# 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/4

## 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 4 of 4, 151 to 196 of 196, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Santiago.life](https://advisorcensus.com/firm/santiago-life-fishers-in-257786) ([md](https://advisorcensus.com/firm/santiago-life-fishers-in-257786.md)) | 257786 | Fishers, IN | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Sapient Capital LLC](https://advisorcensus.com/firm/sapient-capital-llc-indianapolis-in-324899) ([md](https://advisorcensus.com/firm/sapient-capital-llc-indianapolis-in-324899.md)) | 324899 | Indianapolis, IN | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Fixed fee, Performance fee |
| [Sbauer Funds, LLC](https://advisorcensus.com/firm/sbauer-funds-llc-carmel-in-144782) ([md](https://advisorcensus.com/firm/sbauer-funds-llc-carmel-in-144782.md)) | 144782 | Carmel, IN | SEC-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [Securestate](https://advisorcensus.com/firm/securestate-pendleton-in-309230) ([md](https://advisorcensus.com/firm/securestate-pendleton-in-309230.md)) | 309230 | Pendleton, IN | State-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Servant Capital Advisors](https://advisorcensus.com/firm/servant-capital-advisors-fishers-in-298764) ([md](https://advisorcensus.com/firm/servant-capital-advisors-fishers-in-298764.md)) | 298764 | Fishers, IN | State-registered investment adviser | $100 million to $500 million | 2 | Hourly, 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 |
| [Skyview Capital Management](https://advisorcensus.com/firm/skyview-capital-management-brownsburg-in-291926) ([md](https://advisorcensus.com/firm/skyview-capital-management-brownsburg-in-291926.md)) | 291926 | Brownsburg, IN | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Spencer Financial Strategies](https://advisorcensus.com/firm/spencer-financial-strategies-indianapolis-in-334095) ([md](https://advisorcensus.com/firm/spencer-financial-strategies-indianapolis-in-334095.md)) | 334095 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [SRL Financial](https://advisorcensus.com/firm/srl-financial-noblesville-in-343656) ([md](https://advisorcensus.com/firm/srl-financial-noblesville-in-343656.md)) | 343656 | Noblesville, IN | State-registered investment adviser | Under $25 million | 0 | 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 |
| [Sunrift Capital Partners LLC](https://advisorcensus.com/firm/sunrift-capital-partners-llc-plainfield-in-159583) ([md](https://advisorcensus.com/firm/sunrift-capital-partners-llc-plainfield-in-159583.md)) | 159583 | Plainfield, IN | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Sunrise Capital Management, LLC](https://advisorcensus.com/firm/sunrise-capital-management-llc-fishers-in-338975) ([md](https://advisorcensus.com/firm/sunrise-capital-management-llc-fishers-in-338975.md)) | 338975 | Fishers, IN | Exempt reporting adviser | Not reported | 1 | Not reported |
| [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 |
| [Telegraph Equity Partners Limited](https://advisorcensus.com/firm/telegraph-equity-partners-limited-carmel-in-171068) ([md](https://advisorcensus.com/firm/telegraph-equity-partners-limited-carmel-in-171068.md)) | 171068 | Carmel, IN | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [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 |
| [The Just Company](https://advisorcensus.com/firm/the-just-company-indianapolis-in-119088) ([md](https://advisorcensus.com/firm/the-just-company-indianapolis-in-119088.md)) | 119088 | Indianapolis, IN | State-registered investment adviser | Not reported | 4 | % of assets, Hourly, Fixed fee |
| [The Wellington GRP LLC](https://advisorcensus.com/firm/the-wellington-grp-llc-indianapolis-in-332803) ([md](https://advisorcensus.com/firm/the-wellington-grp-llc-indianapolis-in-332803.md)) | 332803 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Other |
| [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 |
| [Timpe & Timpe Financial Advisory Services, L.L.C.](https://advisorcensus.com/firm/timpe-and-timpe-financial-advisory-services-l-l-c-zionsville-in-132274) ([md](https://advisorcensus.com/firm/timpe-and-timpe-financial-advisory-services-l-l-c-zionsville-in-132274.md)) | 132274 | Zionsville, IN | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Titan Investment Management LLC](https://advisorcensus.com/firm/titan-investment-management-llc-indianapolis-in-291148) ([md](https://advisorcensus.com/firm/titan-investment-management-llc-indianapolis-in-291148.md)) | 291148 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [True Wealth Stewards](https://advisorcensus.com/firm/true-wealth-stewards-carmel-in-305312) ([md](https://advisorcensus.com/firm/true-wealth-stewards-carmel-in-305312.md)) | 305312 | Carmel, IN | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Truedge Asset Management LLC](https://advisorcensus.com/firm/truedge-asset-management-llc-indianapolis-in-323442) ([md](https://advisorcensus.com/firm/truedge-asset-management-llc-indianapolis-in-323442.md)) | 323442 | Indianapolis, IN | SEC-registered investment adviser | Not reported | 3 | % of assets, Other |
