Financial AdvisorsIndianapolis, IN

Top 10 Financial Advisors in Indianapolis, IN — August 2026

Looking for the best financial advisors in Indianapolis, IN? We ranked the top 10 local options by real customer ratings for August 2026.

Published August 16, 2026

Choosing a great financial advisor in Indianapolis is more than just picking a name from a directory—it’s about finding a trusted partner who understands the local economy, from the thriving life sciences sector to the steady rhythms of small business and family wealth. Hoosiers value honesty, accessibility, and a clear plan, so when you search for guidance, look for advisors who take the time to explain their strategies and have a proven track record with Indianapolis residents. Here are ten top-rated financial advisors in the area that your neighbors trust, each earning a perfect 5.0-star rating from their clients.

  1. Creative Financial Group — 6838 S East St, Indianapolis, IN 46227, USA | With a flawless 5.0-star rating based on 172 reviews, this South Indy firm has earned a reputation for personalized retirement planning and investment management. They serve the southern part of the city and surrounding communities, and their large number of reviews suggests a consistently high level of client satisfaction.
  1. Blend Wealth — 9800 Crosspoint Blvd Suite 200, Indianapolis, IN 46256, USA | Located near the Castleton area, Blend Wealth stands out for its modern approach to financial planning, often blending technology with human advice. Their 5.0-star rating from 75 reviews reflects a strong following among professionals and families looking for comprehensive wealth strategies.
  1. Bedel Financial Consulting — 8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240, USA | Based in the River Crossing corridor, this firm is known for its fee-only, fiduciary model that puts clients first every time. With 59 reviews and a perfect 5.0 rating, they’re a go-to for individuals seeking transparent, conflict-free advice in the north side of Indianapolis.
  1. Migration Wealth Management, LLC — 6673 E County Rd 100 S, Avon, IN 46123, USA | Though based just west of Indianapolis in Avon, this firm serves many Indy residents looking for retirement income planning and tax-efficient strategies. Their 5.0-star rating from 49 reviews highlights a dedicated client base that appreciates their hands-on, local service.
  1. Blue Trust | Indianapolis Financial Advisors — 9229 Delegates Row #200, Indianapolis, IN 46240, USA | A faith-based financial advisory that combines biblical principles with professional money management, Blue Trust has earned 33 perfect reviews. Located near the Keystone area, they offer a unique perspective for those who want their values reflected in their financial plan.
  1. Reify Wealth Advisors — 3500 Depauw Blvd # 1035, Indianapolis, IN 46268, USA | Serving the northwest side near the Pyramids, Reify Wealth Advisors focuses on helping clients navigate major life transitions with clarity. Their 20 reviews and 5.0 rating suggest a boutique firm that gives each client meaningful, personalized attention.
  1. Lewis Wealth Management LLC — 1905 S New Market St, Carmel, IN 46032, USA | Just north of Indianapolis in Carmel, this firm is a favorite for high-net-worth families and business owners seeking sophisticated estate planning. With 20 perfect reviews, they’ve built a reputation for deep expertise and long-term client relationships.
  1. Cooke Financial Group — 9340 Priority Way W Dr, Indianapolis, IN 46240, USA | Another strong option in the River Crossing area, Cooke Financial Group offers comprehensive financial planning with a focus on retirement and investment management. Their 5.0-star rating from 13 reviews reflects a smaller, highly satisfied clientele who value their attentive service.
  1. Edelman Financial Engines — 8555 River Rd #350, Indianapolis, IN 46240, USA | A well-known national name with a local office on the north side, Edelman Financial Engines combines robo-advisor efficiency with human advisors. They’ve earned a perfect 5.0 from 10 reviews, making them a solid choice for those who want a blend of digital tools and face-to-face guidance.
  1. Allworth Financial — 8801 River Crossing Blvd #100, Indianapolis, IN 46240, USA | Located in the same River Crossing hub, Allworth Financial is a fiduciary firm that serves both pre-retirees and retirees with comprehensive wealth management. Their perfect 5.0 rating from 10 reviews indicates a strong start in the Indianapolis market and a commitment to local client care.

Before you hire any advisor, ask yourself a few key questions. First, verify they are a fiduciary—legally required to act in your best interest—and ask about their fee structure; in Indianapolis, a fair price for ongoing financial planning typically ranges from 0.75% to 1.25% of assets under management, or a flat annual fee of $2,000–$5,000 for simpler plans. Second, schedule your initial meeting during the slower mid-year months (June through August) when advisors have more time to walk you through their process without the year-end rush. Finally, always ask how they handle market downturns and how often they communicate—Indianapolis locals tend to appreciate advisors who return calls within 24 hours and offer at least quarterly check-ins. Take your time, interview a couple of these top-rated firms, and choose the one that feels like the best fit for your family’s future.

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