Research Report · 2026-06-30
Institutional Registered Investment Advisers in Indiana
SEC-registered investment advisers in Indiana ranked by reported institutional client assets.
Firms
113
Total AUM
$250.33B
Median AUM
$532.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | 40/86 ADVISORS, INC. | CARMEL | 107740 | $30.50B | 84 | 2026-04-30 | → |
| 2 | ONEAMERICA ASSET MANAGEMENT, LLC | INDIANAPOLIS | 165929 | $24.42B | 37 | 2026-03-31 | → |
| 3 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | CARMEL | 288623 | $6.18B | 45 | 2026-03-31 | → |
| 4 | PROCOURSE FIDUCIARY ADVISORS, LLC | CARMEL | 164328 | $5.49B | 11 | 2026-03-31 | → |
| 5 | OXFORD FINANCIAL GROUP, LTD. LLC | CARMEL | 105303 | $23.33B | 156 | 2026-03-31 | → |
| 6 | BAXTER CAPITAL MANAGEMENT INC | INDIANAPOLIS | 105123 | $4.19B | 3 | 2026-03-31 | → |
| 7 | WINTHROP CAPITAL MANAGEMENT, LLC | CARMEL | 145216 | $3.97B | 29 | 2026-03-31 | → |
| 8 | GOELZER INVESTMENT MANAGEMENT, INC. | CARMEL | 44402 | $4.51B | 34 | 2026-03-31 | → |
| 9 | SYM FINANCIAL CORPORATION | WINONA LAKE | 107517 | $5.81B | 84 | 2026-03-31 | → |
| 10 | SAPIENT CAPITAL LLC | INDIANAPOLIS | 324899 | $13.76B | 59 | 2026-03-31 | → |
| 11 | OSAIC FA, INC. | FORT WAYNE | 3978 | $37.13B | 1,607 | 2025-01-31 | → |
| 12 | AXIA ADVISORY CORP | INDIANAPOLIS | 107571 | $1.88B | 4 | 2026-05-31 | → |
| 13 | PHILLIPS FINANCIAL MANAGEMENT, LLC | FORT WAYNE | 131344 | $2.64B | 32 | 2026-03-31 | → |
| 14 | INNOVATIVE PORTFOLIOS LLC | INDIANAPOLIS | 281382 | $784.6M | 14 | 2025-03-31 | → |
| 15 | AMI INVESTMENT MANAGEMENT INC | KENDALLVILLE | 106321 | $963.6M | 6 | 2026-03-31 | → |
| 16 | DONALDSON CAPITAL MANAGEMENT LLC | EVANSVILLE | 106131 | $3.46B | 68 | 2026-04-30 | → |
| 17 | THE FINANCIAL RESOURCE CENTER, INC. | CARMEL | 316747 | $642.5M | 5 | 2026-03-31 | → |
| 18 | US AGRICULTURE, LLC | CARMEL | 282576 | $759.1M | 14 | 2026-03-31 | → |
| 19 | QBOX FIDUCIARY SOLUTIONS, LLC | FORT WAYNE | 167622 | $429.2M | 2 | 2026-03-31 | → |
| 20 | WALTER & KEENAN WEALTH MANAGEMENT, LLC | SOUTH BEND | 104838 | $983.3M | 7 | 2026-03-31 | → |
| 21 | THURSTON SPRINGER ADVISORS, LLC | INDIANAPOLIS | 299201 | $3.68B | 93 | 2025-11-30 | → |
| 22 | LJI WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 145399 | $1.37B | 13 | 2026-03-31 | → |
| 23 | VALEO FINANCIAL ADVISORS, LLC | CARMEL | 127132 | $12.96B | 178 | 2026-04-30 | → |
| 24 | INVST, LLC | INDIANAPOLIS | 282863 | $1.57B | 65 | 2026-04-30 | → |
| 25 | SECURITY FINANCIAL SERVICES, INC. | FORT WAYNE | 122050 | $1.34B | 16 | 2026-03-31 | → |
| 26 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | INDIANAPOLIS | 107660 | $2.32B | 14 | 2026-03-31 | → |
| 27 | GUIDANCE INVESTMENT ADVISORS, LLC | ELKHART | 154644 | $307.6M | 5 | 2025-03-31 | → |
| 28 | PETTINGA FINANCIAL ADVISORS, LLC | EVANSVILLE | 156369 | $1.28B | 11 | 2026-06-30 | → |
| 29 | CX INSTITUTIONAL, LLC | AUBURN | 292627 | $4.46B | 130 | 2026-03-31 | → |
| 30 | WALLINGTON ASSET MANAGEMENT, LLC | INDIANAPOLIS | 143360 | $1.32B | 17 | 2026-03-31 | → |
| 31 | ELEVATED FINANCIAL GROUP, LLC | INDIANAPOLIS | 334353 | $532.0M | 13 | 2026-06-30 | → |
| 32 | OSAIC FS, INC. | FORT WAYNE | 3870 | $4.48B | 655 | 2025-01-31 | → |
