Company lists · Data refreshed September 2026

Top 19 Fractional cfp services agencies based in Indianapolis, United States

RevenueBase identified 42 fractional cfp services agencies headquartered in Indianapolis, United States as of September 2026 and tracks 174 professional contacts across them, including 88 with verified work emails. New York is the largest hub.

This list covers fractional cfp services agencies 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 19, 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 19, 2026 86% judged on-target in blind review
42Companies
174Contacts tracked
88Verified emails
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The 19 largest fractional cfp services agencies based in Indianapolis, United States

Ranked by team size
Top 19 of 42 fractional cfp services agencies based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fractional cfp services agencies: 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
1Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 202611-5031 contacts →

Indirect evidence

“Bedel Financial Consulting, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 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 19, 2026
3Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 202611-5011 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 19, 2026
4Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect 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 19, 2026
5Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 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 19, 2026
6Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect 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 19, 2026
8Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 202611-504 contacts →

Indirect 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 19, 2026
9Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect 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 19, 2026
10Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect 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 19, 2026
11Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect 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 19, 2026
12Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceIndianapolis, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect 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 19, 2026
15Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 202611-501 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 19, 2026
17Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect 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 19, 2026
19Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“WealthGuides is a financial planning, investing and wealth management firm located in Indianapolis, and serving clients nationwide.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 19 of 42 fractional cfp services agencies based in Indianapolis, United States

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Fractional cfp services agencies based in Indianapolis, United States at a glance

As of Sep 19, 2026
50.6%Verified-email coverage
4.1Average contacts per company
1-10Median size (employees)
381.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
29
11-50
12
51-200
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 42 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 fractional cfp services agencies, 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 “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, 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, 88 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 19, 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.

Fractional cfp services agencies 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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in Indianapolis, United States?

RevenueBase identified 42 fractional cfp services agencies 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?

Bedel Financial Consulting, headquartered in Indianapolis, tops this list with the largest team on record.

Which city has the most fractional cfp services agencies?

New York leads with 160 headquartered companies, followed by Atlanta (132) and Houston (113).

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 88 verified decision-maker contacts tracked across these 42 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 19, 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.