Fee-only financial advisors in Indiana

162 fee-only investment advisers in Indiana serve individuals, across 46 cities. 128 offer hourly or flat-fee arrangements and 79 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

• Indianapolis 37
• Carmel 25
• Fort Wayne 15
• Fishers 12
• South Bend 6
• Columbus 4
• Bloomington 4
• Crown Point 4
• Zionsville 3
• Lafayette 3
• Greenwood 3
• West Lafayette 3
• Evansville 3

Fee-only advisers in Indiana serving the most individuals

• CX Institutional, LLC Auburn · 4,553 individual clients
• Archer Investment Corporation Carmel · 4,290 individual clients
• Atlas Capital Management Corp Fort Wayne · 3,261 individual clients
• Valeo Financial Advisors, LLC Carmel · 3,021 individual clients
• Sym Financial Advisors Winona Lake · 1,801 individual clients
• Donaldson Capital Management LLC Evansville · 1,736 individual clients
• Woodley Farra Indianapolis · 1,591 individual clients
• Intrepid Financial Planning Group, LLC Carmel · 1,444 individual clients
• Shepherd Financial Carmel · 1,305 individual clients
• Corevision Financial Group Shelbyville · 1,290 individual clients

Other Indiana cities

How to choose between them

1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.