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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Carmel, IN

Every SEC-registered investment adviser representative at a firm office in Carmel, with the firms that employ the most of them.

701 registered advisors work in Carmel; the most are at Valeo Financial Advisors, LLC (88). 0 list the CFP designation and 391 are also registered broker representatives.

Firms with the most advisors in Carmel

FirmAdvisors in Carmel
Valeo Financial Advisors, LLC88
Capital Client Group, Inc.70
Raymond James & Associates, Inc. news43
Oxford Financial Group, Ltd.34
Archer Investment Corporation30
LPL Financial LLC news29
Shepherd Financial Investment Advisory LLC29
Valic Financial Advisors, Inc.24
Goelzer Investment Management22
Charles Schwab & Co., Inc. news19
Strategic Advisers LLC16
Edward Jones news15
Equitable Advisors, LLC news15
Oneamerica Securities, Inc.14
PNC Wealth Management LLC14
Thrivent Investment Management Inc.14
Cetera Investment Advisers LLC news13
J.P. Morgan Securities LLC news12
Osaic Wealth, Inc. news9
Intrepid Financial Planning Group, LLC8
Four Quadrant Wealth Advisors, Inc.7
Halter Ferguson Financial Inc.7
Strive Financial Group, LLC7
Tiaa-Cref Individual & Institutional Services, LLC7
Ameritas Advisory Services, LLC6

Advisors in Carmel, A to Z (first 300 of 701)

Search all of Indiana →

Other cities in Indiana

All of Indiana →

Indianapolis 2,125Fort Wayne 404Evansville 269Kokomo 148Fishers 139Greenwood 125Mishawaka 124Lafayette 117Crown Point 110Bloomington 103South Bend 98Merrillville 95Zionsville 86Columbus 84Valparaiso 83Auburn 72Elkhart 72Terre Haute 70Granger 66Noblesville 61New Albany 58Anderson 47Chesterton 46Brownsburg 45

Questions

How many financial advisors are in Carmel, IN?

701 investment adviser representatives are registered at firm offices in Carmel, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 391 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Carmel?

Valeo Financial Advisors, LLC, with 88 registered advisors in Carmel, followed by Capital Client Group, Inc. with 70.

How do I check a financial advisor in Carmel?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.