# Top Investment Firms in Indianapolis Recommended Funding & Investment companies in Indianapolis include Invst, WestPoint Financial Group, Sheaff Brock Investment Advisors, Goelzer Investment Management, Column Capital, Centerfield Capital Partners, Periculum, HKW, Wallington Asset Management, Woodley Farra Manion Portfolio Management. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Investment Firms in Indianapolis Ratings Updated: Jul 18, 2026 ### [Invst](https://clutch.co/profile/invst) - 50 - 249 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Funding & Investment #### Company description Invst, a Funding & Investment company, specialize in Funding & Investment and Financial Advising & Planning. They were founded in 2003. [Visit Website](https://invst.com/) --- ### [WestPoint Financial Group](https://clutch.co/profile/westpoint-financial-group) - 250 - 999 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Founded in 1948, WestPoint Financial Group is a midsize Indianapolis, Indiana-based Funding & Investment company. Their services include Funding & Investment. [Visit Website](https://westpointfinancialgroup.com/) --- ### [Sheaff Brock Investment Advisors](https://clutch.co/profile/sheaff-brock-investment-advisors) - 10 - 49 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Established in 2001, Sheaff Brock Investment Advisors is a Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment. [Visit Website](https://sheaffbrock.com/) --- ### [Goelzer Investment Management](https://clutch.co/profile/goelzer-investment-management) - 10 - 49 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Founded in 1969, Goelzer Investment Management is a small Funding & Investment company. Their services include Funding & Investment. [Visit Website](https://goelzerinc.com/) --- ### [Column Capital](https://clutch.co/profile/column-capital) - 10 - 49 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Financial Advising & Planning - 50% Funding & Investment #### Company description Column Capital, a small Funding & Investment company, is based in Indianapolis, Indiana. Their services include Funding & Investment and Accounting. [Visit Website](https://www.columncapital.com/) --- ### [Centerfield Capital Partners](https://clutch.co/profile/centerfield-capital-partners) - 10 - 49 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Centerfield Capital Partners is a Funding & Investment company. Launched in 2000, their team provides Funding & Investment. [Visit Website](https://www.centerfieldcapital.com/) --- ### [Periculum](https://clutch.co/profile/periculum) - 10 - 49 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 70% Funding & Investment #### Company description Periculum is a small Funding & Investment company launched in 1998. Their team specializes in Funding & Investment and Commercial Financing. [Visit Website](https://www.periculumcapital.com/) --- ### [HKW](https://clutch.co/profile/hkw-1) - 10 - 49 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Funding & Investment company HKW was founded in 1903. Headquartered in Indianapolis, Indiana and New York, New York, the team offers Funding & Investment. [Visit Website](https://www.hkwinc.com/) --- ### [Wallington Asset Management](https://clutch.co/profile/wallington-asset-management) - 10 - 49 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Funding & Investment #### Company description Wallington Asset Management, a Funding & Investment company, was established in 1988. The small team focuses on Funding & Investment and Financial Advising & Planning. [Visit Website](https://wallingtonasset.com/) --- ### [Woodley Farra Manion Portfolio Management](https://clutch.co/profile/woodley-farra-manion-portfolio-management) - 10 - 49 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Financial Advising & Planning and Funding & Investment company Woodley Farra Manion Portfolio Management was founded in 1995. The team offers Financial Advising & Planning and Funding & Investment. [Visit Website](https://www.woodleyfarra.com/) --- ### [Indie Asset Partners, LLC](https://clutch.co/profile/indie-asset-partners) - 10 - 49 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Funding & Investment #### Company description Indie Asset Partners, LLC is a Funding & Investment company. Based in Carmel, Indiana, the firm offers Funding & Investment and Financial Advising & Planning. [Visit Website](https://indieasset.com/) --- ### [Valeo Financial Advisors LLC](https://clutch.co/profile/valeo-financial-advisors) - 50 - 249 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 30% Financial Consulting - 40% Funding & Investment #### Company description 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 & Planning. [Visit Website](https://valeofinancial.com/) --- ### [Northern Commercial](https://clutch.co/profile/northern-commercial) - 2 - 9 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Northern Commercial, a Commercial Financing and Funding & Investment company, was established in 1990. Located in Carmel, Indiana, the team offers Commercial Financing and Funding & Investment. [Visit Website](http://www.northerncommercial.com/) --- ### [Meridian Investment Advisors, Inc.](https://clutch.co/profile/meridian-investment-advisors) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Funding & Investment #### Company description Founded in 2021, Meridian Investment Advisors, Inc. Is a small Indianapolis, Indiana-based Funding & Investment company. Their services include Funding & Investment and Financial Advising & Planning. [Visit Website](https://www.meridianinvest.com/) --- ### [Trust Investment Advisors](https://clutch.co/profile/trust-investment-advisors) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Trust Investment Advisors is a Funding & Investment company. The Indianapolis, Indiana-based company was founded in 1987. Their services include Funding & Investment. [Visit Website](https://www.tiadvisors.com/) --- ### [Canterbury Investment Management](https://clutch.co/profile/canterbury-investment-management) - 2 - 9 employees - Zionsville, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description In Zionsville, Indiana, Canterbury Investment Management is a small Funding & Investment company. The team focuses on Funding & Investment. [Visit Website](https://www.canterburygroup.com/) --- ### [Cardinal Equity Partners](https://clutch.co/profile/cardinal-equity-partners) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Established in 1993, Cardinal Equity Partners is a Funding & Investment company. The firm provides Funding & Investment. [Visit Website](https://www.cardinalep.com/) --- ### [Barrington Investment Company, LLC](https://clutch.co/profile/barrington-investment-company) - 2 - 9 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Financial Advising & Planning and Funding & Investment company Barrington Investment Company, LLC focuses on Financial Advising & Planning and Funding & Investment. They are in Carmel, Indiana. [Visit Website](http://www.barringtonllc.com/) --- ### [Hoover Financial Advisors](https://clutch.co/profile/hoover-financial-advisors) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description In Indianapolis, Indiana, Hoover Financial Advisors is a Financial Advising & Planning and Funding & Investment company. They offer Financial Advising & Planning and Funding & Investment. [Visit Website](https://www.hooverfinancialadvisors.com/) --- ### [Titan Investment Management](https://clutch.co/profile/titan-investment-management) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Funding & Investment #### Company description Titan Investment Management is a Funding & Investment company in Indianapolis, Indiana. They specialize in Funding & Investment and Financial Advising & Planning. [Visit Website](https://titaninvestmentmgmt.com/) --- ### [xCap Angels](https://clutch.co/profile/xcap-angels) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description XCap Angels is a Funding & Investment company headquartered in Indianapolis, Indiana. The team specializes in Funding & Investment. [Visit Website](http://www.xcapangels.com/) --- ### [Monument MicroCap Partners](https://clutch.co/profile/monument-microcap-partners) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Monument MicroCap Partners is a Funding & Investment company. Headquartered in Indianapolis, Indiana and Bloomfield Hills, Michigan, the team specializes in Funding & Investment. [Visit Website](https://www.monumentmicrocap.com/) --- ### [Koon Financial](https://clutch.co/profile/koon-financial) - 2 - 9 employees - Greenwood, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Koon Financial, a Financial Advising & Planning and Funding & Investment company, was founded in 2002. The company specializes in Financial Advising & Planning and Funding & Investment, and is small. [Visit Website](https://www.koonfinancial.com/) --- ### [Gutwein Group](https://clutch.co/profile/gutwein-group) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Gutwein Group is a Financial Advising & Planning and Funding & Investment company. Founded in 2011, the team focuses on Financial Advising & Planning and Funding & Investment. [Visit Website](https://gutweingroup.com/) --- ### [The Monument Circle Group](https://clutch.co/profile/monument-circle-group) - 2 - 9 employees - Zionsville, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description 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 & Investment. [Visit Website](https://www.themonumentcirclegroup.com/) --- ### [Langdon Shaw Associates, Inc.](https://clutch.co/profile/langdon-shaw-associates) - 2 - 9 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Langdon Shaw Associates, Inc. Is a Financial Advising & Planning and Funding & Investment company launched in 1983. The company provides Financial Advising & Planning and Funding & Investment. [Visit Website](https://langdonshaw.com/) --- ### [Fortitude Private Wealth](https://clutch.co/profile/fortitude-private-wealth) - 2 - 9 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Fortitude Private Wealth is a Funding & Investment company established in 2014. The firm specializes in Funding & Investment, and is small. [Visit Website](https://www.fortitudeprivatewealth.com/) --- ### [Otley Investment Fiduciary Solutions](https://clutch.co/profile/otley-investment-fiduciary-solutions) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Funding & Investment #### Company description Otley Investment Fiduciary Solutions is a Funding & Investment company founded in 2019. Their services include Funding & Investment and Financial Advising & Planning. [Visit Website](https://otleypwm.com/) --- ### [Wealth Advisory Solutions](https://clutch.co/profile/wealth-advisory-solutions) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Funding & Investment #### Company description 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, Indiana. [Visit Website](http://www.wasadvisors.com/) --- ### [RP Wealth Advisors](https://clutch.co/profile/rp-wealth-advisors) - 2 - 9 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description RP Wealth Advisors is a Funding & Investment company launched in 2021. Their team specializes in Funding & Investment. [Visit Website](https://www.rpwealthadvisors.com/) --- ### [Intrepid Financial Planning Group, LLC](https://clutch.co/profile/intrepid-financial-planning-group) - 2 - 9 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description 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. [Visit Website](https://www.intrepidfinancial.com/) --- ### [Axia Advisory](https://clutch.co/profile/axia-advisory) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Axia Advisory is a Financial Advising & Planning and Funding & Investment company launched in 1992. The company focuses on Financial Advising & Planning and Funding & Investment. [Visit Website](https://www.axiaadvisory.com/) --- ### [Petty & Co.](https://clutch.co/profile/petty-co) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 25% Funding & Investment #### Company description 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 Financing. [Visit Website](https://pettycap.com/our-firm) --- ### [Planned Investment Company Inc.](https://clutch.co/profile/planned-investment-company) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 70% Funding & Investment - 30% Insurance Services & Brokers #### Company description 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, Indiana. [Visit Website](https://www.plannedinvest.com/) --- ### [Circle City Wealth Management](https://clutch.co/profile/circle-city-wealth-management) - 2 - 9 employees - Carmel, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Financial Advising & Planning and Funding & Investment company Circle City Wealth Management is located in Carmel, Indiana. The team focuses on Financial Advising & Planning and Funding & Investment. [Visit Website](https://circlecitywealthmanagement.com/) --- ### [Conormara Investments, LLC](https://clutch.co/profile/conormara-investments) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Conormara Investments, LLC is a Funding & Investment company. Established in 2006, the firm is in Indianapolis, Indiana. Their team specializes in Funding & Investment. [Visit Website](http://www.conormara.com/) --- ### [Fuhrmann Capital](https://clutch.co/profile/fuhrmann-capital) - 2 - 9 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Established in 2007, Fuhrmann Capital is a Funding & Investment company. Based in Indianapolis, Indiana, the team offers Funding & Investment. [Visit Website](https://www.fuhrmanncapital.com/) --- ### [Servant Capital Advisors](https://clutch.co/profile/servant-capital-advisors) - 2 - 9 employees - Fishers, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Funding & Investment #### Company description Servant Capital Advisors is a Fishers, Indiana-based Funding & Investment company. The team focuses on Funding & Investment and Financial Advising & Planning. [Visit Website](https://www.servantcap.com/) --- ### [Creative Financial Designs](https://clutch.co/profile/creative-financial-designs) - 10 - 49 employees - Kokomo, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description In Kokomo, Indiana, Creative Financial Designs is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment. [Visit Website](https://creativefinancialdesigns.com/) --- ### [Cardinal Capital Management](https://clutch.co/profile/cardinal-capital-management) - 10 - 49 employees - Muncie, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Cardinal Capital Management is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment and were established in 1999. [Visit Website](https://www.cardinalcapitalllc.com/) --- ### [Champion Cash Loans](https://clutch.co/profile/champion-cash-loans) - $5,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Lafayette, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Champion Cash Loans is a small Commercial Financing and Funding & Investment company established in 2006. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://championcashloans.com/locations/title-loans-lafayette-in/) --- ### [Wealth Strategies](https://clutch.co/profile/wealth-strategies) - 2 - 9 employees - Muncie, IN #### Services Provided - Allocation of Expertise by Percentage - 35% Financial Advising & Planning - 30% Funding & Investment - 35% Insurance Services & Brokers #### Company description Wealth Strategies is a Muncie, Indiana-based Financial Advising & Planning company. Launched in 1997, the team specializes in Financial Advising & Planning and Insurance Services & Brokers. [Visit Website](https://www.wealthstrategiesinc.com/) --- ### [McLaughlin Asset Management](https://clutch.co/profile/mclaughlin-asset-management) - 2 - 9 employees - Lafayette, IN #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Funding & Investment #### Company description Funding & Investment company McLaughlin Asset Management was founded in 2003. The company offers Funding & Investment and Financial Advising & Planning. [Visit Website](https://maminvesting.com/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them. 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