Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms based in Indianapolis, United States

Name: Financial strategy 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 Sep 30, 2026 52 companies tracked

RevenueBase identified 52 financial strategy consulting firms headquartered in Indianapolis, United States as of September 2026 and tracks 288 professional contacts across them, including 141 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); Indianapolis has 52.

This list covers financial strategy 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 30, 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 30, 2026 86% judged on-target in blind review

52Companies

288Contacts tracked

141Verified emails

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The 25 largest financial strategy consulting firms based in Indianapolis, United States

Ranked by team size

Top 25 of 52 financial strategy consulting firms based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Cbiz Somerset	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
2	FNEX	Indirect evidence	Indianapolis, United StatesHQ checked Sep 30, 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 30, 2026
3	LWG Cpas & Advisors	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	11-50	19 contacts →
	Indirect evidence “Many business owners believe that the total on a balance sheet tells them everything they need to know.” Source: RevenueBase Database · checked Sep 30, 2026
4	Woodley Farra Manion Portfolio Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
5	Avalon Wealth Advisory	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	11-50	15 contacts →
	Strong evidence “Avalon Wealth Advisory is a financial planning firm focused on providing strategic, actionable insights to our clients through a coordinated approach designed to make their lives…” Source: RevenueBase Database · checked Sep 30, 2026
6	Wealthcare Partners	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	11-50	10 contacts →
	Partial evidence “Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence.” Source: RevenueBase Database · checked Sep 30, 2026
7	Mack Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	11-50	9 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 30, 2026
8	The Crossroads Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect evidence “TCG Planning is an action oriented firm that offers all-encompassing services for our clients.” Source: RevenueBase Database · checked Sep 30, 2026
9	Elements Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
10	RDW Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
11	Charter Advisory Corporation	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	11-50	6 contacts →
	Indirect evidence “At Charter Advisory we assist our clients in a variety of areas.” Source: RevenueBase Database · checked Sep 30, 2026
12	Brookside Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
13	Sycamore Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	1-10	5 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 30, 2026
14	Hurdle	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “We are different.” Source: RevenueBase Database · checked Sep 30, 2026
15	Carlson Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
16	Thurston Springer Financial	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
17	Watermark CPA Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
18	Beck Financial Strategies	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong 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 30, 2026
19	Greenleaf Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
20	Cerulean Private Wealth Advisors	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
21	Perspective Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
22	Trinity Financial Consulting	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Strong evidence “Trinity Financial Consulting is a company based out of Indianapolis, IN, United States.” Source: RevenueBase Database · checked Sep 30, 2026
23	Halter Ferguson Financial INC	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 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 30, 2026
24	Targeted Retirement Strategies, LLC	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Partial evidence “Targeted Retirement Strategies, LLC is a company based out of Indianapolis, Indiana, United States.” Source: RevenueBase Database · checked Sep 30, 2026
25	Vandy Accounting Solutions	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Indirect evidence “Vandy Accounting Solutions helps companies create an organized and informational approach to accounting and finance.” Source: RevenueBase Database · checked Sep 30, 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 strategy consulting 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 strategy consulting firms.
Partial evidence: Its own public description names part of financial strategy consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial strategy consulting 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 52 financial strategy consulting firms based in Indianapolis, United States

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Financial strategy consulting firms based in Indianapolis, United States at a glance

As of Sep 30, 2026

49.0%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 52 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 strategy 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 “financial strategy 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 financial strategy 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 financial strategy 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, 141 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 30, 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 strategy 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 financial strategy 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 financial strategy consulting firms are there based in Indianapolis, United States?

RevenueBase identified 52 financial strategy 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?

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

Which city in the United States has the most financial strategy consulting firms?

New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). Indianapolis has 52.

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 141 verified decision-maker contacts tracked across these 52 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 30, 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.