Top Investment Firms in Indiana
55 Companies
0 Leaders 15 Contenders
List of the Top Indiana Investment Management Firms
Sponsored
-
- $5,000+
- $25 - $49 / hr
- 10 - 49
- Lafayette, IN
Services provided
- 50% Funding & Investment
- 50% Commercial Financing
Small Commercial Financing and Funding & Investment company Champion Cash Loans, is headquartered in Lafayette, Indiana. Their services include Commercial Financing and Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Hammond, IN
Services provided
- 20% Funding & Investment
- 20% Business Valuation Services
- 20% Digital Asset Management +2 services
- 20% Financial Advising & Planning
- 20% Financial Consulting
Wisely Advised, LLC is a small Financial Advising & Planning company located in Hammond, Indiana. The team specializes in Financial Advising & Planning and Digital Asset Management.
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- Undisclosed
- Undisclosed
- 50 - 249
- Indianapolis, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Invst, a Funding & Investment company, specialize in Funding & Investment and Financial Advising & Planning. They were founded in 2003.
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- Undisclosed
- Undisclosed
- 250 - 999
- Indianapolis, IN
Services provided
- 100% Funding & Investment
Founded in 1948, WestPoint Financial Group is a midsize Indianapolis, Indiana-based Funding & Investment company. Their services include Funding & Investment.
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- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Established in 2001, Sheaff Brock Investment Advisors is a Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding &
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- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Services provided
- 100% Funding & Investment
Founded in 1969, Goelzer Investment Management is a small Funding & Investment company. Their services include Funding & Investment.
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- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Services provided
- 50% Funding & Investment
- 25% Accounting
- 25% Financial Advising & Planning
Column Capital, a small Funding & Investment company, is based in Indianapolis, Indiana. Their services include Funding & Investment and Accounting.
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- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Services provided
- 100% Funding & Investment
Centerfield Capital Partners is a Funding & Investment company. Launched in 2000, their team provides Funding & Investment.
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- Undisclosed
- Undisclosed
- 10 - 49
- Carmel, IN
Services provided
- 70% Funding & Investment
- 30% Commercial Financing
Periculum is a small Funding & Investment company launched in 1998. Their team specializes in Funding & Investment and Commercial Financing.
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- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Services provided
- 100% Funding & Investment
Funding & Investment company HKW was founded in 1903. Headquartered in Indianapolis, Indiana and New York, New York, the team offers Funding & Investment.
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- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Wallington Asset Management, a Funding & Investment company, was established in 1988. The small team focuses on Funding & Investment and Financial Advising & Planning.
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- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Financial Advising & Planning and Funding & Investment company Woodley Farra Manion Portfolio Management was founded in 1995. The team offers Financial Advising & Planning and Funding
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- Undisclosed
- Undisclosed
- 10 - 49
- Carmel, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Indie Asset Partners, LLC is a Funding & Investment company. Based in Carmel, Indiana, the firm offers Funding & Investment and Financial Advising & Planning.
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- Undisclosed
- Undisclosed
- 10 - 49
- Fort Wayne, IN
Services provided
- 100% Funding & Investment
Collier Financial is a Funding & Investment company. The agency is located in Fort Wayne, Indiana and Ann Arbor, Michigan. Their services include Funding & Investment.
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- Undisclosed
- Undisclosed
- 10 - 49
- Muncie, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Cardinal Capital Management is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment and were
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- Undisclosed
- Undisclosed
- 10 - 49
- Kokomo, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
In Kokomo, Indiana, Creative Financial Designs is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding &
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- Undisclosed
- Undisclosed
- 50 - 249
- Carmel, IN
Services provided
- 40% Funding & Investment
- 30% Financial Advising & Planning
- 30% Financial Consulting
Valeo Financial Advisors LLC is a Funding & Investment company. The Carmel, Indiana-based agency was launched in 2003. Their services include Funding & Investment and Financial Advising
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- Undisclosed
- Undisclosed
- 2 - 9
- Carmel, IN
Services provided
- 50% Funding & Investment
- 50% Commercial Financing
Northern Commercial, a Commercial Financing and Funding & Investment company, was established in 1990. Located in Carmel, Indiana, the team offers Commercial Financing and Funding &
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Founded in 2021, Meridian Investment Advisors, Inc. Is a small Indianapolis, Indiana-based Funding & Investment company. Their services include Funding & Investment and Financial Advising
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 100% Funding & Investment
Trust Investment Advisors is a Funding & Investment company. The Indianapolis, Indiana-based company was founded in 1987. Their services include Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Zionsville, IN
Services provided
- 100% Funding & Investment
In Zionsville, Indiana, Canterbury Investment Management is a small Funding & Investment company. The team focuses on Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 100% Funding & Investment
Established in 1993, Cardinal Equity Partners is a Funding & Investment company. The firm provides Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Carmel, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Financial Advising & Planning and Funding & Investment company Barrington Investment Company, LLC focuses on Financial Advising & Planning and Funding & Investment. They are in
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
In Indianapolis, Indiana, Hoover Financial Advisors is a Financial Advising & Planning and Funding & Investment company. They offer Financial Advising & Planning and Funding &
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Titan Investment Management is a Funding & Investment company in Indianapolis, Indiana. They specialize in Funding & Investment and Financial Advising & Planning.
