Top Financial Advisors in Indianapolis, IN

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Thurston Springer Advisors, the No. 1 firm on our list of the top financial advisors in Indianapolis, works with individuals, high-net-worth individuals, retirement plans, trusts, charities and businesses. Founded in 1981, Thurston Springer Advisors is also the oldest firm on this list. You'll need at least $25,000 to become a client.

Thurston Springer has a large advisory team with plenty of experience in the financial space. However, certain advisors at Thurston Springer 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 offers financial planning and investment advisory services, including estate planning, retirement planning, multi-generational planning, portfolio management, portfolio reviews and fee-based asset management. The firm also provides consulting services related to retirement plans, alternative and complex products, net-worth accumulation, household money management, portfolio manager selection and individual 401(k) or 403(b) account review or management.

Thurston Springer Advisors uses several strategies and methodologies when selecting securities, with the goal of maximizing returns. These may include tactical momentum,which seeks to identify securities that may outperform market benchmarks during rising market periods. It also aims to preserve as much capital as it can during market declines.

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Sapient Capital is a fee-only registered investment advisor that was founded in 2022. The team at Sapient Capital includes professionals with diverse backgrounds and credentials, including the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA) and chartered alternative investment analyst (CAIA) designations. 

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 keep portfolios aligned with client objectives.

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Invst, formerly known as Jarred Bunch Consulting, LLC, is a financial advisory 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 works with high-net-worth individuals and retirement plans.

The Invst team features advisors who hold the CFP®, chartered financial consultant (ChFC), chartered life underwriter (CLU) and certified exit planning advisor (CEPA), among other designations. 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 requires 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 individual 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 financial advisory firm that was established in 1989 and incorporated in 1993. It works with individuals, families, trusts, estates, charitable organizations, institutions and retirement plans.

The firm does not list a specific minimum account size. However, it may apply a minimum annual fee of $5,000, depending on the services provided, investment types, portfolio makeup and the complexity of the client’s situation. 

Bedel Financial Consulting offers customized portfolio management, financial planning, retirement planning, income tax planning, estate planning, insurance needs analysis, education funding, family business planning and charitable planning. The firm may also recommend separately managed accounts, 529 accounts and retirement plan advisory services when appropriate.

Bedel also employs several professionals with the CFA and CFP® marks. As a fee-only firm, all of its compensation comes from client-paid fees. Fees are typically charged as a percentage of assets under management. The firm's tiered advisory fee schedule ranges from 1.00% on the first $1 million to 0.25% on assets over $10 million. It also charges fixed financial planning fees, which typically range from $1,000 to $2,500 for one-time projects, and may charge an annual retainer for ongoing planning services.

Bedel Financial Consulting uses fundamental, technical and quantitative analysis when evaluating investments. Its strategies may include long-term purchases, short-term purchases, short-term trading, short sales, margin transactions, structured notes and options strategies. The firm may also advise on private placements and hedge funds for accredited investors.

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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, representatives of the firm can receive compensation for the sale of insurance products, like annuities. However, as a fiduciary it is legally required to put clients' interests first at all times.

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

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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The Wellington Group is a fee-based financial advisory firm that was founded in 2024. The firm primarily serves individuals and families, pre-retirees and retirees, high-net-worth individuals, small corporations and business owners. There is no specific minimum requirement to become a client of the firm.

Certain advisors at The Wellington Group may receive commissions from insurance products, brokerage services or third-party manager arrangements. 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.

The Wellington Group provides portfolio management, financial planning, retirement planning, IRA rollover recommendations, estate planning facilitation and third-party investment adviser recommendations. Its planning services may address investment planning, life insurance, tax considerations, retirement and college planning, debt and credit management and estate planning.

Advisors on staff hold a variety of professional credentials, including the CFP®, ChFC, CLU, chartered retirement planning counselor (CRPC) and retirement income certified professional (RICP), among others. 

The Wellington Group uses a mix of passive and active investment management. Its approach may include long-term investing, capital preservation, tax-aware strategies, model-driven strategies, alternative investments, long/short strategies, hedging techniques and third-party asset manager portfolios. The firm may also use charting, cyclical, fundamental and technical analysis, as well as modern portfolio theory

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Elser Financial Planning is a fee-only registered investment advisor founded in 2007. The firm provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, small businesses and pension plans. The advisory team includes professionals with designations such as the CFP®, ChFC, CDFA, certified private wealth advisor (CPWA) and retirement management advisor (RMA).

