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Top 23 Wealth Management Firms In Indiana

4
min read
Top 23 wealth management companies in Indiana Main

Top 23 Wealth Management Firms In Indiana

4
min read
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Top 23 wealth management companies in Indiana Main
Top firms trust Inven to find niche companies

The wealth management industry in Indiana is diverse, with a number of companies offering a broad range of financial services to both individual and institutional clients. These companies specialize in asset management, financial planning, estate planning, and other forms of financial advice. With the trend of digitalization gaining momentum and an increasing demand for personalized wealth management solutions, these Indiana-based companies have innovated to meet the needs of their clients. They provide not only traditional wealth management services but also tech-driven solutions to aid their clients in managing and increasing their wealth.


Top 23 wealth management companies in Indiana

1. Oxford Financial Group, Ltd.

  • Website: ofgltd.com
  • Headquarters: Carmel, Indiana, United States
  • Founded: 1981
  • Headcount: 51-200
  • LinkedIn

Oxford Financial Group, Ltd. is a leading independent registered investment advisory firm. With approximately $31.53 billion in assets under advisement, the firm provides investment advisory services to significant families and institutional clients across 35 states. Oxford offers Bespoke Generational Solutions, Aspirational Solutions, and Diversifier Strategies. The firm specializes in multi-generational estate planning and forward-thinking investment solutions, serving clients for over 42 years.


2. Credent Wealth Management

Credent Wealth Management is an investment advisory firm that provides financial planning and wealth management services. They have a team of experienced professionals who work in concert to serve their clients' financial needs and provide an exceptional client experience. Their services include retirement planning, investment analysis, estate planning, insurance, tax planning, and more.


3. SYM Financial Advisors

  • Website: sym.com
  • Headquarters: Winona Lake, Indiana, United States
  • Founded: 1968
  • Headcount: 51-200
  • LinkedIn

SYM is a commission-free, independent Registered Investment Advisor that offers high-touch, personalized service to individuals, families, and businesses. They provide wealth planning, portfolio management, and employer-sponsored retirement plans. SYM focuses on creating lifelong relationships and continuity for their clients, with employee-owners who are personally invested in delivering a remarkable client experience.


4. SEI Family Office Services

  • Website: archwaytechnology.net
  • Headquarters: Indianapolis, Indiana, United States
  • Founded: 2002
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

Archway Technology is a provider of wealth management technology and outsourced service solutions for family offices and financial institutions.


5. Avalon Wealth Advisory

Avalon Wealth Advisory is a financial planning firm offering certified financial planner services to help clients prepare for their retirement and future transitions. They provide fee-only advisory services, ensuring that they always have their clients' best interests in mind.


6. Oak Partners Inc.

Oak Partners, Inc. is a trusted financial advisory firm providing wealth management and financial planning services since 1993. Our professional and knowledgeable team works with individuals, families, and businesses to create personalized roadmaps tailored to their unique financial goals. We offer comprehensive investment consulting services, emphasizing discipline, knowledge, and experience to maximize returns and protect our clients' financial future.


7. Bedel Financial Consulting

Bedel Financial is a comprehensive wealth management firm offering services in retirement planning, investment management, and multi-generational planning. We serve young affluent professionals and provide personalized solutions to protect and grow our clients' assets. Our team of experts is dedicated to helping clients achieve financial success and security.


8. Compass Financial Advisors

Compass Financial Advisors offers highly-individualized Wealth Management services to help clients pursue their financial goals. They provide investment management, liability management, volatility management, tax and estate planning, and retirement plans.


9. Horizon Investment Services, LLC

Horizon Investment Services is a wealth management company that aims to build and preserve wealth for clients. They conduct exhaustive research and provide honest, objective advice with personalized attention. With a focus on ethics, integrity, and professionalism, they look for securities that deliver outstanding returns without undue risk.


