Bedel Financial Consulting Inc

RIASEC Registered

Total AUM

$2.9B

Discretionary

$2.9B

100% of AUM

Avg account

$537K

Accounts

5,435

Employees

Advisory reps

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 105653
Registered since: July 6, 1989
Website: www.bedelfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.48%
Individuals4.55%
Corporations / Businesses1.78%
Charitable Organizations0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Bedel Financial Consulting Inc is an independent, individually owned registered investment adviser that has been SEC-registered since 1989. The firm serves primarily individual and family clients and bills on a combination of asset‑based fees and fixed fees. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it also lists pension consulting among its services. Bedel does not position itself as a capital allocator to external platforms; instead its business centers on direct advisory relationships. The firm has been recognized in national rankings, including placement on the Financial Times’ Top 300 RIA list in 2020 and multiple CNBC Top 100 Financial Advisory Firms listings (2020, 2021, 2025).