Company lists · Data refreshed September 2026

Top 22 Wealth management staffing agencies based in Indianapolis, United States

Name: Wealth management staffing agencies based in Indianapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 42 companies tracked

RevenueBase identified 42 company matches for wealth management staffing agencies associated with Indianapolis, United States as of September 2026 and tracks 390 professional contacts across them, including 129 with verified work emails. Across the United States, New York is the largest hub for this category (530 companies); Indianapolis has 42.

This list covers company matches for wealth management staffing agencies associated with Indianapolis, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

42Companies

390Contacts tracked

129Verified emails

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The 22 largest wealth management staffing agencies based in Indianapolis, United States

Ranked by team size

Top 22 of 42 company matches for wealth management staffing agencies based in Indianapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Pinnacle Partners, INC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	51-200	66 contacts →
	Exact match “Pinnacle Partners is a staffing firm providing solutions in Indianapolis, Louisville, Columbus, Dayton, Cincinnati, and Lexington, offering contract, contract-to-hire, and direct…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Damar Staffing	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	n/a	49 contacts →
	Exact match “DaMar Staffing Solutions of Indianapolis is a full service, contingency based recruitment firm, focused on administrative and professional staffing for all industries.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	That's Good Hr, INC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	47 contacts →
	Exact match “We’re in the people business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	FNEX	Exact match	Indianapolis, United StatesHQ recorded Sep 29, 2026	51-200	41 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 · Sep 29, 2026 · View company records in RevenueBase
5	Infinity Staffing Solutions LLC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	51-200	31 contacts →
	Exact match “We are committed to helping you reach your goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Cooke Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “Cooke Financial Group, headquartered in Indianapolis, Indiana, is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Wallington Asset Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	SBC Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Legacy Wealth Partners Of Raymond James	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Curry Webb Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “We understand that having a good relationship with your adviser is just as important as the advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	M&k Legacy Wealth	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “We are an independent wealth management rm committed to helping you simplify, grow and protect your wealth so you can enjoy life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Greenleaf Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Greenleaf Financial Group was founded to provide professional financial planning and investment management for individuals, businesses, and institutions seeking the highest levels…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Cerulean Private Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Precedent Financial Strategies	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Ricebarrett Family Wealth	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “RiceBarrett Family Wealth is an independent multi-generational wealth advisory firm committed to providing financial, investment, and estate planning strategies focused on…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Spectrum Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	3 contacts →
	Exact match “Spectrum Wealth Management is an independent, fee-based wealth management firm dedicated to providing comprehensive wealth management and family office services to high-net-worth…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Core Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “CORE Wealth Advisors is an independent wealth management firm focused on providing prudent, objective and unbiased investment guidance to individuals, business entities and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Holistic Financial Partners	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “We specialize in wealth management and financial planning, but we also provide financial guidance to individuals navigating the complexities of divorce.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Deerfield Employment Solutions	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	51-200	2 contacts →
	Exact match “Deerfield Employment Solutions is a nationwide recruiting firm specializing in the placement of career professionals in various industries including accounting + finance…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	C.H. Douglas & Gray Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “C.H.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Otley Private Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Milliner & Associates, LLC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Founded in 2007, Milliner & Associates is a specialized staffing firm that focuses on the placement of Temporary, Temp-to-Hire and Direct Hire professionals in the areas of…” Recorded in the RevenueBase company graph · Sep 29, 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 management staffing agencies”. 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 22 of 42 wealth management staffing agencies based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and access 129 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management staffing agencies based in Indianapolis, United States at a glance

As of Sep 29, 2026

33.1%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Indianapolis, so it is reported there. Company counts and contact totals on this page are exact for Indianapolis, over 42 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 management staffing agencies” 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 129 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 29, 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 management staffing agencies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

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

How many wealth management staffing agencies are there based in Indianapolis, United States?

RevenueBase identified 42 company matches for wealth management staffing agencies associated with Indianapolis, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Pinnacle Partners, INC 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 management staffing agencies?

New York leads the United States with 530 company records, followed by Houston (192) and Atlanta (191). Indianapolis has 42.

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 129 professional contacts with verified work emails tracked across these 42 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.