Company lists · Data refreshed September 2026

Top 17 Private equity advisors based in Indianapolis, United States

RevenueBase identified 34 private equity advisors headquartered in Indianapolis, United States as of September 2026 and tracks 224 professional contacts across them, including 107 with verified work emails. New York is the largest hub.

This list covers private equity advisors 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 5, 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 5, 2026 86% judged on-target in blind review
34Companies
224Contacts tracked
107Verified emails
Unlock all 34 companies Free signup · no credit card · 500 free credits

The 17 largest private equity advisors based in Indianapolis, United States

Ranked by team size
Top 17 of 34 private equity advisors based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: 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
Cbiz SomersetIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 5, 2026201-50041

“For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.”

Source: company website · checked Sep 5, 2026
2
FNEXPartial evidence
Indianapolis, United StatesHQ checked Sep 5, 202651-20041

“FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.”

Source: company website · checked Sep 5, 2026
3Indianapolis, IN, United StatesHQ checked Sep 5, 202611-5017

“Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.”

Source: company website · checked Sep 5, 2026
4
Cooke Financial GroupIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 5, 202611-5014

“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 5, 2026
5Indianapolis, IN, United StatesHQ checked Sep 5, 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 5, 2026
6
Elements Wealth ManagementIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 5, 202651-2007

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

Source: company website · checked Sep 5, 2026
7
Cosgrove PartnersIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 5, 20261-107

“Whether you are approaching a family transition, committing to growth, or preparing for an exit, we can help.”

Source: company website · checked Sep 5, 2026
8Indianapolis, IN, United StatesHQ checked Sep 5, 202611-506

“At Charter Advisory we assist our clients in a variety of areas.”

Source: company website · checked Sep 5, 2026
9
HurdleIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 5, 20261-105

“We are different.”

Source: company website · checked Sep 5, 2026
10
Carlson Wealth AdvisorsPartial evidence
Indianapolis, IN, United StatesHQ checked Sep 5, 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 5, 2026
11
Watermark CPA GroupIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 5, 202611-504

“You need to be able to make the most out of everything you’ve got, and pulling that off takes more than people would expect.”

Source: company website · checked Sep 5, 2026
12Indianapolis, IN, United StatesHQ checked Sep 5, 20261-104

“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 5, 2026
13Indianapolis, IN, United StatesHQ checked Sep 5, 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 5, 2026
14Indianapolis, IN, United StatesHQ checked Sep 5, 20261-103

“Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.”

Source: company website · checked Sep 5, 2026
15
Perspective Financial GroupIndirect evidence
Indianapolis, IN, United StatesHQ checked Sep 5, 20261-103

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

Source: company website · checked Sep 5, 2026
16Indianapolis, IN, United StatesHQ checked Sep 5, 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 5, 2026
17Indianapolis, IN, United StatesHQ checked Sep 5, 20261-101

“Otley Private Wealth Management is a boutique advisory firm offering high-net-worth individuals and families a comprehensive menu of wealth and investment management services to…”

Source: company website · checked Sep 5, 2026

Showing 17 of 34 private equity advisors based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 107 reachable decision-makers.

Free signup · no credit card

See all 34 companies

Private equity advisors based in Indianapolis, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 988 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
20
11-50
10
51-200
3
201-500
1

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 34 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 private equity advisors, 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 “private equity advisors”. 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 private equity advisors, 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, 107 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Indianapolis, United States?

RevenueBase identified 34 private equity advisors 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 private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 107 verified decision-maker contacts tracked across these 34 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 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 34 private equity advisors based in Indianapolis, United States. Start with a free account, no credit card.

Get the full list

Related lists

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.