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 Institutional advisors in IN, INDIANAPOLIS
36 advisers found
BAXTER CAPITAL MANAGEMENT INC
Indianapolis, IN
AUM
$4.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
317-706-0041
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
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
Indianapolis, IN
AUM
$2.70B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
317-223-2708
WOODLEY FARRA
Indianapolis, IN
AUM
$2.32B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
317-269-0224
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
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
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
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
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
PELOTON CAPITAL MANAGEMENT
Indianapolis, IN
AUM
$282.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-559-1700
TRUST INVESTMENT ADVISORS
Indianapolis, IN
AUM
$238.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; SPECIAL PROJECT FEES
317-253-2000
WERNER FINANCIAL
Indianapolis, IN
AUM
$152.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
317-735-9202
MFG WEALTH MANAGEMENT, INC.
Indianapolis, IN
AUM
$138.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
317-780-1006
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