Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a firm office in Indianapolis, with the firms that employ the most of them.
The short answer
1,982 registered advisors work in Indianapolis; the most are at Schwab Wealth Advisory, Inc. (160). 347 list the CFP designation and 1,518 are also registered broker representatives.
Firms with the most advisors in Indianapolis
Advisors in Indianapolis, A to Z (first 300 of 1,982)
CFP advisors in Indianapolis →- Scott A'HearnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ali Abdul-RahmanPark Avenue Securities LLC · Chartered Financial Consultant
- James N. AbelsMML Investors Services, LLC
- Benjamin J. AbrahamAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- Ronald A. AbramsonSchwab Wealth Advisory, Inc.
- Paul M. AckermannAmeriprise Financial Services, LLC
- Alexander S. AdamsFifth Third Securities, Inc. · Certified Financial Planner
- Kyle AdamsEdward Jones
- Jeannette A. AdcockThurston Springer Advisors
- Paloma AguayoMorgan Stanley
- Ethan AguilarInvst, LLC
- Eduardo M. AguirreSapient Capital LLC · Chartered Financial Analyst
- Robert F. AhlgrimAmeriprise Financial Services, LLC
- Kenneth G. AkersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jerry T. AlbericoOneamerica Securities, Inc.
- Trevor J. AldrichSchwab Wealth Advisory, Inc.
- Alexander AlessiaFi3 Financial Advisors, LLC · Certified Financial Planner
- Chase M. AlexanderCharles Schwab & Co., Inc.
- Eric S. AlexanderOneamerica Securities, Inc.
- Nicholas C. AlexanderSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Clifford D. AllenUBS Financial Services Inc.
- Gabriele P. AllenThurston Springer Advisors
- James N. AllenMorgan Stanley
- Keith B. AllenMeridian Investment Advisors, Inc.
- Nathanael AllenEdward Jones
- Matthew J. AlspaughCwm, LLC
- Katherine A. AltCharles Schwab & Co., Inc.
- David L. Amstutz IIISchwab Wealth Advisory, Inc. · Certified Financial Planner
- James M. AndersonNorthwestern Mutual Investment Services, LLC
- Nicholas R. AndersonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Stephen A. AndersonCharles Schwab & Co., Inc.
- William T. AndersonSchwab Wealth Advisory, Inc.
- Michelle Y. AndrewsMorgan Stanley
- Ryan AppelhansPark Avenue Securities LLC
- Trisha M. ArensmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sayre J. AriishiSchwab Wealth Advisory, Inc.
- Jason S. ArmbrustAvalon Wealth Advisory, Inc. · Certified Financial Planner
- Madeline A. ArmstrongElevation Point Wealth Partners, LLC · Certified Financial Planner
- Jaime ArredondoCharles Schwab & Co., Inc.
- Kristin M. AshAmeriprise Financial Services, LLC
- Charlsie I. AshlockCaptrust · Certified Financial Planner
- Eric D. AslaksonNorthwestern Mutual Investment Services, LLC
- Gene R. AustinAustin Financial Strategies, Inc.
- Jeffrey C. AvagianMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan AverettInvst, LLC
- Michael E. AyersJ.P. Morgan Securities LLC
- Ralph P. BacaSchwab Wealth Advisory, Inc.
- William BaddersThurston Springer Advisors
- Felipe Baeza CorreaGradient Investments, LLC
- Mitchell I. BaileySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matthew D. BakeOneamerica Securities, Inc.
- Bryan T. BakerAmeriprise Financial Services, LLC
- Randall L. BakerCharles Schwab & Co., Inc.
- Zion BakerCharles Schwab & Co., Inc.
- Mark A. BalaszekCharles Schwab & Co., Inc.
- Daniel A. BaldwinMML Investors Services, LLC · Certified Financial Planner
- Timothy D. BalesThe Wellington Grp LLC · Certified Financial Planner
- Spencer M. BamgartnerOneamerica Securities, Inc. · Certified Financial Planner
- Bryson T. BanksCharles Schwab & Co., Inc.
- Dionne J. BanksMaia Wealth
- Sedric J. BanksMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anna C. BannisterUBS Financial Services Inc.
- Jill BarkleyMorgan Stanley
- Gail A. BarnesCetera Investment Advisers LLC · Personal Financial Specialist
- Thomas A. BarrettCorient
- Hunter BartholomewMonon Wealth Management
- David W. BartzRBC Capital Markets, LLC · Chartered Financial Consultant
- Madylin J. BauerThurston Springer Advisors
- David W. BaughMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lukas D. BaumgartnerSchwab Wealth Advisory, Inc.
- George L. Bawcum Jr.Baker Tilly Wealth Management, LLC
- Gary L. BaxterBaxter Capital Management Inc.
