Company lists · Data refreshed September 2026
Top 18 Investment advisory platforms based in Indianapolis, United States
RevenueBase identified 36 investment advisory platforms headquartered in Indianapolis, United States as of September 2026 and tracks 447 professional contacts across them, including 259 with verified work emails. New York is the largest hub.
This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 18 largest investment advisory platforms based in Indianapolis, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | Sanctuary WealthStrong evidence | 145 | |||
“Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | Winthrop Capital ManagementStrong evidence | 34 | |||
“Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolio management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | Proteus, LLCStrong evidence | 20 | |||
“Proteus is an investment platform developed to provide qualified investors with efficient access to private market investment opportunities, including private funds…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7 | ||||
“We're a diverse team who share a common goal: to help you pursue your dreams.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Robovise, LLCIndirect evidence | 7 | |||
“Investing Made Simple - Grow your money in alliance with a bank or credit union you already know and trust.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | Titan Investment Management LLCStrong evidence | 5 | |||
“Titan Investment Management is a registered investment advisor based in Indianapolis, Indiana.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 | ||||
“Carlson Wealth Advisors is a full-service financial planning and investment management firm that helps individuals and business owners pursue their financial goals.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | Thurston Springer FinancialPartial evidence | 4 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | Midwest Wealth Management INCStrong evidence | 4 | |||
“While many big name firms offer quality investment products, the products that their financial advisors can actually offer may be chosen by people who don’t even know you.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 | ||||
“Eagle Investors (CRD #316259) is a registered investment advisor.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 | ||||
“Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 | ||||
“We're an SEC-registered investment advisor with a passion for serving our clients with integrity and excellence.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | Perspective Financial GroupIndirect evidence | 3 | |||
“At Perspective Financial Group, we believe that the best view comes after the hardest climb.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | Logan Financial Empowerment LLCPartial evidence | 2 | |||
“We are a virtual, financial advisory firm that provides financial planning services to individuals, families, and small business owners.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 | ||||
“Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd Suite 130, Carmel, Indiana, United States.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | WealthguidesIndirect evidence | 1 | |||
“WealthGuides is a financial planning, investing and wealth management firm located in Indianapolis, and serving clients nationwide.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | Targeted Retirement Strategies, LLCIndirect evidence | 1 | |||
“Targeted Retirement Strategies, LLC is a company based out of Indianapolis, Indiana, United States.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 18 of 36 investment advisory platforms based in Indianapolis, United States
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Investment advisory platforms based in Indianapolis, United States at a glance
As of Sep 4, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Indianapolis, over 36 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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 259 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 4, 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.
Investment advisory platforms by metro in the United States
- Investment advisory platforms in New York243
- Investment advisory platforms in San Francisco99
- Investment advisory platforms in Chicago90
- Investment advisory platforms in Austin76
- Investment advisory platforms in Houston76
- Investment advisory platforms in Atlanta74
- Investment advisory platforms in Dallas70
- Investment advisory platforms in Miami70
- Investment advisory platforms in San Diego66
- Investment advisory platforms in Denver62
- Investment advisory platforms in Charlotte59
- Investment advisory platforms in Boston57
- Investment advisory platforms in Los Angeles53
- Investment advisory platforms in Scottsdale47
- Investment advisory platforms in Portland37
- Investment advisory platforms in Indianapolis36
- Investment advisory platforms in Seattle35
- Investment advisory platforms in Newport Beach34
- Investment advisory platforms in Tampa34
- Investment advisory platforms in Birmingham32
- Investment advisory platforms in Las Vegas32
- Investment advisory platforms in Minneapolis31
- Investment advisory platforms in Overland Park31
- Investment advisory platforms in Phoenix30
- Investment advisory platforms in Raleigh30
- Investment advisory platforms in Cincinnati27
- Investment advisory platforms in Irvine27
- Investment advisory platforms in Omaha27
- Investment advisory platforms in San Antonio27
- Investment advisory platforms in Columbus26
- Investment advisory platforms in Greenville26
- Investment advisory platforms in Wilmington26
- Investment advisory platforms in Pittsburgh25
Frequently asked
How many investment advisory platforms are there based in Indianapolis, United States?
RevenueBase identified 36 investment advisory platforms 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?
Sanctuary Wealth, headquartered in Indianapolis, tops this list with the largest team on record.
Which city has the most investment advisory platforms?
New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).
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 259 verified decision-maker contacts tracked across these 36 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 4, 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 SmartSearch, 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.
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