{ "path": "/advisors/in/indianapolis", "url": "https://advisorcensus.com/advisors/in/indianapolis/page/3", "page_type": "metro", "title": "Financial advisors in Indianapolis, IN", "filters": {}, "scope_total": 196, "faq": [ { "q": "How many financial advisory firms are there in Indianapolis, IN?", "a": "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." }, { "q": "How many fee-only financial advisors are in Indianapolis, IN?", "a": "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." }, { "q": "How many financial advisors in Indianapolis, IN offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Indianapolis, IN fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "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.", "about_market": "Indianapolis has 196 investment advisory firms with a principal office in the metro area as of October 2026: 97 SEC-registered, 86 state-registered, and 13 exempt reporting advisers. 68 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 72 report under $100 million in regulatory assets under management. The metro area has 842,765 households, 99,440 of them with income of $200,000 or more, or 507 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Indianapolis, IN: 196 firms from Form ADV filings as of October 2026.", "total_firms": 196, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 97, "state": 86, "exempt": 13 }, "fee_model_mix": [ { "code": "fee-only", "count": 68 }, { "code": "percentage_of_aum", "count": 166 }, { "code": "hourly", "count": 103 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 116 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 14 }, { "code": "other", "count": 25 }, { "code": "not_reported", "count": 13 } ], "years_registered_distribution": [ { "code": "under_5", "count": 79 }, { "code": "5_to_9", "count": 36 }, { "code": "10_to_19", "count": 51 }, { "code": "20_plus", "count": 30 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 41 }, { "code": "25m_100m", "count": 31 }, { "code": "100m_500m", "count": 54 }, { "code": "500m_1b", "count": 16 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 8 }, { "code": "not_reported", "count": 30 } ], "firms": [ { "crd_number": 156805, "name": "Kinder Financial Services", "name_as_filed": "KINDER FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/kinder-financial-services-nashville-in-156805", "city": "Nashville", "state": "IN", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 126051, "name": "Koon Financial Planning & CONSULTING/KFP&C", "name_as_filed": "KOON FINANCIAL PLANNING & CONSULTING/KFP&C", "url": "https://advisorcensus.com/firm/koon-financial-planning-and-consulting-kfp-and-c-greenwood-in-126051", "city": "Greenwood", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122921, "name": "Legacy Financial Planners LLC", "name_as_filed": "LEGACY FINANCIAL PLANNERS LLC", "url": "https://advisorcensus.com/firm/legacy-financial-planners-llc-carmel-in-122921", "city": "Carmel", "state": "IN", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 289065, "name": "Lewis Wealth Management, LLC", "name_as_filed": "LEWIS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lewis-wealth-management-llc-carmel-in-289065", "city": "Carmel", "state": "IN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 165640, "name": "Lilly Ventures", "name_as_filed": "LILLY VENTURES", "url": "https://advisorcensus.com/firm/lilly-ventures-indianapolis-in-165640", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145399, "name": "LJI Wealth Management, LLC", "name_as_filed": "LJI WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399", "city": "Indianapolis", "state": "IN", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 152951, "name": "Marian Investor Coaching, Inc.", "name_as_filed": "MARIAN INVESTOR COACHING, INC.", "url": "https://advisorcensus.com/firm/marian-investor-coaching-inc-greenwood-in-152951", "city": "Greenwood", "state": "IN", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122212, "name": "Market Street Wealth Management Advisors, LLC", "name_as_filed": "MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212", "city": "Indianapolis", "state": "IN", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109140, "name": "McMahan Capital Management", "name_as_filed": "MCMAHAN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mcmahan-capital-management-carmel-in-109140", "city": "Carmel", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107593, "name": "Meridian Investment Advisors, Inc.", "name_as_filed": "MERIDIAN INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/meridian-investment-advisors-inc-indianapolis-in-107593", "city": "Indianapolis", "state": "IN", "years_registered": 32, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125963, "name": "MFG Wealth Management, Inc.", "name_as_filed": "MFG WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mfg-wealth-management-inc-indianapolis-in-125963", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 128905, "name": "Michael Associates, LLC", "name_as_filed": "MICHAEL ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/michael-associates-llc-indianapolis-in-128905", "city": "Indianapolis", "state": "IN", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 338075, "name": "Millennial Financial Planning", "name_as_filed": "MILLENNIAL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/millennial-financial-planning-indianapolis-in-338075", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338530, "name": "Mindset Asset Management, LLC", "name_as_filed": "MINDSET ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mindset-asset-management-llc-indianapolis-in-338530", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 