Woodley Farra

Woodley Farra (CRD# 107660) is a financial advisory firm headquartered in Indianapolis, IN. They manage $715,913,697 in 671 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    716
    MILLION
  • Total Number of Accounts
    671
    ACCOUNTS
  • Average Account Value
    $1,066,935
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, ME, MI, MN, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WI

Financial Advisors at Woodley Farra
Showing 1 - 9 of 9 top financial advisors.
1
Ross M. Bennett
CRD#: 5389536
8555 N. River Road, Suite 400, Indianapolis, IN 46240
93
Wealthminder
score

Ross Bennett (CRD# 5389536) is an Investment Advisor Representative working at Woodley Farra in Indianapolis, IN and has over 9 years of experience in the finance industry.

2
Kimberly A. Bright
CRD#: 5818179
8555 N. River Road, Suite 400, Indianapolis, IN 46240
93
Wealthminder
score

Kimberly Bright (CRD# 5818179) is an Investment Advisor Representative working at Woodley Farra in Indianapolis, IN and has over 7 years of experience in the finance industry.

3
Kyle W. Harlemert
CRD#: 5090890
8555 N. River Road, Suite 400, Indianapolis, IN 46240
93
Wealthminder
score

Kyle Harlemert (CRD# 5090890) is an Investment Advisor Representative working at Woodley Farra in Indianapolis, IN and has over 10 years of experience in the finance industry.

4
William F. Logan
CRD#: 1627720
8555 N. River Road, Suite 400, Indianapolis, IN 46240
93
Wealthminder
score

William Logan (CRD# 1627720) is an Investment Advisor Representative working at Woodley Farra in Indianapolis, IN and has over 29 years of experience in the finance industry.

5
Andrea L. Mosbaugh
CRD#: 5784712
8555 N. River Road, Suite 400, Indianapolis, IN 46240
93
Wealthminder
score

Andrea Mosbaugh (CRD# 5784712) is an Investment Advisor Representative working at Woodley Farra in Indianapolis, IN and has over 6 years of experience in the finance industry.

6
George S. Farra
CRD#: 1562993
One Indiana Square, Suite 2254, Indianapolis, IN 46204
90
Wealthminder
score

George Farra (CRD# 1562993) is an Investment Advisor Representative working at Woodley Farra in Indianapolis, IN and has 1 year of experience in the finance industry.

7
Donald F. Woodley
CRD#: 710531
One Indiana Square, Suite 2254, Indianapolis, IN 46204
90
Wealthminder
score

Donald Woodley (CRD# 710531) is an Investment Advisor Representative working at Woodley Farra in Indianapolis, IN and has 1 year of experience in the finance industry.

8
Heather R. McGuire
CRD#: 5194609
8555 N. River Road, Suite 400, Indianapolis, IN 46240
89
Wealthminder
score

Heather McGuire (CRD# 5194609) is an Investment Advisor Representative working at Woodley Farra in Indianapolis, IN and has over 2 years of experience in the finance industry.

9
Michael P. Manion
CRD#: 4576389
One Indiana Square, Suite 2254, Indianapolis, IN 46204
87
Wealthminder
score

Michael Manion (CRD# 4576389) is an Investment Advisor Representative working at Woodley Farra in Indianapolis, IN and has 1 year of experience in the finance industry.

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