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Oaktree Financial Advisors, Inc.Financial advisor in Carmel, IN

Oaktree Financial Advisors, Inc. is a financial advisor at 12900 N Meridian St Ste 130, Carmel, IN 46032, ranked #44 of 152 financial planners in Carmel and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Carmel, INUpdated 0 paid placements in any rankingHow we rank

Call (317) 818-1631Website ↗

Key facts

Key facts about Oaktree Financial Advisors, Inc.
Address12900 N Meridian St Ste 130, Carmel, IN 46032Get directions
Phone(317) 818-1631
Websiteoaktreeadvisors.com
HoursMonday to Friday: 8:30 AM – 5:30 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Carmel and 11 towns within 25 miles: Westfield, Zionsville, Broad Ripple, Fishers, Noblesville, Lawrence, Speedway, Indianapolis, Fairfield Heights, Brownsburg and Lebanon.

Based in Carmel, INView on map

Opening hours

Opening hours for Oaktree Financial Advisors, Inc.
DayHours
Monday8:30 AM – 5:30 PM
Tuesday8:30 AM – 5:30 PM
Wednesday8:30 AM – 5:30 PM
Thursday8:30 AM – 5:30 PM
Friday8:30 AM – 5:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oaktree Financial Advisors, Inc.

How is Oaktree Financial Advisors, Inc. ranked in Carmel?

Oaktree Financial Advisors, Inc. is ranked #44 of 152 financial planners in Carmel by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Oaktree Financial Advisors, Inc.’s hours?

Oaktree Financial Advisors, Inc. is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oaktree Financial Advisors, Inc. serve?

Serves Carmel and 11 towns within 25 miles: Westfield, Zionsville, Broad Ripple, Fishers, Noblesville, Lawrence, Speedway, Indianapolis, Fairfield Heights, Brownsburg and Lebanon. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Oaktree Financial Advisors, Inc.?

Oaktree Financial Advisors, Inc. has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Oaktree Financial Advisors, Inc.?

Call Oaktree Financial Advisors, Inc. on (317) 818-1631. The business is at 12900 N Meridian St Ste 130, Carmel, IN 46032. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Oaktree Financial Advisors, Inc. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Oaktree Financial Advisors, Inc. (this business)—685.0 (6)NoNo
BMO Bank N.A Branches#42684.1 (26)YesNo6.3 mi
Hobbs Wealth Management#43685.0 (14)NoNo5.7 mi
Brittian Waddell- COUNTRY Financial Agent#45685.0 (6)NoNo0.9 mi

See all 152 ranked financial planners in Carmel