330384, "name": "Mindset Wealth Management, LLC", "name_as_filed": "MINDSET WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mindset-wealth-management-llc-indianapolis-in-330384", "city": "Indianapolis", "state": "IN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164328, "name": "MJ Retirement", "name_as_filed": "MJ RETIREMENT", "url": "https://advisorcensus.com/firm/mj-retirement-carmel-in-164328", "city": "Carmel", "state": "IN", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289413, "name": "Monon Wealth Management", "name_as_filed": "MONON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/monon-wealth-management-indianapolis-in-289413", "city": "Indianapolis", "state": "IN", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331623, "name": "Monument Advisers", "name_as_filed": "MONUMENT ADVISERS", "url": "https://advisorcensus.com/firm/monument-advisers-carmel-in-331623", "city": "Carmel", "state": "IN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121706, "name": "Morris Group Advisory Service, Inc", "name_as_filed": "MORRIS GROUP ADVISORY SERVICE, INC", "url": "https://advisorcensus.com/firm/morris-group-advisory-service-inc-indianapolis-in-121706", "city": "Indianapolis", "state": "IN", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339504, "name": "MSFM LLC", "name_as_filed": "MSFM LLC", "url": "https://advisorcensus.com/firm/msfm-llc-fishers-in-339504", "city": "Fishers", "state": "IN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159638, "name": "My-Financial-Advocate", "name_as_filed": "MY-FINANCIAL-ADVOCATE", "url": "https://advisorcensus.com/firm/my-financial-advocate-indianapolis-in-159638", "city": "Indianapolis", "state": "IN", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341851, "name": "Nearside Advisors, LLC", "name_as_filed": "NEARSIDE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nearside-advisors-llc-indianapolis-in-341851", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164830, "name": "Noble Financial Advisors LLC", "name_as_filed": "NOBLE FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/noble-financial-advisors-llc-noblesville-in-164830", "city": "Noblesville", "state": "IN", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311107, "name": "Northbound Wealth", "name_as_filed": "NORTHBOUND WEALTH", "url": "https://advisorcensus.com/firm/northbound-wealth-indianapolis-in-311107", "city": "Indianapolis", "state": "IN", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106805, "name": "Northwest Financial Services Inc", "name_as_filed": "NORTHWEST FINANCIAL SERVICES INC", "url": "https://advisorcensus.com/firm/northwest-financial-services-inc-indianapolis-in-106805", "city": "Indianapolis", "state": "IN", "years_registered": 33, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282079, "name": "Norwood Economics, Inc.", "name_as_filed": "NORWOOD ECONOMICS, INC.", "url": "https://advisorcensus.com/firm/norwood-economics-inc-fishers-in-282079", "city": "Fishers", "state": "IN", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 123138, "name": "Olympic Financial, LLC", "name_as_filed": "OLYMPIC FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/olympic-financial-llc-carmel-in-123138", "city": "Carmel", "state": "IN", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 147594, "name": "On Target Wealth Partners, LLC", "name_as_filed": "ON TARGET WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/on-target-wealth-partners-llc-greenwood-in-147594", "city": "Greenwood", "state": "IN", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165929, "name": "Oneamerica Asset Management, LLC", "name_as_filed": "ONEAMERICA ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/oneamerica-asset-management-llc-indianapolis-in-165929", "city": "Indianapolis", "state": "IN", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 4173, "name": "Oneamerica Securities, Inc.", "name_as_filed": "ONEAMERICA SECURITIES, INC.", "url": "https://advisorcensus.com/firm/oneamerica-securities-inc-indianapolis-in-4173", "city": "Indianapolis", "state": "IN", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105303, "name": "Oxford Financial Group, Ltd", "name_as_filed": "OXFORD FINANCIAL GROUP, LTD", "url": "https://advisorcensus.com/firm/oxford-financial-group-ltd-carmel-in-105303", "city": "Carmel", "state": "IN", "years_registered": 42, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340313, "name": "Oxford Harriman Private Wealth Management", "name_as_filed": "OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/oxford-harriman-private-wealth-management-indianapolis-in-340313", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146233, "name": "Park + Elm Investment Advisers", "name_as_filed": "PARK + ELM INVESTMENT ADVISERS", "url": "https://advisorcensus.com/firm/park-plus-elm-investment-advisers-carmel-in-146233", "city": "Carmel", "state": "IN", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109775, "name": "Peloton Capital Management", "name_as_filed": "PELOTON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/peloton-capital-management-indianapolis-in-109775", "city": "Indianapolis", "state": "IN", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142921, "name": "Piedmont Financial Advisors, LLC", "name_as_filed": "PIEDMONT FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/piedmont-financial-advisors-llc-indianapolis-in-142921", "city": "Indianapolis", "state": "IN", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 111536, "name": "Pile Wealth Management", "name_as_filed": "PILE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pile-wealth-management-indianapolis-in-111536", "city": "Indianapolis", "state": "IN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323139, "name": "Pillar