Elser Financial Planning typically works with investment management clients who have portfolios of $1 million or more. Clients below that level may be subject to an $8,500 minimum annual investment management fee.

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

The firm offers comprehensive wealth management, personalized financial planning and discretionary investment management. Financial planning may involve cash flow evaluation, tax planning, insurance review, education funding, retirement planning, estate and legacy planning, charitable planning and management of held-away retirement accounts.

Elser Financial Planning generally uses long-term investment strategies based on modern portfolio theory. Portfolios are built around strategic asset allocation and typically use no-load, low-cost, tax-efficient mutual funds and ETFs, including Dimensional Fund Advisors and Vanguard funds. The firm may also use individual bonds, U.S. government Treasuries, CDs, tax-loss harvesting and portfolio rebalancing.

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Founded in 2001, Holistic Financial Partners is a fee-only financial advisory firm that provides wealth management, financial planning and retirement plan consulting services. The firm works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Holistic Financial Partners does not impose a stated minimum portfolio value or minimum fee for starting or maintaining an investment management relationship. However, certain independent managers used by the firm may have their own account minimums.

The firm's services include wealth management, financial planning and consulting, retirement plan consulting, wrap fee program services, independent manager selection and advice on held-away assets. Financial planning may cover divorce planning, business planning, cash flow forecasting, trust and estate planning, budgeting, insurance planning, retirement planning, education planning, tax planning and manager due diligence.

Holistic Financial Partners generally uses strategic asset allocation, tactical asset allocation, scenario analysis, global diversification, behavioral finance analysis and a framework based on modern portfolio theory. Client portfolios may include mutual funds, ETFs, individual stocks and bonds, REITs, closed-end funds, structured notes, alternative investments, private funds and independent managers.

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Elevated Financial Group is a fee-based registered investment advisor that does not have a minimum account size requirement. The firm works with individuals, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. 

Elevated Financial Group offers investment management, financial planning, estate preparation and planning, retirement plan advisory services and consulting services. It also provides access to a federally insured cash account program and may use third-party sub-advisors for portions of client portfolios.

The firm has multiple CFP® professionals on staff. However, certain advisors at Elevated Financial Group may receive commissions in addition to advisory fees. 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.

Elevated Financial Group generally uses a buy-and-hold approach and does not attempt to time the market. Portfolios may include mutual funds, ETFs, cash, bonds, individual equities, private investments, private REITs, alternatives, structured products, interval funds and digital currency-related securities. The firm uses fundamental, quantitative, technical and asset allocation analysis when evaluating investments. Strategies may include growth portfolios, fixed income, tactical ETF portfolios, separately managed accounts and options overlays.

The firm reports one regulatory disclosure related to a State of Indiana consent order involving registration-related activity.

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Our list of the top financial advisors in Indianapolis concludes with Meridian Investment Advisors. Founded in 1994, Meridian is a fee-based practice that works with individuals, high-net-worth individuals, families, pension and profit-sharing plans, charitable organizations, corporations and other businesses.

Meridian generally requires a minimum portfolio size of $100,000 to start and maintain an advisory relationship. This minimum may be waived at the firm’s discretion, and family member portfolios may be aggregated to meet the requirement.

Certain advisory affiliates may offer brokerage services under a commission arrangement. 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. The firm's advisors hold several different credentials, including the CFP® and CPA designations. 

Meridian offers individual portfolio management, financial planning, pension consulting, tax planning and preparation, retirement planning, investment review and selection and oversight of sub-advisers. The firm also provides accounting and bookkeeping for tax purposes and notary services. Pension consulting services may include investment policy statement preparation, investment vehicle selection, performance monitoring and employee education support.

Meridian’s investment approach is based primarily on modern portfolio theory and asset allocation. Portfolios may include mutual funds, ETFs, individual equities, fixed income securities, municipal securities, U.S. government securities, corporate debt and certificates of deposit. The firm may also use sub-advisers for all or part of a portfolio.

In limited circumstances, Meridian may use options strategies, short-term trading, short selling and margin leverage when deemed appropriate.