Registered investment advisers in Indiana

AUM: $30.5B
Per adviser: $363M
Advisers: 84

No reported disclosures

Oneamerica Asset Management, LLC

Indianapolis, IN · Est. 2013

AUM: $24.4B
Per adviser: $977M
Advisers: 25

No reported disclosures

Oxford Financial Group, Ltd

Carmel, IN · Est. 1984

AUM: $23.3B
Per adviser: $648M
Advisers: 36

No reported disclosures

Sapient Capital LLC

Indianapolis, IN · Est. 2023

AUM: $13.8B
Per adviser: $459M
Advisers: 30

No reported disclosures

Valeo Financial Advisors, LLC

Carmel, IN · Est. 2006

AUM: $13.0B
Per adviser: $109M
Advisers: 119

No reported disclosures

Shepherd Financial Investment Advisory LLC

Carmel, IN · Est. 2017

AUM: $6.2B
Per adviser: $199M
Advisers: 31

No reported disclosures

Sym Financial Advisors

Winona Lake, IN · Est. 1985

AUM: $5.8B
Per adviser: $119M
Advisers: 49

No reported disclosures

Mj Retirement

Carmel, IN · Est. 2012

AUM: $5.5B
Per adviser: $785M
Advisers: 7

No reported disclosures

Goelzer Investment Management

Carmel, IN · Est. 1998

AUM: $4.5B
Per adviser: $205M
Advisers: 22

No reported disclosures

Cx Institutional, LLC

Auburn, IN · Est. 2018

AUM: $4.5B
Per adviser: $61M
Advisers: 73

No reported disclosures

Baxter Capital Management INC

Indianapolis, IN · Est. 1979

AUM: $4.2B
Per adviser: $1.4B
Advisers: 3

No reported disclosures

Winthrop Capital Management

Carmel, IN · Est. 2010

AUM: $4.0B
Per adviser: $442M
Advisers: 9

No reported disclosures

Thurston Springer Advisors

Indianapolis, IN · Est. 2018

AUM: $3.7B
Per adviser: $43M
Advisers: 86

No reported disclosures

Donaldson Capital Management LLC

Evansville, IN · Est. 1995

AUM: $3.5B
Per adviser: $96M
Advisers: 36

No reported disclosures

Praxis Investment Management, INC.

Goshen, IN · Est. 1990

AUM: $3.3B
Per adviser: $660M
Advisers: 5

No reported disclosures

Creative Financial Designs, INC.

Kokomo, IN · Est. 2001

AUM: $2.9B
Per adviser: $19M
Advisers: 155

Bedel Financial Consulting INC

Indianapolis, IN · Est. 1989

AUM: $2.9B
Per adviser: $154M
Advisers: 19

No reported disclosures

Global Atlantic Investment Advisors, LLC

Indianapolis, IN · Est. 2013

AUM: $2.7B
Per adviser: $899M
Advisers: 3

No reported disclosures

Phillips Financial

Fort Wayne, IN · Est. 2004

AUM: $2.6B
Per adviser: $188M
Advisers: 14

No reported disclosures

Woodley Farra

Indianapolis, IN · Est. 1995

AUM: $2.3B
Per adviser: $258M
Advisers: 9

No reported disclosures

Elser Financial Planning, INC.

