SAPIENT CAPITAL LLC
Indianapolis, IN
AUM
$13.76B
Financial PlanningWealth MgmtTrusts & Estates
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(317) 719-0157
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IN, INDIANAPOLIS
63 advisers found
THURSTON SPRINGER ADVISORS
Indianapolis, IN
AUM
$3.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
86 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317.581.4000
BEDEL FINANCIAL CONSULTING INC
Indianapolis, IN
AUM
$2.92B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
317-843-1358
ELSER FINANCIAL PLANNING, INC.
Indianapolis, IN
AUM
$2.11B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-731-5615
AXIA ADVISORY
Indianapolis, IN
AUM
$1.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-630-2800
INVST, LLC
Indianapolis, IN
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317-202-1891
LJI WEALTH MANAGEMENT, LLC
Indianapolis, IN
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
317-466-9702
WALLINGTON ASSET MANAGEMENT
Indianapolis, IN
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-575-8670
DEERFIELD
Indianapolis, IN
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
317-469-2455
FI3 FINANCIAL ADVISORS, LLC
Indianapolis, IN
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
317-426-8800
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
Indianapolis, IN
AUM
$776.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-552-0505
QUANTUM FINANCIAL SERVICES INC.
Indianapolis, IN
AUM
$730.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-845-1786
NORTHWEST FINANCIAL SERVICES INC
Indianapolis, IN
AUM
$634.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
317-844-0448
MERIDIAN INVESTMENT ADVISORS, INC.
Indianapolis, IN
AUM
$628.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-573-5257
ELEVATED FINANCIAL GROUP
Indianapolis, IN
AUM
$532.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-533-7721
REIFY WEALTH ADVISORS, INC.
Indianapolis, IN
AUM
$524.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
317-872-5090
THE WELLINGTON GRP LLC
Indianapolis, IN
AUM
$473.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; ONBOARDING FEES
317-846-5055
MINDSET WEALTH MANAGEMENT, LLC
Indianapolis, IN
AUM
$445.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
317-348-4655
HOLISTIC FINANCIAL PARTNERS, LLC
Indianapolis, IN
AUM
$444.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
317-550-3400
BOOKENDS FINANCIAL PLANNING
Indianapolis, IN
AUM
$338.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
317-859-2502
CHARTER ADVISORY CORPORATION
Indianapolis, IN
AUM
$333.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-844-7416
CURRY WEBB WEALTH MANAGEMENT LLC
Indianapolis, IN
AUM
$332.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
317-999-5323
ONEAMERICA SECURITIES, INC.
Indianapolis, IN
AUM
$306.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
306 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-285-3863
PROVIDER FINANCIAL, INC.
Indianapolis, IN
AUM
$304.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(317)706-0890
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