Company lists · Data refreshed November 2026
Top 24 Wealth advisors based in Indianapolis, United States
RevenueBase identified 153 company matches for wealth advisors associated with Indianapolis, United States as of November 2026 and tracks 1,277 professional contacts across them, including 636 with verified work emails. Across the United States, New York is the largest hub for this category (1,159 companies); Indianapolis has 153.
This list covers company matches for wealth advisors 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 November 6, 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.
The 24 largest wealth advisors based in Indianapolis, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 149 contacts → | ||||
Exact match “Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 60 contacts → | ||||
Exact match “City Securities is the oldest and largest independent, full-service investment firm based in Indiana-and one of the oldest in the Midwest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 54 contacts → | ||||
Exact match “When it comes to your financial life, there is no one-size-fits-all solution.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 40 contacts → | ||||
Exact match “Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolio management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 40 contacts → | ||||
Exact match “For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 38 contacts → | ||||
Exact match “FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 32 contacts → | ||||
Exact match “Bedel Financial Consulting, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 23 contacts → | ||||
Exact match “You need to be able to make the most of everything you've got, and pulling that off takes more than people expect.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 22 contacts → | ||||
Exact match “Mark Wise is one of Northwestern Mutual's leading Wealth Management Advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 21 contacts → | ||||
Exact match “We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 19 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 18 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 18 contacts → | ||||
Exact match “What’s the Key to Finding Your Financial Clarity?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Discover a different approach to financial planning-experience WealthWhile®.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “We design and implement unique financial tools to provide simple and durable solutions for families and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 12 contacts → | ||||
Exact match “At EFP, we focus on building lasting relationships and changing lives with the power of financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “CSi Advisory Services, a division of HUB International, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial coaching and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 11 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence.” Recorded in the RevenueBase company graph · Nov 6, 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 “wealth advisors”. 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 24 of 153 wealth advisors based in Indianapolis, United States
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Wealth advisors based in Indianapolis, United States at a glance
As of Nov 6, 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 153 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 “wealth advisors” 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 636 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 November 6, 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.
Wealth advisors by metro in the United States
- Wealth advisors in New York1159
- Wealth advisors in Atlanta467
- Wealth advisors in Houston443
- Wealth advisors in Dallas422
- Wealth advisors in Chicago416
- Wealth advisors in San Diego366
- Wealth advisors in Miami359
- Wealth advisors in Austin334
- Wealth advisors in Los Angeles305
- Wealth advisors in Denver284
- Wealth advisors in Scottsdale279
- Wealth advisors in San Francisco276
- Wealth advisors in Charlotte269
- Wealth advisors in Boston259
- Wealth advisors in Tampa230
- Wealth advisors in Phoenix177
- Wealth advisors in Portland176
- Wealth advisors in Cincinnati170
- Wealth advisors in Irvine163
- Wealth advisors in Newport Beach163
- Wealth advisors in St. Louis161
- Wealth advisors in Minneapolis156
- Wealth advisors in Seattle152
- Wealth advisors in Raleigh149
- Wealth advisors in Columbus148
- Wealth advisors in Boca Raton147
- Wealth advisors in San Antonio141
- Wealth advisors in Las Vegas140
- Wealth advisors in Overland Park138
- Wealth advisors in Pittsburgh137
- Wealth advisors in Washington127
- Wealth advisors in Nashville124
- Wealth advisors in Birmingham121
- Wealth advisors in Jacksonville120
- Wealth advisors in Orlando119
- Wealth advisors in Bellevue118
- Wealth advisors in Columbia116
- Wealth advisors in Omaha113
- Wealth advisors in Grand Rapids111
- Wealth advisors in Rochester110
- Wealth advisors in Louisville109
- Wealth advisors in Richmond108
- Wealth advisors in Fort Lauderdale106
- Wealth advisors in Fort Worth105
- Wealth advisors in Greenville105
- Wealth advisors in Sarasota104