- Jamison B. BaysThurston Springer Advisors · Certified Financial Planner
- Stuart BaysThurston Springer Advisors
- Richard A. BeachlerJ.P. Morgan Securities LLC
- Lisa BeallyEdward Jones · Certified Financial Planner
- Christopher BeanNorthwestern Mutual Investment Services, LLC
- Ashton BeaverTitan Investment Management LLC
- Frank H. BechererRaymond James Financial Services Advisors, Inc.
- Nancy L. BeckJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Cherie E. BeckerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacob S. BeckmanBrucke Financial, Inc.
- Reece BeckmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Evan D. BedelBedel Financial Consulting Inc. · Certified Financial Planner
- Jonathan K. BeechamCharles Schwab & Co., Inc.
- Nicholas A. BeetsCharles Schwab & Co., Inc.
- Leah J. BeetzWells Fargo Advisors Financial Network, LLC
- Isabelle K. BegSapient Capital LLC · Certified Financial Planner
- Emily BegemanCharles Schwab & Co., Inc. · Certified Financial Planner
- Thomas M. BehrBeacon Pointe Advisors, LLC · Certified Financial Planner
- William A. BehrendMorgan Stanley
- Bradley G. BeiswangerSchwab Wealth Advisory, Inc.
- Antenielle M. BellLPL Financial LLC
- Kevin L. BellPark Avenue Securities LLC · Chartered Financial Consultant
- Zackary BellEdelman Financial Engines
- Wanda J. BellbrownState Farm Investment Management Corp. · Chartered Financial Consultant
- Melisa A. BenavidezSchwab Wealth Advisory, Inc.
- John L. BendeleCharles Schwab & Co., Inc. · Chartered Financial Consultant
- Jonathan BenhamPark Avenue Securities LLC
- Isaiah T. BennettStrategic Advisers LLC
- Kyle M. BennettJ.P. Morgan Securities LLC
- Ross M. BennettWoodley Farra
- Jonathan T. BensenOneamerica Securities, Inc.
- Jeremy T. BenzigerOneamerica Securities, Inc.
- Robert G. BergerLPL Financial LLC · Chartered Financial Consultant
- Samuel BeriaultFifth Third Securities, Inc.
- Alexandra E. BerningFifth Third Securities, Inc.
- Robert W. BestMorgan Stanley
- Benjamin S. BeverlyCapital Cities Investments
- Garrett M. BianchiSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Sydney R. BianchiSchwab Wealth Advisory, Inc.
- Camille R. BiceJ.P. Morgan Securities LLC
- Kory L. BickelOneamerica Securities, Inc.
- Zachariah M. BickersSchwab Wealth Advisory, Inc. · Certified Financial Planner
- William R. BielMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven R. BilletCambridge Investment Research Advisors, Inc.
- Amanda K. BishopMorgan Stanley
- Frank D. Bixler Jr.Capital Strategies, Inc. · Certified Financial Planner
- Gavin E. BizeauLarson Financial Group, LLC
- Kaylee S. BjarnasonAn Exceptional Life Financial, LLC
- Peter G. BjelopetrovichMindset Wealth Management, LLC
- Amanda J. BlackCapital Cities Investments
- Daniel P. BlackleyState Farm Investment Management Corp.
- Jordan L. BlackwellMML Investors Services, LLC
- Christopher L. BlancettLPL Enterprise, LLC · Certified Financial Planner
- Craig BlantonPfs Investments Inc.
- Andrea L. BlassarasStifel, Nicolaus & Company, Incorporated
- Kenneth L. BlickenstaffTitan Investment Management LLC · Chartered Financial Analyst
- Amy H. BlumerEdward Jones
- Susan J. BoberSchwab Wealth Advisory, Inc.
- Thomas M. BodinFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Cassandra BogaardsLPL Financial LLC
- Hilary BogardCetera Planning Partners
- Charles A. BoggsSchwab Wealth Advisory, Inc.
- Jessica L. BokhartMarket Street Wealth Management Advisors, LLC · Certified Financial Planner
- Allyson L. BolingerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Casey J. BollockCaptrust · Certified Financial Planner
- Anthony J. BonannoThe Wellington Grp LLC
- Brenda T. BondState Farm Investment Management Corp. · Chartered Financial Consultant
- Lyman H. BondWells Fargo Clearing Services, LLC
- Miranda BondeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Carter E. BonecutterJ.P. Morgan Securities LLC
- Tina S. BoozeOneamerica Securities, Inc.
- Husam BorabySchwab Wealth Advisory, Inc.
- Jeffrey J. BorgertRobert W. Baird & Co. Incorporated
- Matthew F. BoslerEdward Jones
- Jack U. BostonBookends Financial Planning · Certified Financial Planner
- Sarah E. BostonBookends Financial Planning
- Tanner R. BostonBookends Financial Planning
- Jonathan C. BostromMorgan Stanley
- Graham J. BowenCerity Partners LLC
- Jaron A. BowersoxTransamerica Retirement Advisors, LLC
- Beth A. BoylanMorgan Stanley
- Christopher C. BoylanLPL Enterprise, LLC
- Lawrence E. Braby IIIOneamerica Securities, Inc.
