The 7 Largest Financial Consulting Firm in Indiana

The financial consulting industry in Indiana is a thriving and competitive market, with numerous firms offering a wide range of services to businesses and individuals alike. Here are the five largest financial consulting firms in Indiana, based on their overall revenue, reputation, and market share:

• BKD, LLP: Founded in 1924, BKD is one of the largest accounting and advisory firms in the United States, with a strong presence in Indiana. The firm provides a comprehensive suite of financial consulting services, including audit, tax, risk management, and business advisory services.
• RSM US LLP: Another leading financial consulting firm in Indiana, RSM US LLP offers a wide range of services, including audit, tax, consulting, and risk advisory services. The firm is known for its expertise in serving middle-market businesses and has a strong track record of helping clients achieve their financial goals.
• Ernst & Young LLP: As one of the Big Four accounting firms, Ernst & Young LLP has a significant presence in Indiana, providing a full spectrum of financial consulting services to businesses of all sizes. The firm is renowned for its expertise in audit, tax, risk management, and transaction advisory services.
• Deloitte & Touche LLP: Another Big Four accounting firm with a strong presence in Indiana, Deloitte & Touche LLP offers a comprehensive range of financial consulting services, including audit, tax, consulting, and risk advisory services. The firm is known for its deep industry knowledge and its ability to deliver tailored solutions to its clients.
• PwC: Rounding out the Big Four accounting firms in Indiana, PwC provides a comprehensive suite of financial consulting services, including audit, tax, consulting, and risk advisory services. The firm is known for its global reach and its ability to leverage its extensive resources to help clients achieve their financial objectives.

The 7 Biggest Financial Consulting Firm near Indiana

Bedel Financial Consulting

• Address: 8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240, United States
• Map: Click here
• Rating: 5 (41)
• Phone: +1 317-843-1358
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 5:00 PM

  Tuesday: 8:00 AM – 5:00 PM

  Wednesday: 8:00 AM – 5:00 PM

  Thursday: 8:00 AM – 5:00 PM

  Friday: 8:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Haley Slubs✭✭✭✭✭

  a month ago

  We have been working with Kate and Austin for a few years now and we’ve been impressed since the very beginning! They’re personable and knowledgeable, so our meetings are collaborative in a way that makes me feel comfortable discussing the daunting world of finance.

  The plans they have put together have helped set us up to be confident in our financial future. I couldn’t recommend our Bedel Team more highly.

  matt borris✭✭✭✭✭

  a month ago

  We weren’t sure what all to expect as we were new to professional financial advisors but I can’t say enough good things about Kate and Austin. They have stepped us through the process of setting up a long-term plan while keeping our family goals at the forefront. Communication and transparency is excellent, I can’t recommend Bedel enough.

  Jeffery Stevens✭✭✭✭✭

  4 months ago

  My wife and I have been clients of Bedel Financial for fourteen years and during this time they have always met or exceeded our expectations. The diversified financial plan created for us has been serving us well. Communication with the firm has always been outstanding whether in person, phone calls or on-line and our questions are answered promptly. Transparency is important and Bedel Financial has always provided a high level of that. Also, being a fee-only adviser simplifies things, so there are never any surprises.

  Now our two married daughters are starting their families and because of our positive experience we encouraged both to explore using Bedel for their financial planning needs. Both did and are now clients, with financial plans in place.

  These days, when it is rare to find truly excellent customer service Bedel continues to deliver it to our family.

  Jeff Stevens

  Eric Hans✭✭✭✭✭

  3 months ago

  I am a veterinarian and found Bedel by chance after finishing my residency. I had a load of student loan debt and no idea how to set up my life for financial success. Bedel was wonderful to work with from the start and my wife and I will be life long clients. They are fiduciary and we fully trust them. Highly recommend to anyone of any income or stage of life.

  John Robbins✭✭✭✭✭

  4 months ago

  Choosing Bedel Financial as our financial consultants was one of the best decisions we’ve made. After conducting a comprehensive review of our current financial situation, they presented us with a strategy custom tailored to align with our future objectives. With their guidance, we’ve consistently been able to meet and exceed our financial goals, while tightening up other gaps in insurance, estate planning and tax strategy at the same time.

  Evan Bedel and Kate Arndt are the superstars of our financial team. We value their insights and trust their vision for our future. They’ve set a new standard for the professionals we rely on to keep our ship on course.

