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Top Rated Financial Advisors in Indianapolis, Indiana

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Indianapolis, Indiana is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Indianapolis, Indiana with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Indianapolis, Indiana near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Indianapolis, Indiana area.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Legal Advice and Services
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    Schwab, TD Ameritrade, Fidelity

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Indianapolis, Indiana area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

Circle Financial Planning

CFP®, RFC®, APMA®, CFS
Circle Financial Planning, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Indianapolis, Indiana area.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Advice & Consulting
  • View More
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Pershing, LLC

Ryan Veldhuizen

Catalyze Wealth Management
CFP®
Ryan Veldhuizen, a financial fiduciary, provides financial services to clients in the Carmel, Indiana area. Ryan holds a CFP® certification. Ryan has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

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