- Ashley BradburnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John K. BradburnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Beau A. BradleState Farm Investment Management Corp. · Chartered Financial Consultant
- Jordan BradleyLPL Enterprise, LLC
- Matthew K. BradleyPeloton Capital Management
- Ryan M. BradleyElevated Financial Group · Certified Financial Planner
- Luke J. BradyFlorida Financial Advisors, LLC
- Justin T. BrammerElevated Financial Group
- Parker J. BrandenburgSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Dawn M. Brannon BraunRaymond James Financial Services Advisors, Inc.
- Cara BrasorSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jordan S. BraunsteinOneamerica Securities, Inc.
- Jon G. BrazzaleNorthwestern Mutual Investment Services, LLC
- Jason R. BreauxEdward Jones
- David N. BrechbuhlCetera Investment Advisers LLC
- Vanessa L. BreenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas A. BrehmerPark Avenue Securities LLC
- Stephen G. BrennanLPL Financial LLC · Certified Financial Planner
- Kyle T. BrickerCharles Schwab & Co., Inc.
- Kimberly A. BrightWoodley Farra
- Jeffrey BrisbenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brett L. BristowOneamerica Securities, Inc.
- Fabrizio A. Brito AccursoJ.P. Morgan Securities LLC
- James C. BrockeMML Investors Services, LLC · Certified Financial Planner
- Gregory L. BrodnikSchwab Wealth Advisory, Inc.
- Christopher D. BrookeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Clay J. BrooksAbound Wealth Strategies · Certified Financial Planner
- Anna M. BrouwerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brennan BrownJ.P. Morgan Securities LLC
- Florence E. BrownMML Investors Services, LLC
- Jason D. BrownRBC Capital Markets, LLC
- Jason C. BrownProteus, LLC
- Jessie M. BrownPfs Investments Inc.
- Kyle D. BrownGlobal Retirement Partners LLC
- Lisa L. BrownAmeriprise Financial Services, LLC
- Makenzie A. BrownCharles Schwab & Co., Inc.
- Rachel BrownCharles Schwab & Co., Inc.
- John W. BroylesOneamerica Securities, Inc. · Certified Financial Planner
- Lucas M. BruggemanStifel, Nicolaus & Company, Incorporated
- Klynt H. BrummettMML Investors Services, LLC
- Daniel E. BrunetteCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric M. BruntonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey J. BryanRobert W. Baird & Co. Incorporated
- Kimberly A. BryanWells Fargo Advisors Financial Network, LLC
- Paul D. BryanState Farm Investment Management Corp.
- Norman M. BryantOneamerica Securities, Inc.
- Cara L. BuchananBedel Financial Consulting Inc. · Certified Financial Planner
- Wendy BuchananThurston Springer Advisors
- Katie T. BucklerCharles Schwab & Co., Inc.
- William Q. BucknerTlg Advisors, Inc.
- Branden G. BunchInvst, LLC · Chartered Financial Consultant
- Grantham BuntinGlobal Retirement Partners LLC
- Thomas BurkeWells Fargo Advisors Financial Network, LLC
- Antoine L. Burks IIFirst Command Advisory Services
- Michael R. BurleyMeridian Investment Advisors, Inc.
- Matthew R. BurnettStifel, Nicolaus & Company, Incorporated
- James D. BurneyStifel, Nicolaus & Company, Incorporated
- Matthew T. BurtonUBS Financial Services Inc.
- Jackson M. BushBeacon Pointe Advisors, LLC · Certified Financial Planner
- Matthew A. BushCharles Schwab & Co., Inc.
- William R. BushCharles Schwab & Co., Inc.
- Angela R. ButtnerCharles Schwab & Co., Inc.
- Ryan M. BuyerCharles Schwab & Co., Inc.
- Mindy ByerlyOneamerica Securities, Inc.
- David M. ByersLPL Financial LLC
- Meghan R. CadyOsaic Wealth, Inc.
- Benjamin J. CahillMorgan Stanley
- Michael P. CahillMML Investors Services, LLC · Certified Financial Planner
- Joshua A. CainCharles Schwab & Co., Inc.
- G R. CallawayMorgan Stanley
- Jonathan K. CallawayRobert W. Baird & Co. Incorporated
- Christopher D. Calvo Jr.Charles Schwab & Co., Inc.
- Allana M. CampbellRBC Capital Markets, LLC
- Andrew T. CampbellCharles Schwab & Co., Inc. · Certified Financial Planner
- David C. Campbell Jr.Charles Schwab & Co., Inc.