| 33 | MERIDIAN INVESTMENT ADVISORS, INC. | INDIANAPOLIS | 107593 | $628.0M | 5 | 2026-03-31 | → |
| 34 | SMITH FINANCIAL INVESTMENT ADVISORS, INC. | KOKOMO | 154022 | $456.9M | 5 | 2026-03-31 | → |
| 35 | MINDSET WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 330384 | $445.5M | 4 | 2026-06-30 | → |
| 36 | MONARCH CAPITAL MANAGEMENT INC | FORT WAYNE | 106244 | $495.7M | 8 | 2026-03-31 | → |
| 37 | CVFG LLC | SHELBYVILLE | 325310 | $1.15B | 11 | 2026-05-31 | → |
| 38 | FREEMAN, WILL & NIEMEIER, INC. | EVANSVILLE | 121628 | $284.2M | 2 | 2026-03-31 | → |
| 39 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | INDIANAPOLIS | 118739 | $1.41B | 26 | 2025-03-31 | → |
| 40 | HURLOW WEALTH MANAGEMENT GROUP, INC. | BLOOMINGTON | 282587 | $794.4M | 16 | 2026-03-31 | → |
| 41 | ELSER FINANCIAL PLANNING, INC. | INDIANAPOLIS | 143311 | $2.11B | 15 | 2026-03-31 | → |
| 42 | KFG WEALTH MANAGEMENT, LLC | GRANGER | 128606 | $1.15B | 113 | 2026-03-31 | → |
| 43 | COMPASS FINANCIAL ADVISORS LLC | FORT WAYNE | 109131 | $282.5M | 9 | 2026-03-31 | → |
| 44 | SALZINGER SHEAFF BROCK, LLC | INDIANAPOLIS | 139417 | $317.1M | 14 | 2025-03-31 | → |
| 45 | WABASH CAPITAL, INC. | TERRE HAUTE | 107932 | $173.0M | 3 | 2026-03-31 | → |
| 46 | KIRR, MARBACH & COMPANY, LLC | COLUMBUS | 104634 | $587.7M | 7 | 2026-03-31 | → |
| 47 | ARCHER INVESTMENT CORPORATION | CARMEL | 136403 | $1.01B | 80 | 2026-03-31 | → |
| 48 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION | INDIANAPOLIS | 113390 | $333.1M | 15 | 2026-03-31 | → |
| 49 | CBG & COMPANY, INC. | FISHERS | 149225 | $270.7M | 9 | 2026-03-31 | → |
| 50 | BEDEL FINANCIAL CONSULTING INC | INDIANAPOLIS | 105653 | $2.92B | 28 | 2026-04-30 | → |
| 51 | SPECTRUM WEALTH COUNSEL, LLC | INDIANAPOLIS | 323651 | $1.15B | 12 | 2025-03-31 | → |
| 52 | AXIOM FINANCIAL STRATEGIES GROUP, LLC | NEW ALBANY | 306618 | $404.1M | 9 | 2026-03-31 | → |
| 53 | EVERNEST FINANCIAL ADVISORS | CARMEL | 328161 | $963.0M | 6 | 2026-03-31 | → |
| 54 | CREATIVE FINANCIAL DESIGNS, INC. | KOKOMO | 109032 | $2.94B | 170 | 2026-03-31 | → |
| 55 | KESSLER INVESTMENT GROUP, LLC | COLUMBUS | 153696 | $359.7M | 8 | 2026-03-31 | → |
| 56 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | BLOOMINGTON | 128257 | $595.6M | 22 | 2026-02-28 | → |
| 57 | HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC | CARMEL | 289413 | $546.8M | 10 | 2026-05-31 | → |
| 58 | DEERFIELD FINANCIAL ADVISORS, INC. | INDIANAPOLIS | 104964 | $1.18B | 14 | 2026-03-31 | → |
| 59 | OXINAS PARTNERS, LLC | JEFFERSONVILLE | 297462 | $391.0M | 8 | 2026-02-28 | → |
| 60 | FI3 FINANCIAL ADVISORS, LLC | INDIANAPOLIS | 168005 | $1.14B | 21 | 2026-06-30 | → |
| 61 | LYNCH & ASSOCIATES INC | NEWBURGH | 108326 | $831.1M | 7 | 2026-02-28 | → |
| 62 | HORIZON INVESTMENT SERVICES, LLC. | HAMMOND | 110642 | $363.8M | 14 | 2026-05-31 | → |
| 63 | CFG WEALTH MANAGEMENT SERVICES INC | INDIANAPOLIS | 108351 | $110.2M | 2 | 2026-03-31 | → |
| 64 | TKG ADVISORS, LLC | VALPARAISO | 168156 | $308.0M | 8 | 2026-04-30 | → |
| 65 | DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | FORT WAYNE | 124281 | $438.5M | 8 | 2026-02-28 | → |
| 66 | FINANCIAL ENHANCEMENT GROUP LLC | ANDERSON | 159017 | $987.0M | 24 | 2026-02-28 | → |
