Research Report · 2026-06-30
Institutional Registered Investment Advisers in Indianapolis
SEC-registered investment advisers in Indianapolis ranked by reported institutional client assets.
Firms
33
Total AUM
$70.52B
Median AUM
$776.0M
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 | BAXTER CAPITAL MANAGEMENT INC | INDIANAPOLIS | 105123 | $4.19B | 3 | 2026-03-31 | → |
| 3 | SAPIENT CAPITAL LLC | INDIANAPOLIS | 324899 | $13.76B | 59 | 2026-03-31 | → |
| 4 | AXIA ADVISORY CORP | INDIANAPOLIS | 107571 | $1.88B | 4 | 2026-05-31 | → |
| 5 | INNOVATIVE PORTFOLIOS LLC | INDIANAPOLIS | 281382 | $784.6M | 14 | 2025-03-31 | → |
| 6 | THURSTON SPRINGER ADVISORS, LLC | INDIANAPOLIS | 299201 | $3.68B | 93 | 2025-11-30 | → |
| 7 | LJI WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 145399 | $1.37B | 13 | 2026-03-31 | → |
| 8 | INVST, LLC | INDIANAPOLIS | 282863 | $1.57B | 65 | 2026-04-30 | → |
| 9 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | INDIANAPOLIS | 107660 | $2.32B | 14 | 2026-03-31 | → |
| 10 | WALLINGTON ASSET MANAGEMENT, LLC | INDIANAPOLIS | 143360 | $1.32B | 17 | 2026-03-31 | → |
| 11 | ELEVATED FINANCIAL GROUP, LLC | INDIANAPOLIS | 334353 | $532.0M | 13 | 2026-06-30 | → |
| 12 | MERIDIAN INVESTMENT ADVISORS, INC. | INDIANAPOLIS | 107593 | $628.0M | 5 | 2026-03-31 | → |
| 13 | MINDSET WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 330384 | $445.5M | 4 | 2026-06-30 | → |
| 14 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | INDIANAPOLIS | 118739 | $1.41B | 26 | 2025-03-31 | → |
| 15 | ELSER FINANCIAL PLANNING, INC. | INDIANAPOLIS | 143311 | $2.11B | 15 | 2026-03-31 | → |
| 16 | SALZINGER SHEAFF BROCK, LLC | INDIANAPOLIS | 139417 | $317.1M | 14 | 2025-03-31 | → |
| 17 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION | INDIANAPOLIS | 113390 | $333.1M | 15 | 2026-03-31 | → |
| 18 | BEDEL FINANCIAL CONSULTING INC | INDIANAPOLIS | 105653 | $2.92B | 28 | 2026-04-30 | → |
| 19 | SPECTRUM WEALTH COUNSEL, LLC | INDIANAPOLIS | 323651 | $1.15B | 12 | 2025-03-31 | → |
| 20 | DEERFIELD FINANCIAL ADVISORS, INC. | INDIANAPOLIS | 104964 | $1.18B | 14 | 2026-03-31 | → |
| 21 | FI3 FINANCIAL ADVISORS, LLC | INDIANAPOLIS | 168005 | $1.14B | 21 | 2026-06-30 | → |
| 22 | CFG WEALTH MANAGEMENT SERVICES INC | INDIANAPOLIS | 108351 | $110.2M | 2 | 2026-03-31 | → |
| 23 | CH DOUGLAS & GRAY, LLC | INDIANAPOLIS | 142352 | $187.2M | 7 | 2025-03-31 | → |
| 24 | RJP INVESTMENT ADVISORS, LLP | INDIANAPOLIS | 111536 | $188.7M | 5 | 2026-02-28 | → |
| 25 | JCM STRATEGIC WEALTH PARTNERS LLC | INDIANAPOLIS | 315220 | $152.4M | 5 | 2026-01-31 | → |
| 26 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | INDIANAPOLIS | 122212 | $776.0M | 12 | 2026-05-31 | → |
| 27 | STREET CAPITAL PARTNERS, LLC | INDIANAPOLIS | 309233 | $238.9M | 4 | 2026-03-31 | → |
| 28 | PRECEDENT ASSET MANAGEMENT, LLC | INDIANAPOLIS | 169100 | $111.5M | 3 | 2026-04-30 | → |
| 29 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | INDIANAPOLIS | 288742 | $258.9M | 4 | 2026-03-31 | → |
| 30 | PELOTON CAPITAL MANAGEMENT | INDIANAPOLIS | 109775 | $282.0M | 4 | 2026-03-31 | → |
| 31 | WETZEL INVESTMENT ADVISORS, INC. | INDIANAPOLIS | 305301 | $338.3M | 10 | 2026-03-31 | → |
| 32 | FNEX WEALTH, LLC | INDIANAPOLIS | 334569 | $122.3M | 2 | 2026-04-30 | → |
| 33 | ONEAMERICA SECURITIES, INC. | INDIANAPOLIS | 4173 | $306.1M | 340 | 2026-03-31 | → |
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