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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-21-2011
- Office Locations
- 1
Office Locations
About Core Wealth Advisors
CORE Wealth Advisors is an Indiana-registered RIA in Indianapolis providing boutique-style, unbiased wealth management for families and business owners. The team builds customized plans spanning financial and retirement planning, portfolio management, charitable strategies, and wealth transfer. Portfolios are implemented largely with ETFs alongside high-quality fixed income, and client accounts carry SIPC plus excess insurance via Lloyd’s of London.
Reported data analysis
What the numbers show
Between July 3, 2025 and April 22, 2026, reported AUM increased 14.8%, from $125.3M to $143.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 149 clients, or 49.7 clients per representative. That equates to $964.9K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Core Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRADLEY ALLIN GOOD
Chief Compliance Officer, Managing Partner
- CRD
- #4132749
- Ownership
- 50% but less than 75%
JOBY PATRICK NORRIS
Advisor, Chief Executive Officer
- CRD
- #2616152
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Thomas Joseph Farrer
Wealth Advisor
- CRD
- #7236529
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,776,874 | $964,945 |
| Non-Discretionary | $0 | -- |
| Total | $143,776,874 | $964,945 |
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Separately Managed Accounts
SMA allocation detail is available
Core Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Core Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.