# Pile Wealth Management

Pile Wealth Management is a RIA based in Indianapolis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** Regions Bank Tower One Indiana Square 211 N Pennsylvania St Suite 1200, Indianapolis, IN 46204
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** pilewealth.com
- **LinkedIn:** https://www.linkedin.com/company/pilecapital

## Regulatory record

- **CRD number:** 111536
- **SEC file number:** 801-123261
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-09T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111536

## About

Pile Wealth Management launched in 2001 as RJP Investment Advisors, LLP, the registered investment advisor affiliate of Pile CPAs — Indianapolis's oldest CPA firm, established by Roy (RJ) Pile in 1938. The firm operates under the dba Pile Wealth Management and serves three client channels: institutions, individuals and families, and plan sponsors. Pile Wealth structures advisory relationships on a discretionary basis, blending asset management with financial planning and specialized tax solutions. For nonprofits and institutional clients, the firm emphasizes strategic investment governance and risk management tailored to mission fulfillment. For individuals, it provides comprehensive wealth management that includes retirement and estate planning. For plan sponsors, Pile Wealth focuses on fiduciary integrity, participant education, and transparent investment advice for corporate retirement plans. The firm's service model is anchored by an affiliation with Focus Partners Advisor Solutions, which supplies peer-reviewed financial research, fixed income trading, and back-office support. The firm is led by Neal Clements and Michael Winslow, who are the only named professionals on its website. Pile Wealth operates from Suite 1200 of the Regions Bank Tower at One Indiana Square in downtown Indianapolis. Team size is not publicly disclosed, and no adjacent vehicles — such as a philanthropic foundation, real-asset arm, or operating company — are referenced in available materials. Pile Wealth's structural differentiator is its embedded relationship with an 85-year-old CPA firm. This architecture allows the RIA to offer tax-aware investment management and integrated estate planning that standalone wealth managers typically cannot replicate without external tax providers. The arrangement also anchors the firm within a multi-generational professional-services legacy in the Indianapolis market.

## People

- Neal Clements
- Michael Winslow

## Questions

### Who runs investment decisions at Pile Wealth Management?

The firm's website names Neal Clements and Michael Winslow as the team, but does not specify formal titles or delineate individual responsibilities. Investment advisory services are provided on a discretionary basis, with no further detail available on an investment committee structure or external CIO relationships. The firm also draws on research and trading support from Focus Partners Advisor Solutions.

### What is Pile Wealth's relationship with Pile CPAs?

Pile Wealth Management is the affiliated RIA of Pile CPAs, the oldest CPA firm in the Indianapolis metropolitan area. The CPA firm was founded in 1938 by Roy (RJ) Pile. This affiliation enables Pile Wealth to integrate tax planning and preparation directly into its wealth management and financial planning services.

### What kind of clients does Pile Wealth Management serve?

The firm categorizes its clients into three groups: Institutions (including nonprofits, with an emphasis on mission fulfillment and governance), Individuals & Families (comprehensive wealth management, retirement and estate planning), and Plan Sponsors (corporate retirement plans, focusing on fiduciary integrity and participant education).

### Does Pile Wealth participate in direct investments, fund commitments, or manage proprietary funds?

Available materials do not disclose the firm's specific investment vehicles or any direct, co-investment, or fund-of-funds activity. The firm states it provides investment advisory services and asset management on a discretionary basis, supported by research and trading services from Focus Partners Advisor Solutions.

## Related profiles

- [Pile Drivers, Divers, Bridge, Dock & Wharf Builders Health Benefits & Pension Plan](https://altss.com/profile/pile-drivers-divers-bridge-dock-wharf-builders-health-benefits-pension-plan)
- [Pilgrim Capital Partners](https://altss.com/profile/pilgrim-capital-partners)

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Last updated: 2026-07-08T22:21:40.410Z

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