Company lists · Data refreshed September 2026

Top 24 Financial advisor recruitment firms based in Indianapolis, United States

Name: Financial advisor recruitment 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 47 companies tracked

RevenueBase identified 47 financial advisor recruitment firms headquartered in Indianapolis, United States as of September 2026 and tracks 273 professional contacts across them, including 109 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Indianapolis has 47.

This list covers financial advisor recruitment 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

47Companies

273Contacts tracked

109Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 24 largest financial advisor recruitment firms based in Indianapolis, United States

Ranked by team size

Top 24 of 47 financial advisor recruitment 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 financial advisor recruitment 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	Cbiz Somerset	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	201-500	41 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
2	FNEX	Indirect evidence	Indianapolis, United StatesHQ checked Sep 28, 2026	51-200	41 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
3	Delta Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “What’s the Key to Finding Your Financial Clarity?” 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	Upshot Recruiting	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	17 contacts →
	Indirect evidence “UpShot Recruiting specializes in executive search and placement, providing the highest quality candidates and delivering results.” Source: RevenueBase Database · checked Sep 28, 2026
6	Archer Investment Corporation	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	51-200	12 contacts →
	Indirect 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	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
8	RDW Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “At RDW Financial Group, we believe that, and with that comes peace of mind.” Source: RevenueBase Database · checked Sep 28, 2026
9	Brookside Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	5 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
10	Carlson Wealth Advisors	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong 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
11	Thurston Springer Financial	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Strong 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
12	Beck Financial Strategies	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	4 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
13	Greenleaf Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	4 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
14	Cerulean Private Wealth Advisors	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong 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
15	Amplify Recruiting	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “With decades of experience, Amplify brings unparalleled sales recruiting expertise to small to mid-size businesses that need help vetting, interviewing, and placing top-tier sales…” Source: RevenueBase Database · checked Sep 28, 2026
16	Perspective Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	3 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
17	Gutwein Group	Indirect evidence	Indianapolis, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Don’t Just Build Wealth, Build Memories” I don’t want to just help clients build wealth, i want to participate in their journey and watch them build memories!” Source: RevenueBase Database · checked Sep 28, 2026
18	Northwest Financial Services, INC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
19	Logan Financial Empowerment LLC	Strong evidence	Indianapolis, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “We are a virtual, financial advisory firm that provides financial planning services to individuals, families, and small business owners.” Source: RevenueBase Database · checked Sep 28, 2026
20	Deerfield Employment Solutions	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	51-200	2 contacts →
	Indirect evidence “Deerfield Employment Solutions is a nationwide recruiting firm specializing in the placement of career professionals in various industries including accounting + finance…” Source: RevenueBase Database · checked Sep 28, 2026
21	Halter Ferguson Financial INC	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	1 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
22	Private Counsel Group, LTD	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial 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 28, 2026
23	Otley Private Wealth Management	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Otley Private Wealth Management is a boutique advisory firm offering high-net-worth individuals and families a comprehensive menu of wealth and investment management services to…” Source: RevenueBase Database · checked Sep 28, 2026
24	Wealthguides	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “WealthGuides is a financial planning, investing and wealth management firm located in Indianapolis, and serving clients nationwide.” 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: financial advisor recruitment 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 financial advisor recruitment firms.
Partial evidence: Its own public description names part of financial advisor recruitment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisor recruitment 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 24 of 47 financial advisor recruitment firms based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 109 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial advisor recruitment firms based in Indianapolis, United States at a glance

As of Sep 28, 2026

39.9%Verified-email coverage

5.8Average contacts per company

1-10Median size (employees)

Sep 28, 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 47 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 financial advisor recruitment 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 “financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment 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, 109 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.

Financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment firms are there based in Indianapolis, United States?

RevenueBase identified 47 financial advisor recruitment 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?

Cbiz Somerset, headquartered in Indianapolis, tops this list with the largest team on record.

Which city in the United States has the most financial advisor recruitment firms?

New York leads the United States with 428 headquartered companies, followed by Atlanta (164) and Chicago (162). Indianapolis has 47.

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 109 verified decision-maker contacts tracked across these 47 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.

Ready to reach these companies? Verified emails and direct dials for all 47 financial advisor recruitment firms based in Indianapolis, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial advisor recruitment firms by geography

Browse the directory

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.