Research Report · 2026-06-30
Largest Registered Investment Advisers in Indianapolis
Indianapolis SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
51
Total AUM
$79.22B
Median AUM
$445.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | ONEAMERICA ASSET MANAGEMENT, LLC | INDIANAPOLIS | 165929 | $24.42B | 37 | 2026-03-31 | → |
| 2 | SAPIENT CAPITAL LLC | INDIANAPOLIS | 324899 | $13.76B | 59 | 2026-03-31 | → |
| 3 | BAXTER CAPITAL MANAGEMENT INC | INDIANAPOLIS | 105123 | $4.19B | 3 | 2026-03-31 | → |
| 4 | THURSTON SPRINGER ADVISORS, LLC | INDIANAPOLIS | 299201 | $3.68B | 93 | 2025-11-30 | → |
| 5 | BEDEL FINANCIAL CONSULTING INC | INDIANAPOLIS | 105653 | $2.92B | 28 | 2026-04-30 | → |
| 6 | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC | INDIANAPOLIS | 167429 | $2.70B | 15 | 2026-04-30 | → |
| 7 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | INDIANAPOLIS | 107660 | $2.32B | 14 | 2026-03-31 | → |
| 8 | ELSER FINANCIAL PLANNING, INC. | INDIANAPOLIS | 143311 | $2.11B | 15 | 2026-03-31 | → |
| 9 | AXIA ADVISORY CORP | INDIANAPOLIS | 107571 | $1.88B | 4 | 2026-05-31 | → |
| 10 | INVST, LLC | INDIANAPOLIS | 282863 | $1.57B | 65 | 2026-04-30 | → |
| 11 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | INDIANAPOLIS | 118739 | $1.41B | 26 | 2025-03-31 | → |
| 12 | LJI WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 145399 | $1.37B | 13 | 2026-03-31 | → |
| 13 | WALLINGTON ASSET MANAGEMENT, LLC | INDIANAPOLIS | 143360 | $1.32B | 17 | 2026-03-31 | → |
| 14 | DEERFIELD FINANCIAL ADVISORS, INC. | INDIANAPOLIS | 104964 | $1.18B | 14 | 2026-03-31 | → |
| 15 | SPECTRUM WEALTH COUNSEL, LLC | INDIANAPOLIS | 323651 | $1.15B | 12 | 2025-03-31 | → |
| 16 | FI3 FINANCIAL ADVISORS, LLC | INDIANAPOLIS | 168005 | $1.14B | 21 | 2026-06-30 | → |
| 17 | CENTERFIELD MANAGEMENT III, INC | INDIANAPOLIS | 161504 | $1.08B | 15 | 2026-03-31 | → |
| 18 | INNOVATIVE PORTFOLIOS LLC | INDIANAPOLIS | 281382 | $784.6M | 14 | 2025-03-31 | → |
| 19 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | INDIANAPOLIS | 122212 | $776.0M | 12 | 2026-05-31 | → |
| 20 | QUANTUM FINANCIAL SERVICES INC. | INDIANAPOLIS | 121631 | $730.9M | 2 | 2026-03-31 | → |
| 21 | NORTHWEST FINANCIAL SERVICES INC | INDIANAPOLIS | 106805 | $634.9M | 11 | 2026-03-31 | → |
| 22 | MERIDIAN INVESTMENT ADVISORS, INC. | INDIANAPOLIS | 107593 | $628.0M | 5 | 2026-03-31 | → |
| 23 | ELEVATED FINANCIAL GROUP, LLC | INDIANAPOLIS | 334353 | $532.0M | 13 | 2026-06-30 | → |
| 24 | REIFY WEALTH ADVISORS, INC. | INDIANAPOLIS | 121978 | $524.4M | 15 | 2026-03-31 | → |
