Company lists · Data refreshed September 2026

Top 25 Investment firms based in Indianapolis, United States

Name: Investment 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 4, 2026 82 companies tracked

RevenueBase identified 82 investment firms headquartered in Indianapolis, United States as of September 2026 and tracks 614 professional contacts across them, including 313 with verified work emails. New York is the largest hub.

This list covers investment 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, 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

82Companies

614Contacts tracked

313Verified emails

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The 25 largest investment firms based in Indianapolis, United States

Ranked by team size

Top 25 of 82 investment firms 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 firms: 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.
#	Company	Headquarters	Employees	Contacts
1	Cbiz SomersetIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	201-500	46
	“For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.” Source: company website · checked Sep 4, 2026
2	FNEXStrong evidence	Indianapolis, United StatesHQ checked Sep 4, 2026	51-200	40
	“Powered by over 160 investment bankers and financial professionals.” Source: company website · checked Sep 4, 2026
3	Winthrop Capital ManagementStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	11-50	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, 2026
4	HKWIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	11-50	25
	“Moving forward together.” Source: company website · checked Sep 4, 2026
5	Proteus, LLCStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	11-50	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, 2026
6	Woodley Farra Manion Portfolio ManagementIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	11-50	17
	“Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Source: company website · checked Sep 4, 2026
7	CID CapitalIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	15
	“CID Capital invests control positions and specializes in Owner Recaps with $3-10M of EBITDA.” Source: company website · checked Sep 4, 2026
8	Cooke Financial GroupIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	11-50	14
	“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: company website · checked Sep 4, 2026
9	Archer Investment CorporationStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	51-200	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, 2026
10	Sheaff Brock Investment AdvisorsIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	11-50	11
	“Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio.” Source: company website · checked Sep 4, 2026
11	Wallington Asset ManagementStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	11-50	10
	“Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and…” Source: company website · checked Sep 4, 2026
12	Mack Financial GroupIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	11-50	9
	“We design and implement unique financial tools to provide simple and durable solutions for families and businesses.” Source: company website · checked Sep 4, 2026
13	SBC Wealth ManagementIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	9
	“Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Source: company website · checked Sep 4, 2026
14	Elements Wealth ManagementIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	51-200	7
	“We're a diverse team who share a common goal: to help you pursue your dreams.” Source: company website · checked Sep 4, 2026
15	Legacy Wealth Partners Of Raymond JamesIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	7
	“LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation.” Source: company website · checked Sep 4, 2026
16	RDW Financial GroupIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	6
	“At RDW Financial Group, we believe that, and with that comes peace of mind.” Source: company website · checked Sep 4, 2026
17	Peloton Capital ManagementStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	6
	“Peloton Capital Management is an independent, SEC-registered investment advisor centrally located in Indianapolis, Indiana.” Source: company website · checked Sep 4, 2026
18	HurdleIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	5
	“We are different.” Source: company website · checked Sep 4, 2026
19	Titan Investment Management LLCStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	5
	“Titan Investment Management is a registered investment advisor based in Indianapolis, Indiana.” Source: company website · checked Sep 4, 2026
20	AFM Capital PartnersStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	4
	“AFM Capital Partners is a private investment firm specializing in control investments in middle-market companies.” Source: company website · checked Sep 4, 2026
21	Carlson Wealth AdvisorsStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	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, 2026
22	Thurston Springer FinancialIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	11-50	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, 2026
23	Midwest Wealth Management INCStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	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, 2026
24	Skellig Capital Advisors, LLCIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	4
	“Skellig Capital Advisors is a capital markets financial advisory firm that advises established companies pursuing a) the sale of all or a part of the business, b) the acquisition…” Source: company website · checked Sep 4, 2026
25	Cerulean Private Wealth AdvisorsStrong evidence	Indianapolis, IN, United StatesHQ checked Sep 4, 2026	1-10	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, 2026

Showing 25 of 82 investment firms based in Indianapolis, United States

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Investment firms based in Indianapolis, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Indianapolis, over 82 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 firms, 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 firms”. 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 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 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, 313 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Indianapolis, United States?

RevenueBase identified 82 investment 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 has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 313 verified decision-maker contacts tracked across these 82 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.