- Wealth advisors in Naples100
- Wealth advisors in Philadelphia98
- Wealth advisors in Salt Lake City97
- Wealth advisors in Tulsa96
- Wealth advisors in Lexington92
- Wealth advisors in Madison91
- Wealth advisors in Wilmington88
- Wealth advisors in Plano87
- Wealth advisors in Colorado Springs86
- Wealth advisors in Greenwood Village85
- Wealth advisors in Memphis84
- Wealth advisors in Troy84
- Wealth advisors in Pasadena82
- Wealth advisors in Springfield78
- Wealth advisors in Alpharetta77
- Wealth advisors in Cleveland77
- Wealth advisors in Walnut Creek77
- Wealth advisors in Frisco76
- Wealth advisors in Coral Gables74
- Wealth advisors in San Jose74
- Wealth advisors in Knoxville72
- Wealth advisors in Beverly Hills70
- Wealth advisors in Charleston69
- Wealth advisors in Franklin69
- Wealth advisors in Lafayette68
- Wealth advisors in St. Petersburg68
- Wealth advisors in Bethesda67
- Wealth advisors in Oklahoma City67
- Wealth advisors in Tucson67
- Wealth advisors in Greensboro66
- Wealth advisors in Baton Rouge65
- Wealth advisors in Kansas City65
- Wealth advisors in Mclean64
- Wealth advisors in Arlington63
- Wealth advisors in Bloomington63
- Wealth advisors in Virginia Beach63
- Wealth advisors in Brentwood62
- Wealth advisors in Boulder61
- Wealth advisors in Reno61
- Wealth advisors in Baltimore59
- Wealth advisors in Lake Oswego59
- Wealth advisors in Milwaukee59
- Wealth advisors in Minnetonka59
- Wealth advisors in Red Bank58
- Wealth advisors in Westlake Village58
- Wealth advisors in Lincoln57
- Wealth advisors in Stamford57
- Wealth advisors in The Woodlands57
- Wealth advisors in Albuquerque56
- Wealth advisors in Marietta56
- Wealth advisors in Melville56
- Wealth advisors in West Des Moines56
- Wealth advisors in Boise55
- Wealth advisors in Honolulu55
- Wealth advisors in Lancaster55
- Wealth advisors in Roseville55
- Wealth advisors in Buffalo54
- Wealth advisors in Jackson53
- Wealth advisors in Alexandria52
- Wealth advisors in Ann Arbor52
- Wealth advisors in Carmel52
- Wealth advisors in Dublin52
- Wealth advisors in Little Rock52
- Wealth advisors in Sacramento52
- Wealth advisors in Carlsbad51
- Wealth advisors in Santa Barbara51
- Wealth advisors in Westport51
- Wealth advisors in Plymouth50
- Wealth advisors in Wayne50
- Wealth advisors in Chattanooga49
- Wealth advisors in Naperville49
- Wealth advisors in Pittsford49
- Wealth advisors in Princeton49
- Wealth advisors in Reston49
- Wealth advisors in Southlake48
- Wealth advisors in Charlottesville47
- Wealth advisors in Rockville47
- Wealth advisors in Vienna47
- Wealth advisors in Bloomfield Hills46
- Wealth advisors in Spokane46
- Wealth advisors in Chesterfield45
- Wealth advisors in Concord45
- Wealth advisors in Fort Collins45
- Wealth advisors in West Chester45
- Wealth advisors in Wichita45
- Wealth advisors in Fort Myers44
- Wealth advisors in Littleton44
- Wealth advisors in Portsmouth44
- Wealth advisors in West Palm Beach44
- Wealth advisors in Gilbert43
- Wealth advisors in Annapolis42
- Wealth advisors in Edina42
- Wealth advisors in Englewood42
- Wealth advisors in Palm Beach Gardens42
- Wealth advisors in Cary40
- Wealth advisors in Centennial40
- Wealth advisors in Clearwater40
- Wealth advisors in Fresno40
- Wealth advisors in Tempe40
- Wealth advisors in Winter Park40
- Wealth advisors in Albany39
- Wealth advisors in Burlington39
- Wealth advisors in Chandler39
- Wealth advisors in Fort Wayne39
- Wealth advisors in Henderson39
- Wealth advisors in Metairie39
- Wealth advisors in Northbrook39
- Wealth advisors in Winston-Salem39
- Wealth advisors in Gainesville38
- Wealth advisors in Lakewood38
- Wealth advisors in Santa Monica38
- Wealth advisors in Sioux Falls38
- Wealth advisors in Towson38
- Wealth advisors in Fairfield37
- Wealth advisors in Fayetteville37
- Wealth advisors in Mesa37
- Wealth advisors in Salem37
- Wealth advisors in San Ramon37
- Wealth advisors in Southfield37
- Wealth advisors in Vancouver37
- Wealth advisors in Westlake37
- Wealth advisors in Durham36
- Wealth advisors in Greenwich36
- Wealth advisors in Mount Pleasant36
- Wealth advisors in Huntsville35
- Wealth advisors in La Jolla35
- Wealth advisors in New Orleans35
- Wealth advisors in Oakland35
- Wealth advisors in Palo Alto35
- Wealth advisors in Bend34
- Wealth advisors in Berwyn34
- Wealth advisors in Canton34
- Wealth advisors in Glen Allen34
- Wealth advisors in Jupiter34
- Wealth advisors in Mckinney34
- Wealth advisors in Oak Brook34
- Wealth advisors in Providence34
- Wealth advisors in Toledo34
- Wealth advisors in Torrance34
- Wealth advisors in Woodbury34
- Wealth advisors in Brookfield33
- Wealth advisors in Glendale33
- Wealth advisors in Jersey City33
- Wealth advisors in Lehi33
- Wealth advisors in Syracuse33
- Wealth advisors in Beachwood32
- Wealth advisors in Orange32
- Wealth advisors in Peoria32
- Wealth advisors in St. Paul32
- Wealth advisors in Dayton31
- Wealth advisors in Appleton30
- Wealth advisors in Cedar Rapids30
- Wealth advisors in Downers Grove30
- Wealth advisors in Fairfax30
- Wealth advisors in Hunt Valley30
- Wealth advisors in Meridian30
- Wealth advisors in Tallahassee30
- Wealth advisors in Bedford29
- Wealth advisors in Morristown29
- Wealth advisors in Tacoma29
- Wealth advisors in West Hartford29
