Fee-only adviser · Indianapolis, IN
Investment Advisors of Indianapolis Inc
Investment Advisors of Indianapolis Inc is a fee-only investment adviser registered with the securities regulator of Indiana, with its main office in Indianapolis, Indiana. On its latest Form ADV, filed March 30, 2026, it reports $108M in regulatory assets under management, 62 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Indiana |
|---|---|
| Firm CRD number | 109220 · SEC file 801-37959 |
| Office | 9302 North Meridian Street Suite 333 Indianapolis, IN 46260 |
| Phone | (317) 574-8005 |
| Website | www.invadv.com |
| Regulatory assets under management | $108M ($98M discretionary) |
| Individual clients | 62 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Indianapolis
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- Elser Financial Planning, Inc. $2.1B
- Monon Wealth Management $547M
See all 37 fee-only advisers in Indianapolis →
Nearby
- Indianpolis 1 firm
- Carmel 25 firms
- Fishers 12 firms
- Zionsville 3 firms
- Noblesville 2 firms
- Brownsburg 2 firms
- Greenwood 3 firms
- Greenfield 1 firm
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