Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a Corient office in Indianapolis, A to Z.
6 registered advisors work at Corient in Indianapolis, out of 655 at the firm nationwide; it ranks number 50 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in Indianapolis, A to Z
Every Corient advisor →- Thomas A. BarrettInvestment adviser rep
- Robert S. KasparInvestment adviser rep
- Kyle KerkhoffCertified Financial Planner
- Andrew J. SchulerInvestment adviser rep
- Michael C. ShivelyInvestment adviser rep
- Ryan SperryInvestment adviser rep
Corient advisors in every city and state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →
Corient advisors in other cities
New York, NY 62Chicago, IL 59Dallas, TX 49Houston, TX 40San Diego, CA 29Boston, MA 28Seattle, WA 28Morristown, NJ 27Columbus, OH 22San Francisco, CA 22Itasca, IL 20Atlanta, GA 17Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17
Other firms in Indianapolis
All Indianapolis advisors →Schwab Wealth Advisory, Inc. 162Charles Schwab & Co., Inc. 156Oneamerica Securities, Inc. 117Morgan Stanley 103Merrill Lynch, Pierce, Fenner & Smith Incorporated 95Ameriprise Financial Services, LLC 66MML Investors Services, LLC 62J.P. Morgan Securities LLC 56LPL Enterprise, LLC 52Thurston Springer Advisors 49Cetera Investment Advisers LLC 46Stifel, Nicolaus & Company, Incorporated 45
Questions
How many financial advisors does Corient have in Indianapolis?
6 investment adviser representatives are registered at Corient offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in Indianapolis?
Corient ranks number 50 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 162.
How do I check a Corient 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 Corient 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.