Indianapolis, IN · Est. 2015

AUM: $2.1B
Per adviser: $211M
Advisers: 10

No reported disclosures

Ceres Partners, LLC

South Bend, IN · Est. 2018

AUM: $2.0B
Per adviser: $122M
Advisers: 16

No reported disclosures

Axia Advisory

Indianapolis, IN · Est. 1992

AUM: $1.9B
Per adviser: $470M
Advisers: 4

No reported disclosures

Invst, LLC

Indianapolis, IN · Est. 2016

AUM: $1.6B
Per adviser: $40M
Advisers: 39

No reported disclosures

Lji Wealth Management, LLC

Indianapolis, IN · Est. 2013

AUM: $1.4B
Per adviser: $106M
Advisers: 13

No reported disclosures

Wealth Advisors Group

Fort Wayne, IN · Est. 2009

AUM: $1.3B
Per adviser: $224M
Advisers: 6

No reported disclosures

Wallington Asset Management

Indianapolis, IN · Est. 2007

AUM: $1.3B
Per adviser: $165M
Advisers: 8

No reported disclosures

Pettinga Financial Advisors, LLC

Evansville, IN · Est. 2011

AUM: $1.3B
Per adviser: $182M
Advisers: 7

No reported disclosures

Deerfield

Indianapolis, IN · Est. 1985

AUM: $1.2B
Per adviser: $196M
Advisers: 6

No reported disclosures

Corevision Financial Group

Shelbyville, IN · Est. 2023

AUM: $1.2B
Per adviser: $192M
Advisers: 6

No reported disclosures

Korhorn Financial Group

Granger, IN · Est. 2014

AUM: $1.2B
Per adviser: $27M
Advisers: 42

No reported disclosures

Fi3 Financial Advisors, LLC

Indianapolis, IN · Est. 2018

AUM: $1.1B
Per adviser: $54M
Advisers: 21

No reported disclosures

Centerfield Capital Partners

Indianapolis, IN · Est. 2012

AUM: $1.1B
Per adviser: —
Advisers: —

No reported disclosures

Vestia Personal Wealth Advisors

Fort Wayne, IN · Est. 2017

AUM: $1.1B
Per adviser: $62M
Advisers: 17

No reported disclosures

Archer Investment Corporation

Carmel, IN · Est. 2005

AUM: $1.0B
Per adviser: $13M
Advisers: 80

No reported disclosures

Financial Enhancement Group

Anderson, IN · Est. 2012

AUM: $987M
Per adviser: $47M
Advisers: 21

No reported disclosures

Walter Keenan Wealth Management

South Bend, IN · Est. 1984

AUM: $983M
Per adviser: $197M
Advisers: 5

No reported disclosures

Ami Investment Management INC

Kendallville, IN · Est. 1995

AUM: $964M
Per adviser: $321M
Advisers: 3

No reported disclosures

Evernest Financial Advisors

Carmel, IN · Est. 2023

AUM: $963M
Per adviser: $193M
Advisers: 5

No reported disclosures

Smi Advisory Services, LLC

Columbus, IN · Est. 2005

AUM: $949M
Per adviser: $190M
Advisers: 5

No reported disclosures

Galecki Financial Management INC

Fort Wayne, IN · Est. 1994

AUM: $929M
Per adviser: $155M
Advisers: 6

No reported disclosures

Atlas Capital Management Corp

Ft Wayne, IN · Est. 1994

AUM: $870M
Per adviser: $217M
Advisers: 4

No reported disclosures

Lynch & Associates

Newburgh, IN · Est. 1994

AUM: $831M
Per adviser: $139M
Advisers: 6

No reported disclosures

Hurlow Wealth Management Group, INC.

Bloomington, IN · Est. 2016

AUM: $794M
Per adviser: $79M
Advisers: 10

No reported disclosures

Sycamore Financial Group

Kokomo, IN · Est. 2004

AUM: $787M
Per adviser: $197M
Advisers: 4

Market Street Wealth Management Advisors, LLC

Indianapolis, IN · Est. 2004

AUM: $776M
Per adviser: $97M
Advisers: 8

No reported disclosures

US Agriculture

Carmel, IN · Est. 2016

AUM: $759M
Per adviser: $152M
Advisers: 5

No reported disclosures

Quantum Financial Services INC.

