Company lists · Data refreshed September 2026

Top 25 Investment advisory services based in Indianapolis, United States

Name: Investment advisory services based in Indianapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 98 companies tracked

RevenueBase identified 98 investment advisory services headquartered in Indianapolis, United States as of September 2026 and tracks 1,094 professional contacts across them, including 354 with verified work emails. New York is the largest hub.

This list covers investment advisory services 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 20, 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 20, 2026 86% judged on-target in blind review

98Companies

1,094Contacts tracked

354Verified emails

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The 25 largest investment advisory services based in Indianapolis, United States

Ranked by team size

Top 25 of 98 investment advisory services based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory services: 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	Westpoint Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	201-500	390 contacts →
	Indirect evidence “Our mission at WestPoint Financial Group is simple.” Source: RevenueBase Database · checked Sep 20, 2026
2	Strategic Retirement Partners	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	51-200	116 contacts →
	Partial evidence “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Source: RevenueBase Database · checked Sep 20, 2026
3	Cbiz Somerset	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	201-500	41 contacts →
	Indirect 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 20, 2026
4	FNEX	Partial evidence	Indianapolis, United StatesHQ checked Sep 20, 2026	51-200	41 contacts →
	Partial 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 20, 2026
5	Winthrop Capital Management	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	35 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 20, 2026
6	Bedel Financial Consulting	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	31 contacts →
	Indirect evidence “Bedel Financial Consulting, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
7	Delta Wealth Advisors	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “What’s the Key to Finding Your Financial Clarity?” Source: RevenueBase Database · checked Sep 20, 2026
8	Woodley Farra Manion Portfolio Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 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 20, 2026
9	Avalon Wealth Advisory	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial 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 20, 2026
10	Cooke Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Cooke Financial Group, headquartered in Indianapolis, Indiana, is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and…” Source: RevenueBase Database · checked Sep 20, 2026
11	HUB CSI Advisory Services	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Strong evidence “CSi Advisory Services, a division of HUB Retirement & Private Wealth, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial…” Source: RevenueBase Database · checked Sep 20, 2026
12	Archer Investment Corporation	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	51-200	12 contacts →
	Partial 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 20, 2026
13	Market Street Wealth Management Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial 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 20, 2026
14	Sheaff Brock Investment Advisors	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio.” Source: RevenueBase Database · checked Sep 20, 2026
15	Mack Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “We design and implement unique financial tools to provide simple and durable solutions for families and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
16	SBC Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Source: RevenueBase Database · checked Sep 20, 2026
17	Elser Financial Planning	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “At EFP, we focus on building lasting relationships and changing lives with the power of financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
18	The Crossroads Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 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 20, 2026
19	Elements Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 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 20, 2026
20	Robovise, LLC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Investing Made Simple - Grow your money in alliance with a bank or credit union you already know and trust.” Source: RevenueBase Database · checked Sep 20, 2026
21	Legacy Wealth Partners Of Raymond James	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation.” Source: RevenueBase Database · checked Sep 20, 2026
22	RDW Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “At RDW Financial Group, we believe that, and with that comes peace of mind.” Source: RevenueBase Database · checked Sep 20, 2026
23	Axia Advisory	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Axia Advisory is an independent Registered Investment Advisor that offers a range of retirement plan and investment management consulting services to institutions, plan sponsors…” Source: RevenueBase Database · checked Sep 20, 2026
24	Charter Advisory Corporation	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial evidence “At Charter Advisory we assist our clients in a variety of areas.” Source: RevenueBase Database · checked Sep 20, 2026
25	LHD Retirement	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “LHD Retirement is dedicated to enriching the lives of our clients, through our individual wealth management program and corporate retirement plan consulting.” Source: RevenueBase Database · checked Sep 20, 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: investment advisory services. 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 investment advisory services.
Partial evidence: Its own public description names part of investment advisory services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory services. 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 98 investment advisory services based in Indianapolis, United States

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Investment advisory services based in Indianapolis, United States at a glance

As of Sep 20, 2026

32.4%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

542.9%Largest-city concentration · New York

Sep 20, 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 98 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 services, 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 “investment advisory services”. 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 investment advisory services), 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 investment advisory services, 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, 354 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 20, 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 services 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 investment advisory services, 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 investment advisory services are there based in Indianapolis, United States?

RevenueBase identified 98 investment advisory services 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?

Westpoint Financial Group, headquartered in Indianapolis, tops this list with the largest team on record.

Which city has the most investment advisory services?

New York leads with 532 headquartered companies, followed by Atlanta (274) and Houston (253).

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 354 verified decision-maker contacts tracked across these 98 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 20, 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.