-307692.md)) | 307692 | Greenwood, IN | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Hendershott Wealth Management, LLC](https://advisorcensus.com/firm/hendershott-wealth-management-llc-fishers-in-170839) ([md](https://advisorcensus.com/firm/hendershott-wealth-management-llc-fishers-in-170839.md)) | 170839 | Fishers, IN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Henderson Investment Advisors, LLC](https://advisorcensus.com/firm/henderson-investment-advisors-llc-indianapolis-in-122778) ([md](https://advisorcensus.com/firm/henderson-investment-advisors-llc-indianapolis-in-122778.md)) | 122778 | Indianapolis, IN | State-registered investment adviser | Not reported | 20 | % of assets |
| [Henthorn Agency, Inc.](https://advisorcensus.com/firm/henthorn-agency-inc-beech-grove-in-121607) ([md](https://advisorcensus.com/firm/henthorn-agency-inc-beech-grove-in-121607.md)) | 121607 | Beech Grove, IN | State-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee, Commissions |
| [High Alpha Studio, LLC](https://advisorcensus.com/firm/high-alpha-studio-llc-indianapolis-in-269895) ([md](https://advisorcensus.com/firm/high-alpha-studio-llc-indianapolis-in-269895.md)) | 269895 | Indianapolis, IN | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Highsmith Financial Planning, LLC](https://advisorcensus.com/firm/highsmith-financial-planning-llc-brownsburg-in-152282) ([md](https://advisorcensus.com/firm/highsmith-financial-planning-llc-brownsburg-in-152282.md)) | 152282 | Brownsburg, IN | State-registered investment adviser | Not reported | 16 | Hourly, Fixed fee |
| [HKW Management, LLC](https://advisorcensus.com/firm/hkw-management-llc-indianapolis-in-333392) ([md](https://advisorcensus.com/firm/hkw-management-llc-indianapolis-in-333392.md)) | 333392 | Indianapolis, IN | SEC-registered investment adviser | $25 million to $100 million | 1 | Performance fee |
| [Hobbs Wealth Management](https://advisorcensus.com/firm/hobbs-wealth-management-zionsville-in-325374) ([md](https://advisorcensus.com/firm/hobbs-wealth-management-zionsville-in-325374.md)) | 325374 | Zionsville, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % 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 |
| [Indie Asset Partners, LLC](https://advisorcensus.com/firm/indie-asset-partners-llc-carmel-in-154503) ([md](https://advisorcensus.com/firm/indie-asset-partners-llc-carmel-in-154503.md)) | 154503 | Carmel, IN | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Integrated Investment Strategies,inc.](https://advisorcensus.com/firm/integrated-investment-strategies-inc-carmel-in-122706) ([md](https://advisorcensus.com/firm/integrated-investment-strategies-inc-carmel-in-122706.md)) | 122706 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Other |
| [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 |
| [Investment Advisors of Indianapolis Inc](https://advisorcensus.com/firm/investment-advisors-of-indianapolis-inc-indianapolis-in-109220) ([md](https://advisorcensus.com/firm/investment-advisors-of-indianapolis-inc-indianapolis-in-109220.md)) | 109220 | Indianapolis, IN | State-registered investment adviser | $100 million to $500 million | 10 | % of assets, Other |
| [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 |
| [Ivy Capital Management LLC](https://advisorcensus.com/firm/ivy-capital-management-llc-indianapolis-in-328984) ([md](https://advisorcensus.com/firm/ivy-capital-management-llc-indianapolis-in-328984.md)) | 328984 | Indianapolis, IN | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Performance fee |

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## Questions people ask

**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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Every firm in this list as CSV: https://advisorcensus.com/advisors/in/indianapolis.csv

Cite as: AdvisorCensus. Financial advisors in Indianapolis, IN: 196 firms from Form ADV filings as of October 2026.