- Wealth advisors in Woodstock29
- Wealth advisors in Worcester29
- Wealth advisors in Allentown28
- Wealth advisors in Conshohocken28
- Wealth advisors in Danville28
- Wealth advisors in Delray Beach28
- Wealth advisors in Des Moines28
- Wealth advisors in Duluth28
- Wealth advisors in Glastonbury28
- Wealth advisors in Irving28
- Wealth advisors in Manhattan Beach28
- Wealth advisors in Ponte Vedra Beach28
- Wealth advisors in Riverside28
- Wealth advisors in Shreveport28
- Wealth advisors in White Plains28
- Wealth advisors in Detroit27
- Wealth advisors in El Segundo27
- Wealth advisors in Eugene27
- Wealth advisors in Kirkland27
- Wealth advisors in Roanoke27
- Wealth advisors in Waltham27
- Wealth advisors in Braintree26
- Wealth advisors in Encino26
- Wealth advisors in Farmington26
- Wealth advisors in Frederick26
- Wealth advisors in Independence26
- Wealth advisors in Marlton26
- Wealth advisors in Newton26
- Wealth advisors in Parsippany26
- Wealth advisors in Santa Rosa26
- Wealth advisors in Savannah26
- Wealth advisors in Woodland Hills26
- Wealth advisors in Akron25
- Wealth advisors in Asheville25
- Wealth advisors in Avon25
- Wealth advisors in Fargo25
- Wealth advisors in Hauppauge25
- Wealth advisors in Leawood25
- Wealth advisors in Maitland25
- Wealth advisors in Melbourne25
- Wealth advisors in Menlo Park25
- Wealth advisors in Newtown25
- Wealth advisors in Williamsville25
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 “wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth advisors are there based in Indianapolis, United States?
RevenueBase identified 153 company matches for wealth advisors associated with Indianapolis, United States as of November 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?
Sanctuary Wealth 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 wealth advisors?
New York leads the United States with 1,159 company records, followed by Atlanta (467) and Houston (443). Indianapolis has 153.
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 636 professional contacts with verified work emails tracked across these 153 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 153 wealth advisors based in Indianapolis, United States. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 24 wealth advisors based in Indianapolis, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 153 matching company records for wealth advisors based in Indianapolis, United States, with 1,277 tracked contacts and 636 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 wealth advisors based in Indianapolis, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Sanctuary Wealthsanctuarywealth.comHQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 149 contacts → |
“Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  City Securities Corporationcitysecurities.comHQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 60 contacts → |
“City Securities is the oldest and largest independent, full-service investment firm based in Indiana-and one of the oldest in the Midwest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  INVSTinvst.comHQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 54 contacts → |
“When it comes to your financial life, there is no one-size-fits-all solution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Winthrop Capital Managementwinthropcm.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 40 contacts → |
“Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolio management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cbiz Somersetcbiz.comHQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 40 contacts → |
“For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  FNEXfnex.comHQ: Indianapolis, United StatesReported employees: 51-200 | Indianapolis, United States | 51-200 | Exact match | 38 contacts → |
“FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bedel Financial Consultingbedelfinancial.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 32 contacts → |
“Bedel Financial Consulting, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Watermark Groupthewatermarkgrp.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 23 contacts → |
“You need to be able to make the most of everything you've got, and pulling that off takes more than people expect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wise Financialwisefinancial.nm.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 22 contacts → |
“Mark Wise is one of Northwestern Mutual's leading Wealth Management Advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fi3 Financial Advisors, LLCfi3advisors.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 21 contacts → |
“We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Avalon Wealth Advisoryavalonwealth.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Cooke Financial Groupcookefg.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 18 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Delta Wealth Advisorsdeltawealthadv.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 18 contacts → |
“What’s the Key to Finding Your Financial Clarity?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Woodley Farra Manion Portfolio Managementwoodleyfarra.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 17 contacts → |
“Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Deerfield Financial Advisorsdeerfieldfa.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 13 contacts → |
“Discover a different approach to financial planning-experience WealthWhile®.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Market Street Wealth Management Advisorsmarketstreetwealthadvisors.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Mack Financial Groupmackfinancial.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 12 contacts → |
“We design and implement unique financial tools to provide simple and durable solutions for families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Archer Investment Corporationarcherinvestment.comHQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 12 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Elser Financial Planningelserfp.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 12 contacts → |
“At EFP, we focus on building lasting relationships and changing lives with the power of financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  HUB CSI Advisory Servicescsiadvisoryservices.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 12 contacts → |
“CSi Advisory Services, a division of HUB International, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial coaching and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Wallington Asset Managementwallingtonasset.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 11 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sheaff Brock Investment Advisorssheaffbrock.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 11 contacts → |
“Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  SBC Wealth Managementsbcwealth.comHQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 9 contacts → |
“Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Wealthcare Partnerswealthcare.usHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 9 contacts → |
“Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 153 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
153 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 153 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth advisors by metro in the United States
- Wealth advisors in New York1159
- Wealth advisors in Atlanta467
- Wealth advisors in Houston443
- Wealth advisors in Dallas422
- Wealth advisors in Chicago416
- Wealth advisors in San Diego366
- Wealth advisors in Miami359
- Wealth advisors in Austin334
- Wealth advisors in Los Angeles305
- Wealth advisors in Denver284
- Wealth advisors in Scottsdale279
- Wealth advisors in San Francisco276
- Wealth advisors in Charlotte269
- Wealth advisors in Boston259
- Wealth advisors in Tampa230
- Wealth advisors in Phoenix177
- Wealth advisors in Portland176
- Wealth advisors in Cincinnati170
- Wealth advisors in Irvine163
- Wealth advisors in Newport Beach163
- Wealth advisors in St. Louis161
- Wealth advisors in Minneapolis156
- Wealth advisors in Seattle152
- Wealth advisors in Raleigh149
- Wealth advisors in Columbus148
- Wealth advisors in Boca Raton147
- Wealth advisors in San Antonio141
- Wealth advisors in Las Vegas140
- Wealth advisors in Overland Park138
- Wealth advisors in Pittsburgh137
- Wealth advisors in Washington127
- Wealth advisors in Nashville124
- Wealth advisors in Birmingham121
- Wealth advisors in Jacksonville120
- Wealth advisors in Orlando119
- Wealth advisors in Bellevue118
- Wealth advisors in Columbia116
- Wealth advisors in Omaha113
- Wealth advisors in Grand Rapids111
- Wealth advisors in Rochester110
- Wealth advisors in Louisville109
- Wealth advisors in Richmond108
- Wealth advisors in Fort Lauderdale106
- Wealth advisors in Fort Worth105
- Wealth advisors in Greenville105
- Wealth advisors in Sarasota104
- Wealth advisors in Naples100
- Wealth advisors in Philadelphia98
- Wealth advisors in Salt Lake City97
- Wealth advisors in Tulsa96
- Wealth advisors in Lexington92
- Wealth advisors in Madison91
- Wealth advisors in Wilmington88
- Wealth advisors in Plano87
- Wealth advisors in Colorado Springs86
- Wealth advisors in Greenwood Village85
- Wealth advisors in Memphis84
- Wealth advisors in Troy84
- Wealth advisors in Pasadena82
- Wealth advisors in Springfield78
- Wealth advisors in Alpharetta77
- Wealth advisors in Cleveland77
- Wealth advisors in Walnut Creek77
- Wealth advisors in Frisco76
- Wealth advisors in Coral Gables74
- Wealth advisors in San Jose74
- Wealth advisors in Knoxville72
- Wealth advisors in Beverly Hills70
- Wealth advisors in Charleston69
- Wealth advisors in Franklin69
- Wealth advisors in Lafayette68
- Wealth advisors in St. Petersburg68
- Wealth advisors in Bethesda67
- Wealth advisors in Oklahoma City67
- Wealth advisors in Tucson67
- Wealth advisors in Greensboro66
- Wealth advisors in Baton Rouge65
- Wealth advisors in Kansas City65
- Wealth advisors in Mclean64
- Wealth advisors in Arlington63
- Wealth advisors in Bloomington63
- Wealth advisors in Virginia Beach63
- Wealth advisors in Brentwood62
- Wealth advisors in Boulder61
- Wealth advisors in Reno61
- Wealth advisors in Baltimore59
- Wealth advisors in Lake Oswego59
- Wealth advisors in Milwaukee59
- Wealth advisors in Minnetonka59
- Wealth advisors in Red Bank58
- Wealth advisors in Westlake Village58
- Wealth advisors in Lincoln57
- Wealth advisors in Stamford57
