Browse all Independent advisors in Indiana

Every advisor below is licensed to work with clients in Indiana. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,334
Options & derivatives strategies	971
Wealth management	910
Retirement plans for business owners (SEP, solo 401k)	817
Private / alternative investments	711
Executive	632
Retired	591
Active portfolio management	551
General retirement planning	482
Retirement income strategy	455
Tax-loss harvesting	446
College savings (529s, UTMA, etc.)	366
Concentrated stock management	343
Charitable giving & philanthropy	320
Annuities	286
Income planning	280
Cash flow / budgeting	258
ESG / Sustainable investing	243
Business exit / sale strategy	218
General estate planning guidance	186
Real estate investing	168
Passive / index investing	142
Equity compensation tax strategy	134
Business ownership considerations	125
General tax planning	124
Business succession planning	106
Religious/faith focused	83
Retirement withdrawal strategies	71
Tax strategies for small businesses	65
Long-term care insurance	62
Doctor or Medical Professional	54
Approaching retirement	53
Self-Employed	49
HENRY (High Earners, Not Rich Yet)	45
Debt management	41
Life insurance needs analysis	41
Divorce financial planning	37
Retired	34
Business sale tax planning	32
Charitable giving tax strategies	32
Established Professionals	31
Professional Athlete	30
Mid-Career Professionals	29
Factor investing / smart beta	28
Values-based investing	28
Social Security optimization	27
Educators, Teachers, and Academics	26
Planning for children with special needs	19
Attorney	16
Multi-generational wealth transfer	14
Married/Couples/Partners	13
Equity Recipients (RS/RSU, SOP, ESPP)	11
Business Financial Management	9
Financial Professional	9
Liquidity event planning	9
Medicare planning	9
Christian Faith Based	6
Parents	6
Roth conversion strategy	5
Young Families	5
Young Professionals	3

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