Creative Financial Group

• Address: 6838 S East St, Indianapolis, IN 46227, United States
• Map: Click here
• Rating: 4.8 (24)
• Phone: +1 317-788-1562
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 3:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Carl Bender Jr✭✭✭✭✭

  in the last week

  Me and my wife have been clients of CFG for several years now, ever since attending one of their seminars. We have been working with Brian Quick and have found him and the entire office staff to be very knowledgeable, friendly, and helpful throughout that time. Brian takes all the time we need to help us understand all of our questions and we have never felt any pressure to make changes or investments we weren’t comfortable with. In general he gets us old people and i highly recommend CFG to everyone. We can’t thank them enough!

  Mark Eccles✭✭✭✭✭

  2 weeks ago

  We are long time clients and have always been pleased with the results we’ve gotten from long term planning with Kurt and John. Nowadays, Brian handles our portfolio and is a joy to work with and also very responsive. In our most recent visit, his presentation with the new projection program was incredibly enlightening and encouraging. We can’t recommend the CFG team, enough.

  Doug Huntley✭✭✭✭✭

  a month ago

  Had a series of meetings with Andrew, super nice guy! This really helps me understanding my unusually complicated financial picture. But moreover, the software they use is super dynamic in forward looking expectations. While I’m still uncertain (learning as I go) the direction to take, I can safely say that speaking with Andrew is a no-brainer. Go talk to him, it’s a no-cost no obligation session and you can only learn from it. It’s super informative! He’ll fix you up with a binder to take home, full of personalized details that fit your needs.

  He’s a stable, hard-working, caring, smart fellow who really knows his stuff. Sometimes you’ll get a good laugh out of him too, and he’s super ethical. Just my personal observations. Everything you’d ever want in a financial planner. Highly recommend. Good people.

  gary bridwell✭✭✭✭✭

  a week ago

  Creative Financial Group does a fantastic job of looking after your complete financial welfare. I just completed their annual overview of portfolio and plan for 2024. Brian Quick does an excellent job of creating a family forward relationship.

  Denise Sewell✭✭✭✭✭

  2 weeks ago

  Brian has been extremely knowledgeable and very easy to work with as we’ve started our retirement planning. We definitely recommend Creative Financial Group!

J. Galt Finance Suite

• Address: 3500 Depauw Blvd Suite 1110, Indianapolis, IN 46268, United States
• Map: Click here
• Rating: 5 (22)

Four Quadrants Advisory

• Address: 11939 N Meridian St #225, Carmel, IN 46032, United States
• Map: Click here
• Rating: 4.4 (20)

CORE Wealth Advisors

• Address: 151 N Delaware St #1510, Indianapolis, IN 46204, United States
• Map: Click here
• Rating: 5 (3)

Cooke Financial Group

• Address: 9340 Priority Way W Dr, Indianapolis, IN 46240, United States
• Map: Click here
• Rating: 5 (2)

Financial Enhancement Group

• Address: 35 Whittington Dr Suite 200, Brownsburg, IN 46112, United States
• Map: Click here
• Rating: 5 (1)

Discover top consulting firms in various states, like those mentioned in Missouri, Maryland and Wisconsin, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Indiana, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Indiana

Indiana is home to several reputable financial consulting firms that offer a range of services to individuals and businesses. These firms provide expert advice and guidance on various financial matters, including wealth management, investment strategies, retirement planning, and tax planning. Here are three top financial consulting firms that are popular in Indiana:

• Katz, Sapper & Miller (KSM): KSM is one of the largest independent accounting and consulting firms in Indiana. They offer a comprehensive range of financial consulting services, including strategic planning, risk management, valuation services, and mergers and acquisitions. KSM has a team of highly experienced professionals who provide personalized solutions tailored to meet the unique needs of their clients.
• Blue & Co.: Blue & Co. is a leading financial consulting firm with offices in multiple states, including Indiana. They provide a wide range of services, including accounting, tax planning, business consulting, and wealth management. With their team of skilled professionals, Blue & Co. helps individuals and businesses navigate complex financial challenges and achieve their goals.
• CliftonLarsonAllen (CLA): CLA is a national financial consulting firm with a significant presence in Indiana. They offer a comprehensive suite of services, including tax planning, wealth advisory, assurance, and consulting services. CLA’s team of industry specialists provides customized solutions to help clients achieve financial success and optimize their business operations.

These three financial consulting firms have established themselves as trusted advisors in Indiana, serving a wide range of clients, including individuals, small businesses, and large corporations. They combine expertise, experience, and a client-centric approach to deliver tailored and effective financial solutions.

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