Company lists · Data refreshed September 2026
Top 20 Portfolio management companies based in Indianapolis, United States
RevenueBase identified 37 portfolio management companies headquartered in Indianapolis, United States as of September 2026 and tracks 180 professional contacts across them, including 85 with verified work emails. New York is the largest hub.
This list covers portfolio management companies 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.
The 20 largest portfolio management companies based in Indianapolis, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20 contacts → | ||||
Indirect evidence “What’s the Key to Finding Your Financial Clarity?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 17 contacts → | ||||
Strong evidence “Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “At RDW Financial Group, we believe that, and with that comes peace of mind.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial evidence “Carlson Wealth Advisors is a full-service financial planning and investment management firm that helps individuals and business owners pursue their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “Greenleaf Financial Group was founded to provide professional financial planning and investment management for individuals, businesses, and institutions seeking the highest levels…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “At Perspective Financial Group, we believe that the best view comes after the hardest climb.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd Suite 130, Carmel, Indiana, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Targeted Retirement Strategies, LLC is a company based out of Indianapolis, Indiana, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “C.H.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Sound Investments Inc is an Investment Management company located in 2941 S Roena St, Indianapolis, Indiana, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “WealthGuides is a financial planning, investing and wealth management firm located in Indianapolis, and serving clients nationwide.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: portfolio management companies. 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 portfolio management companies.
- Partial evidence
- Its own public description names part of portfolio management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio management companies. 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 20 of 37 portfolio management companies based in Indianapolis, United States
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Portfolio management companies based in Indianapolis, United States at a glance
As of Sep 20, 2026Companies by employee count
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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio management companies, 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 “portfolio management companies”. 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 portfolio management companies), 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 portfolio management companies, 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, 85 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.
Portfolio management companies by metro in the United States
- Portfolio management companies in New York289
- Portfolio management companies in Chicago137
- Portfolio management companies in Atlanta116
- Portfolio management companies in Houston115
- Portfolio management companies in Dallas113
- Portfolio management companies in San Diego97
- Portfolio management companies in Boston88
- Portfolio management companies in San Francisco84
- Portfolio management companies in Austin81
- Portfolio management companies in Scottsdale75
- Portfolio management companies in Miami72
- Portfolio management companies in Charlotte68
- Portfolio management companies in Los Angeles68
- Portfolio management companies in Denver66
- Portfolio management companies in Portland60
- Portfolio management companies in Tampa58
- Portfolio management companies in Newport Beach57
- Portfolio management companies in Cincinnati53
- Portfolio management companies in Overland Park51
- Portfolio management companies in Minneapolis50
- Portfolio management companies in Seattle47
- Portfolio management companies in Columbus46
- Portfolio management companies in Omaha44
- Portfolio management companies in Pittsburgh44
- Portfolio management companies in Raleigh43
- Portfolio management companies in San Antonio43
- Portfolio management companies in Irvine41
- Portfolio management companies in Phoenix40
- Portfolio management companies in Boca Raton39
- Portfolio management companies in Greenwood Village38
- Portfolio management companies in Columbia37
- Portfolio management companies in Indianapolis37
- Portfolio management companies in Rochester37
- Portfolio management companies in Madison36
- Portfolio management companies in Springfield36
- Portfolio management companies in Richmond35
- Portfolio management companies in Birmingham34
- Portfolio management companies in Las Vegas34
- Portfolio management companies in Naples34
- Portfolio management companies in Fort Worth33
- Portfolio management companies in Sarasota33
- Portfolio management companies in Louisville32
- Portfolio management companies in Nashville32
- Portfolio management companies in Grand Rapids31
- Portfolio management companies in Tucson31
- Portfolio management companies in Bellevue30
- Portfolio management companies in Greenville30
- Portfolio management companies in Washington30
- Portfolio management companies in Lexington29
- Portfolio management companies in Plano29
- Portfolio management companies in Jacksonville28
- Portfolio management companies in Salt Lake City28
- Portfolio management companies in Troy28
- Portfolio management companies in Memphis26
- Portfolio management companies in Virginia Beach26
- Portfolio management companies in Colorado Springs25
- Portfolio management companies in Fort Lauderdale25
- Portfolio management companies in Philadelphia25
- Portfolio management companies in Pittsford25
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 portfolio management companies, 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 portfolio management companies are there based in Indianapolis, United States?
RevenueBase identified 37 portfolio management companies 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?
Delta Wealth Advisors, headquartered in Indianapolis, tops this list with the largest team on record.
Which city has the most portfolio management companies?
New York leads with 289 headquartered companies, followed by Chicago (137) and Atlanta (116).
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 85 verified decision-maker contacts tracked across these 37 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.
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