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 100% Funding & Investment
XCap Angels is a Funding & Investment company headquartered in Indianapolis, Indiana. The team specializes in Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 100% Funding & Investment
Monument MicroCap Partners is a Funding & Investment company. Headquartered in Indianapolis, Indiana and Bloomfield Hills, Michigan, the team specializes in Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- South Bend, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Golden Years Financial Advisors, Inc. Is a small South Bend, Indiana-based Funding & Investment company. The team provides Funding & Investment and Financial Advising & Planning.
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- Undisclosed
- Undisclosed
- 2 - 9
- Greenwood, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Koon Financial, a Financial Advising & Planning and Funding & Investment company, was founded in 2002. The company specializes in Financial Advising & Planning and Funding &
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Gutwein Group is a Financial Advising & Planning and Funding & Investment company. Founded in 2011, the team focuses on Financial Advising & Planning and Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Lafayette, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Funding & Investment company McLaughlin Asset Management was founded in 2003. The company offers Funding & Investment and Financial Advising & Planning.
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- Undisclosed
- Undisclosed
- 2 - 9
- Zionsville, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Small Financial Advising & Planning and Funding & Investment company The Monument Circle Group, is based in Zionsville, Indiana. The team offers Financial Advising & Planning and Funding
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- Undisclosed
- Undisclosed
- 2 - 9
- Carmel, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Langdon Shaw Associates, Inc. Is a Financial Advising & Planning and Funding & Investment company launched in 1983. The company provides Financial Advising & Planning and Funding &
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- Undisclosed
- Undisclosed
- 2 - 9
- Carmel, IN
Services provided
- 100% Funding & Investment
Fortitude Private Wealth is a Funding & Investment company established in 2014. The firm specializes in Funding & Investment, and is small.
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Otley Investment Fiduciary Solutions is a Funding & Investment company founded in 2019. Their services include Funding & Investment and Financial Advising & Planning.
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- Undisclosed
- Undisclosed
- 2 - 9
- Clarksville, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
MackHouse Capital, a Funding & Investment company, was launched in 2007. The team focuses on Funding & Investment and Financial Advising & Planning.
Read more -
- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Wealth Advisory Solutions is a Funding & Investment company established in 2017. The team specializes in Funding & Investment and Financial Advising & Planning and is in Indianapolis,
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- Undisclosed
- Undisclosed
- 2 - 9
- Carmel, IN
Services provided
- 100% Funding & Investment
RP Wealth Advisors is a Funding & Investment company launched in 2021. Their team specializes in Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Carmel, IN
Services provided
- 100% Funding & Investment
Intrepid Financial Planning Group, LLC is a Funding & Investment company. Their small team of employees is located in Carmel, Indiana. Their team specializes in Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Valparaiso, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Kotys Wealth Professionals is a Financial Advising & Planning and Funding & Investment company. They were established in 2007 and provide Financial Advising & Planning and Funding &
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- Undisclosed
- Undisclosed
- 2 - 9
- South Bend, IN
Services provided
- 100% Funding & Investment
Launched in 1976, Healy Financial is a Funding & Investment company. The team specializes in Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- East Chicago, IN
Services provided
- 100% Funding & Investment
IRA REALTY FUND is a small Funding & Investment company launched in 2015. Their services include Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Fort Wayne, IN
Services provided
- 50% Funding & Investment
- 50% Insurance Services & Brokers
Founded in 2018, EverTrue Financial Services is an Insurance Services & Brokers and Funding & Investment company. The team focuses on Insurance Services & Brokers and Funding &
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 50% Funding & Investment
- 50% Financial Advising & Planning
Axia Advisory is a Financial Advising & Planning and Funding & Investment company launched in 1992. The company focuses on Financial Advising & Planning and Funding & Investment.
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- Undisclosed
- Undisclosed
- 2 - 9
- Kendallville, IN
Services provided
- 70% Funding & Investment
- 30% Financial Advising & Planning
Founded in 1995, AMI Investment Management is a Funding & Investment company. The agency provides Funding & Investment and Financial Advising & Planning.
Read more -
- Undisclosed
- Undisclosed
- 2 - 9
- Muncie, IN
Services provided
- 30% Funding & Investment
- 35% Financial Advising & Planning
- 35% Insurance Services & Brokers
Wealth Strategies is a Muncie, Indiana-based Financial Advising & Planning company. Launched in 1997, the team specializes in Financial Advising & Planning and Insurance Services &
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- Undisclosed
- Undisclosed
- 2 - 9
- Merrillville, IN
Services provided
- 30% Funding & Investment
- 35% Financial Advising & Planning
- 35% Financial Consulting
Laszlo Rigsby Advisory is a Financial Advising & Planning company founded in 1983. Their team offers Financial Advising & Planning and Financial Consulting.
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 25% Funding & Investment
- 50% Financial Advising & Planning
- 25% Commercial Financing
Petty & Co. Is a Financial Advising & Planning company. The Indianapolis, Indiana-based agency was founded in 2020. Their services include Financial Advising & Planning and Commercial
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- Undisclosed
- Undisclosed
- 2 - 9
- Fort Wayne, IN
Services provided
- 25% Funding & Investment
- 50% Financial Advising & Planning
- 25% Commercial Financing
Based in Fort Wayne, Indiana, Maple Seed Capital is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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- Undisclosed
- Undisclosed
- 2 - 9
- Indianapolis, IN
Services provided
- 70% Funding & Investment
- 30% Insurance Services & Brokers
Planned Investment Company Inc. Is a Funding & Investment company launched in 1958. The team focuses on Funding & Investment and Insurance Services & Brokers and is in Indianapolis,
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top Indiana Investment Management Firms
Contenders Breakdown
-
- $5,000+
- $25 - $49 / hr
- 10 - 49
- Lafayette, IN
Ability to deliver
6.7/40.0- 0 Reviews
- 0 Clients & Experience
- 6.7 Market Presence
Service focus
- 50% Funding & Investment
- 50% Other
-
- Undisclosed
- Undisclosed
- 2 - 9
- Hammond, IN
Ability to deliver
5.2/40.0- 0 Reviews
- 0 Clients & Experience
- 5.2 Market Presence
Service focus
- 20% Funding & Investment
- 80% Other
-
- Undisclosed
- Undisclosed
- 50 - 249
- Indianapolis, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 70% Funding & Investment
- 30% Other
-
- Undisclosed
- Undisclosed
- 250 - 999
- Indianapolis, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 100% Funding & Investment
-
- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 50% Funding & Investment
- 50% Other
-
- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 100% Funding & Investment
-
- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 50% Funding & Investment
- 50% Other
-
- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 100% Funding & Investment
-
- Undisclosed
- Undisclosed
- 10 - 49
- Carmel, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 70% Funding & Investment
- 30% Other
-
- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 100% Funding & Investment
-
- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 70% Funding & Investment
- 30% Other
-
- Undisclosed
- Undisclosed
- 10 - 49
- Indianapolis, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 50% Funding & Investment
- 50% Other
-
- Undisclosed
- Undisclosed
- 10 - 49
- Carmel, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 70% Funding & Investment
- 30% Other
-
- Undisclosed
- Undisclosed
- 10 - 49
- Fort Wayne, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 100% Funding & Investment
-
- Undisclosed
- Undisclosed
- 10 - 49
- Muncie, IN
Ability to deliver
0/40.0- 0 Reviews
- 0 Clients & Experience
- 0 Market Presence
Service focus
- 50% Funding & Investment
- 50% Other