- Wealth advisors in The Woodlands57
- Wealth advisors in Albuquerque56
- Wealth advisors in Marietta56
- Wealth advisors in Melville56
- Wealth advisors in West Des Moines56
- Wealth advisors in Boise55
- Wealth advisors in Honolulu55
- Wealth advisors in Lancaster55
- Wealth advisors in Roseville55
- Wealth advisors in Buffalo54
- Wealth advisors in Jackson53
- Wealth advisors in Alexandria52
- Wealth advisors in Ann Arbor52
- Wealth advisors in Carmel52
- Wealth advisors in Dublin52
- Wealth advisors in Little Rock52
- Wealth advisors in Sacramento52
- Wealth advisors in Carlsbad51
- Wealth advisors in Santa Barbara51
- Wealth advisors in Westport51
- Wealth advisors in Plymouth50
- Wealth advisors in Wayne50
- Wealth advisors in Chattanooga49
- Wealth advisors in Naperville49
- Wealth advisors in Pittsford49
- Wealth advisors in Princeton49
- Wealth advisors in Reston49
- Wealth advisors in Southlake48
- Wealth advisors in Charlottesville47
- Wealth advisors in Rockville47
- Wealth advisors in Vienna47
- Wealth advisors in Bloomfield Hills46
- Wealth advisors in Spokane46
- Wealth advisors in Chesterfield45
- Wealth advisors in Concord45
- Wealth advisors in Fort Collins45
- Wealth advisors in West Chester45
- Wealth advisors in Wichita45
- Wealth advisors in Fort Myers44
- Wealth advisors in Littleton44
- Wealth advisors in Portsmouth44
- Wealth advisors in West Palm Beach44
- Wealth advisors in Gilbert43
- Wealth advisors in Annapolis42
- Wealth advisors in Edina42
- Wealth advisors in Englewood42
- Wealth advisors in Palm Beach Gardens42
- Wealth advisors in Cary40
- Wealth advisors in Centennial40
- Wealth advisors in Clearwater40
- Wealth advisors in Fresno40
- Wealth advisors in Tempe40
- Wealth advisors in Winter Park40
- Wealth advisors in Albany39
- Wealth advisors in Burlington39
- Wealth advisors in Chandler39
- Wealth advisors in Fort Wayne39
- Wealth advisors in Henderson39
- Wealth advisors in Metairie39
- Wealth advisors in Northbrook39
- Wealth advisors in Winston-Salem39
- Wealth advisors in Gainesville38
- Wealth advisors in Lakewood38
- Wealth advisors in Santa Monica38
- Wealth advisors in Sioux Falls38
- Wealth advisors in Towson38
- Wealth advisors in Fairfield37
- Wealth advisors in Fayetteville37
- Wealth advisors in Mesa37
- Wealth advisors in Salem37
- Wealth advisors in San Ramon37
- Wealth advisors in Southfield37
- Wealth advisors in Vancouver37
- Wealth advisors in Westlake37
- Wealth advisors in Durham36
- Wealth advisors in Greenwich36
- Wealth advisors in Mount Pleasant36
- Wealth advisors in Huntsville35
- Wealth advisors in La Jolla35
- Wealth advisors in New Orleans35
- Wealth advisors in Oakland35
- Wealth advisors in Palo Alto35
- Wealth advisors in Bend34
- Wealth advisors in Berwyn34
- Wealth advisors in Canton34
- Wealth advisors in Glen Allen34
- Wealth advisors in Jupiter34
- Wealth advisors in Mckinney34
- Wealth advisors in Oak Brook34
- Wealth advisors in Providence34
- Wealth advisors in Toledo34
- Wealth advisors in Torrance34
- Wealth advisors in Woodbury34
- Wealth advisors in Brookfield33
- Wealth advisors in Glendale33
- Wealth advisors in Jersey City33
- Wealth advisors in Lehi33
- Wealth advisors in Syracuse33
- Wealth advisors in Beachwood32
- Wealth advisors in Orange32
- Wealth advisors in Peoria32
- Wealth advisors in St. Paul32
- Wealth advisors in Dayton31
- Wealth advisors in Appleton30
- Wealth advisors in Cedar Rapids30
- Wealth advisors in Downers Grove30
- Wealth advisors in Fairfax30
- Wealth advisors in Hunt Valley30
- Wealth advisors in Meridian30
- Wealth advisors in Tallahassee30
- Wealth advisors in Bedford29
- Wealth advisors in Morristown29
- Wealth advisors in Tacoma29
- Wealth advisors in West Hartford29
- Wealth advisors in Woodstock29
- Wealth advisors in Worcester29
- Wealth advisors in Allentown28
- Wealth advisors in Conshohocken28
- Wealth advisors in Danville28
- Wealth advisors in Delray Beach28
- Wealth advisors in Des Moines28
- Wealth advisors in Duluth28
- Wealth advisors in Glastonbury28
- Wealth advisors in Irving28
- Wealth advisors in Manhattan Beach28
- Wealth advisors in Ponte Vedra Beach28
- Wealth advisors in Riverside28
- Wealth advisors in Shreveport28
- Wealth advisors in White Plains28
- Wealth advisors in Detroit27
- Wealth advisors in El Segundo27
- Wealth advisors in Eugene27
- Wealth advisors in Kirkland27
- Wealth advisors in Roanoke27
- Wealth advisors in Waltham27
- Wealth advisors in Braintree26
- Wealth advisors in Encino26
- Wealth advisors in Farmington26
- Wealth advisors in Frederick26
- Wealth advisors in Independence26
- Wealth advisors in Marlton26
- Wealth advisors in Newton26
- Wealth advisors in Parsippany26
- Wealth advisors in Santa Rosa26
- Wealth advisors in Savannah26
- Wealth advisors in Woodland Hills26
- Wealth advisors in Akron25
- Wealth advisors in Asheville25
- Wealth advisors in Avon25
- Wealth advisors in Fargo25
- Wealth advisors in Hauppauge25
- Wealth advisors in Leawood25
- Wealth advisors in Maitland25
- Wealth advisors in Melbourne25
- Wealth advisors in Menlo Park25
- Wealth advisors in Newtown25
- Wealth advisors in Williamsville25
Questions about this company list
What does Exact match mean for wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth advisors did RevenueBase find based in Indianapolis, United States?