Indianapolis, IN · Est. 2007

AUM: $731M
Per adviser: $365M
Advisers: 2

No reported disclosures

3fourteen & Smi Advisory Services, LLC

Columbus, IN · Est. 2024

AUM: $723M
Per adviser: $121M
Advisers: 6

No reported disclosures

Halter Ferguson Financial INC

Carmel, IN · Est. 2000

AUM: $705M
Per adviser: $101M
Advisers: 7

No reported disclosures

Indie Asset Partners, LLC

Carmel, IN · Est. 2010

AUM: $685M
Per adviser: $228M
Advisers: 3

No reported disclosures

The Financial Resource Center

Carmel, IN · Est. 2021

AUM: $642M
Per adviser: $161M
Advisers: 4

No reported disclosures

Northwest Financial Services INC

Indianapolis, IN · Est. 1992

AUM: $635M
Per adviser: $71M
Advisers: 9

No reported disclosures

Meridian Investment Advisors, INC.

Indianapolis, IN · Est. 1994

AUM: $628M
Per adviser: $157M
Advisers: 4

No reported disclosures

Hilltop Wealth & Tax Solutions

Mishawaka, IN · Est. 2019

AUM: $616M
Per adviser: $103M
Advisers: 6

No reported disclosures

Financial Plans & Strategies, INC.

Greenwood, IN · Est. 2016

AUM: $611M
Per adviser: $122M
Advisers: 5

No reported disclosures

Wealth Advisory Solutions, LLC

Zionsville, IN · Est. 2017

AUM: $599M
Per adviser: $75M
Advisers: 8

No reported disclosures

Cfci

Bloomington, IN · Est. 2004

AUM: $596M
Per adviser: $28M
Advisers: 21

No reported disclosures

Kirr, Marbach & Company, LLC

Columbus, IN · Est. 1975

AUM: $588M
Per adviser: $84M
Advisers: 7

No reported disclosures

Howard Bailey Securities, LLC

Fort Wayne, IN · Est. 2019

AUM: $583M
Per adviser: $39M
Advisers: 15

Monon Wealth Management

Carmel, IN · Est. 2018

AUM: $547M
Per adviser: $78M
Advisers: 7

No reported disclosures

Gettings Busch Wealth Management

Lafayette, IN · Est. 2020

AUM: $541M
Per adviser: $68M
Advisers: 8

No reported disclosures

Imc Advisors, LLC

Columbus, IN · Est. 2002

AUM: $540M
Per adviser: $180M
Advisers: 3

No reported disclosures

Elevated Financial Group

Indianapolis, IN · Est. 2025

AUM: $532M
Per adviser: $66M
Advisers: 8

No reported disclosures

Reify Wealth Advisors, INC.

Indianapolis, IN · Est. 2022

AUM: $524M
Per adviser: $48M
Advisers: 11

No reported disclosures

Pathway Financial Advisers, LLC

Auburn, IN · Est. 2014

AUM: $524M
Per adviser: $87M
Advisers: 6

No reported disclosures

Cid Capital II, INC.

