Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Indianapolis, IN
Every SEC-registered financial advisor at a firm office in Indianapolis who lists the Chartered Financial Analyst designation, A to Z.
34 CFA charterholders work in Indianapolis; the most are at Sapient Capital LLC (5). 8 are also registered broker representatives.
CFA advisors in Indianapolis, A to Z
Every advisor in Indianapolis →- Eduardo M. AguirreSapient Capital LLC · Chartered Financial Analyst
- Kenneth L. BlickenstaffTitan Investment Management LLC · Chartered Financial Analyst
- Thomas M. BodinFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert A. CriderScout Investments, Inc. · Chartered Financial Analyst
- Austin J. CritesGettings Busch Wealth Management · Chartered Financial Analyst
- David N. CrossmanBedel Financial Consulting Inc. · Chartered Financial Analyst
- Johnson N. DolsonSapient Capital LLC · Chartered Financial Analyst
- Jeffrey G. DowdenWallington Asset Management · Chartered Financial Analyst
- Andrew K. FairmanCerity Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholas G. FinniganDelta Wealth Advisors LLC · Chartered Financial Analyst
- Frances C. FloodUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ryan C. FuhrmannFuhrmann Capital · Chartered Financial Analyst
- Michael J. HallSapient Capital LLC · Chartered Financial Analyst
- William HydeCerity Partners LLC · Chartered Financial Analyst
- Cameron D. JeffreysGlobal Atlantic Investment Advisors, LLC · Chartered Financial Analyst
- Chad R. KellerSanctuary Advisors, LLC · Chartered Financial Analyst
- Eric G. KnaussProteus, LLC · Chartered Financial Analyst
- Jonathan M. KoopBedel Financial Consulting Inc. · Chartered Financial Analyst
- Suzana T. KovatchJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Eric C. KurthSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Patrick J. O'MarroSapient Capital LLC · Certified Financial Planner, Chartered Financial Analyst
- Samuel OliphantWallington Asset Management · Certified Financial Planner, Chartered Financial Analyst
- Thomas J. PenceSapient Capital LLC · Chartered Financial Analyst
- Robert C. PhillipsFocus Partners Wealth, LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Andrew RenzInvst, LLC · Chartered Financial Analyst
- John C. ShelbourneWoodley Farra · Chartered Financial Analyst
- Matthew A. SienerStifel, Nicolaus & Company, Incorporated · Chartered Financial Analyst
- Jason A. SpilbelerJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Richard A. SwartzSwartz Advisory LLC · Chartered Financial Analyst
- Todd C. ThompsonScout Investments, Inc. · Chartered Financial Analyst
- Eric D. ToddGlobal Atlantic Investment Advisors, LLC · Chartered Financial Analyst
- Corey S. WaddellCapital Cities, LLC · Chartered Financial Analyst
- William J. WendlingBedel Financial Consulting Inc. · Chartered Financial Analyst
- Donald F. WoodleyWoodley Farra · Chartered Financial Analyst
Firms with the most CFA charterholders in Indianapolis
Sapient Capital LLC 5Bedel Financial Consulting Inc. 3Cerity Partners LLC 2Focus Partners Wealth, LLC 2Global Atlantic Investment Advisors, LLC 2J.P. Morgan Securities LLC 2Scout Investments, Inc. 2Wallington Asset Management 2Woodley Farra 2Capital Cities, LLC 1Delta Wealth Advisors LLC 1Fuhrmann Capital 1Gettings Busch Wealth Management 1Invst, LLC 1Proteus, LLC 1
CFA advisors in other Indiana cities
All of Indiana →Carmel 39Columbus 5Evansville 5Fort Wayne 5Hammond 5Auburn 3
Questions
How many CFA financial advisors are in Indianapolis, IN?
34 SEC-registered investment adviser representatives at firm offices in Indianapolis, Indiana list the CFA designation; Sapient Capital LLC employs the most of them (5).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
How do I check a CFA in Indianapolis?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.