Ways to browse advisors serving Indianapolis, IN

Pick a specialty or descriptor to browse more advisors serving Indianapolis, IN.

By how they work

Type	Advisors
Large-firm	2,263
Flat-fee	1,362
Seasoned	1,095
Independent	937
CFP®-certified	670

By who they serve

Type	Advisors
High-net-worth	566
Baby Boomer	30
Millennial	5
Gen X	4

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,023
Executive	1,309
Wealth management	1,263
Retired	1,159
Tax-loss harvesting	935
Retirement plans for business owners (SEP, solo 401k)	691
Private / alternative investments	632
Active portfolio management	621
Retirement income strategy	556
General retirement planning	533
College savings (529s, UTMA, etc.)	495
Options & derivatives strategies	422
General estate planning guidance	347
Passive / index investing	346
Charitable giving & philanthropy	324
Self-Employed	323
Approaching retirement	302
Real estate investing	297
Business exit / sale strategy	292
Cash flow / budgeting	281
ESG / Sustainable investing	259
HENRY (High Earners, Not Rich Yet)	252
Income planning	242
Mid-Career Professionals	175
Annuities	155
Multi-generational wealth transfer	155
Business ownership considerations	141
Divorce financial planning	134
Social Security optimization	130
Retirement withdrawal strategies	110
Concentrated stock management	97
Attorney	81
Equity compensation tax strategy	81
Married/Couples/Partners	73
Divorced	71
General tax planning	52
Planning for children with special needs	47
Financial Professional	46
Established Professionals	45
Tax strategies for small businesses	42
Family Business	39
Values-based investing	36
Long-term care insurance	29
Retired	28
Business succession planning	27
Charitable giving tax strategies	27
Educators, Teachers, and Academics	25
Professional Athlete	25
Doctor or Medical Professional	24
Dentist	22
Parents	21
Debt management	19
Equity Recipients (RS/RSU, SOP, ESPP)	14
Religious/faith focused	14
Women Professionals	14
Life insurance needs analysis	12
Factor investing / smart beta	11
Military & Veterans	11
Business sale tax planning	10
Intergenerational Families	9
Liquidity event planning	8
Business Financial Management	5
Young Professionals	4
Christian Faith Based	3

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