Carmel, IN · Est. 2014

AUM: $516M
Per adviser: $43M
Advisers: 12

No reported disclosures

Monarch Capital Management INC

Fort Wayne, IN · Est. 1994

AUM: $496M
Per adviser: $124M
Advisers: 4

No reported disclosures

The Wellington Grp LLC

Indianapolis, IN · Est. 2024

AUM: $474M
Per adviser: $53M
Advisers: 9

No reported disclosures

Smith Financial

Kokomo, IN · Est. 2010

AUM: $457M
Per adviser: $91M
Advisers: 5

No reported disclosures

Mindset Wealth Management, LLC

Indianapolis, IN · Est. 2024

AUM: $445M
Per adviser: $111M
Advisers: 4

No reported disclosures

Holistic Financial Partners, LLC

Indianapolis, IN · Est. 2014

AUM: $445M
Per adviser: $111M
Advisers: 4

No reported disclosures

Dickmeyer Boyce Financial Management, INC

Fort Wayne, IN · Est. 2005

AUM: $439M
Per adviser: $63M
Advisers: 7

No reported disclosures

Storen Financial

Zionsville, IN · Est. 2025

AUM: $438M
Per adviser: $73M
Advisers: 6

No reported disclosures

Qbox Fiduciary Solutions, LLC

Fort Wayne, IN · Est. 2016

AUM: $429M
Per adviser: $429M
Advisers: 1

No reported disclosures

Axiom Financial Strategies Group, LLC

New Albany, IN · Est. 2020

AUM: $404M
Per adviser: $67M
Advisers: 6

No reported disclosures

Forum Private Client Group

Fishers, IN · Est. 2014

AUM: $403M
Per adviser: $58M
Advisers: 7

No reported disclosures

Oxinas Partners Wealth Management

Jeffersonville, IN · Est. 2018

AUM: $391M
Per adviser: $65M
Advisers: 6

Intrepid Financial Planning Group, LLC

Carmel, IN · Est. 2002

AUM: $390M
Per adviser: $130M
Advisers: 3

No reported disclosures

Vista Investment Partners

Richmond, IN · Est. 2023

AUM: $383M
Per adviser: $64M
Advisers: 6

No reported disclosures

Horizon Investment Services, LLC.

Hammond, IN · Est. 2004

AUM: $364M
Per adviser: $61M
Advisers: 6

No reported disclosures

Maripau Wealth Management LLC

Fort Wayne, IN · Est. 2021

AUM: $364M
Per adviser: $17M
Advisers: 21

No reported disclosures

Kessler Investment Group, LLC

Columbus, IN · Est. 2010

AUM: $360M
Per adviser: $90M
Advisers: 4

No reported disclosures

Bookends Financial Planning

Indianapolis, IN · Est. 2020

AUM: $338M
Per adviser: $68M
Advisers: 5

No reported disclosures

Charter Advisory Corporation

Indianapolis, IN · Est. 2021

AUM: $333M
Per adviser: $22M
Advisers: 15

No reported disclosures

Curry Webb Wealth Management LLC

Indianapolis, IN · Est. 2024

AUM: $332M
Per adviser: $66M
Advisers: 5

No reported disclosures

Thomas Story And Son LLC

Plymouth, IN · Est. 2008

AUM: $328M
Per adviser: $164M
Advisers: 2

No reported disclosures

Kotys Wealth Professionals

Valparaiso, IN · Est. 2020

AUM: $308M
Per adviser: $77M
Advisers: 4

No reported disclosures

Oneamerica Securities, INC.

Indianapolis, IN · Est. 1999

AUM: $306M
Per adviser: $1M
Advisers: 306

Hendershott Wealth Management, LLC

Fishers, IN · Est. 2021

AUM: $306M
Per adviser: $51M
Advisers: 6

No reported disclosures

Provider Financial, INC.

Indianapolis, IN · Est. 2018

AUM: $304M
Per adviser: $152M
Advisers: 2

No reported disclosures

Gimbal Financial, LLC

Carmel, IN · Est. 2017

AUM: $290M
Per adviser: $73M
Advisers: 4

No reported disclosures

Capital Cities Investments

Indianapolis, IN · Est. 2008

AUM: $288M
Per adviser: $21M
Advisers: 14

No reported disclosures

Teeple Snyder Newsome Wealth & Tax Management

Brownsburg, IN · Est. 2022

AUM: $287M
Per adviser: $21M
Advisers: 14

No reported disclosures

Gap Asset Management, LLC

South Bend, IN · Est. 2025

AUM: $287M
Per adviser: $22M
Advisers: 13

No reported disclosures

Freeman, Will & Niemeier, INC.