- Sara CampoCharles Schwab & Co., Inc.
- Aaron J. CantrellSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Deborah A. CapriaCharles Schwab & Co., Inc.
- Lisa S. CaputoMorgan Stanley
- Meredith L. CarbreyBedel Financial Consulting Inc. · Certified Financial Planner
- James M. CareyNorthwestern Mutual Investment Services, LLC
- Michael S. CarlsonCetera Investment Advisers LLC · Certified Financial Planner
- Mitchell D. CarnesMariner
- Neil CarrNorthwestern Mutual Investment Services, LLC
- Stephen P. CarrPeloton Capital Management
- Kelly A. CarrollMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas P. CarterMML Investors Services, LLC
- James S. CartrightFarther
- Adam R. CashSym Financial Advisors · Certified Financial Planner
- Marc D. CaskeyPile Wealth Management · Personal Financial Specialist
- Mickealin L. CassellLPL Enterprise, LLC
- Kevin T. CassidyLarson Financial Group, LLC
- Thomas G. CastelliWells Fargo Clearing Services, LLC
- Vincent J. CataniaLPL Financial LLC · Certified Financial Planner
- John C. CateMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas L. CatesThe Wellington Grp LLC
- Tom H. CatesKestra Advisory Services, LLC
- Lasitaporn K. CaudillCharles Schwab & Co., Inc.
- Kelly S. CavanaughCetera Investment Advisers LLC
- Marlon CaveOneamerica Securities, Inc.
- John D. CavesStrategic Advisers LLC · Certified Financial Planner
- Cameron CefaliWells Fargo Advisors Financial Network, LLC
- Bawi T. CeuSchwab Wealth Advisory, Inc. · Certified Financial Planner
- David L. Chapin IISchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael A. CharlesWallington Asset Management · Certified Financial Planner
- Ryan ChattertonOneamerica Securities, Inc.
- Jeffrey S. CheesmanCapital Cities Investments
- Nathan P. ChesleyOneamerica Securities, Inc.
- Daniel P. ChillemiRBC Capital Markets, LLC
- Christina M. ChodorowskiThurston Springer Advisors
- Susan M. ChristMML Investors Services, LLC
- Adam W. ChristensenThurston Springer Advisors
- Philip T. ChristnerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kaus J. ChristopherUBS Financial Services Inc. · Certified Financial Planner
- Scott A. ChuchlaSchwab Wealth Advisory, Inc.
- Adam G. ClaerboutMML Investors Services, LLC · Certified Financial Planner
- Joseph P. ClaggLPL Financial LLC
- Justin P. ClappEdward Jones · Certified Financial Planner
- Gabriella M. ClarkMorgan Stanley
- Phillip C. ClarkInvst, LLC
- Travis V. ClarkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ty J. ClarkSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kevin W. ClasenMML Investors Services, LLC · Certified Financial Planner
- Christian C. ClausonOneamerica Securities, Inc.
- Nolan T. ClayAvalon Wealth Advisory, Inc. · Certified Financial Planner
- Ethan ClaycombTitan Investment Management LLC
- Michael L. ClaymanFocus Partners Wealth, LLC · Certified Financial Planner
- Neal A. ClementsPile Wealth Management · Personal Financial Specialist
- Kevin M. ClemsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James J. Cline, JrHenderson Investment Advisors, LLC
- Jacob M. CloughMorgan Stanley
- Adam Cloyd&Partners
- Kerrie CoeWells Fargo Clearing Services, LLC
- Sean W. CoffeyThurston Springer Advisors
- John R. CoffinNorthwestern Mutual Investment Services, LLC
- Thomas R. CoffmanSchwab Wealth Advisory, Inc.
- Karen L. CokerThurston Springer Advisors
- Bradley K. ColeJ.P. Morgan Securities LLC
- Kevin C. ColeLPL Enterprise, LLC · Chartered Financial Consultant
- Lee A. ColeMoney Concepts Capital Corp.
- Terry P. Cole Jr.Morgan Stanley
- Carson ColemanMML Investors Services, LLC
- David L. Coleman Jr.MML Investors Services, LLC · Chartered Financial Consultant
- Joel M. ColemanWells Fargo Clearing Services, LLC
- Kathryn L. ColemanRaymond James Financial Services Advisors, Inc.
Other cities in Indiana
All of Indiana →Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43Chesterton 42
Questions
How many financial advisors are in Indianapolis, IN?
1,982 investment adviser representatives are registered at firm offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 1,518 of them are also registered as broker representatives, and 347 list the CFP designation.
Which firm has the most financial advisors in Indianapolis?
Schwab Wealth Advisory, Inc., with 160 registered advisors in Indianapolis, followed by Charles Schwab & Co., Inc. with 158.
How do I check a financial advisor in Indianapolis?
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.