Skip to the page
Get started free

Data / Investment advisers / $100 million to $500 million in AUM / Indiana

Investment advisers in Indiana with $100 million to $500 million in AUM: 72 firms

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

72 SEC registered investment advisers in Indiana report between $100 million and $500 million in regulatory assets under management, $18.6 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Monarch Capital Management Inc with $496 million.

The request: Every investment adviser in Indiana with AUM in the range $100 million to $500 million, 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.

  • 72Advisers
  • 72SEC registered
  • $18.6 billionTotal AUM
  • 72Advisers 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
Monarch Capital Management IncFort Wayne$495.7 million3738Not listed(260) 422-2765monarchcapitalmgmt.comadviserinfo.sec.gov
The Wellington GRP LLCIndianapolis$473.6 million1,516101(317) 846-5055thewellingtongroupllc.comadviserinfo.sec.gov
Smith FinancialKokomo$456.9 million5505Not listed(765) 459-4111smithfinancial.comadviserinfo.sec.gov
Mindset Wealth Management, LLCIndianapolis$445.5 million2764Not listed(317) 348-4655mindsetwealthmanagement.comadviserinfo.sec.gov
Dickmeyer Boyce Financial Management, IncFort Wayne$438.5 million1,2538Not listed(260) 436-2051adviserinfo.sec.gov
Storen FinancialZionsville$438.3 million1,67614Not listed(317) 733-1000storenfinancial.comadviserinfo.sec.gov
Qbox Fiduciary Solutions, LLCFort Wayne$429.2 million3462Not listed(260) 328-1889adviserinfo.sec.gov
Axiom Financial Strategies Group, LLCNew Albany$404.1 million1,3829Not listed(812) 913-7701adviserinfo.sec.gov
Forum Private Client GroupFishers$403.3 million1,49011Not listed(317) 558-6322adviserinfo.sec.gov
Oxinas Partners Wealth ManagementJeffersonville$391 million1,7388Not listed(812) 725-8649adviserinfo.sec.gov
Intrepid Financial Planning Group, LLCCarmel$390.4 million1,4573Not listed(317) 818-1776adviserinfo.sec.gov
Vista Investment PartnersRichmond$383.1 million1,54812Not listed(765) 962-5153vistainvestment.netadviserinfo.sec.gov
Horizon Investment Services, LLC.Hammond$363.8 million56814Not listed(219) 852-3215adviserinfo.sec.gov
Maripau Wealth Management LLCFort Wayne$363.8 million3,09224Not listed(260) 493-3930adviserinfo.sec.gov
Kessler Investment Group, LLCColumbus$359.7 million1,1388Not listed(812) 314-0083kesslerig.comadviserinfo.sec.gov
Bookends Financial PlanningIndianapolis$338.3 million1,33610Not listed(317) 859-2502adviserinfo.sec.gov
Charter Advisory CorporationIndianapolis$333.1 million87715Not listed(317) 844-7416charteradvisory.comadviserinfo.sec.gov
Curry Webb Wealth Management LLCIndianapolis$332.4 million8366Not listed(317) 999-5323adviserinfo.sec.gov
Thomas Story and Son LLCPlymouth$328.2 million1592Not listed(630) 878-0747storyandson.comadviserinfo.sec.gov
Tradewell Tax & FinancialFort Wayne$320.4 million1,1478Not listed(260) 490-2084adviserinfo.sec.gov
Kotys Wealth ProfessionalsValparaiso$308 million8858Not listed(219) 465-6924kotyswealthpro.comadviserinfo.sec.gov
Oneamerica Securities, Inc.Indianapolis$306.1 million2,300340Not listed(877) 285-3863oneamericasecurities.comadviserinfo.sec.gov
Hendershott Wealth Management, LLCFishers$305.8 million6029Not listed(877) 743-6500hendershottwealth.comadviserinfo.sec.gov
Provider Financial, Inc.Indianapolis$304 million7353Not listed(317) 706-0890provider-financial.comadviserinfo.sec.gov
Gimbal Financial, LLCCarmel$290 million8476Not listed(317) 578-1600gimbalfinancial.comadviserinfo.sec.gov
Capital Cities InvestmentsIndianapolis$287.9 million1,25216Not listed(317) 475-4500capitalcitiesinvestments.comadviserinfo.sec.gov
Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg$287 million2,11819Not listed(317) 350-4255tsnadvisors.comadviserinfo.sec.gov