| [Trust Investment Advisors](https://advisorcensus.com/firm/trust-investment-advisors-indianapolis-in-309233) ([md](https://advisorcensus.com/firm/trust-investment-advisors-indianapolis-in-309233.md)) | 309233 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Other |
| [Trust Investment Advisors Wealth Management, LLC](https://advisorcensus.com/firm/trust-investment-advisors-wealth-management-llc-indianapolis-in-329218) ([md](https://advisorcensus.com/firm/trust-investment-advisors-wealth-management-llc-indianapolis-in-329218.md)) | 329218 | Indianapolis, IN | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee, Commissions, Other |
| [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 |
| [Turtair Capital Advisors](https://advisorcensus.com/firm/turtair-capital-advisors-carmel-in-152256) ([md](https://advisorcensus.com/firm/turtair-capital-advisors-carmel-in-152256.md)) | 152256 | Carmel, IN | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Two Fish Management](https://advisorcensus.com/firm/two-fish-management-carmel-in-149612) ([md](https://advisorcensus.com/firm/two-fish-management-carmel-in-149612.md)) | 149612 | Carmel, IN | State-registered investment adviser | Under $25 million | 7 | % of assets, Performance fee |
| [US Agriculture](https://advisorcensus.com/firm/us-agriculture-carmel-in-282576) ([md](https://advisorcensus.com/firm/us-agriculture-carmel-in-282576.md)) | 282576 | Carmel, IN | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Performance fee |
| [USA First Financial](https://advisorcensus.com/firm/usa-first-financial-indianapolis-in-318453) ([md](https://advisorcensus.com/firm/usa-first-financial-indianapolis-in-318453.md)) | 318453 | Indianapolis, IN | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Valeo Financial Advisors, LLC](https://advisorcensus.com/firm/valeo-financial-advisors-llc-carmel-in-127132) ([md](https://advisorcensus.com/firm/valeo-financial-advisors-llc-carmel-in-127132.md)) | 127132 | Carmel, IN | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Fixed fee, Other |
| [Vasquez Financial Consulting LLC](https://advisorcensus.com/firm/vasquez-financial-consulting-llc-carmel-in-317530) ([md](https://advisorcensus.com/firm/vasquez-financial-consulting-llc-carmel-in-317530.md)) | 317530 | Carmel, IN | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Vertical Wealth, LLC](https://advisorcensus.com/firm/vertical-wealth-llc-indianapolis-in-158010) ([md](https://advisorcensus.com/firm/vertical-wealth-llc-indianapolis-in-158010.md)) | 158010 | Indianapolis, IN | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee, Performance fee |
| [Vista Wave Investments, LLC](https://advisorcensus.com/firm/vista-wave-investments-llc-indianapolis-in-316675) ([md](https://advisorcensus.com/firm/vista-wave-investments-llc-indianapolis-in-316675.md)) | 316675 | Indianapolis, IN | State-registered investment adviser | Not reported | 4 | % 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 |
| [Wealthcare Financial Group, LLC](https://advisorcensus.com/firm/wealthcare-financial-group-llc-indianapolis-in-135792) ([md](https://advisorcensus.com/firm/wealthcare-financial-group-llc-indianapolis-in-135792.md)) | 135792 | Indianapolis, IN | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Wealthguides LLC](https://advisorcensus.com/firm/wealthguides-llc-indianapolis-in-329822) ([md](https://advisorcensus.com/firm/wealthguides-llc-indianapolis-in-329822.md)) | 329822 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Wealthhaus Alpha IM, LLC](https://advisorcensus.com/firm/wealthhaus-alpha-im-llc-greenwood-in-344750) ([md](https://advisorcensus.com/firm/wealthhaus-alpha-im-llc-greenwood-in-344750.md)) | 344750 | Greenwood, IN | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Whicker Wealth Management, LLC](https://advisorcensus.com/firm/whicker-wealth-management-llc-clayton-in-339786) ([md](https://advisorcensus.com/firm/whicker-wealth-management-llc-clayton-in-339786.md)) | 339786 | Clayton, IN | State-registered investment adviser | Under $25 million | 0 | % 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 |
| [Woodley Farra](https://advisorcensus.com/firm/woodley-farra-indianapolis-in-107660) ([md](https://advisorcensus.com/firm/woodley-farra-indianapolis-in-107660.md)) | 107660 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Wright Planning, LLC](https://advisorcensus.com/firm/wright-planning-llc-fishers-in-319025) ([md](https://advisorcensus.com/firm/wright-planning-llc-fishers-in-319025.md)) | 319025 | Fishers, IN | State-registered investment adviser | Under $25 million | 4 | Hourly, Fixed fee, Other |
| [Zaki Financial LLC](https://advisorcensus.com/firm/zaki-financial-llc-indianapolis-in-297921) ([md](https://advisorcensus.com/firm/zaki-financial-llc-indianapolis-in-297921.md)) | 297921 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/in/indianapolis/page/3.md