Evansville, IN · Est. 2008

AUM: $284M
Per adviser: $142M
Advisers: 2

No reported disclosures

Compass Financial Advisors LLC

Fort Wayne, IN · Est. 1998

AUM: $282M
Per adviser: $31M
Advisers: 9

No reported disclosures

Peloton Capital Management

Indianapolis, IN · Est. 1986

AUM: $282M
Per adviser: $94M
Advisers: 3

No reported disclosures

Crf Financial Group

Indianapolis, IN · Est. 2011

AUM: $279M
Per adviser: $279M
Advisers: 1

Tradewell Tax & Financial

Fort Wayne, IN · Est. 2024

AUM: $276M
Per adviser: $55M
Advisers: 5

No reported disclosures

Cbg & Company, INC.

Fishers, IN · Est. 2018

AUM: $271M
Per adviser: $90M
Advisers: 3

No reported disclosures

Wellington Investment Advisors

Bloomington, IN · Est. 2021

AUM: $261M
Per adviser: $29M
Advisers: 9

No reported disclosures

Banker Investment Group

West Lafayette, IN · Est. 2014

AUM: $260M
Per adviser: $87M
Advisers: 3

No reported disclosures

Proteus, LLC

Indianapolis, IN · Est. 2021

AUM: $260M
Per adviser: $87M
Advisers: 3

No reported disclosures

An Exceptional Life Financial, LLC

Indianapolis, IN · Est. 2022

AUM: $259M
Per adviser: $65M
Advisers: 4

No reported disclosures

Strive Financial Group, LLC

Carmel, IN · Est. 2024

AUM: $247M
Per adviser: $27M
Advisers: 9

No reported disclosures

Trust Investment Advisors

Indianapolis, IN · Est. 2020

AUM: $239M
Per adviser: $80M
Advisers: 3

No reported disclosures

Bischoff Wealth Management Group, LLC

Greenwood, IN · Est. 2015

AUM: $222M
Per adviser: $111M
Advisers: 2

No reported disclosures

Asset Management Strategies, INC.

Indianapolis, IN · Est. 2016

AUM: $220M
Per adviser: $28M
Advisers: 8

No reported disclosures

Four Quadrant Wealth Advisors, INC.

Carmel, IN · Est. 2022

AUM: $219M
Per adviser: $37M
Advisers: 6

No reported disclosures

Financial Planning Services

Fort Wayne, IN · Est. 2022

AUM: $213M
Per adviser: $30M
Advisers: 7

No reported disclosures

Gehrig Capital Management, INC.

Merrillville, IN · Est. 2021

AUM: $204M
Per adviser: $41M
Advisers: 5

No reported disclosures

Laughlin Financial LLC

Bloomington, IN · Est. 2022

AUM: $200M
Per adviser: $100M
Advisers: 2

No reported disclosures

Pile Wealth Management

Indianapolis, IN · Est. 2022

AUM: $189M
Per adviser: $38M
Advisers: 5

No reported disclosures

Comprehensive Financial Consultants

Cicero, IN · Est. 2024

AUM: $187M
Per adviser: $62M
Advisers: 3

No reported disclosures

David P. Gilliam & Associates, INC.

Muncie, IN · Est. 2022

AUM: $187M
Per adviser: $62M
Advisers: 3

No reported disclosures

Greenleaf Financial Group

Carmel, IN · Est. 2019

AUM: $175M
Per adviser: $88M
Advisers: 2

No reported disclosures

Wabash Capital, INC.

