Ways to browse Independent advisors serving Indiana

Pick a specialty to browse more Independent advisors serving Indiana.

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	1,331
Options & derivatives strategies	970
Wealth management	919
Retirement plans for business owners (SEP, solo 401k)	809
Private / alternative investments	712
Executive	648
Retired	594
Active portfolio management	549
General retirement planning	496
Retirement income strategy	459
Tax-loss harvesting	448
College savings (529s, UTMA, etc.)	366
Concentrated stock management	344
Charitable giving & philanthropy	315
Annuities	287
Income planning	281
Cash flow / budgeting	260
ESG / Sustainable investing	246
Business exit / sale strategy	217
General estate planning guidance	190
Real estate investing	169
Passive / index investing	140
Equity compensation tax strategy	134
Business ownership considerations	125
General tax planning	123
Business succession planning	104
Religious/faith focused	84
Retirement withdrawal strategies	76
Tax strategies for small businesses	76
Long-term care insurance	64
Doctor or Medical Professional	53
Approaching retirement	51
Self-Employed	49
HENRY (High Earners, Not Rich Yet)	45
Life insurance needs analysis	41
Divorce financial planning	37
Retired	34
Charitable giving tax strategies	32
Business sale tax planning	31
Established Professionals	31
Debt management	30
Professional Athlete	30
Mid-Career Professionals	29
Educators, Teachers, and Academics	26
Social Security optimization	25
Values-based investing	19
Factor investing / smart beta	18
Planning for children with special needs	17
Attorney	16
Married/Couples/Partners	14
Multi-generational wealth transfer	14
Equity Recipients (RS/RSU, SOP, ESPP)	11
Business Financial Management	9
Financial Professional	9
Liquidity event planning	9
Medicare planning	9
Christian Faith Based	7
Parents	7
Roth conversion strategy	5
Young Families	5
Young Professionals	4

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