Company lists · Data refreshed September 2026

Top 24 Finance consulting firms based in Indianapolis, United States

RevenueBase identified 51 finance consulting firms headquartered in Indianapolis, United States as of September 2026 and tracks 675 professional contacts across them, including 138 with verified work emails. Across the United States, New York is the largest hub for this category (535 companies); Indianapolis has 51.

This list covers finance consulting 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
51Companies
675Contacts tracked
138Verified emails
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The 24 largest finance consulting firms based in Indianapolis, United States

Ranked by team size
Top 24 of 51 finance consulting 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 finance consulting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 2026201-500390 contacts →

Partial evidence

“Our mission at WestPoint Financial Group is simple.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 2026201-50041 contacts →

Partial 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 28, 2026
3Indirect evidenceIndianapolis, United StatesHQ checked Sep 28, 202651-20041 contacts →

Indirect evidence

“FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 202611-5035 contacts →

Strong evidence

“Agresta, Storms & O’Leary is a full service accounting firm offering assurance, tax, and business consulting services, including bank and finance consulting, business valuations…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 202611-5017 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
6Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 202611-509 contacts →

Partial evidence

“We design and implement unique financial tools to provide simple and durable solutions for families and businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“TCG Planning is an action oriented firm that offers all-encompassing services for our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 202651-2007 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
9Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“At RDW Financial Group, we believe that, and with that comes peace of mind.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“At Charter Advisory we assist our clients in a variety of areas.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“You’re working toward your financial goals and deserve advice and guidance along the way.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“SYCAMORE ADVISORS LLC is a financial services company based out of 612 E 13TH ST, INDIANAPOLIS, Indiana, United States.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-104 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 28, 2026
14Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 202611-504 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 28, 2026
15Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 202611-504 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
16Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial 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 28, 2026
17Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-104 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
18Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial 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 28, 2026
19Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“At Perspective Financial Group, we believe that the best view comes after the hardest climb.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“FRM provides the financial horsepower needed to manage your company’s profitability.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Trinity Financial Consulting is a company based out of Indianapolis, IN, United States.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 202611-501 contacts →

Partial 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
23Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Targeted Retirement Strategies, LLC is a company based out of Indianapolis, Indiana, United States.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Vandy Accounting Solutions helps companies create an organized and informational approach to accounting and finance.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 24 of 51 finance consulting firms based in Indianapolis, United States

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Finance consulting firms based in Indianapolis, United States at a glance

As of Sep 28, 2026
20.4%Verified-email coverage
13.2Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
13
51-200
2
201-500
2
1,001-5,000
1

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 51 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 finance consulting 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 “finance consulting 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 finance consulting 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 finance consulting 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, 138 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.

Finance consulting 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 finance consulting 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 finance consulting firms are there based in Indianapolis, United States?

RevenueBase identified 51 finance consulting 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?

Westpoint Financial Group, headquartered in Indianapolis, tops this list with the largest team on record.

Which city in the United States has the most finance consulting firms?

New York leads the United States with 535 headquartered companies, followed by Chicago (194) and Houston (190). Indianapolis has 51.

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 138 verified decision-maker contacts tracked across these 51 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.