Terre Haute, IN · Est. 1998

AUM: $173M
Per adviser: $58M
Advisers: 3

No reported disclosures

Aldebaran Capital, LLC

Carmel, IN · Est. 2021

AUM: $167M
Per adviser: $83M
Advisers: 2

No reported disclosures

Lauer Wealth Management

Valparaiso, IN · Est. 2021

AUM: $161M
Per adviser: $54M
Advisers: 3

No reported disclosures

Spyglass Investment Management

Terre Haute, IN · Est. 2025

AUM: $156M
Per adviser: $52M
Advisers: 3

No reported disclosures

Werner Financial

Indianapolis, IN · Est. 2025

AUM: $152M
Per adviser: $76M
Advisers: 2

No reported disclosures

Apple Tree Asset Management, LLC

Fort Wayne, IN · Est. 2024

AUM: $152M
Per adviser: $25M
Advisers: 6

No reported disclosures

Koon Financial Planning & Consulting/Kfp&C

Greenwood, IN · Est. 2025

AUM: $147M
Per adviser: $147M
Advisers: 1

No reported disclosures

Hobbs Wealth Management

Zionsville, IN · Est. 2025

AUM: $147M
Per adviser: $147M
Advisers: 1

No reported disclosures

Kestrel Wealth Management, LLC

South Bend, IN · Est. 2022

AUM: $144M
Per adviser: $72M
Advisers: 2

No reported disclosures

Core Wealth Advisors

Indianapolis, IN · Est. 2025

AUM: $144M
Per adviser: $48M
Advisers: 3

No reported disclosures

Mfg Wealth Management, INC.

Indianapolis, IN · Est. 2025

AUM: $139M
Per adviser: $46M
Advisers: 3

No reported disclosures

Mcmahan Capital Management

Carmel, IN · Est. 2024

AUM: $136M
Per adviser: $68M
Advisers: 2

No reported disclosures

Fortitude Private Wealth

Carmel, IN · Est. 2025

AUM: $126M
Per adviser: $126M
Advisers: 1

No reported disclosures

Capital Advisor Network

Lafayette, IN · Est. 2022

AUM: $124M
Per adviser: $14M
Advisers: 9

No reported disclosures

Titan Investment Management LLC

Indianapolis, IN · Est. 2026

AUM: $124M
Per adviser: $31M
Advisers: 4

No reported disclosures

Fnex Wealth, LLC

Indianapolis, IN · Est. 2025

AUM: $122M
Per adviser: $122M
Advisers: 1

No reported disclosures

Genesis Advisors, LLC

Fishers, IN · Est. 2025

AUM: $121M
Per adviser: $30M
Advisers: 4

No reported disclosures

Private Counsel Group, Ltd.

Indianapolis, IN · Est. 2026

AUM: $116M
Per adviser: $116M
Advisers: 1

No reported disclosures

Precedent Financial Strategies

Indianapolis, IN · Est. 2026

AUM: $111M
Per adviser: $111M
Advisers: 1

No reported disclosures

Cfg Wealth Management Services INC

Indianapolis, IN · Est. 2026

AUM: $110M
Per adviser: $55M
Advisers: 2

No reported disclosures

Integrated Investment Strategies,INC.

Carmel, IN · Est. 2026

AUM: $105M
Per adviser: $35M
Advisers: 3

Canterbury Investment Management, LLC

Zionsville, IN · Est. 2003

AUM: $70M
Per adviser: $35M
Advisers: 2

No reported disclosures

Sbauer Funds, LLC

Carmel, IN · Est. 2007

AUM: $61M
Per adviser: $20M
Advisers: 3

No reported disclosures

Trust Investment Advisors Wealth Management, LLC

Indianapolis, IN · Est. 2024

AUM: $34M
Per adviser: $11M
Advisers: 3

No reported disclosures

Cxi Advisors, LLC

Auburn, IN · Est. 2019

AUM: —
Per adviser: —
Advisers: —

No reported disclosures

Mosaic Wealth Management LLC

Bloomington, IN · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Capital Cities, LLC

Indianapolis, IN · Est. 2008

AUM: —
Per adviser: —
Advisers: 10

No reported disclosures

Truedge Asset Management LLC

Indianapolis, IN · Est. 2023

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Mindset Asset Management, LLC

Indianapolis, IN · Est. 2025

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Oxford Harriman Private Wealth Management

Indianapolis, IN · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Ambrose Capital Advisors, LLC

Indianapolis, IN · Est. 2026

AUM: —
Per adviser: —
Advisers: 15

No reported disclosures

Nearside Advisors, LLC

Indianapolis, IN · Est. 2026