How many financial advisors are in Fishers, Indiana?

Falists lists 15 registered investment advisers with a principal office or filing address in Fishers, Indiana, based on public SEC IAPD data.

How do financial advisors in Fishers charge fees?

Fee structures vary by firm. In Fishers, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Fishers?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Indiana · 15 advisers

Financial Advisors in Fishers, Indiana

Looking for a financial advisor in Fishers, Indiana? Falists indexes 15 SEC-registered and state-registered investment advisers in Fishers — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $403.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$403.3M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth13 Planning11 Trusts11 Retirement3 Institutional3

Top advisors in Fishers

Ranked by AUM · Fees, team & specialties at a glance

View all 15 →

FORUM PRIVATE CLIENT GROUP

Fishers, IN

AUM

$403.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

317-558-6322

Full profile Visit site →

HENDERSHOTT WEALTH MANAGEMENT, LLC

Fishers, IN

AUM

$305.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

877-743-6500

Full profile Visit site →

CBG & COMPANY, INC.

Fishers, IN

AUM

$270.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

317-257-7400

Full profile Visit site →

ELPIS CAPITAL GROUP, LLC

Fishers, IN

AUM

$126.9M

Wealth Mgmt

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

317-690-8938

Full profile Visit site →

GENESIS ADVISORS, LLC

Fishers, IN

AUM

$121.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

317-577-6900

Full profile Visit site →

SERVANT CAPITAL ADVISORS

Fishers, IN

AUM

$102.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Hourly charges; Fixed fees

317-258-7815

Full profile Visit site →

NORWOOD ECONOMICS, INC.

Fishers, IN

AUM

$96.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

317-559-2333

Full profile Visit site →

SANTIAGO.LIFE

Fishers, IN

AUM

$88.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

317-593-9390

Full profile Visit site →

BBK WEALTH LLC

Fishers, IN

AUM

$62.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(317) 207 - 0730

Full profile Visit site →

BRIGHTSTONE ADVISORS LLP

Fishers, IN

AUM

$54.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

317-576-8544

Full profile Visit site →

RATON WEALTH

Fishers, IN

AUM

$18.1M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

3179672010

Full profile Visit site →

WRIGHT PLANNING, LLC

Fishers, IN

AUM

$8.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Hourly charges · Fixed fees +1 more

317-537-1987

Full profile Visit site →

ERLANG101 CAPITAL MANAGEMENT LLC

Fishers, IN

AUM

$420K

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

317-426-9298

Full profileNo website

MSFM LLC

Fishers, IN

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

317-913-7000

Full profileNo website

SUNRISE CAPITAL MANAGEMENT, LLC

Fishers, IN

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

317-913-7000

Full profileNo website

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Common questions

How many financial advisors are in Fishers, Indiana?: 15 registered investment advisers are listed in our Fishers directory, sourced from public SEC filings.
What types of advisors are in Fishers?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Fishers?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.