Adviser Record

Investment advisers in Indianapolis, IN

51 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in IN

FirmAssetsEmployeesDisclosures
Oneamerica Asset Management, LLC$24.42 billion370
Sapient Capital LLC$13.76 billion590
Baxter Capital Management Inc$4.19 billion30
Thurston Springer Advisors$3.68 billion930
Bedel Financial Consulting Inc$2.92 billion280
Global Atlantic Investment Advisors, LLC$2.70 billion150
Woodley Farra$2.32 billion140
Elser Financial Planning, Inc.$2.11 billion150
Axia Advisory$1.88 billion40
Invst, LLC$1.57 billion650
Lji Wealth Management, LLC$1.37 billion130
Wallington Asset Management$1.32 billion170
Deerfield$1.18 billion140
Fi3 Financial Advisors, LLC$1.14 billion210
Centerfield Capital Partners$1.08 billion150
Market Street Wealth Management Advisors, LLC$776.0 million120
Quantum Financial Services Inc.$730.9 million20
Northwest Financial Services Inc$634.9 million110
Meridian Investment Advisors, Inc.$628.0 million50
Elevated Financial Group$532.0 million132
Reify Wealth Advisors, Inc.$524.4 million150
The Wellington Grp LLC$473.6 million100
Mindset Wealth Management, LLC$445.5 million40
Bookends Financial Planning$338.3 million100
Charter Advisory Corporation$333.1 million150
Curry Webb Wealth Management LLC$332.4 million60
Oneamerica Securities, Inc.$306.1 million3407
Provider Financial, Inc.$304.0 million30
Capital Cities Investments$287.9 million160
Peloton Capital Management$282.0 million40
Crf Financial Group$279.5 million11
Proteus, LLC$259.8 million150
An Exceptional Life Financial, LLC$258.9 million40
Trust Investment Advisors$238.9 million40
Asset Management Strategies, Inc.$220.2 million80
Pile Wealth Management$188.7 million50
Nearside Advisors, LLC$188.6 million30
Werner Financial$152.4 million50
Mfg Wealth Management, Inc.$146.0 million40
Core Wealth Advisors$143.8 million30
Titan Investment Management LLC$123.9 million40
Fnex Wealth, LLC$122.3 million20
Private Counsel Group, Ltd.$116.0 million20
Precedent Financial Strategies$111.5 million30
Cfg Wealth Management Services Inc$110.2 million20
Trust Investment Advisors Wealth Management, LLC$34.4 million30
Ambrose Capital Advisors, LLC$0480
Oxford Harriman Private Wealth Management$040
Mindset Asset Management, LLC$040
Truedge Asset Management LLC$050
Capital Cities, LLC$0100