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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