Top 30 Investment Management Companies in Indianapolis

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Below is the list of Top 30 Investment Management Companies in Indianapolis ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Indianapolis

1. Goelzer Investment Management

Industry: Investment Management

Location: Indianapolis, Indiana

Website: goelzerinc.com

Company Founded: 1969

Company Size: 11-50

Company Address: 111 Monument Circle, Indianapolis, Indiana, United States

Goelzer Investment Management Contact Details

Name Title LinkedIn Phone Email
Jeffrey Borgert Institutional Investment Advisor
Dean Weseli Investment Advisor
Aimee Deveau Office Manager
Craig Maschmeyer Associate Portfolio Manager
Jonah Gjertson Institutional Analyst
Don Hutchinson Managing Director Institutional Advisory Services
Dean Weseli Investment Advisor
Requires/Intent and 8 more Employees
AI
Private Wealth Management
and more

2. Ldi

Industry: Investment Management

Location: Indianapolis, Indiana

Website: ldiltd.com

Company Founded: 1912

Company Size: 1001-5000

Company Address: 54 Monument Circle, Indianapolis, Indiana, United States

Ldi Contact Details

Name Title LinkedIn Phone Email
Marty Brown Vice President, Strategy And Operations
J.a Lacy President And Chief Executive Officer
John Martin Vice President - Corporate Development
Benjamin Fouch Chief Transformation Officer
David Shane President And Chief Executive Officer
Brad Gesse Director Of Accounting And Treasurer
Bill Himebrook Chief Financial Officer
Requires/Intent and 10 more Employees
Robo-Advisors & AI Trading
Digital Marketing
and more

3. Peloton Wealth Strategists

Industry: Investment Management

Location: Indianapolis, Indiana

Website: pelotonwealth.com

Company Founded: 1984

Company Size: 1-10

Company Address: 8500 Keystone Crossing Boulevard, Indianapolis, Indiana, United States

Peloton Wealth Strategists Contact Details

Name Title LinkedIn Phone Email
Charles Bobbish Partner
Marla Mast Operations Manager
Requires/Intent
Digital Marketing
IT Support
FinTech Solutions For Investment Firms
E-commerce Integration
and more

4. Hammond, Kennedy, Whitney & Company, Inc.

Industry: Investment Management

Location: Indianapolis, Indiana

Company Founded: 1903

Company Size: 11-50

Company Address: 8888 Keystone Crossing, Indianapolis, Indiana, United States

Hammond, Kennedy, Whitney & Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Luke Phenicie Lead Transaction Partner
Michael Bruell Associate
Michelle Ball Manager Of Marketing
John Carsello Partner
Requires/Intent
IoT
Accounting
and more

5. Us Agriculture

Industry: Investment Management

Location: Indianapolis, Indiana

Website: us-agriculture.com

Company Founded: 2015

Company Size: 1-10

Company Address: 10333 North Meridian Street, Indianapolis, Indiana, United States

Us Agriculture Contact Details

Name Title LinkedIn Phone Email
Meredith Devlin General Counsel And Chief Compliance Officer
Steve Hageman F
David Martin Director Asset Management
Kyle Maple Regional Director - Acquisitions
Clint Leman Director Of Portfolio Management
Aac Matt Harmon Regional Director
James Boren Controller
Requires/Intent and 2 more Employees
AI-Based Credit Risk Assessment
Cloud Solutions
Business Expansion
and more

6. E&a Companies

Industry: Investment Management

Location: Indianapolis, Indiana

Website: ea-companies.com

Company Founded: 1977

Company Size: 51-200

Company Address: 101 West Ohio Street, Indianapolis, Indiana, United States

E&a Companies Contact Details

Name Title LinkedIn Phone Email
Joe Kitson Human Resources Director
Kathy Hubbard Co Founder, Bridges Of Understanding Foundation
Al Hubbard Chariman | Partner
Alesia Chapman Manufacturer
Holly Chapman Secretary And Administrative Assistant
Requires/Intent
Digital Asset & Cryptocurrency Investment
CRM Systems
Market Research
and more

7. Column Capital - Wealth Management

Industry: Investment Management

Location: Indianapolis, Indiana

Website: columncapital.com

Company Founded: 2005

Company Size: 11-50

Company Address: 3815 River Crossing Parkway, Indianapolis, Indiana, United States

Column Capital - Wealth Management Contact Details

Name Title LinkedIn Phone Email
Justin Kassanits Executive Director
Mark Deprez Wealth Advisor
Sarah Little Wealth Advisor
Sandra Keevil Client Service Administrator
Melinda Woolsey Client Service Administrator
Joellen Ambuehl Tax Preparer
Requires/Intent
Software Development
Risk Management & Compliance
Business Expansion
and more

