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Data / Investment advisers / $1 billion to $10 billion in AUM / Indiana

Investment advisers in Indiana with $1 billion to $10 billion in AUM: 30 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

30 SEC registered investment advisers in Indiana report between $1 billion and $10 billion in regulatory assets under management, $82.8 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Shepherd Financial with $7.5 billion.

The request: Every investment adviser in Indiana with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in IndianaWatch new advisers in Indiana

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 30Advisers
  • 30SEC registered
  • $82.8 billionTotal AUM
  • 30Advisers over $100 million
  • 5Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Shepherd FinancialCarmel$7.47 billion3,633552(317) 975-5033adviserinfo.sec.gov
Thurston Springer AdvisorsIndianapolis$6.01 billion9,751100Not listed(317) 581-4000thurstonspringer.comadviserinfo.sec.gov
Sym Financial AdvisorsWinona Lake$5.81 billion6,67384Not listed(800) 888-7968adviserinfo.sec.gov
MJ RetirementCarmel$5.49 billion30311Not listed(317) 805-7500adviserinfo.sec.gov
Goelzer Investment ManagementCarmel$4.51 billion1,94534Not listed(317) 264-2600adviserinfo.sec.gov
CX Institutional, LLCAuburn$4.46 billion13,723130Not listed(260) 927-1830credentwealth.comadviserinfo.sec.gov
Baxter Capital Management IncIndianapolis$4.19 billion133Not listed(317) 706-0041adviserinfo.sec.gov
Winthrop Capital ManagementCarmel$3.97 billion832291(317) 663-7500winthropis.comadviserinfo.sec.gov
Donaldson Capital Management LLCEvansville$3.46 billion1,84868Not listed(812) 421-3211adviserinfo.sec.gov
Praxis Investment Management, Inc.Goshen$3.30 billion1014Not listed(574) 533-9511adviserinfo.sec.gov
Creative Financial Designs, Inc.Kokomo$2.94 billion15,029170Not listed(765) 453-9600creativefinancialdesigns.comadviserinfo.sec.gov
Bedel Financial Consulting IncIndianapolis$2.92 billion5,43528Not listed(317) 843-1358facebookadviserinfo.sec.gov
Global Atlantic Investment Advisors, LLCIndianapolis$2.70 billion1615Not listed(317) 223-2708globalatlantic.onlineprospectus.netadviserinfo.sec.gov
Phillips FinancialFort Wayne$2.64 billion3,26432Not listed(260) 420-7732adviserinfo.sec.gov
Woodley FarraIndianapolis$2.32 billion1,59114Not listed(317) 269-0224woodleyfarra.comadviserinfo.sec.gov
Elser Financial Planning, Inc.Indianapolis$2.11 billion1,64315Not listed(317) 731-5615elserfp.comadviserinfo.sec.gov
Ceres Partners, LLCSouth Bend$1.96 billion5213(855) 242-3737cerespartners.comadviserinfo.sec.gov
Axia AdvisoryIndianapolis$1.88 billion1284Not listed(317) 630-2800axiaadvisory.comadviserinfo.sec.gov
Invst, LLCIndianapolis$1.57 billion6,81865Not listed(317) 202-1891lloydeasters.comadviserinfo.sec.gov
Lji Wealth Management, LLCIndianapolis$1.37 billion3,57413Not listed(317) 466-9702ljiwm.comadviserinfo.sec.gov
Wealth Advisors GroupFort Wayne$1.34 billion3,29717Not listed(260) 619-3100adviserinfo.sec.gov
Wallington Asset ManagementIndianapolis$1.32 billion93017Not listed(317) 575-8670wallington.comadviserinfo.sec.gov
Pettinga Financial Advisors, LLCEvansville$1.28 billion2,26711Not listed(812) 436-4000pettinga.comadviserinfo.sec.gov
DeerfieldIndianapolis$1.18 billion1,07314Not listed(317) 469-2455adviserinfo.sec.gov
Corevision Financial GroupShelbyville$1.15 billion2,85111Not listed(317) 398-8200adviserinfo.sec.gov
Korhorn Financial GroupGranger$1.15 billion5,880113Not listed(574) 247-5898adviserinfo.sec.gov
Fi3 Financial Advisors, LLCIndianapolis$1.14 billion1,643213(317) 426-8800adviserinfo.sec.gov
Centerfield Capital PartnersIndianapolis$1.08 billion6158(317) 237-2323centerfieldcapital.comadviserinfo.sec.gov
Vestia Personal Wealth AdvisorsFort Wayne$1.06 billion3,98731Not listed(877) 669-1126adviserinfo.sec.gov
Archer Investment CorporationCarmel$1.01 billion5,14780Not listed(317) 581-5664nracpa.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.