Adviser Record

Investment advisers in IN

147 SEC-registered firms · $223.99 billion in regulatory assets · 15 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
3fourteen & Smi Advisory Services, LLCColumbus$723.0 million0
40/86 Advisors, Inc.Carmel$30.50 billion0
Aldebaran Capital, LLCCarmel$166.9 million0
Ambrose Capital Advisors, LLCIndianapolis$00
Ami Investment Management IncKendallville$963.6 million0
An Exceptional Life Financial, LLCIndianapolis$258.9 million0
Apple Tree Asset Management, LLCFort Wayne$151.9 million0
Archer Investment CorporationCarmel$1.01 billion0
Asset Management Strategies, Inc.Indianapolis$220.2 million0
Atlas Capital Management CorpFort Wayne$869.8 million3
Axia AdvisoryIndianapolis$1.88 billion0
Axiom Financial Strategies Group, LLCNew Albany$404.1 million0
Banker Investment GroupWest Lafayette$260.2 million0
Baxter Capital Management IncIndianapolis$4.19 billion0
Bedel Financial Consulting IncIndianapolis$2.92 billion0
Bischoff Wealth Management Group, LLCGreenwood$222.0 million0
Bookends Financial PlanningIndianapolis$338.3 million0
Canterbury Investment Management, LLCZionsville$69.8 million0
Capital Advisor NetworkLafayette$124.5 million2
Capital Cities InvestmentsIndianapolis$287.9 million0
Capital Cities, LLCIndianapolis$00
Cbg & Company, Inc.Fishers$270.7 million0
Centerfield Capital PartnersIndianapolis$1.08 billion0
Ceres Partners, LLCSouth Bend$1.96 billion0
CfciBloomington$595.6 million0
Cfg Wealth Management Services IncIndianapolis$110.2 million0
Charter Advisory CorporationIndianapolis$333.1 million0
Cid Capital Ii, Inc.Carmel$515.8 million0
Compass Financial Advisors LLCFort Wayne$282.5 million0
Comprehensive Financial ConsultantsCicero$187.3 million0
Core Wealth AdvisorsIndianapolis$143.8 million0
Corevision Financial GroupShelbyville$1.15 billion0
Creative Financial Designs, Inc.Kokomo$2.94 billion10
Crf Financial GroupIndianapolis$279.5 million1
Curry Webb Wealth Management LLCIndianapolis$332.4 million0
Cx Institutional, LLCAuburn$4.46 billion0
Cxi Advisors, LLCAuburn$00
David P. Gilliam & Associates, Inc.Muncie$186.7 million0
DeerfieldIndianapolis$1.18 billion0
Dickmeyer Boyce Financial Management, IncFort Wayne$438.5 million0
Donaldson Capital Management LLCEvansville$3.46 billion0
Elevated Financial GroupIndianapolis$532.0 million2
Elser Financial Planning, Inc.Indianapolis$2.11 billion0
Fi3 Financial Advisors, LLCIndianapolis$1.14 billion0
Financial Enhancement GroupAnderson$987.0 million0
Financial Planning ServicesFort Wayne$212.6 million2
Financial Plans & Strategies, Inc.Greenwood$610.6 million0
Fnex Wealth, LLCIndianapolis$122.3 million0
Fortitude Private WealthCarmel$126.5 million0
Forum Private Client GroupFishers$403.3 million0
Foster Financial Services, LLCFort Wayne$00
Four Quadrant Wealth Advisors, Inc.Carmel$219.0 million0
Freeman, Will & Niemeier, Inc.Evansville$284.2 million0
Galecki Financial Management IncFort Wayne$929.5 million0
Gap Asset Management, LLCSouth Bend$287.0 million0
Gehrig Capital Management, Inc.Merrillville$203.9 million2
Genesis Advisors, LLCFishers$121.2 million0
Gettings Busch Wealth ManagementLafayette$541.5 million0
Gimbal Financial, LLCCarmel$290.0 million0
Global Atlantic Investment Advisors, LLCIndianapolis$2.70 billion0
Goelzer Investment ManagementCarmel$4.51 billion1
Greenleaf Financial GroupCarmel$175.2 million0
Halter Ferguson Financial IncCarmel$705.0 million0
Hendershott Wealth Management, LLCFishers$305.8 million0
Hilltop Wealth & Tax SolutionsMishawaka$616.4 million0
Hobbs Wealth ManagementZionsville$146.7 million0
Horizon Investment Services, LLC.Hammond$363.8 million0
Howard Bailey Securities, LLCFort Wayne$582.8 million2
Hurlow Wealth Management Group, Inc.Bloomington$794.4 million0
Indie Asset Partners, LLCCarmel$685.2 million0
Integrated Investment Strategies,inc.Carmel$104.5 million2
Intrepid Financial Planning Group, LLCCarmel$390.4 million0
