Ways to browse advisors serving Indiana

Pick a specialty or descriptor to browse more advisors serving Indiana.

By how they work

Type	Advisors
Large-firm	6,558
Flat-fee	4,774
Seasoned	3,477
Independent	2,805
CFP®-certified	1,767

By who they serve

Type	Advisors
High-net-worth	1,089
Baby Boomer	70
Gen X	8
Millennial	7

Browse by city

Find advisors near a specific metro area in Indiana.

City	Advisors
Carmel, IN	3,201
Indianapolis, IN	3,200
Greenwood, IN	2,802
Anderson, IN	982
Fort Wayne, IN	596
Auburn, IN	543
Goshen, IN	506
South Bend, IN	471
Mishawaka, IN	468
Elkhart, IN	468
Decatur, IN	392
Evansville, IN	379
Huntington, IN	349
Kendallville, IN	276
La Porte, IN	246
Frankfort, IN	191
Michigan City, IN	187
New Castle, IN	183
Plymouth, IN	183
Kokomo, IN	168
Lafayette, IN	164
West Lafayette, IN	162
Warsaw, IN	161
Monticello, IN	155
Peru, IN	152
Muncie, IN	149
Columbus, IN	147
Logansport, IN	146
Bloomington, IN	140
Greensburg, IN	139
Bedford, IN	119
Angola, IN	118
Marion, IN	113
Seymour, IN	106
Terre Haute, IN	93
Connersville, IN	65
Richmond, IN	65
Washington, IN	62
Jasper, IN	56
Wabash, IN	54
Greencastle, IN	52
Vincennes, IN	48
Crawfordsville, IN	36
Madison, IN	33

Browse by specialty

Find advisors serving Indiana who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,989
Wealth management	3,649
Retired	3,607
Executive	3,472
Tax-loss harvesting	3,376
Retirement plans for business owners (SEP, solo 401k)	2,047
Retirement income strategy	1,814
General retirement planning	1,660
Active portfolio management	1,445
College savings (529s, UTMA, etc.)	1,398
Private / alternative investments	1,260
Options & derivatives strategies	1,167
ESG / Sustainable investing	949
Income planning	852
Business exit / sale strategy	841
Passive / index investing	841
Annuities	825
Approaching retirement	797
General estate planning guidance	796
Charitable giving & philanthropy	780
Self-Employed	763
Cash flow / budgeting	710
HENRY (High Earners, Not Rich Yet)	575
Multi-generational wealth transfer	574
Social Security optimization	456
Real estate investing	452
Concentrated stock management	437
Retirement withdrawal strategies	417
Business ownership considerations	397
Business succession planning	298
Divorce financial planning	258
Equity compensation tax strategy	231
Mid-Career Professionals	228
General tax planning	135
Planning for children with special needs	124
Married/Couples/Partners	109
Attorney	102
Religious/faith focused	100
Long-term care insurance	92
Divorced	91
Tax strategies for small businesses	81
Educators, Teachers, and Academics	79
Doctor or Medical Professional	78
Financial Professional	74
Established Professionals	73
Values-based investing	65
Parents	61
Women Professionals	56
Debt management	54
Family Business	54
Retired	47
Life insurance needs analysis	44
Factor investing / smart beta	37
Professional Athlete	37
Military & Veterans	36
Charitable giving tax strategies	35
Business sale tax planning	32
Intergenerational Families	28
Liquidity event planning	25
Dentist	24
LGBTQIA	23
Young Families	21
Equity Recipients (RS/RSU, SOP, ESPP)	20
Business Financial Management	14
Medicare planning	13
Young Professionals	13
Christian Faith Based	7
Roth conversion strategy	6
Startup equity planning	4
Government Employee	3
Immigrants	3

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