8. Sbc Wealth Management

Industry: Investment Management

Location: Indianapolis, Indiana

Website: sbcwealth.com

Company Founded: 1983

Company Size: 1-10

Company Address: 2920 East 96th Street, Indianapolis, Indiana, United States

Sbc Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kevin Sasena Wealth Advisor
Matt Mcbroom Wealth Advisor
Lynn Achinger Senior Client Relationship Manager
Stephanie West Director Of Operations
Mechelle Brandenburg Client Support
Awma Carson Shadowen Director, Vice President
Requires/Intent
Cloud Hosting
IoT
and more

9. Sheaff Brock Investment Advisors

Industry: Investment Management

Location: Indianapolis, Indiana

Website: sheaffbrock.com

Company Founded: 2001

Company Size: 11-50

Company Address: 8801 River Crossing Boulevard, Indianapolis, Indiana, United States

Sheaff Brock Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Dave Gilreath Managing Director
Audrey Kurzawa Chief Compliance Officer
Edward Humphreys Senior Portfolio Manager
Sheldon Hirst Controller
Walter Taggart Trading And Portfolio Allocation
William Taggart Vice President, Client Solutions
Libby Neidlinger New Accounts Specialist
Requires/Intent and 1 more Employees
Accounting
Digital Asset & Cryptocurrency Investment
ESG Investing & Impact Analysis
Predictive Analytics
and more

10. The Archer Funds

Industry: Investment Management

Location: Indianapolis, Indiana

Website: thearcherfunds.com

Company Size: 1-10

Company Address: 9000 Keystone Crossing, Indianapolis, Indiana, United States

The Archer Funds Contact Details

Name Title LinkedIn Phone Email
Steven Demas Portfolio Manager
Requires/Intent
Public Relations
Accounting
and more

11. Greenway Advisors

Industry: Investment Management

Location: Indianapolis, Indiana

Website: greenwayadv.com

Company Founded: 2012

Company Size: 1-10

Company Address: 1329 West 96th Street, Indianapolis, Indiana, United States

Greenway Advisors Contact Details

Name Title LinkedIn Phone Email
Andy Parrish Vice President And Financial Advisor And Partner
Requires/Intent
M&A Advisory
Software Development
Hedge Fund Strategies
and more

12. Archer Investment Corporation

Industry: Investment Management

Location: Indianapolis, Indiana

Website: archerinvestment.com

Company Size: 51-200

Company Address: 9000 Keystone Crossing, Indianapolis, Indiana, United States

Archer Investment Corporation Contact Details

Name Title LinkedIn Phone Email
Megan Dobson Client Service And Marketing Representative
Requires/Intent
CRM Systems
Automation
Investor Relations & Reporting
and more

13. Peloton Capital Partners

Industry: Investment Management

Location: Indianapolis, Indiana

Website: pelotonfund.com

Company Founded: 2016

Company Size: 1-10

Peloton Capital Partners Contact Details

Name Title LinkedIn Phone Email
Stephen Carr Partner And Portfolio Manager
Requires/Intent
Tax Optimization For Investments
Compliance & Risk Management
Cybersecurity Solutions
Digital Asset & Cryptocurrency Investment
and more

14. Baxter Capital Management

Industry: Investment Management

Location: Indianapolis, Indiana

Website: baxtercapitalmanagement.com

Company Size: 1-10

Company Address: 9247 North Meridian Street, Indianapolis, Indiana, United States

Baxter Capital Management Contact Details

Name Title LinkedIn Phone Email
Dave Smith President
Derek Gale Financial Analyst
Requires/Intent
Financial Management
AI Chatbots
Smart Contracts For Investment
and more

15. Saw Capital, Llc

Industry: Investment Management

Location: Indianapolis, Indiana

Website: sawcapital.com

Company Founded: 2002

Company Size: 11-50

Company Address: 4310 Stout Field North Drive North, Indianapolis, Indiana, United States

Saw Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Aaron Weaver Director Of Operations
Requires/Intent
Automation
CRM Systems
and more

16. Mfg Wealth Management, Inc.

Industry: Investment Management

Location: Indianapolis, Indiana

Website: mfgwealthmgmt.com

Company Size: 1-10

Company Address: 6920 South East Street East, Indianapolis, Indiana, United States

Mfg Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Mccracken President And Chief Executive Officer
Requires/Intent
Data Security
Financial Management
E-commerce Integration
and more

17. Washington & Scoville, Llc

Industry: Investment Management

Location: Indianapolis, Indiana

Website: wsinvest.com

Company Size: 1-10

Company Address: 450 East 96th Street, Indianapolis, Indiana, United States

Washington & Scoville, Llc Contact Details

Name Title LinkedIn Phone Email
Marquette Tyler Administrative Assistant Bookkeeper
Requires/Intent
CRM Systems
FinTech Solutions For Investment Firms
Global Market Trend Analysis
Portfolio Management Solutions
IoT
and more

18. Rjp Investment Advisors

Industry: Investment Management

Location: Indianapolis, Indiana

Website: rjpinvestmentadvisors.com

Company Size: 1-10

Company Address: 101 West Ohio Street, Indianapolis, Indiana, United States

Rjp Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Randolph Pisane Money Manager
Requires/Intent
Compliance & Risk Management
Web Development
and more

