Fiduciary advisors in Indianapolis, IN

46 registered advisers

Indianapolis is an insurance industry hub (Anthem, OneAmerica) where advisory practices often intersect with benefits consulting and corporate retirement plans, and 46 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 85%, with 39 firms declining all forms of commission-based compensation. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

AN EXCEPTIONAL LIFE FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #288742
Typical Fee--
AUM$218M
Minimum--
Clients782

ASSET MANAGEMENT STRATEGIES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #135173
Typical Fee--
AUM$207M
Minimum--
Clients2,038

AXIA ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #107571
Typical Fee--
AUM$1.8B
Minimum--
Clients193

BAXTER CAPITAL MANAGEMENT INC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #105123
Typical Fee--
AUM$3.0B
Minimum--
Clients13

BEDEL FINANCIAL CONSULTING INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #105653
Typical Fee--
AUM$2.9B
Minimum--
Clients5,435

BOOKENDS FINANCIAL PLANNING

Clean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #305301
Typical Fee--
AUM$289M
Minimum--
Clients1,304

CAPITAL CITIES INVESTMENTS

Clean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #116185
Typical Fee--
AUM$251M
Minimum--
Clients1,319

CAPITAL CITIES, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #122916
Typical Fee--
AUM--
Minimum--
Clients--

CENTERFIELD CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #161504
Typical Fee--
AUM$125M
Minimum--
Clients6

CH DOUGLAS & GRAY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #142352
Typical Fee--
AUM$187M
Minimum--
Clients523

CHARTER ADVISORY CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #113390
Typical Fee--
AUM$366M
Minimum--
Clients1,002

CORE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #157436
Typical Fee--
AUM$125M
Minimum--
Clients146

CRF FINANCIAL GROUP

Fee-Only, No Conflicts
Indianapolis, IndianaCRD #127388
Typical Fee--
AUM$279M
Minimum--
Clients37

CURRY WEBB WEALTH MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #168692
Typical Fee0.25%
AUM$290M
Minimum--
Clients841

DEERFIELD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #104964
Typical Fee--
AUM$959M
Minimum--
Clients938

ELEVATED FINANCIAL GROUP

Fee-OnlyAlso Compensated via Product Sales
Indianapolis, IndianaCRD #334353
Typical Fee--
AUM$399M
Minimum--
Clients1,045

ELSER FINANCIAL PLANNING, INC.

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #143311
Typical Fee--
AUM$2.0B
Minimum--
Clients1,661

FI3 FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #168005
Typical Fee--
AUM$928M
Minimum--
Clients1,597

FNEX WEALTH, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #334569
Typical Fee--
AUM$102M
Minimum--
Clients84

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #167429
Typical Fee--
AUM$2.8B
Minimum--
Clients16

HOLISTIC FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #170913
Typical Fee--
AUM$378M
Minimum--
Clients806

INVST, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #282863
Typical Fee--
AUM$1.8B
Minimum--
Clients6,777

LJI WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #145399
Typical Fee--
AUM$1.1B
Minimum--
Clients1,613

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #122212
Typical Fee--
AUM$711M
Minimum--
Clients1,651

MERIDIAN INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #107593
Typical Fee--
AUM$533M
Minimum--
Clients1,094

MFG WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #125963
Typical Fee--
AUM$112M
Minimum--
Clients755

MINDSET ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #338530
Typical Fee--
AUM--
Minimum--
Clients--

MINDSET WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #330384
Typical Fee--
AUM$445M
Minimum--
Clients276

NORTHWEST FINANCIAL SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #106805
Typical Fee--
AUM$551M
Minimum--
Clients375

ONEAMERICA ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #165929
Typical Fee--
AUM$26.2B
Minimum--
Clients10

ONEAMERICA SECURITIES, INC.

Also Compensated via Brokerage
Indianapolis, IndianaCRD #4173
Typical Fee--
AUM$300M
Minimum--
Clients2,118

PELOTON CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #109775
Typical Fee--
AUM$280M
Minimum--
Clients352

PILE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #111536
Typical Fee--
AUM$189M
Minimum--
Clients205

PROTEUS, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #164085
Typical Fee--
AUM$218M
Minimum--
Clients23

PROVIDER FINANCIAL, INC.

Clean RecordAlso Compensated via Brokerage
Indianapolis, IndianaCRD #168964
Typical Fee--
AUM$304M
Minimum--
Clients735

QUANTUM FINANCIAL SERVICES INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #121631
Typical Fee--
AUM$591M
Minimum--
Clients96

REIFY WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #121978
Typical Fee--
AUM$524M
Minimum--
Clients877

SAPIENT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #324899
Typical Fee--
AUM$11.4B
Minimum--
Clients5,947

THE WELLINGTON GRP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #332803
Typical Fee--
AUM$136M
Minimum--
Clients240

THURSTON SPRINGER ADVISORS

Clean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #299201
Typical Fee--
AUM$3.7B
Minimum--
Clients6,759

TRUEDGE ASSET MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #323442
Typical Fee--
AUM$306K
Minimum--
Clients1

TRUST INVESTMENT ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Indianapolis, IndianaCRD #309233
Typical Fee--
AUM$208M
Minimum--
Clients389

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #329218
Typical Fee--
AUM$23M
Minimum--
Clients54

WALLINGTON ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #143360
Typical Fee--
AUM$1.2B
Minimum--
Clients853

WERNER FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #315220
Typical Fee--
AUM$152M
Minimum--
Clients1,262

WOODLEY FARRA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #107660
Typical Fee--
AUM$2.1B
Minimum--
Clients1,529
Fiduciary Advisors in Indianapolis, Indiana | FiduciaryListings