The saved snapshot records 153 matching company records, 1,277 tracked contacts and 636 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth advisors by geography
- Wealth advisors based in the United States
- Wealth advisors based in the United Kingdom
- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
Cite this list
RevenueBase Data Team. Top 24 wealth advisors based in Indianapolis, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/united-states/indianapolis.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 24 wealth advisors based in Indianapolis, United States
RevenueBase records 153 matching company records for wealth advisors based in Indianapolis, United States, with 1,277 tracked contacts and 636 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 wealth advisors based in Indianapolis, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Sanctuary Wealthsanctuarywealth.com HQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 149 contacts → |
“Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | City Securities Corporationcitysecurities.com HQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 60 contacts → |
“City Securities is the oldest and largest independent, full-service investment firm based in Indiana-and one of the oldest in the Midwest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | INVSTinvst.com HQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 54 contacts → |
“When it comes to your financial life, there is no one-size-fits-all solution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Winthrop Capital Managementwinthropcm.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 40 contacts → |
“Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolio management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cbiz Somersetcbiz.com HQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 40 contacts → |
“For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FNEXfnex.com HQ: Indianapolis, United StatesReported employees: 51-200 | Indianapolis, United States | 51-200 | Exact match | 38 contacts → |
“FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bedel Financial Consultingbedelfinancial.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 32 contacts → |
“Bedel Financial Consulting, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Watermark Groupthewatermarkgrp.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 23 contacts → |
“You need to be able to make the most of everything you've got, and pulling that off takes more than people expect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wise Financialwisefinancial.nm.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 22 contacts → |
“Mark Wise is one of Northwestern Mutual's leading Wealth Management Advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fi3 Financial Advisors, LLCfi3advisors.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 21 contacts → |
“We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Avalon Wealth Advisoryavalonwealth.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cooke Financial Groupcookefg.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 18 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Delta Wealth Advisorsdeltawealthadv.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 18 contacts → |
“What’s the Key to Finding Your Financial Clarity?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Woodley Farra Manion Portfolio Managementwoodleyfarra.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 17 contacts → |
“Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Deerfield Financial Advisorsdeerfieldfa.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 13 contacts → |
“Discover a different approach to financial planning-experience WealthWhile®.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Market Street Wealth Management Advisorsmarketstreetwealthadvisors.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mack Financial Groupmackfinancial.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 12 contacts → |
“We design and implement unique financial tools to provide simple and durable solutions for families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Archer Investment Corporationarcherinvestment.com HQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 12 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Elser Financial Planningelserfp.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 12 contacts → |
“At EFP, we focus on building lasting relationships and changing lives with the power of financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HUB CSI Advisory Servicescsiadvisoryservices.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 12 contacts → |
