Research Report · 2026-06-30
Largest Registered Investment Advisers in Indiana
Indiana SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
150
Total AUM
$271.34B
Median AUM
$451.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | TEEPLE WEALTH MANAGEMENT, LLC | BROWNSBURG | 147676 | $287.0M | 18 | 2026-06-30 | → |
| 102 | GAP ASSET MANAGEMENT, LLC | SOUTH BEND | 309925 | $287.0M | 14 | 2026-05-31 | → |
| 103 | FREEMAN, WILL & NIEMEIER, INC. | EVANSVILLE | 121628 | $284.2M | 2 | 2026-03-31 | → |
| 104 | COMPASS FINANCIAL ADVISORS LLC | FORT WAYNE | 109131 | $282.5M | 9 | 2026-03-31 | → |
| 105 | PELOTON CAPITAL MANAGEMENT | INDIANAPOLIS | 109775 | $282.0M | 4 | 2026-03-31 | → |
| 106 | TRADEWELL SECURITIES, LLC | FORT WAYNE | 332473 | $275.8M | 9 | 2026-05-31 | → |
| 107 | CBG & COMPANY, INC. | FISHERS | 149225 | $270.7M | 9 | 2026-03-31 | → |
| 108 | BULLOCK WEALTH MANAGEMENT GROUP INC. | BLOOMINGTON | 283853 | $261.4M | 10 | 2026-03-31 | → |
| 109 | BANKER INVESTMENT GROUP INC | WEST LAFAYETTE | 109650 | $260.2M | 4 | 2026-03-31 | → |
| 110 | PROTEUS, LLC | INDIANAPOLIS | 164085 | $259.8M | 15 | 2026-04-30 | → |
| 111 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | INDIANAPOLIS | 288742 | $258.9M | 4 | 2026-03-31 | → |
| 112 | STRIVE FINANCIAL GROUP, LLC | CARMEL | 333298 | $246.7M | 12 | 2026-05-31 | → |
| 113 | SHORELINE ASSET MANAGEMENT, LLC | NEW CASTLE | 121764 | $245.0M | 10 | 2025-03-31 | → |
| 114 | STREET CAPITAL PARTNERS, LLC | INDIANAPOLIS | 309233 | $238.9M | 4 | 2026-03-31 | → |
| 115 | BISCHOFF WEALTH MANAGEMENT GROUP, LLC | GREENWOOD | 171652 | $222.0M | 5 | 2026-02-28 | → |
| 116 | ASSET MANAGEMENT STRATEGIES, INC. | INDIANAPOLIS | 135173 | $220.2M | 8 | 2026-03-31 | → |
| 117 | FOUR QUADRANT WEALTH ADVISORS, INC. | CARMEL | 130753 | $219.0M | 34 | 2026-02-28 | → |
| 118 | SCHMIDT, JACOB AARON | FORT WAYNE | 121034 | $212.6M | 7 | 2026-03-31 | → |
| 119 | GEHRIG CAPITAL MANAGEMENT, INC. | MERRILLVILLE | 123250 | $203.9M | 5 | 2026-03-31 | → |
| 120 | LAUGHLIN FINANCIAL LLC | BLOOMINGTON | 165105 | $200.2M | 2 | 2026-01-31 | → |
| 121 | RJP INVESTMENT ADVISORS, LLP | INDIANAPOLIS | 111536 | $188.7M | 5 | 2026-02-28 | → |
| 122 | CFC PLANNING COMPANY, LLC | CICERO | 310603 | $187.3M | 9 | 2026-03-31 | → |
| 123 | CH DOUGLAS & GRAY, LLC | INDIANAPOLIS | 142352 | $187.2M | 7 | 2025-03-31 | → |
| 124 | DAVID P. GILLIAM & ASSOCIATES, INC. | MUNCIE | 285515 | $186.7M | 3 | 2026-06-30 | → |
