Woodley Farra Manion Portfolio Management, based in Indianapolis, is ranked No. 23 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $2.2 billion
Accounts Under Management: 1,380
Years in Business: 30
- Accepts clients in all 50 states
- Physical offices in Indiana
- No minimum asset threshold
Leadership and Contact Information:
Donald Woodley, portfolio manager
Michael Manion, portfolio manager
Kyle Harlemert, portfolio manager
woodleyfarra.com
8555 North River Road, Suite 400, Indianapolis, IN 46240
(317) 269-0224
