Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Zionsville, IN

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

The short answer

76 registered advisors work in Zionsville; the most are at Stifel, Nicolaus & Company, Incorporated (8). 16 list the CFP designation and 56 are also registered broker representatives.

Firms with the most advisors in Zionsville

FirmAdvisors in Zionsville
Stifel, Nicolaus & Company, Incorporated news8
Wealth Advisory Solutions, LLC8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news7
Ameriprise Financial Services, LLC news6
Edward Jones news6
Storen Financial5
LPL Financial LLC news4
Osaic Wealth, Inc. news4
Fifth Third Securities, Inc.3
State Farm Investment Management Corp.3
Canterbury Investment Management, LLC2
J.P. Morgan Securities LLC news2
PNC Wealth Management LLC2
Timpe & Timpe Financial Advisory Services, L.L.C.2
Affinity Financial - The Walker Group LLC1
Berthel, Fisher & Company Financial Services, Inc.1
Bfc Planning, Inc.1
Charles Schwab & Co., Inc. news1
Equitable Advisors, LLC news1
Evia Investment Advisors1
First Trust Advisors LP1
Hobbs Wealth Management1
Raymond James & Associates, Inc. news1
Skyview Investment Advisors, LLC1
Sycamore Asset Management, LLC1

Advisors in Zionsville, A to Z

CFP advisors in Zionsville →

Other cities in Indiana

All of Indiana →

Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Merrillville 84Columbus 81Valparaiso 78Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43Chesterton 42

Questions

How many financial advisors are in Zionsville, IN?

76 investment adviser representatives are registered at firm offices in Zionsville, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 56 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Zionsville?

Stifel, Nicolaus & Company, Incorporated, with 8 registered advisors in Zionsville, followed by Wealth Advisory Solutions, LLC with 8.

How do I check a financial advisor in Zionsville?

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.