19. Guillemet Futures

Industry: Investment Management

Location: Indianapolis, Indiana

Website: guillemetfutures.com

Company Founded: 2004

Company Size: 1-10

Company Address: 8339 Kousa Drive, Indianapolis, Indiana, United States

Guillemet Futures Contact Details

Name Title LinkedIn Phone Email
Wendy Gingerich Managed Futures Broker
Requires/Intent
Advertising
Alternative Investment Consulting
Predictive Analytics
Robo-Advisors & AI Trading
Sales
and more

20. Leading Edge Companies

Industry: Investment Management

Location: Indianapolis, Indiana

Website: leadingedgecompanies.com

Company Size: 11-50

Company Address: 8910 Purdue Road, Indianapolis, Indiana, United States

Leading Edge Companies Contact Details

Name Title LinkedIn Phone Email
Edwin Streuli Co-founder, Managing Partner
Cameron Beever Field Service Manager
Kristi Hale Accounting Coordinator
Requires/Intent
Institutional Asset Management
Global Market Trend Analysis
E-commerce Integration
Mobile App Development
Cybersecurity Solutions
and more

21. Synergy 360

Industry: Investment Management

Location: Indianapolis, Indiana

Website: synergy-360.com

Company Founded: 2009

Company Size: 1-10

Company Address: 748 East Bates Street, Indianapolis, Indiana, United States

Synergy 360 Contact Details

Name Title LinkedIn Phone Email
Jessi Clouser Office Manager
Requires/Intent
Web Development
Predictive Analytics
AI-Powered Financial Forecasting
Market Research
and more

22. Capital Financial Management

Industry: Investment Management

Location: Indianapolis, Indiana

Company Size: 1-10

Company Address: 6525 East 82nd Street, Indianapolis, Indiana, United States

Capital Financial Management Contact Details

Name Title LinkedIn Phone Email
Caprice Mallett President
Requires/Intent
Portfolio Management Solutions
Advertising
Accounting
Smart Contracts For Investment
and more
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Indianapolis Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jeffrey Borgert Goelzer Investment Management Institutional Investment Advisor
2 Dean Weseli Goelzer Investment Management Investment Advisor
3 Aimee Deveau Goelzer Investment Management Office Manager
4 Craig Maschmeyer Goelzer Investment Management Associate Portfolio Manager
5 Jonah Gjertson Goelzer Investment Management Institutional Analyst
6 Don Hutchinson Goelzer Investment Management Managing Director Institutional Advisory Services
7 Dean Weseli Goelzer Investment Management Investment Advisor
8 Marty Brown Ldi Vice President, Strategy And Operations
9 J.a Lacy Ldi President And Chief Executive Officer
10 John Martin Ldi Vice President - Corporate Development
11 Benjamin Fouch Ldi Chief Transformation Officer
12 David Shane Ldi President And Chief Executive Officer
13 Brad Gesse Ldi Director Of Accounting And Treasurer
14 Bill Himebrook Ldi Chief Financial Officer
15 Charles Bobbish Peloton Wealth Strategists Partner
16 Marla Mast Peloton Wealth Strategists Operations Manager
17 Luke Phenicie Hammond, Kennedy, Whitney & Company, Inc. Lead Transaction Partner
18 Michael Bruell Hammond, Kennedy, Whitney & Company, Inc. Associate
19 Michelle Ball Hammond, Kennedy, Whitney & Company, Inc. Manager Of Marketing
20 John Carsello Hammond, Kennedy, Whitney & Company, Inc. Partner
21 Meredith Devlin Us Agriculture General Counsel And Chief Compliance Officer
22 Steve Hageman Us Agriculture F
23 David Martin Us Agriculture Director Asset Management
24 Kyle Maple Us Agriculture Regional Director - Acquisitions
25 Clint Leman Us Agriculture Director Of Portfolio Management
26 Aac Matt Harmon Us Agriculture Regional Director
27 James Boren Us Agriculture Controller
28 Joe Kitson E&a Companies Human Resources Director
29 Kathy Hubbard E&a Companies Co Founder, Bridges Of Understanding Foundation
30 Al Hubbard E&a Companies Chariman | Partner
31 Alesia Chapman E&a Companies Manufacturer
32 Holly Chapman E&a Companies Secretary And Administrative Assistant
33 Justin Kassanits Column Capital - Wealth Management Executive Director
34 Mark Deprez Column Capital - Wealth Management Wealth Advisor
35 Sarah Little Column Capital - Wealth Management Wealth Advisor
36 Sandra Keevil Column Capital - Wealth Management Client Service Administrator
37 Melinda Woolsey Column Capital - Wealth Management Client Service Administrator
38 Joellen Ambuehl Column Capital - Wealth Management Tax Preparer
39 Kevin Sasena Sbc Wealth Management Wealth Advisor
40 Matt Mcbroom Sbc Wealth Management Wealth Advisor

Investment Management companies in different cities of Indiana

No. Industry Number of Contacts Download
1 Investment Management Companies in Carmel 345
2 Investment Management Companies in Fort Wayne 805