“CSi Advisory Services, a division of HUB International, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial coaching and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wallington Asset Managementwallingtonasset.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 11 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sheaff Brock Investment Advisorssheaffbrock.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 11 contacts → |
“Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | SBC Wealth Managementsbcwealth.com HQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 9 contacts → |
“Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wealthcare Partnerswealthcare.us HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 9 contacts → |
“Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 153 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
153 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 153 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth advisors by metro in the United States
- Wealth advisors in New York1159
- Wealth advisors in Atlanta467
- Wealth advisors in Houston443
- Wealth advisors in Dallas422
- Wealth advisors in Chicago416
- Wealth advisors in San Diego366
- Wealth advisors in Miami359
- Wealth advisors in Austin334
- Wealth advisors in Los Angeles305
- Wealth advisors in Denver284
- Wealth advisors in Scottsdale279
- Wealth advisors in San Francisco276
- Wealth advisors in Charlotte269
- Wealth advisors in Boston259
- Wealth advisors in Tampa230
- Wealth advisors in Phoenix177
- Wealth advisors in Portland176
- Wealth advisors in Cincinnati170
- Wealth advisors in Irvine163
- Wealth advisors in Newport Beach163
- Wealth advisors in St. Louis161
- Wealth advisors in Minneapolis156
- Wealth advisors in Seattle152
- Wealth advisors in Raleigh149
- Wealth advisors in Columbus148
- Wealth advisors in Boca Raton147
- Wealth advisors in San Antonio141
- Wealth advisors in Las Vegas140
- Wealth advisors in Overland Park138
- Wealth advisors in Pittsburgh137
- Wealth advisors in Washington127
- Wealth advisors in Nashville124
- Wealth advisors in Birmingham121
- Wealth advisors in Jacksonville120
- Wealth advisors in Orlando119
- Wealth advisors in Bellevue118
- Wealth advisors in Columbia116
- Wealth advisors in Omaha113
- Wealth advisors in Grand Rapids111
- Wealth advisors in Rochester110
- Wealth advisors in Louisville109
- Wealth advisors in Richmond108
- Wealth advisors in Fort Lauderdale106
- Wealth advisors in Fort Worth105
- Wealth advisors in Greenville105
- Wealth advisors in Sarasota104
- Wealth advisors in Naples100
- Wealth advisors in Philadelphia98
- Wealth advisors in Salt Lake City97
- Wealth advisors in Tulsa96
- Wealth advisors in Lexington92
- Wealth advisors in Madison91
- Wealth advisors in Wilmington88
- Wealth advisors in Plano87
- Wealth advisors in Colorado Springs86
- Wealth advisors in Greenwood Village85
- Wealth advisors in Memphis84
- Wealth advisors in Troy84
- Wealth advisors in Pasadena82
- Wealth advisors in Springfield78
- Wealth advisors in Alpharetta77
- Wealth advisors in Cleveland77
- Wealth advisors in Walnut Creek77
- Wealth advisors in Frisco76
- Wealth advisors in Coral Gables74
- Wealth advisors in San Jose74
- Wealth advisors in Knoxville72
- Wealth advisors in Beverly Hills70
- Wealth advisors in Charleston69
- Wealth advisors in Franklin69
- Wealth advisors in Lafayette68
- Wealth advisors in St. Petersburg68
- Wealth advisors in Bethesda67
- Wealth advisors in Oklahoma City67
- Wealth advisors in Tucson67
- Wealth advisors in Greensboro66
- Wealth advisors in Baton Rouge65
- Wealth advisors in Kansas City65
- Wealth advisors in Mclean64
- Wealth advisors in Arlington63
- Wealth advisors in Bloomington63
- Wealth advisors in Virginia Beach63
- Wealth advisors in Brentwood62
- Wealth advisors in Boulder61
- Wealth advisors in Reno61
- Wealth advisors in Baltimore59
- Wealth advisors in Lake Oswego59
- Wealth advisors in Milwaukee59
- Wealth advisors in Minnetonka59
- Wealth advisors in Red Bank58
- Wealth advisors in Westlake Village58
- Wealth advisors in Lincoln57
- Wealth advisors in Stamford57
- Wealth advisors in The Woodlands57
- Wealth advisors in Albuquerque56
- Wealth advisors in Marietta56
- Wealth advisors in Melville56
- Wealth advisors in West Des Moines56
- Wealth advisors in Boise55
- Wealth advisors in Honolulu55
- Wealth advisors in Lancaster55
- Wealth advisors in Roseville55
- Wealth advisors in Buffalo54
- Wealth advisors in Jackson53
- Wealth advisors in Alexandria52
- Wealth advisors in Ann Arbor52
- Wealth advisors in Carmel52
- Wealth advisors in Dublin52
- Wealth advisors in Little Rock52
- Wealth advisors in Sacramento52
- Wealth advisors in Carlsbad51
- Wealth advisors in Santa Barbara51
- Wealth advisors in Westport51
- Wealth advisors in Plymouth50
- Wealth advisors in Wayne50
- Wealth advisors in Chattanooga49
- Wealth advisors in Naperville49
- Wealth advisors in Pittsford49
- Wealth advisors in Princeton49
- Wealth advisors in Reston49
- Wealth advisors in Southlake48
- Wealth advisors in Charlottesville47
