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Financial ADVSR advisor directory · SEC adviser records

Baker Tilly Wealth Management, LLC financial advisors in Indianapolis, IN

Every SEC-registered investment adviser representative at a Baker Tilly Wealth Management, LLC office in Indianapolis, A to Z.

The short answer

5 registered advisors work at Baker Tilly Wealth Management, LLC in Indianapolis, out of 20 at the firm nationwide; it ranks number 59 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Baker Tilly Wealth Management, LLC advisors in Indianapolis, A to Z

Every Baker Tilly Wealth Management, LLC advisor →

Baker Tilly Wealth Management, LLC advisors in every city and state →Baker Tilly Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Baker Tilly Wealth Management, LLC advisors in other cities

Madison, WI 5Tewksbury, MA 3Nashville, TN 2Tempe, AZ 2Houston, TX 1Milwaukee, WI 1Scottsdale, AZ 1

Other firms in Indianapolis

All Indianapolis advisors →

Schwab Wealth Advisory, Inc. 160Charles Schwab & Co., Inc. 158Oneamerica Securities, Inc. 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 99Ameriprise Financial Services, LLC 67MML Investors Services, LLC 62J.P. Morgan Securities LLC 55LPL Enterprise, LLC 51Cetera Investment Advisers LLC 49Thurston Springer Advisors 48Stifel, Nicolaus & Company, Incorporated 44

Questions

How many financial advisors does Baker Tilly Wealth Management, LLC have in Indianapolis?

5 investment adviser representatives are registered at Baker Tilly Wealth Management, LLC offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Baker Tilly Wealth Management, LLC one of the largest advisor employers in Indianapolis?

Baker Tilly Wealth Management, LLC ranks number 59 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 160.

How do I check a Baker Tilly Wealth Management, LLC advisor 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, 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 Baker Tilly Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.