10. Financial Plans & Strategies, Inc.

  • Website: finplans.com
  • Headquarters: Greenwood, Indiana, United States
  • Founded: 1982
  • Headcount: 11-50
  • LinkedIn

Finplans.com is a comprehensive financial management firm offering smart financial advice and solutions for discerning investors. With a team of experienced advisors, they address every financial need and provide personalized strategies for retirement planning, investment management, estate planning, education funding, insurance, and charitable giving.


11. Goelzer Investment Management

  • Website: goelzerinc.com
  • Headquarters: Indianapolis, Indiana, United States
  • Founded: 1969
  • Headcount: 11-50
  • LinkedIn

Goelzer is an investment management company dedicated to enriching the lives of their clients by providing expert financial advice and services. They offer portfolio management, wealth-building strategies, and insights into investments and markets.


12. Mulberry Health & Retirement Community, INC

Mulberry Retirement is a company that provides retirement solutions and services to individuals and businesses. They offer a range of options including retirement planning, investment management, and retirement income strategies.


13. Days Corporation

  • Website: dayscorp.com
  • Headquarters: Elkhart, Indiana, United States
  • Founded: 1913
  • Headcount: 51-200
  • LinkedIn

DaysCorp is a company that offers a range of services and solutions to businesses. They provide expertise in financial planning, investment strategies, and capital raising. With a focus on creating value for their clients, DaysCorp aims to optimize their financial performance and achieve sustainable growth.


14. cfd Investments

CFD Investments is a financial services company based in Kokomo, Indiana. They offer a range of advisory services and securities through their registered broker/dealer, cfd Investments. With a team of registered advisers and financial professionals, CFD Investments provides personalized solutions to help individuals and businesses achieve their financial goals.


15. Sanctuary Wealth

  • Website: sanctuarywealth.com
  • Headquarters: Indianapolis, Indiana, United States
  • Founded: 2018
  • Headcount: 51-200
  • Latest funding type: Convertible Note
  • LinkedIn

Sanctuary Wealth is a platform for elite advisors who want to build and manage their own practices with the support of a collaborative network. They offer a complete technology and operations platform, as well as a community of like-minded advisors and valuable affiliated businesses, empowering each partner firm.


16. Wesleyan Investment Foundation, Inc

Wesleyan Investment Foundation is a financial company offering investment banking services and solutions to individuals, businesses, and organizations. They provide expertise in asset management, strategic financial planning, and investment advisory.


17. The Veritas Group, Inc

The Veritas Group is a company dedicated to helping people achieve peace of mind through Financial Illumination. They focus on education, truth, and transparency in growing, protecting, and distributing wealth while mitigating risk.


18. Brunette & Associates LLC

Brunette & Associates is a financial services company that offers a wide range of products and services to help individuals and businesses plan for their financial future. With the expertise of their experienced professionals, they provide comprehensive financial planning, investment management, estate planning, and tax services to support and protect their clients' financial goals and objectives.


19. JarredBunch Consulting, LLC

JarredBunch is a company that offers personalized financial planning and investment management services. They help clients achieve their financial goals by providing tailored investment portfolios and comprehensive financial advice.


20. Spectrum Wealth Management

Spectrum Wealth Management is a financial planning and investment management firm. They offer detailed financial expertise and a unique, tax-efficient investment plan specifically tailored to each client. Their wealth design process helps reduce complexity and connect wealth to purpose, empowering clients to live life by design.


21. Shelton Financial Group

Shelton Financial Group is an independent, multi-generational firm in Northeast Indiana that takes a team approach to addressing their clients' most pressing financial concerns.


22. Warren County Learning Ctr

Warren Advantage is a company that offers a range of financial services and investment solutions. They specialize in providing strategic financial advice and investment management to individuals, businesses, and institutions.


23. Sheaff Brock Investment Advisors

Sheaff Brock is an independent investment firm focused on innovative investment strategies to enhance the portfolios of growth- and income-oriented investors. They challenge traditional assumptions about investing and prioritize equity ownership to grow portfolio value. With discipline and data, they design proprietary strategies to preserve capital and meet investor needs for income and growth, while considering volatility and risk.


Want to find more wealth management companies?


If you want to find more companies that offer services like asset management, financial planning, and more you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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