Invst, LLCIndianapolis$1.57 billion0
Kessler Investment Group, LLCColumbus$359.7 million0
Kestrel Wealth Management, LLCSouth Bend$143.9 million0
Kirr, Marbach & Company, LLCColumbus$587.7 million0
Koon Financial Planning & Consulting/kfp&cGreenwood$146.9 million0
Korhorn Financial GroupGranger$1.15 billion0
Kotys Wealth ProfessionalsValparaiso$308.0 million0
Lauer Wealth ManagementValparaiso$160.9 million0
Laughlin Financial LLCBloomington$200.2 million0
Lji Wealth Management, LLCIndianapolis$1.37 billion0
Lynch & AssociatesNewburgh$831.1 million0
Maripau Wealth Management LLCFort Wayne$363.8 million0
Market Street Wealth Management Advisors, LLCIndianapolis$776.0 million0
Mcmahan Capital ManagementCarmel$135.9 million0
Meridian Investment Advisors, Inc.Indianapolis$628.0 million0
Mfg Wealth Management, Inc.Indianapolis$146.0 million0
Mindset Asset Management, LLCIndianapolis$00
Mindset Wealth Management, LLCIndianapolis$445.5 million0
Mj RetirementCarmel$5.49 billion0
Monarch Capital Management IncFort Wayne$495.7 million0
Monon Wealth ManagementCarmel$546.8 million0
Mosaic Wealth Management LLCBloomington$285.0 million0
Nearside Advisors, LLCIndianapolis$188.6 million0
Northwest Financial Services IncIndianapolis$634.9 million0
Oneamerica Asset Management, LLCIndianapolis$24.42 billion0
Oneamerica Securities, Inc.Indianapolis$306.1 million7
Oxford Financial Group, LtdCarmel$23.33 billion0
Oxford Harriman Private Wealth ManagementIndianapolis$00
Oxinas Partners Wealth ManagementJeffersonville$391.0 million2
Pathway Financial Advisers, LLCAuburn$524.2 million0
Peloton Capital ManagementIndianapolis$282.0 million0
Pettinga Financial Advisors, LLCEvansville$1.28 billion0
Phillips FinancialFort Wayne$2.64 billion0
Pile Wealth ManagementIndianapolis$188.7 million0
Praxis Investment Management, Inc.Goshen$3.30 billion0
Precedent Financial StrategiesIndianapolis$111.5 million0
Private Counsel Group, Ltd.Indianapolis$116.0 million0
Proteus, LLCIndianapolis$259.8 million0
Provider Financial, Inc.Indianapolis$304.0 million0
Qbox Fiduciary Solutions, LLCFort Wayne$429.2 million1
Quantum Financial Services Inc.Indianapolis$730.9 million0
Reify Wealth Advisors, Inc.Indianapolis$524.4 million0
Sapient Capital LLCIndianapolis$13.76 billion0
Sbauer Funds, LLCCarmel$61.3 million0
Shepherd Financial Investment Advisory LLCCarmel$6.18 billion0
Smi Advisory Services, LLCColumbus$949.0 million0
Smith FinancialKokomo$456.9 million0
Spyglass Investment ManagementTerre Haute$156.4 million0
Storen FinancialZionsville$438.3 million0
Strive Financial Group, LLCCarmel$246.7 million0
Sycamore Financial GroupKokomo$787.4 million2
Sym Financial AdvisorsWinona Lake$5.81 billion0
Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg$287.0 million0
The Financial Resource CenterCarmel$642.5 million0
The Wellington Grp LLCIndianapolis$473.6 million0
Thomas Story and Son LLCPlymouth$328.2 million0
Thurston Springer AdvisorsIndianapolis$3.68 billion0
Titan Investment Management LLCIndianapolis$123.9 million0
Tradewell Tax & FinancialFort Wayne$275.8 million0
Truedge Asset Management LLCIndianapolis$00
Trust Investment AdvisorsIndianapolis$238.9 million0
Trust Investment Advisors Wealth Management, LLCIndianapolis$34.4 million0
US AgricultureCarmel$759.1 million0
Valeo Financial Advisors, LLCCarmel$12.96 billion0
Vestia Personal Wealth AdvisorsFort Wayne$1.06 billion0
Vista Investment PartnersRichmond$383.1 million2
Wabash Capital, Inc.Terre Haute$173.0 million0
Wallington Asset ManagementIndianapolis$1.32 billion0
Walter Keenan Wealth ManagementSouth Bend$983.3 million0
Wealth Advisors GroupFort Wayne$1.34 billion0
Wealth Advisory Solutions, LLCZionsville$599.1 million0
Wellington Investment AdvisorsBloomington$261.4 million0
Werner FinancialIndianapolis$152.4 million0
Winthrop Capital ManagementCarmel$3.97 billion0
Woodley FarraIndianapolis$2.32 billion0