Company lists · Data refreshed October 2026

Top 22 Asset management consulting firms based in Indianapolis, United States

Name: Asset management consulting firms based in Indianapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 42 companies tracked

RevenueBase identified 42 company matches for asset management consulting firms associated with Indianapolis, United States as of October 2026 and tracks 413 professional contacts across them, including 236 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Indianapolis has 42.

This list covers company matches for asset management consulting firms associated with Indianapolis, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

42Companies

413Contacts tracked

236Verified emails

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The 22 largest asset management consulting firms based in Indianapolis, United States

Ranked by team size

Top 22 of 42 company matches for asset management consulting firms based in Indianapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Strategic Retirement Partners	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	51-200	116 contacts →
	Exact match “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Cbiz Somerset	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	201-500	41 contacts →
	Exact match “For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	FNEX	Exact match	Indianapolis, United StatesHQ recorded Oct 1, 2026	51-200	41 contacts →
	Exact match “FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Winthrop Capital Management	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	11-50	35 contacts →
	Exact match “Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolio management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Woodley Farra Manion Portfolio Management	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Cooke Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “Cooke Financial Group, headquartered in Indianapolis, Indiana, is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	HUB CSI Advisory Services	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “CSi Advisory Services, a division of HUB Retirement & Private Wealth, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Archer Investment Corporation	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	51-200	12 contacts →
	Exact match “Archer Investment Corporation serves as a trusted partner of individuals and families, providing investment management solutions based on a thorough understanding of each client’s…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Sheaff Brock Investment Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Elements Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	51-200	7 contacts →
	Exact match “We're a diverse team who share a common goal: to help you pursue your dreams.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Charter Advisory Corporation	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “At Charter Advisory we assist our clients in a variety of areas.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Titan Investment Management LLC	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Titan Investment Management is a registered investment advisor based in Indianapolis, Indiana.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Carlson Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Carlson Wealth Advisors is a full-service financial planning and investment management firm that helps individuals and business owners pursue their financial goals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Thurston Springer Financial	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Greenleaf Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Greenleaf Financial Group was founded to provide professional financial planning and investment management for individuals, businesses, and institutions seeking the highest levels…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Cerulean Private Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Precedent Financial Strategies	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Perspective Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “At Perspective Financial Group, we believe that the best view comes after the hardest climb.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Northwest Financial Services, INC	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	HNLC	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	11-50	1 contacts →
	Exact match “At HNLC, we seek to bridge the gap between traditional consulting and asset management services - wins for our clients are wins for us, too.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Halter Ferguson Financial INC	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	11-50	1 contacts →
	Exact match “Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd Suite 130, Carmel, Indiana, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Targeted Retirement Strategies, LLC	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Targeted Retirement Strategies, LLC is a company based out of Indianapolis, Indiana, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 22 of 42 asset management consulting firms based in Indianapolis, United States

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Asset management consulting firms based in Indianapolis, United States at a glance

As of Oct 1, 2026

57.1%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Oct 1, 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 42 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Indianapolis, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 236 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Indianapolis, United States?

RevenueBase identified 42 company matches for asset management consulting firms associated with Indianapolis, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Strategic Retirement Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 471 company records, followed by Chicago (156) and Houston (128). Indianapolis has 42.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 236 professional contacts with verified work emails tracked across these 42 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 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 SmartSearch, 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.