Wealth LLC", "name_as_filed": "PILLAR WEALTH LLC", "url": "https://advisorcensus.com/firm/pillar-wealth-llc-franklin-in-323139", "city": "Franklin", "state": "IN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333706, "name": "Plan Wise Wealth Group, LLC", "name_as_filed": "PLAN WISE WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/plan-wise-wealth-group-llc-indianapolis-in-333706", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156003, "name": "Potts, Hannah & Fischer Wealth Management Group, LLC", "name_as_filed": "POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/potts-hannah-and-fischer-wealth-management-group-llc-indianapolis-in-156003", "city": "Indianapolis", "state": "IN", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169100, "name": "Precedent Financial Strategies", "name_as_filed": "PRECEDENT FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/precedent-financial-strategies-indianapolis-in-169100", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300083, "name": "Private Counsel Group, Ltd.", "name_as_filed": "PRIVATE COUNSEL GROUP, LTD.", "url": "https://advisorcensus.com/firm/private-counsel-group-ltd-indianapolis-in-300083", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113046, "name": "Prospero Financial Planning, LLC", "name_as_filed": "PROSPERO FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/prospero-financial-planning-llc-noblesville-in-113046", "city": "Noblesville", "state": "IN", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 164085, "name": "Proteus, LLC", "name_as_filed": "PROTEUS, LLC", "url": "https://advisorcensus.com/firm/proteus-llc-indianapolis-in-164085", "city": "Indianapolis", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168964, "name": "Provider Financial, Inc.", "name_as_filed": "PROVIDER FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/provider-financial-inc-indianapolis-in-168964", "city": "Indianapolis", "state": "IN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121631, "name": "Quantum Financial Services Inc.", "name_as_filed": "QUANTUM FINANCIAL SERVICES INC.", "url": "https://advisorcensus.com/firm/quantum-financial-services-inc-indianapolis-in-121631", "city": "Indianapolis", "state": "IN", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290027, "name": "Raton Wealth", "name_as_filed": "RATON WEALTH", "url": "https://advisorcensus.com/firm/raton-wealth-fishers-in-290027", "city": "Fishers", "state": "IN", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121978, "name": "Reify Wealth Advisors, Inc.", "name_as_filed": "REIFY WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/reify-wealth-advisors-inc-indianapolis-in-121978", "city": "Indianapolis", "state": "IN", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 157108, "name": "RIM Group", "name_as_filed": "RIM GROUP", "url": "https://advisorcensus.com/firm/rim-group-indianapolis-in-157108", "city": "Indianapolis", "state": "IN", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 317946, "name": "Rockford Group Investment Advisor", "name_as_filed": "ROCKFORD GROUP INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/rockford-group-investment-advisor-carmel-in-317946", "city": "Carmel", "state": "IN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 292217, "name": "Royal Capital Wealth Management LLC", "name_as_filed": "ROYAL CAPITAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/royal-capital-wealth-management-llc-carmel-in-292217", "city": "Carmel", "state": "IN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/in", "label": "Financial advisors in Indiana" }, "metro": { "path": "/advisors/in/indianapolis", "label": "Financial advisors in Indianapolis, IN" }, "city_pages": [ { "path": "/advisors/in/indianapolis/carmel", "label": "Financial advisors in Carmel, IN", "firm_count": 42 }, { "path": "/advisors/in/indianapolis/fishers", "label": "Financial advisors in Fishers, IN", "firm_count": 18 } ], "fee_pages": [ { "path": "/advisors/in/indianapolis/fee-only", "label": "Fee-only financial advisors in Indianapolis, IN", "firm_count": 68 }, { "path": "/advisors/in/indianapolis/flat-fee", "label": "Flat-fee financial advisors in Indianapolis, IN", "firm_count": 116 }, { "path": "/advisors/in/indianapolis/hourly", "label": "Hourly financial advisors in Indianapolis, IN", "firm_count": 103 } ], "answer_pages": [ { "path": "/advisors/in/indianapolis/for-high-net-worth-individuals", "firm_count": 131, "label": "Financial advisors for high-net-worth individuals in Indianapolis, IN" }, { "path": "/advisors/in/indianapolis/for-retirement-plans", "firm_count": 51, "label": "Financial advisors for retirement plans in Indianapolis, IN" }, { "path": "/advisors/in/indianapolis/for-businesses", "firm_count": 57, "label": "Financial advisors for businesses in Indianapolis, IN" }, { "path": "/advisors/in/indianapolis/for-charities", "firm_count": 60, "label": "Financial advisors for charitable organizations in Indianapolis, IN" }, { "path": "/advisors/in/indianapolis/no-account-minimum", "firm_count": 28, "label": "Financial advisors with no account minimum in Indianapolis, IN" } ], "niche_pages": [ { "path": "/advisors/in/indianapolis/private-business-equity-and-partnerships", "firm_count": 1, "label": "Financial advisors for private business equity and partnerships in Indianapolis, IN" }, { "path": "/advisors/in/indianapolis/professional-athletes", "firm_count": 1, "label": "Financial advisors for professional athletes in Indianapolis, IN" } ] }, "csv": "https://advisorcensus.com/advisors/in/indianapolis.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }