This article showcases our top picks for the best Indiana based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Indiana Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Old National Bank
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Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
Archway Technology Partners
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Archway Technology Partners, LLC (Archway) is a software and service company.
S&T Bank
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S&T Bank was founded in 1902 as “Savings & Trust Company of Indiana” with a single location in Indiana, Pennsylvania.
Sheaff Brock
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Sheaff Brock is an investment management firm that offers money management, financial planning and institutional services.
StrategIQ Financial Group
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StrategIQ Financial Group is a wealth management and financial advisory service provider company.
SYM Financial Advisors
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SYM Financial Advisors is a wealth management, portfolio management, and financial consulting company.
Goelzer Investment Management
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Goelzer Investment Management consults and controls financial strategies and investments to help institutions and families achieve success.
Axiom Financial Strategies Group
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Axiom Financial Strategies Group is a boutique wealth planning firm focused on business owners, entrepreneurs, and families.
BGBC Partners
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BGBC Partners is an accounting firm that provides assurance, tax, wealth management, and consulting services.
Donaldson Capital Management
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Donaldson Capital Management provides investment advisory services.
Mahler & Co
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Mahler & Co is a CPA firm that offers services in accounting, taxation, IRS auditing and financial planning.
Deerfield Financial Advisors
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Deerfield Financial Advisors is a financial planning firm that advises on financial and wealth management.
American Trust Investment Services
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American Trust Investment Services offers financial services featuring asset allocation, retirement planning and investment products.
Indiana Trust Wealth Management
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Indiana Trust Wealth Management engages in investment management and financial planning services.
Guidance Wealth LLC
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Guidance Wealth, LLC is a local, independent wealth management and financial planning firm.
Monroe Shine & Co.
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Monroe Shine & Co. is a public accounting and business consulting firm.
The Just Company
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The Just Company offers wealth management, investment, and business consulting services.
Giesting Financial
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Giesting Financial is a firm that focused on investment advisory, retirement planning, wealth management and insurance products.
Lawrie CPA Group
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Lawrie CPA Group is an accounting firm that provides financial services such as business accounting, payroll, taxation and Quickbooks.
Korhorn Financial Group
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Korhorn Financial Group offers accounting, taxation, wealth management, insurance, financial planning and portfolio management services.
Olson Wealth Group
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Olson Wealth Group practices open-architecture investing, offering clients objective, transparent, research 0based investment advice.
Spectrum Management Group
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Spectrum Management Group is an independent boutique wealth management firm.
Financial Planning Consultants
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Financial Planning Consultants offers insurance, retirement, investment management, wealth management, estate and tax planning services.
Thomas & Reed
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Thomas & Reed offers services like accounting, audit, payroll, wealth management and consulting to the transportation & logistics industry.
Vineyard Financial
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Vineyard Financial offers taxation, estate planning, life insurance, investments, retirement income strategies & wealth management services.
Reynolds Wealth Management
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Reynolds Wealth Management offers financial services in investment, financial planning, portfolio management, estate & retirement planning.
Ehlen Heldman
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Ehlen Heldman is an accounting firm that offers wealth management, insurance, tax planning & preparation service to its clients.
Planned Investment Company
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Planned Investment Company offers financial services like tax planning, mutual fund, investment advisory, and asset accumulation.
Petry Wealth Management
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Petry Wealth Management specializes in retirement planning, wealth management, financial planning and taxation services.
Howell Financial Advisors
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Howell Financial Advisors is a wealth management advisory firm that provides investment management and estate planning services.
Novus Wealth Advisors
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Novus Wealth Advisors is an online platform that offers consultation on financial concepts like insurance, retirement & wealth preservation.
Meridian Investment Advisor
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Meridian Investment Advisors offers investment management strategies and broad financial planning services to individuals and businesses.
Wabash Capital
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Wabash Capital is an investment advisor providing wealth management and corporate retirement services.
