Best Financial Advisors in Indianapolis, IN

24 firms listed · all 24 in Indianapolis · 2 open weekends · 19 rated 4.5+ · 1 shows a license

Data verified October 19, 2026

Creative Financial Group

Creative Financial Group

5.0 123 reviews
“Our consultant, Brian, is full of great financial advice and always encouraging.”
Virtual consultationsServes United StatesSince 2003BBB A+
6838 S East St
i
Blend Wealth

Blend Wealth

5.0 65 reviews
“They have easily been able to accommodate all my requests and accomplish all the goals that they set out to do in a short amount of time.”
Since 2021
9800 Crosspoint Blvd Ste 200
i
Bedel Financial Consulting

Bedel Financial Consulting

5.0 61 reviews
“I can't say enough positive about how they have helped us navigate our retirement!”
Free phone consultationVirtual consultationsSince 1989Prices online
8940 River Crossing Blvd Suite 120
i
Spectrum Financial Group

Spectrum Financial Group

5.0 23 reviews
“She listened to my needs, helping me uncover things I hadn't considered, and then presented me with solutions that exceeded my expectations.”
LicensedSince 1957
9000 Keystone Crossing # 620
i
Avalon Wealth Advisory

Avalon Wealth Advisory

5.0 1 review
“I highly recommend speaking with him if you are interested in help with financial/retirement planning or any other related services.”
BBB A+Since 2003
450 E 96th St #100
i
Absolute Wealth Management

Absolute Wealth Management

4.8 23 reviews
“We had pretty complicated taxes this year and had a great experience here getting it all sorted out.”
Since 2023
5875 Castle Crk Pkwy Dr N #300
i

The 24 firms listed for Indianapolis, IN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Indianapolis, IN

All 24 firms we list here are in Indianapolis itself. We have 83 firms in Indianapolis on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 514 reviews; 3 have 50 or more reviews and 19 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (5), financial planning (4), estate planning (3), wealth management (3) and investment management (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 16 list a public email and 8 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Indianapolis take financial planning bookings online?

8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Simons Bitzer & Associates

Simons Bitzer & Associates

4.2 5 reviews
“Simons Bitzer demonstrates their genuine commitment to their clients in going above and beyond in supporting the community they and their clients serve.”
Since 1995BBB A+
8350 S Emerson Ave Suite 100
i
Cooke Financial Group

Cooke Financial Group

5.0 18 reviews
“Started with John and now Chris I have complete confidence that my investments are best for myself and family.”
Since 2016
9340 Priority Way W Dr
i
Robert Addington CPA

Robert Addington CPA

5.0 2 reviews
“For any question I've asked, he either knew the answer based on his experience, or he looked it up and got back to me promptly.”
BBB A+Since 1988Cash only
320 N Meridian St #619
i
MFG Wealth Management

MFG Wealth Management

5.0 17 reviews
“We felt so confident in our decision to work with Jeff and the MFG group.”
Since 2006
6920 S East St
i
RDW Financial Group

RDW Financial Group

4.7 7 reviews
“If you're looking for someone who genuinely cares and is incredibly skilled, Harley is the advisor for you.”
Since 2005Family-owned
777 Beachway Dr #108
i
Snowbird Financial

Snowbird Financial

5.0 8 reviews
“He is always open to talk through different options and partner with us to make the best decisions for my family and our future.”
Free consultationSince 2012
10444 Indian Lake Blvd N
i
Market Street Wealth Management Advisors

Market Street Wealth Management Advisors

5.0 6 reviews
“Great place for my retirement moola!!!!!!!”
Free consultationSince 2011Prices online
3105 E 98th St Suite #170
i
Core Wealth Advisors

Core Wealth Advisors

5.0 3 reviews
“Joby and Brad are exceptional at listening to and partnering with us, helping create a plan, and keeping us engaged as we execute the plan together.”
Free consultationSince 2011
150 W Market St #712
i
Book onlineBook
Wealthcare Partners

Wealthcare Partners

4.3 2 reviews
“I appreciate the patient education I've received.”
Serves Avon, Indianapolis +10
9201 Rockville Rd
i
Peloton Capital Management

Peloton Capital Management

5.0 5 reviews
“We have been a client of theirs for almost 15 years and have been extremely pleased with the investments strategies and results over that period of time.”
Since 2009
8500 Keystone Crossing #450
i
Invst

Invst

5.0 5 reviews
“World class support from the CEO all the way down to the paraplanners.”
Since 2001
3625 E 96th St
i
Elser Financial Planning

Elser Financial Planning

4.0 1 review
“The team at Elser works with my parents and does a fantastic job of communicating and laying out a plan that fits where my parents currently are in life.”
Since 2010Prices online
8900 Keystone Crossing #450
i
Perry Financial Group

Perry Financial Group

5.0 10 reviews
“They were also able to provide me with advice on which investment vehicles I may want to consider as well offered insight as to why they recommend them.”
Free consultationVirtual consultationsServes United States30+ yearsFamily-owned
8001 S Meridian St
i
Argos Financial Group

Argos Financial Group

Since 2017
8888 Keystone Crossing #1600
i
Axia Advisory

Axia Advisory

Since 2000
20 E 91st St #202
i
Holistic Financial Partners

Holistic Financial Partners

Since 2015
9959 Crosspoint Blvd
i
Carlson Wealth Advisors

Carlson Wealth Advisors

4.0 2 reviews
“Very knowledgeable and presented information in a fashion that could be understand.”
Since 2010
6119 S East St
i
Mack Financial Group

Mack Financial Group

5.0 2 reviews
“He listened to my concerns and put together a couple of different options and made the process very easy.”
Since 1999
3388 Founders Rd #100
i
HomeWealth Management AdvisorsIndianaIndianapolis, IN

Why these companies made our list

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