| 67 | CH DOUGLAS & GRAY, LLC | INDIANAPOLIS | 142352 | $187.2M | 7 | 2025-03-31 | → |
| 68 | VESTIA ADVISORS, LLC | FORT WAYNE | 290565 | $1.06B | 31 | 2026-03-31 | → |
| 69 | GIMBAL FINANCIAL, LLC | CARMEL | 159003 | $290.0M | 6 | 2026-03-31 | → |
| 70 | RJP INVESTMENT ADVISORS, LLP | INDIANAPOLIS | 111536 | $188.7M | 5 | 2026-02-28 | → |
| 71 | GENESIS ADVISORS, LLC | FISHERS | 151976 | $121.2M | 4 | 2026-02-28 | → |
| 72 | JCM STRATEGIC WEALTH PARTNERS LLC | INDIANAPOLIS | 315220 | $152.4M | 5 | 2026-01-31 | → |
| 73 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | INDIANAPOLIS | 122212 | $776.0M | 12 | 2026-05-31 | → |
| 74 | SCHMIDT, JACOB AARON | FORT WAYNE | 121034 | $212.6M | 7 | 2026-03-31 | → |
| 75 | SYCAMORE FINANCIAL GROUP, INC. | KOKOMO | 14143 | $787.4M | 4 | 2026-03-31 | → |
| 76 | STREET CAPITAL PARTNERS, LLC | INDIANAPOLIS | 309233 | $238.9M | 4 | 2026-03-31 | → |
| 77 | INDIE ASSET PARTNERS, LLC | CARMEL | 154503 | $685.2M | 9 | 2026-03-31 | → |
| 78 | WEALTH ADVISORY SOLUTIONS, LLC | ZIONSVILLE | 288903 | $599.1M | 11 | 2026-03-31 | → |
| 79 | ALDEBARAN CAPITAL, LLC | CARMEL | 122360 | $166.9M | 2 | 2026-03-31 | → |
| 80 | SPYGLASS INVESTMENT MANAGEMENT CORPORATION | TERRE HAUTE | 122594 | $156.4M | 3 | 2026-03-31 | → |
| 81 | DAVID P. GILLIAM & ASSOCIATES, INC. | MUNCIE | 285515 | $186.7M | 3 | 2026-06-30 | → |
| 82 | HOWARD BAILEY SECURITIES, LLC | FORT WAYNE | 282712 | $582.8M | 46 | 2026-03-31 | → |
| 83 | GEHRIG CAPITAL MANAGEMENT, INC. | MERRILLVILLE | 123250 | $203.9M | 5 | 2026-03-31 | → |
| 84 | KOON FINANCIAL PLANNING & CONSULTING, LLC | GREENWOOD | 126051 | $146.9M | 2 | 2026-03-31 | → |
| 85 | CFC PLANNING COMPANY, LLC | CICERO | 310603 | $187.3M | 9 | 2026-03-31 | → |
| 86 | VISTA INVESTMENT PARTNERS II, LLC | RICHMOND | 327983 | $383.1M | 12 | 2026-03-31 | → |
| 87 | PATHWAY FINANCIAL ADVISERS, LLC | AUBURN | 166237 | $524.2M | 8 | 2026-03-31 | → |
| 88 | BCGM WEALTH MANAGEMENT, LLC | LAFAYETTE | 306757 | $541.5M | 10 | 2026-06-30 | → |
| 89 | BISCHOFF WEALTH MANAGEMENT GROUP, LLC | GREENWOOD | 171652 | $222.0M | 5 | 2026-02-28 | → |
| 90 | STOREN LEGACY PARTNERS, LLC | ZIONSVILLE | 339197 | $438.3M | 14 | 2026-04-30 | → |
| 91 | PRECEDENT ASSET MANAGEMENT, LLC | INDIANAPOLIS | 169100 | $111.5M | 3 | 2026-04-30 | → |
| 92 | STRIVE FINANCIAL GROUP, LLC | CARMEL | 333298 | $246.7M | 12 | 2026-05-31 | → |
| 93 | HILTOP PARTNERS, LLC | MISHAWAKA | 290981 | $616.4M | 16 | 2026-04-30 | → |
| 94 | INTREPID FINANCIAL PLANNING GROUP, LLC | CARMEL | 112196 | $390.4M | 3 | 2026-05-31 | → |
| 95 | THOMAS STORY AND SON LLC | PLYMOUTH | 148774 | $328.2M | 2 | 2026-03-31 | → |
| 96 | LAUER WEALTH, LLC | VALPARAISO | 289763 | $160.9M | 5 | 2026-02-28 | → |
| 97 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | INDIANAPOLIS | 288742 | $258.9M | 4 | 2026-03-31 | → |
| 98 | PELOTON CAPITAL MANAGEMENT | INDIANAPOLIS | 109775 | $282.0M | 4 | 2026-03-31 | → |
| 99 | HALTER FERGUSON FINANCIAL INC | CARMEL | 109563 | $705.0M | 15 | 2026-05-31 | → |
| 100 | HENDERSHOTT WEALTH MANAGEMENT, LLC | FISHERS | 170839 | $305.8M | 9 | 2026-02-28 | → |
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