- Wealth advisors in Rockville47
- Wealth advisors in Vienna47
- Wealth advisors in Bloomfield Hills46
- Wealth advisors in Spokane46
- Wealth advisors in Chesterfield45
- Wealth advisors in Concord45
- Wealth advisors in Fort Collins45
- Wealth advisors in West Chester45
- Wealth advisors in Wichita45
- Wealth advisors in Fort Myers44
- Wealth advisors in Littleton44
- Wealth advisors in Portsmouth44
- Wealth advisors in West Palm Beach44
- Wealth advisors in Gilbert43
- Wealth advisors in Annapolis42
- Wealth advisors in Edina42
- Wealth advisors in Englewood42
- Wealth advisors in Palm Beach Gardens42
- Wealth advisors in Cary40
- Wealth advisors in Centennial40
- Wealth advisors in Clearwater40
- Wealth advisors in Fresno40
- Wealth advisors in Tempe40
- Wealth advisors in Winter Park40
- Wealth advisors in Albany39
- Wealth advisors in Burlington39
- Wealth advisors in Chandler39
- Wealth advisors in Fort Wayne39
- Wealth advisors in Henderson39
- Wealth advisors in Metairie39
- Wealth advisors in Northbrook39
- Wealth advisors in Winston-Salem39
- Wealth advisors in Gainesville38
- Wealth advisors in Lakewood38
- Wealth advisors in Santa Monica38
- Wealth advisors in Sioux Falls38
- Wealth advisors in Towson38
- Wealth advisors in Fairfield37
- Wealth advisors in Fayetteville37
- Wealth advisors in Mesa37
- Wealth advisors in Salem37
- Wealth advisors in San Ramon37
- Wealth advisors in Southfield37
- Wealth advisors in Vancouver37
- Wealth advisors in Westlake37
- Wealth advisors in Durham36
- Wealth advisors in Greenwich36
- Wealth advisors in Mount Pleasant36
- Wealth advisors in Huntsville35
- Wealth advisors in La Jolla35
- Wealth advisors in New Orleans35
- Wealth advisors in Oakland35
- Wealth advisors in Palo Alto35
- Wealth advisors in Bend34
- Wealth advisors in Berwyn34
- Wealth advisors in Canton34
- Wealth advisors in Glen Allen34
- Wealth advisors in Jupiter34
- Wealth advisors in Mckinney34
- Wealth advisors in Oak Brook34
- Wealth advisors in Providence34
- Wealth advisors in Toledo34
- Wealth advisors in Torrance34
- Wealth advisors in Woodbury34
- Wealth advisors in Brookfield33
- Wealth advisors in Glendale33
- Wealth advisors in Jersey City33
- Wealth advisors in Lehi33
- Wealth advisors in Syracuse33
- Wealth advisors in Beachwood32
- Wealth advisors in Orange32
- Wealth advisors in Peoria32
- Wealth advisors in St. Paul32
- Wealth advisors in Dayton31
- Wealth advisors in Appleton30
- Wealth advisors in Cedar Rapids30
- Wealth advisors in Downers Grove30
- Wealth advisors in Fairfax30
- Wealth advisors in Hunt Valley30
- Wealth advisors in Meridian30
- Wealth advisors in Tallahassee30
- Wealth advisors in Bedford29
- Wealth advisors in Morristown29
- Wealth advisors in Tacoma29
- Wealth advisors in West Hartford29
- Wealth advisors in Woodstock29
- Wealth advisors in Worcester29
- Wealth advisors in Allentown28
- Wealth advisors in Conshohocken28
- Wealth advisors in Danville28
- Wealth advisors in Delray Beach28
- Wealth advisors in Des Moines28
- Wealth advisors in Duluth28
- Wealth advisors in Glastonbury28
- Wealth advisors in Irving28
- Wealth advisors in Manhattan Beach28
- Wealth advisors in Ponte Vedra Beach28
- Wealth advisors in Riverside28
- Wealth advisors in Shreveport28
- Wealth advisors in White Plains28
- Wealth advisors in Detroit27
- Wealth advisors in El Segundo27
- Wealth advisors in Eugene27
- Wealth advisors in Kirkland27
- Wealth advisors in Roanoke27
- Wealth advisors in Waltham27
- Wealth advisors in Braintree26
- Wealth advisors in Encino26
- Wealth advisors in Farmington26
- Wealth advisors in Frederick26
- Wealth advisors in Independence26
- Wealth advisors in Marlton26
- Wealth advisors in Newton26
- Wealth advisors in Parsippany26
- Wealth advisors in Santa Rosa26
- Wealth advisors in Savannah26
- Wealth advisors in Woodland Hills26
- Wealth advisors in Akron25
- Wealth advisors in Asheville25
- Wealth advisors in Avon25
- Wealth advisors in Fargo25
- Wealth advisors in Hauppauge25
- Wealth advisors in Leawood25
- Wealth advisors in Maitland25
- Wealth advisors in Melbourne25
- Wealth advisors in Menlo Park25
- Wealth advisors in Newtown25
- Wealth advisors in Williamsville25
Questions about this company list
What does Exact match mean for wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth advisors did RevenueBase find based in Indianapolis, United States?
The saved snapshot records 153 matching company records, 1,277 tracked contacts and 636 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth advisors by geography
- Wealth advisors based in the United States
- Wealth advisors based in the United Kingdom
- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
Cite this list
RevenueBase Data Team. Top 24 wealth advisors based in Indianapolis, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/united-states/indianapolis.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