## 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.

## Related pages

- [Financial advisors in Indiana](https://advisorcensus.com/advisors/in) (https://advisorcensus.com/advisors/in.md)
- [Financial advisors in Indianapolis, IN](https://advisorcensus.com/advisors/in/indianapolis) (https://advisorcensus.com/advisors/in/indianapolis.md)
- [Fee-only financial advisors in Indianapolis, IN](https://advisorcensus.com/advisors/in/indianapolis/fee-only) (https://advisorcensus.com/advisors/in/indianapolis/fee-only.md)
- [Flat-fee financial advisors in Indianapolis, IN](https://advisorcensus.com/advisors/in/indianapolis/flat-fee) (https://advisorcensus.com/advisors/in/indianapolis/flat-fee.md)
- [Hourly financial advisors in Indianapolis, IN](https://advisorcensus.com/advisors/in/indianapolis/hourly) (https://advisorcensus.com/advisors/in/indianapolis/hourly.md)
- [Financial advisors for private business equity and partnerships in Indianapolis, IN](https://advisorcensus.com/advisors/in/indianapolis/private-business-equity-and-partnerships) (https://advisorcensus.com/advisors/in/indianapolis/private-business-equity-and-partnerships.md)
- [Financial advisors for professional athletes in Indianapolis, IN](https://advisorcensus.com/advisors/in/indianapolis/professional-athletes) (https://advisorcensus.com/advisors/in/indianapolis/professional-athletes.md)
- [Financial advisors in Carmel, IN](https://advisorcensus.com/advisors/in/indianapolis/carmel) (https://advisorcensus.com/advisors/in/indianapolis/carmel.md)
- [Financial advisors in Fishers, IN](https://advisorcensus.com/advisors/in/indianapolis/fishers) (https://advisorcensus.com/advisors/in/indianapolis/fishers.md)
- [Financial advisors in Fort Wayne](https://advisorcensus.com/advisors/in/fort-wayne) (https://advisorcensus.com/advisors/in/fort-wayne.md)
- [Financial advisors in South Bend](https://advisorcensus.com/advisors/in/south-bend) (https://advisorcensus.com/advisors/in/south-bend.md)
- [Financial advisors in Evansville](https://advisorcensus.com/advisors/in/evansville) (https://advisorcensus.com/advisors/in/evansville.md)
- [Financial advisors in Lafayette](https://advisorcensus.com/advisors/in/lafayette) (https://advisorcensus.com/advisors/in/lafayette.md)
- [Financial advisors in Bloomington](https://advisorcensus.com/advisors/in/bloomington) (https://advisorcensus.com/advisors/in/bloomington.md)
- [Financial advisors in Columbus](https://advisorcensus.com/advisors/in/columbus) (https://advisorcensus.com/advisors/in/columbus.md)
- [Financial advisors in Elkhart](https://advisorcensus.com/advisors/in/elkhart) (https://advisorcensus.com/advisors/in/elkhart.md)
- [Financial advisors in Kokomo](https://advisorcensus.com/advisors/in/kokomo) (https://advisorcensus.com/advisors/in/kokomo.md)

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.