Top Financial Advisors in Indianapolis, IN

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Sapient Capital is a fee-based registered investment advisor headquartered in Indianapolis, Indiana. The leadership team at Sapient Capital includes professionals with diverse backgrounds and credentials, including a chartered financial analyst (CFA). The firm is overseen by a team of managing directors, a chief financial officer, and a chief legal and compliance officer. 

Although Sapient Capital does not impose a minimum account size, it does require a minimum annual fee of $10,000, which may be reduced at the firm’s discretion. Clients may include corporate executives, business owners, retirees and ultra-high-net-worth families who may also benefit from Sapient’s specialized Family Office services.

Sapient Capital offers customized portfolio management strategies based on each client’s goals, risk tolerance and financial profile. The firm emphasizes long-term investment approaches and employs both fundamental and technical analysis. Portfolios may include individual stocks and bonds, mutual funds, ETFs and alternative investments. Sapient Capital also partners with independent managers when appropriate and conducts ongoing oversight to ensure alignment with client objectives.

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Thurston Springer Advisors primarily serves non-high-net-worth clients. In fact, this group accounts for the bulk of the firm’s current clientele. The firm adheres to a $25,000 minimum initial investment.

Thurston Springer has a large advisory team with plenty of experience in the financial space. Some have gone through rigorous training and examinations to earn designations like Certified Financial Planner™ (CFP®).

Certain advisors at Thurston also sell insurance products, through which they may receive commissions. While this creates a potential conflict of interest, the firm works under a fiduciary duty, which requires it to act in clients’ best interests at all times.

Thurston Springer Advisors deploys several strategies and methodologies when picking securities with an aim for maximum return. These may include tactical momentum, which is driven by seeking securities to outperform market benchmarks in rising market periods. It also aims to preserve as much capital as it can during market declines.

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Invst, formerly known as Jarred Bunch Consulting, LLC, is a financial advisor firm based in the heart of Indianapolis. There is no specific minimum you need to meet to become a client of the firm. Likely as a result of this, the firm mostly works with individuals with less than a high net worth, though it also boasts high-net-worth and retirement plan clients.

The team of advisors at Invst is fairly large. This group includes a handful of Certified Financial Planners™ (CFPs®). However, some of these advisors can sell securities on a commission basis. While this is a potential conflict of interest, the firm’s fiduciary duty forces it to act in clients’ best interests at all times.

When you invest with Invst, your investor profile will dictate how your money is placed in the market. For instance, your advisor will determine, with your help, your risk tolerance, income needs, time horizon and investment preferences before investing a dime. These factors will play a large part in your portfolio’s asset allocation.

Generally speaking, Invst will look to place your assets in investments like individuals stocks and bonds, mutual funds, ETFs, U.S. government securities, real estate investment trusts (REITs), certificates of deposit (CDs) and more.

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Bedel Financial Consulting is a fee-only firm that is medium in size and has been operating longer than most of the other firms on this list. It is also the only firm on the list to feature a program exclusively for 25- to 40-year-olds focused on wealth accumulation. Other services include investment management, retirement planning, multi-generational wealth planning and more.

The firm generally doesn't require a minimum investment to open an account. Instead, clients will need to adhere to a $5,000 minimum annual fee.

Bedel also employs several chartered financial analysts (CFAs) and Certified Financial Planners™ (CFPs®).

At Bedel, your advisor will help you determine what focus you want to aim for with your investment portfolio. The firm could guide you through retirement planning. And it cen help you save for your child's future college education through investments like a 529 plan. Whatever your focus, your advisor at Bedel will help you clarify the details to achieve your financial goals.

The company uses three common types of analysis when evaluating securities: fundamental, technical and quantitative. This means the firm researches what to invest in by analyzing annual reports and prospectuses, financial publications, third-party due diligence platforms, press releases and more. Bedel Financial Consulting generally recommends mutual funds for your investment account.

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Elser Financial Planning is a fee-only firm requiring accounts have at least $500,000 in investable assets. The firm works with mostly individuals, just over 50% of whom are not high-net-worth. Institutional clients includ pension and profit sharing plans, charitable organizations and corporations.

Investment management fees are based on a percentage of assets under managment. Hourly and fixed fees are used for financial planning.

The firm's team includes members with designations such as Certified Financial Planner™ (CFP®), certified private wealth advisor (CPWA) and financial paraplanner qualified professional.

More than two-thirds of the money held at Elser is invested in individual stocks, with most of the rest put into mutual funds. A smakk amount is invested in bonds or held as cash.

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The on-staff team of advisors at Axia hold a number of certifications. Among these are certified employee benefits specialist (CEBS), accredited investment fiduciary (AIF) and chartered financial analyst (CFA).

More than three-quarters of the Axia’s client base is made up of individuals with and without a high net worth. However, the firm also works with a handful of retirement plans, as well as some pooled investment vehicles and businesses. The firm does not have a specific minimum investment requirement for new clients.

Axia Advisory is a fee-only firm, which means that all of its compensation comes from client-paid fees.

