Company lists · Data refreshed September 2026

Top 25 Family office investment firms based in Indianapolis, United States

Name: Family office investment firms based in Indianapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 54 companies tracked

RevenueBase identified 54 family office investment firms headquartered in Indianapolis, United States as of September 2026 and tracks 491 professional contacts across them, including 146 with verified work emails. Across the United States, New York is the largest hub for this category (492 companies); Indianapolis has 54.

This list covers family office investment firms 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 28, 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 28, 2026 86% judged on-target in blind review

54Companies

491Contacts tracked

146Verified emails

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The 25 largest family office investment firms based in Indianapolis, United States

Ranked by team size

Top 25 of 54 family office investment firms based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office investment firms: 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	Ldi, LTD	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1,001-5,000	84 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
2	Bedel Financial Consulting	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “Bedel Financial Consulting, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
3	Fi3 Financial Advisors, LLC	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Strong evidence “We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office.” Source: RevenueBase Database · checked Sep 28, 2026
4	Woodley Farra Manion Portfolio Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 2026
5	Cooke Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
6	Archer Investment Corporation	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	51-200	12 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Market Street Wealth Management Advisors	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Protect and preserve your assets with personalized, ongoing financial planning and guidance from Market Street’s experienced team of fee-only wealth management advisors who are…” Source: RevenueBase Database · checked Sep 28, 2026
8	Wallington Asset Management	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and…” Source: RevenueBase Database · checked Sep 28, 2026
9	SBC Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Source: RevenueBase Database · checked Sep 28, 2026
10	Elements Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 2026
11	Legacy Wealth Partners Of Raymond James	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation.” Source: RevenueBase Database · checked Sep 28, 2026
12	Blend Wealth	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “At Blend Wealth, we simplify and optimize the entire financial life of business owners and high-earning families.” Source: RevenueBase Database · checked Sep 28, 2026
13	Curry Webb Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “We understand that having a good relationship with your adviser is just as important as the advice.” Source: RevenueBase Database · checked Sep 28, 2026
14	M&k Legacy Wealth	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “We are an independent wealth management rm committed to helping you simplify, grow and protect your wealth so you can enjoy life.” Source: RevenueBase Database · checked Sep 28, 2026
15	Watermark CPA Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “You need to be able to make the most out of everything you’ve got, and pulling that off takes more than people would expect.” Source: RevenueBase Database · checked Sep 28, 2026
16	Arrow Fiduciary Services	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “OUR MISSION is to provide expert fiduciary services at a reasonable fee as an alternative to naming a family member or bank.” Source: RevenueBase Database · checked Sep 28, 2026
17	Cerulean Private Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 2026
18	Precedent Financial Strategies	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.” Source: RevenueBase Database · checked Sep 28, 2026
19	Ricebarrett Family Wealth	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “RiceBarrett Family Wealth is an independent multi-generational wealth advisory firm committed to providing financial, investment, and estate planning strategies focused on…” Source: RevenueBase Database · checked Sep 28, 2026
20	Spectrum Wealth Management	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Strong evidence “Spectrum Wealth Management is an independent, fee-based wealth management firm dedicated to providing comprehensive wealth management and family office services to high-net-worth…” Source: RevenueBase Database · checked Sep 28, 2026
21	Core Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “CORE Wealth Advisors is an independent wealth management firm focused on providing prudent, objective and unbiased investment guidance to individuals, business entities and…” Source: RevenueBase Database · checked Sep 28, 2026
22	Daviman Financial, LLC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
23	Ouabache Investments	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Ouabache Investments was established by The Weaver family of Weaver Popcorn, the world’s largest popcorn company, but the investment company is a separate, standalone entity.” Source: RevenueBase Database · checked Sep 28, 2026
24	Holistic Financial Partners	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “We specialize in wealth management and financial planning, but we also provide financial guidance to individuals navigating the complexities of divorce.” Source: RevenueBase Database · checked Sep 28, 2026
25	Halter Ferguson Financial INC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 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: family office investment firms. 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 family office investment firms.
Partial evidence: Its own public description names part of family office investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office investment firms. 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 25 of 54 family office investment firms based in Indianapolis, United States

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Family office investment firms based in Indianapolis, United States at a glance

As of Sep 28, 2026

29.7%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 54 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 family office investment firms, 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 “family office investment firms”. 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 family office investment firms), 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 family office investment firms, 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, 146 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 28, 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.

Family office investment firms 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 family office investment firms, 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 family office investment firms are there based in Indianapolis, United States?

RevenueBase identified 54 family office investment firms 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?

Ldi, LTD, headquartered in Indianapolis, tops this list with the largest team on record.

Which city in the United States has the most family office investment firms?

New York leads the United States with 492 headquartered companies, followed by Dallas (186) and Chicago (172). Indianapolis has 54.

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 146 verified decision-maker contacts tracked across these 54 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 28, 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.