Best Financial Advisors in Indianapolis, IN

24 firms listed · all 24 in Indianapolis · 1 open weekends · 21 rated 4.5+ · 1 shows a license

Data verified October 19, 2026

Creative Financial Group

Creative Financial Group

(35)
  • Confident
  • Retirement
  • Meeting
“Andrew has seamlessly helped me consolidate and make sense of my investments while providing me with the knowledge for me to feel confident in the decisions I'm making.”
BBB Rating: A+
In Business Since 2007
6838 S East St, Indianapolis, IN
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Bedel Financial Consulting

Bedel Financial Consulting

(41)
  • Retirement
  • Goals
  • Fee
“They've grown with me as I've changed professions, entered different life stages, and now look back 25+ years later and couldn't be happier with that decision.”
Transparent Fees & Pricing
In Business Since 2000
8940 River Crossing Blvd Suite 120, Indianapolis, IN
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Spectrum Financial Group

Spectrum Financial Group

(9)
  • Patient
  • Life Insurance
“As a sole and newer business owner it's not easy for me to obtain disability insurance and I also did not completely understand it if I'm being honest.”
Licensed
In Business Since 1957
Accepts All Major Credit Cards
9000 Keystone Crossing # 620, Indianapolis, IN
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Strong Retirement

Strong Retirement

(27)
  • Heart
  • Company
  • Team
“You get an immediate since of their character and integrity just walking into their office and reading the picture plaques, It shows where their heart is.”
In Business Since 2015
10852 Golf View Dr, Indianapolis, IN
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Avalon Wealth Advisory

Avalon Wealth Advisory

(1)
“I highly recommend speaking with him if you are interested in help with financial/retirement planning or any other related services.”
BBB Rating: A+
In Business Since 2003
9775 Crosspoint Blvd # 110, Indianapolis, IN
i
Simons Bitzer & Associates

Simons Bitzer & Associates

(7)
  • Community
“I have the great fortune of working with Simons Bitzer as a sub-contractor (providing strategy and talent consulting services), which gives me the opportunity to see their work with a range of clients.”
BBB Rating: A+
In Business Since 2011
Accepts All Major Credit Cards, Check
8350 S Emerson Ave Suite 100, Indianapolis, IN
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. 23 of the firms on this page have a rating, from 4.0 to 5.0 across 255 reviews; 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (69%) and quality (62%). 1 is 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 6 have a BBB rating of A or A+. Domain records put 19 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.

Blend Wealth

Blend Wealth

(17)
  • Fiduciary
  • Financial Planning
  • Investment
“They are detailed oriented, give you and your business the time and attention it deserves, have meet ever expectation we've requested and so much more.”
In Business Since 2021
12052 Old Stone Dr, Indianapolis, IN
i
Robert Addington CPA

Robert Addington CPA

(2)
“He has prepared my personal and company taxes for a number of years.”
BBB Rating: A+
In Business Since 1988
Cash only
320 N Meridian St #619, Indianapolis, IN
i
RDW Financial Group

RDW Financial Group

(7)
  • Retirement
  • Educate
  • Financial Advisor
“The stability of the organization coupled with the outstanding reputation that Dave Williams has within the financial planning industry make this the best home for our investments as well as the best place to get advice for all our financial question...”
Family Business
In Business Since 2005
777 Beachway Dr #108, Indianapolis, IN
i
MFG Wealth Management

MFG Wealth Management

(17)
  • Future
  • Team
  • Financial
“Additionally, they not only desire to help others by managing their financial portfolio, but they truly enjoy explaining and teaching clients more about these topics.”
In Business Since 2006
6920 S East St, Indianapolis, IN
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Snowbird Financial

Snowbird Financial

(8)
“Brian has been assisting with our investments for the last few years, he gives top notch service, not only does he do an excellent job with investments, he is truly provides comprehensive financial planning.”
In Business Since 2012
9165 Otis Ave Suite 219, Indianapolis, IN
i
Core Wealth Advisors

Core Wealth Advisors

(2)
“Very knowledgeable about the stock market and tax strategy.”
Free Initial Consultation
In Business Since 2011
151 N Delaware St #1510, Indianapolis, IN
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Market Street Wealth Management Advisors

Market Street Wealth Management Advisors

(3)
“Great place for my retirement moola!!!!!!!”
Transparent Fees & Pricing
In Business Since 2011
Free Initial Consultation
3105 E 98th St Suite #170, Indianapolis, IN
i
Wealthcare Partners

Wealthcare Partners

(1)
“I appreciate the patient education I've received.”
9201 Rockville Rd, Indianapolis, IN
i
Peloton Capital Management

Peloton Capital Management

(5)
“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.”
In Business Since 2009
8500 Keystone Crossing #450, Indianapolis, IN
i
Elser Financial Planning

Elser Financial Planning

Transparent Fees & Pricing
In Business Since 2010
8900 Keystone Crossing #450, Indianapolis, IN
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Argos Financial Group

Argos Financial Group

In Business Since 2017
900 E 96th St #300, Indianapolis, IN
i
Perry Financial Group

Perry Financial Group

(10)
  • Team
  • Planning
  • Investment
“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.”
Family Business
In Business Since 2020
8001 S Meridian St, Indianapolis, IN
i
Holistic Financial Partners

Holistic Financial Partners

In Business Since 2015
9959 Crosspoint Blvd, Indianapolis, IN
i
Axia Advisory

Axia Advisory

In Business Since 2000
20 91st St #202, Indianapolis, IN
i
Pile Wealth Management

Pile Wealth Management

BBB Rating: A+
In Business Since 1998
Accepts All Major Credit Cards
1 Indiana Sq # 1200, Indianapolis, IN
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Invst

Invst

(3)
“Really appreciate the advice and guidance from my financial advisor.”
In Business Since 2001
3625 E 96th St, Indianapolis, IN
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Carlson Wealth Advisors

Carlson Wealth Advisors

(2)
“Highly recommend if you are looking for a top notch financial advisor.”
In Business Since 2010
6119 S East St, Indianapolis, IN
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Cooke Financial Group

Cooke Financial Group

(2)
“Great team.”
In Business Since 2016
9340 Priority Way W Dr, Indianapolis, IN
i
HomeWealth Management AdvisorsIndianaIndianapolis, IN

Retirement Planning and Investment Management Services in Indianapolis, IN Cost Estimates

Minimum cost
$1245
Maximum cost
$10583
National Average
$3735
Avg Per Hour Rates
$374
$2490
$6848
Average price range is based on 347 cost profiles
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Average Cost $3735
Minimum cost $1245
Maximum cost $10583
Avg Per Hour Rates $374

Average range $2490 to $6848 is based on 347 cost profiles.

Why these companies made our list

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