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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
36Companies
447Contacts tracked
259Verified emails
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The 18 largest investment advisory platforms based in Indianapolis, United States

Ranked by team size
Top 18 of 36 investment advisory platforms based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Sanctuary WealthStrong evidence
Indianapolis, IN, United StatesHQ checked Sep 4, 202651-200145

“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, 2026
2Indianapolis, IN, United StatesHQ checked Sep 4, 202611-5034

“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, 2026
3
Proteus, LLCStrong evidence
Indianapolis, IN, United StatesHQ checked Sep 4, 202611-5020

“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, 2026
4Indianapolis, IN, United StatesHQ checked Sep 4, 202651-20012

“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, 2026
5
Elements Wealth ManagementIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 4, 202651-2007

“We're a diverse team who share a common goal: to help you pursue your dreams.”

Source: company website · checked Sep 4, 2026
6
Robovise, LLCIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 4, 20261-107

“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, 2026
7Indianapolis, IN, United StatesHQ checked Sep 4, 20261-105

“Titan Investment Management is a registered investment advisor based in Indianapolis, Indiana.”

Source: company website · checked Sep 4, 2026
8
Carlson Wealth AdvisorsStrong evidence
Indianapolis, IN, United StatesHQ checked Sep 4, 20261-104

“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, 2026
9Indianapolis, IN, United StatesHQ checked Sep 4, 202611-504

“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, 2026
10Indianapolis, IN, United StatesHQ checked Sep 4, 20261-104

“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, 2026
11
Eagle InvestorsStrong evidence
Indianapolis, IN, United StatesHQ checked Sep 4, 20261-104

“Eagle Investors (CRD #316259) is a registered investment advisor.”

Source: company website · checked Sep 4, 2026
12Indianapolis, IN, United StatesHQ checked Sep 4, 20261-104

“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, 2026
13Indianapolis, IN, United StatesHQ checked Sep 4, 20261-103

“We're an SEC-registered investment advisor with a passion for serving our clients with integrity and excellence.”

Source: company website · checked Sep 4, 2026
14
Perspective Financial GroupIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 4, 20261-103

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

Source: company website · checked Sep 4, 2026
15Indianapolis, United StatesHQ checked Sep 4, 20261-102

“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, 2026
16Indianapolis, IN, United StatesHQ checked Sep 4, 202611-501

“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, 2026
17
WealthguidesIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026
18Indianapolis, IN, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026

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, 2026
1-10Median size (employees)
New YorkLargest hub · 243 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
18
11-50
12
51-200
6

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

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.