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Largest Indianapolis-Area Financial Planning Firms
(Ranked by number of local certified planning professionals)
Rank
2019
rank
Firm
Address
Telephone / Website
Local certified
planning
professionals(1)
Local:
FTE Employees
Offices
% of billings
business
personal
Specialties
Head(s) of local
operations, Title(s)
Est.
locally
1
1
Schwab Private Client Investment Advisory
8332 Woodfield Crossing Blvd., 46240
800-435-4000 / schwab.com
87
138
1
DND
DND
wealth management
Robert M. Hammond,
VP, planning and portfolio group
2002
2
3
Morgan Stanley Wealth Management
800 E. 96th St., Suite 400, 46240
317-818-7300 / morganstanley.com
65
100
2
DND
DND
full-service asset management
Michael L. Green,
executive director
1966
3
2
Northwestern Mutual Indiana(2)
111 Monument Circle, Suite 3800, 46204
317-238-6500 / indy.nm.com
52
200(3)
5
DND
DND
financial, long-term and estate planning; investment strategies
David D. Kiecker,
managing partner
1890
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