Axia Advisory divides its services into three categories: private wealth management, investment consulting and retirement plan consulting. Private wealth management is angled at individuals clients, and it involves a combination of financial planning and investment management. Financial planning is also available on a stand-alone basis, and it usually involves retirement planning, estate planning, insurance planning, college savings planning and more.

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LJI Wealth Managment is a fee-based firm that offers investment management and financial planning to individuals, both above and below the high-net-worth threshold, charitable organizations and corporations. As a fee-based firm it can receive compensation for the sale of insurance products, like annuities. However, as a fiduciary it is legally obliged to put client interests first, at all times.

Professional designations represented on the staff include Certified Financial Planner™ (CFP®), certified public accountant (CPA) and certified divorce financial analyst (CDFA).

Fees range from as much as 1.4% for accounts holding less than $200,000 to 0.5% for accounts holding $5 million or more.

The firm analyzes potential securities for clients by means of cyclical analysis, charting, fundamental analysis and technical analysis.

LJI Wealth Management lists its core portfolio philosophy as follows:

• Stocks outperform bonds
• Value outperforms growth
• Small companies outperform large companies
• Short-term higher quality bonds lower volatility
• Earnings matter
• Relative strength is a key metric

The firm applies its core portfolio philosophy with such strategies as long-term and short-term purchases, trading, short sales, margin transactions and option writing.

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Sheaff Brock Investment Advisors is an investment-centric financial advisor firm. Its Individual Portfolio Management (IPM) services offer customized portfolio creation on a client-to-client basis. Model Portfolio Management (MPM) services take a different approach, as the firm will match clients with a preset portfolio based on their goals. Financial planning services are also available.

Non-high-net-worth individuals are the most common type of client at Sheaff Brock, though it does work with a considerable number of high-net-worth individuals, as well. Charities, businesses and other investment advisors round out its client base. The firm has a $500,000 minimum investment.

Some of the advisors at this fee-based firm can sell securities to clients on a commission basis. Despite the potential conflict of interest this causes, the firm abides by fiduciary duty, acting in clients’ best interests at all times.

The staff at Sheaff Brock hold designations such as Certified Financial Planner™ (CFP®), certified public accountant (CPA), chartered financial analyst (CFA) and chartered alternative investment analyst (CAIA).

Because Sheaff Brock Investment Advisors divides its investment services into two major categories, investment strategies can differ. Below, we detail the strategies that are typically used for each:

• Individual Portfolio Management (IPM): This is the more personalized approach of the two, as advisors take into account your specific goals and investor profile before investing your money. IPM portfolios are fully diversified using a mix of investments.
• Model Portfolio Management (MPM): Within the MPM services, Sheaff Brock offers more than 10 model portfolios. Each of these are centered around specific investments and risk tolerances, as clients are matched with the one that best suits their needs.

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Asset Management Strategies is a fee-based firm offering personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses.

While the firm describes itself as fee-only for securities-related services, it and its advisors may receive commissions for the sale of non-securities insurance products such as life insurance. However, as a registered investment advisor (RIA), the firm adheres to a fiduciary duty and is obligated to prioritize clients’ best interests in all recommendations.

Professional credentials represented among the staff include cCertified Financial Planner™ (CFP®), chartered mutual fund counselor (CMFC), and MBAs with concentrations in finance and behavioral investing.

Fees are typically charged as a percentage of assets under management, ranging from 1.50% for portfolios under $500,000 to 1.00% for portfolios of $1 million or more. In some cases, clients may be charged flat or hourly fees, based on individual financial planning needs.

The firm’s investment approach primarily relies on asset allocation strategies using passively managed index and exchange-traded funds (ETFs), particularly those that align with market trends. For fixed-income investments, it may also use open-ended mutual funds.

The firm conducts security analysis through charting, cyclical, technical and fundamental analysis, and gathers information from financial media, SEC filings, research services and fund prospectuses. Portfolios are often globally diversified to manage risk exposure. In addition to long- and short-term purchases, the firm may employ trading, short selling, margin transactions, and options strategies — including covered and uncovered option writing — tailored to meet each client's specific goals and risk tolerance.

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Wallington Asset Management is a fee-only investment advisory firm. 

The advisory team at Wallington includes professionals holding designations such as Certified Financial Planner™ (CFP®), chartered financial analyst (CFA) and certified public accountant (CPA). 

Clients must generally meet a $1 million minimum to participate in Wallington’s Asset Management Program. However, this minimum may be waived at the firm's discretion, especially when clients show potential for significant growth in assets under management. Wallington does not impose a minimum for its Capital Advisory Program, which uses mutual funds and ETFs instead of individual securities.

Wallington tailors its investment strategies to align with each client's financial goals, risk tolerance, liquidity needs, time horizon and tax considerations. The firm’s investment approach blends strategic and tactical asset allocation and includes both individual equity and fixed-income securities. Equities are selected using a multi-factor framework, while fixed income strategies are structured around target duration and macroeconomic analysis. For clients in its Capital Advisory Program, the firm selects mutual funds and ETFs with attention to volatility, diversification and management quality.