Company lists · Data refreshed September 2026

Top 24 401k plan advisors based in Indianapolis, United States

Name: 401k plan advisors based in Indianapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 43 companies tracked

RevenueBase identified 43 401k plan advisors headquartered in Indianapolis, United States as of September 2026 and tracks 424 professional contacts across them, including 249 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Indianapolis, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

43Companies

424Contacts tracked

249Verified emails

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The 24 largest 401k plan advisors based in Indianapolis, United States

Ranked by team size

Top 24 of 43 401k plan advisors based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Strategic Retirement Partners	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	51-200	116 contacts →
	Indirect evidence “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Source: RevenueBase Database · checked Sep 19, 2026
2	Apex Benefits	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	51-200	91 contacts →
	Indirect evidence “Our team of insurance, health and pharmacy experts builds competitive and cost-effective employee benefits programs to help organizations attract the very best talent and cut…” Source: RevenueBase Database · checked Sep 19, 2026
3	Cbiz Somerset	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	201-500	41 contacts →
	Indirect evidence “For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.” Source: RevenueBase Database · checked Sep 19, 2026
4	Delta Wealth Advisors	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “What’s the Key to Finding Your Financial Clarity?” Source: RevenueBase Database · checked Sep 19, 2026
5	Woodley Farra Manion Portfolio Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Source: RevenueBase Database · checked Sep 19, 2026
6	HUB CSI Advisory Services	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Strong evidence “CSi Advisory Services, a division of HUB Retirement & Private Wealth, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial…” Source: RevenueBase Database · checked Sep 19, 2026
7	Elements Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	51-200	7 contacts →
	Indirect evidence “We're a diverse team who share a common goal: to help you pursue your dreams.” Source: RevenueBase Database · checked Sep 19, 2026
8	HUB Compensation Systems	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Compensation Systems (CSi), a division of HUB International Midwest Limited, is a leading firm in designing and administering business retirement plans and employee benefits.” Source: RevenueBase Database · checked Sep 19, 2026
9	RDW Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “At RDW Financial Group, we believe that, and with that comes peace of mind.” Source: RevenueBase Database · checked Sep 19, 2026
10	Axia Advisory	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Axia Advisory is an independent Registered Investment Advisor that offers a range of retirement plan and investment management consulting services to institutions, plan sponsors…” Source: RevenueBase Database · checked Sep 19, 2026
11	Charter Advisory Corporation	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “At Charter Advisory we assist our clients in a variety of areas.” Source: RevenueBase Database · checked Sep 19, 2026
12	LHD Retirement	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “LHD Retirement is dedicated to enriching the lives of our clients, through our individual wealth management program and corporate retirement plan consulting.” Source: RevenueBase Database · checked Sep 19, 2026
13	Carlson Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Carlson Wealth Advisors is a full-service financial planning and investment management firm that helps individuals and business owners pursue their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
14	Thurston Springer Financial	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Partial evidence “Thurston Springer was founded ‘by advisors for advisors’ in 1981 as a forum where experienced financial-services practitioners could practice their craft according to the highest…” Source: RevenueBase Database · checked Sep 19, 2026
15	Beck Financial Strategies	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “We at Beck Financial Strategies believe every single person should have the opportunity to fulfill their own personal purpose.” Source: RevenueBase Database · checked Sep 19, 2026
16	Cerulean Private Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Source: RevenueBase Database · checked Sep 19, 2026
17	Greenleaf Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Greenleaf Financial Group was founded to provide professional financial planning and investment management for individuals, businesses, and institutions seeking the highest levels…” Source: RevenueBase Database · checked Sep 19, 2026
18	Perspective Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “At Perspective Financial Group, we believe that the best view comes after the hardest climb.” Source: RevenueBase Database · checked Sep 19, 2026
19	Northwest Financial Services, INC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
20	Halter Ferguson Financial INC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	11-50	1 contacts →
	Indirect evidence “Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd Suite 130, Carmel, Indiana, United States.” Source: RevenueBase Database · checked Sep 19, 2026
21	Targeted Retirement Strategies, LLC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Targeted Retirement Strategies, LLC is a company based out of Indianapolis, Indiana, United States.” Source: RevenueBase Database · checked Sep 19, 2026
22	Perry Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Perry Financial Group is an independent, family-owned financial services firm located in Indianapolis.” Source: RevenueBase Database · checked Sep 19, 2026
23	Blackwood Investment Group, LLC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Blackwood Investment Group (BIG) is an independent registered investment adviser based in Indianapolis, Indiana.” Source: RevenueBase Database · checked Sep 19, 2026
24	Private Counsel Group, LTD	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “The Private Counsel Group was formed to serve select families across the United States who are seeking an independent review of their financial matters.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 401k plan advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names 401k plan advisors.
Partial evidence: Its own public description names part of 401k plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name 401k plan advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 24 of 43 401k plan advisors based in Indianapolis, United States

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401k plan advisors based in Indianapolis, United States at a glance

As of Sep 19, 2026

58.7%Verified-email coverage

9.9Average contacts per company

1-10Median size (employees)

293.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Indianapolis, so it is reported there. Company counts and contact totals on this page are exact for Indianapolis, over 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Indianapolis, United States whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside Indianapolis are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 249 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in Indianapolis, United States?

RevenueBase identified 43 401k plan advisors headquartered in Indianapolis, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Strategic Retirement Partners, headquartered in Indianapolis, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 249 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.