| 25 | THE WELLINGTON GRP LLC | INDIANAPOLIS | 332803 | $473.6M | 10 | 2026-03-31 | → |
| 26 | MINDSET WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 330384 | $445.5M | 4 | 2026-06-30 | → |
| 27 | HOLISTIC FINANCIAL PARTNERS, LLC | INDIANAPOLIS | 170913 | $444.6M | 6 | 2026-03-31 | → |
| 28 | WETZEL INVESTMENT ADVISORS, INC. | INDIANAPOLIS | 305301 | $338.3M | 10 | 2026-03-31 | → |
| 29 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION | INDIANAPOLIS | 113390 | $333.1M | 15 | 2026-03-31 | → |
| 30 | CURRY WEBB WEALTH MANAGEMENT LLC | INDIANAPOLIS | 168692 | $332.4M | 6 | 2026-03-31 | → |
| 31 | SALZINGER SHEAFF BROCK, LLC | INDIANAPOLIS | 139417 | $317.1M | 14 | 2025-03-31 | → |
| 32 | ONEAMERICA SECURITIES, INC. | INDIANAPOLIS | 4173 | $306.1M | 340 | 2026-03-31 | → |
| 33 | PROVIDER FINANCIAL, INC. | INDIANAPOLIS | 168964 | $304.0M | 3 | 2026-02-28 | → |
| 34 | CAPITAL CITIES INVESTMENTS | INDIANAPOLIS | 116185 | $287.9M | 16 | 2026-04-30 | → |
| 35 | PELOTON CAPITAL MANAGEMENT | INDIANAPOLIS | 109775 | $282.0M | 4 | 2026-03-31 | → |
| 36 | PROTEUS, LLC | INDIANAPOLIS | 164085 | $259.8M | 15 | 2026-04-30 | → |
| 37 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | INDIANAPOLIS | 288742 | $258.9M | 4 | 2026-03-31 | → |
| 38 | STREET CAPITAL PARTNERS, LLC | INDIANAPOLIS | 309233 | $238.9M | 4 | 2026-03-31 | → |
| 39 | ASSET MANAGEMENT STRATEGIES, INC. | INDIANAPOLIS | 135173 | $220.2M | 8 | 2026-03-31 | → |
| 40 | RJP INVESTMENT ADVISORS, LLP | INDIANAPOLIS | 111536 | $188.7M | 5 | 2026-02-28 | → |
| 41 | CH DOUGLAS & GRAY, LLC | INDIANAPOLIS | 142352 | $187.2M | 7 | 2025-03-31 | → |
| 42 | JCM STRATEGIC WEALTH PARTNERS LLC | INDIANAPOLIS | 315220 | $152.4M | 5 | 2026-01-31 | → |
| 43 | WELLINGTON WEALTH STRATEGIES, LLC | INDIANAPOLIS | 306298 | $145.6M | 10 | 2025-03-31 | → |
| 44 | CORE WEALTH ADVISORS, LLC | INDIANAPOLIS | 157436 | $143.8M | 3 | 2026-04-30 | → |
| 45 | MFG WEALTH MANAGEMENT, INC. | INDIANAPOLIS | 125963 | $138.9M | 4 | 2026-05-31 | → |
| 46 | TITAN INVESTMENT MANAGEMENT LLC | INDIANAPOLIS | 291148 | $123.9M | 4 | 2026-03-31 | → |
| 47 | FNEX WEALTH, LLC | INDIANAPOLIS | 334569 | $122.3M | 2 | 2026-04-30 | → |
| 48 | PRIVATE COUNSEL GROUP, LTD. | INDIANAPOLIS | 300083 | $116.0M | 2 | 2026-02-28 | → |
| 49 | PRECEDENT ASSET MANAGEMENT, LLC | INDIANAPOLIS | 169100 | $111.5M | 3 | 2026-04-30 | → |
| 50 | CFG WEALTH MANAGEMENT SERVICES INC | INDIANAPOLIS | 108351 | $110.2M | 2 | 2026-03-31 | → |
| 51 | TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 329218 | $34.4M | 3 | 2026-05-31 | → |
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