Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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 saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Indiana, PA

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

32 registered advisors work in Indiana; the most are at Ameritas Advisory Services, LLC (5). 1 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Indiana

FirmAdvisors in Indiana
Ameritas Advisory Services, LLC5
Ameriprise Financial Services, LLC news4
&Partners news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Osaic Institutions, Inc. news3
Eagle Strategies LLC2
Equitable Advisors, LLC news2
LPL Financial LLC news2
Osaic Wealth, Inc. news2
Edward Jones news1
Signal Advisors Wealth, LLC1
State Farm Investment Management Corp.1
Stratos Investment Management, LLC1
Stratos Wealth Advisors LLC1
Stratos Wealth Partners, Ltd.1
Trustmont Advisory Group, Inc.1

Advisors in Indiana, A to Z

CFP advisors in Indiana →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173

Questions

How many financial advisors are in Indiana, PA?

32 investment adviser representatives are registered at firm offices in Indiana, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Indiana?

Ameritas Advisory Services, LLC, with 5 registered advisors in Indiana, followed by Ameriprise Financial Services, LLC with 4.

How do I check a financial advisor in Indiana?

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.