Company lists · Data refreshed September 2026

Top 20 Portfolio management companies based in Indianapolis, United States

Name: Portfolio management companies 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 37 companies tracked

RevenueBase identified 37 company matches for portfolio management companies associated with Indianapolis, United States as of September 2026 and tracks 180 professional contacts across them, including 85 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); Indianapolis has 37.

This list covers company matches for portfolio management companies associated with Indianapolis, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

37Companies

180Contacts tracked

85Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 20 largest portfolio management companies based in Indianapolis, United States

Ranked by team size

Top 20 of 37 company matches for portfolio management companies based in Indianapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Delta Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “What’s the Key to Finding Your Financial Clarity?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Woodley Farra Manion Portfolio Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Cooke Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Archer Investment Corporation	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	51-200	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Wallington Asset Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	SBC Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Elements Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	51-200	7 contacts →
	Exact match “We're a diverse team who share a common goal: to help you pursue your dreams.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Legacy Wealth Partners Of Raymond James	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	RDW Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At RDW Financial Group, we believe that, and with that comes peace of mind.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Carlson Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Carlson Wealth Advisors is a full-service financial planning and investment management firm that helps individuals and business owners pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Thurston Springer Financial	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Cerulean Private Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Greenleaf Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Greenleaf Financial Group was founded to provide professional financial planning and investment management for individuals, businesses, and institutions seeking the highest levels…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Precedent Financial Strategies	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Perspective Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At Perspective Financial Group, we believe that the best view comes after the hardest climb.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Halter Ferguson Financial INC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd Suite 130, Carmel, Indiana, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Targeted Retirement Strategies, LLC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Targeted Retirement Strategies, LLC is a company based out of Indianapolis, Indiana, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	C.H. Douglas & Gray Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “C.H.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Sound Investments INC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Sound Investments Inc is an Investment Management company located in 2941 S Roena St, Indianapolis, Indiana, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Wealthguides	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “WealthGuides is a financial planning, investing and wealth management firm located in Indianapolis, and serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “portfolio management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 20 of 37 portfolio management companies based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and access 85 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Portfolio management companies based in Indianapolis, United States at a glance

As of Sep 20, 2026

47.2%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 37 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Indianapolis, United States whose business descriptions match “portfolio management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 85 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Portfolio management companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management companies are there based in Indianapolis, United States?

RevenueBase identified 37 company matches for portfolio management companies associated with Indianapolis, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Delta Wealth Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most portfolio management companies?

New York leads the United States with 289 company records, followed by Chicago (137) and Atlanta (116). Indianapolis has 37.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 85 professional contacts with verified work emails tracked across these 37 companies; direct dials are available where recorded.

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.

Ready to reach these companies? Verified emails and direct dials for all 37 portfolio management companies based in Indianapolis, United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio management companies by geography

Browse the directory

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.