| 125 | GREENLEAF FINANCIAL GROUP, LLC | CARMEL | 137933 | $175.2M | 2 | 2026-04-30 | → |
| 126 | WABASH CAPITAL, INC. | TERRE HAUTE | 107932 | $173.0M | 3 | 2026-03-31 | → |
| 127 | ALDEBARAN CAPITAL, LLC | CARMEL | 122360 | $166.9M | 2 | 2026-03-31 | → |
| 128 | LAUER WEALTH, LLC | VALPARAISO | 289763 | $160.9M | 5 | 2026-02-28 | → |
| 129 | SPYGLASS INVESTMENT MANAGEMENT CORPORATION | TERRE HAUTE | 122594 | $156.4M | 3 | 2026-03-31 | → |
| 130 | JCM STRATEGIC WEALTH PARTNERS LLC | INDIANAPOLIS | 315220 | $152.4M | 5 | 2026-01-31 | → |
| 131 | APPLE TREE ASSET MANAGEMENT, LLC | FORT WAYNE | 298437 | $151.9M | 7 | 2026-03-31 | → |
| 132 | KOON FINANCIAL PLANNING & CONSULTING, LLC | GREENWOOD | 126051 | $146.9M | 2 | 2026-03-31 | → |
| 133 | HOBBS WEALTH MANAGEMENT, LLC | ZIONSVILLE | 325374 | $146.7M | 6 | 2026-03-31 | → |
| 134 | WELLINGTON WEALTH STRATEGIES, LLC | INDIANAPOLIS | 306298 | $145.6M | 10 | 2025-03-31 | → |
| 135 | KESTREL WEALTH MANAGEMENT, LLC | SOUTH BEND | 153503 | $143.9M | 2 | 2026-01-31 | → |
| 136 | CORE WEALTH ADVISORS, LLC | INDIANAPOLIS | 157436 | $143.8M | 3 | 2026-04-30 | → |
| 137 | MFG WEALTH MANAGEMENT, INC. | INDIANAPOLIS | 125963 | $138.9M | 4 | 2026-05-31 | → |
| 138 | MCMAHAN CAPITAL MANAGEMENT LLC | CARMEL | 109140 | $135.9M | 2 | 2026-03-31 | → |
| 139 | FORTITUDE PRIVATE WEALTH INC. | CARMEL | 290074 | $126.5M | 2 | 2026-03-31 | → |
| 140 | CAPTIAL ADVISOR NETWORK | LAFAYETTE | 297578 | $124.5M | 18 | 2026-03-31 | → |
| 141 | TITAN INVESTMENT MANAGEMENT LLC | INDIANAPOLIS | 291148 | $123.9M | 4 | 2026-03-31 | → |
| 142 | FNEX WEALTH, LLC | INDIANAPOLIS | 334569 | $122.3M | 2 | 2026-04-30 | → |
| 143 | GENESIS ADVISORS, LLC | FISHERS | 151976 | $121.2M | 4 | 2026-02-28 | → |
| 144 | PRIVATE COUNSEL GROUP, LTD. | INDIANAPOLIS | 300083 | $116.0M | 2 | 2026-02-28 | → |
| 145 | PRECEDENT ASSET MANAGEMENT, LLC | INDIANAPOLIS | 169100 | $111.5M | 3 | 2026-04-30 | → |
| 146 | CFG WEALTH MANAGEMENT SERVICES INC | INDIANAPOLIS | 108351 | $110.2M | 2 | 2026-03-31 | → |
| 147 | INTEGRATED INVESTMENT STRATEGIES,INC. | CARMEL | 122706 | $104.5M | 3 | 2026-06-30 | → |
| 148 | CANTERBURY INVESTMENT MANAGEMENT, LLC | ZIONSVILLE | 125680 | $69.8M | 2 | 2026-03-31 | → |
| 149 | SBAUER FUNDS, LLC | CARMEL | 144782 | $61.3M | 7 | 2026-02-28 | → |
| 150 | TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 329218 | $34.4M | 3 | 2026-05-31 | → |
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