Gap Asset Management, LLCSouth Bend$287 million2142(574) 485-2146graham-allen.comadviserinfo.sec.gov
Mosaic Wealth Management LLCBloomington$285 million1992Not listed(812) 333-3275adviserinfo.sec.gov
Freeman, Will & Niemeier, Inc.Evansville$284.2 million1,2952Not listed(812) 425-1030fwnadvisors.comadviserinfo.sec.gov
Compass Financial Advisors LLCFort Wayne$282.5 million7309Not listed(260) 490-7878adviserinfo.sec.gov
Peloton Capital ManagementIndianapolis$282 million31941(317) 559-1700pelotonwealth.comadviserinfo.sec.gov
CRF Financial GroupIndianapolis$279.5 million371Not listed(317) 844-8077hoosierfund.comadviserinfo.sec.gov
CBG & Company, Inc.Fishers$270.7 million5259Not listed(317) 257-7400cbgfinancialplanning.comadviserinfo.sec.gov
Wellington Investment AdvisorsBloomington$261.4 million1,01910Not listed(812) 333-0874wellingtoninvestmentadvisors.comadviserinfo.sec.gov
Banker Investment GroupWest Lafayette$260.2 million9524Not listed(765) 497-0197bankerinvestmentgroup.comadviserinfo.sec.gov
Proteus, LLCIndianapolis$259.8 million291529(317) 653-2756adviserinfo.sec.gov
An Exceptional Life Financial, LLCIndianapolis$258.9 million9494Not listed(317) 941-6492adviserinfo.sec.gov
Strive Financial Group, LLCCarmel$246.7 million1,99112Not listed(317) 590-0146firefighterfinancialadvisor.comadviserinfo.sec.gov
Trust Investment AdvisorsIndianapolis$238.9 million3794Not listed(317) 253-2000adviserinfo.sec.gov
Ambrose Capital Advisors, LLCIndianapolis$228.3 million1481(317) 573-4600ambrosepg.comadviserinfo.sec.gov
Bischoff Wealth Management Group, LLCGreenwood$222 million7135Not listed(317) 851-9718bischoffwealth.comadviserinfo.sec.gov
Asset Management Strategies, Inc.Indianapolis$220.2 million2,1108Not listed(317) 577-6912amsria.comadviserinfo.sec.gov
Four Quadrant Wealth Advisors, Inc.Carmel$219 million55234Not listed(877) 441-5144adviserinfo.sec.gov
Financial Planning ServicesFort Wayne$212.6 million1,0677Not listedadviserinfo.sec.gov
Gehrig Capital Management, Inc.Merrillville$203.9 million1,0725Not listed(219) 663-8005gehrigcapitalmanagement.comadviserinfo.sec.gov
Laughlin Financial LLCBloomington$200.2 million3912Not listed(812) 552-2113laughlinfinancial.comadviserinfo.sec.gov
Pile Wealth ManagementIndianapolis$188.7 million2055Not listed(317) 269-3454pilewealth.comadviserinfo.sec.gov
Nearside Advisors, LLCIndianapolis$188.6 million2993Not listed(317) 610-6650nearsideadvisors.comadviserinfo.sec.gov
Comprehensive Financial ConsultantsCicero$187.3 million1,1239Not listed(317) 984-7693cfcplans.comadviserinfo.sec.gov
Greenleaf Financial GroupCarmel$175.2 million4952Not listed(317) 993-3384adviserinfo.sec.gov
Wabash Capital, Inc.Terre Haute$173 million4993Not listed(812) 242-9113wabashcapital.comadviserinfo.sec.gov
Aldebaran Capital, LLCCarmel$166.9 million3062Not listed(317) 818-7827aldebarancapital.comadviserinfo.sec.gov
Lauer Wealth ManagementValparaiso$160.9 million9195Not listed(219) 243-8129lauerwealth.comadviserinfo.sec.gov
Spyglass Investment ManagementTerre Haute$156.4 million7893Not listed(812) 238-8484spyglassinvestmentmanagement.comadviserinfo.sec.gov
Werner FinancialIndianapolis$152.4 million1,2625Not listed(317) 735-9202wernerfinancial.comadviserinfo.sec.gov
Apple Tree Asset Management, LLCFort Wayne$151.9 million1,4307Not listed(260) 637-7278appletreefinancialgroup.comadviserinfo.sec.gov
Koon Financial Planning & Consulting/Kfp&CGreenwood$146.9 million1632Not listed(317) 887-1714adviserinfo.sec.gov
Hobbs Wealth ManagementZionsville$146.7 million6316Not listed(317) 559-2940hobbswealth.comadviserinfo.sec.gov
MFG Wealth Management, Inc.Indianapolis$146 million9094Not listed(317) 780-1006adviserinfo.sec.gov
Kestrel Wealth Management, LLCSouth Bend$143.9 million2142Not listed(574) 233-2200kestrelwealth.comadviserinfo.sec.gov
Core Wealth AdvisorsIndianapolis$143.8 million1493Not listed(317) 497-0569mycorewealthadvisors.comadviserinfo.sec.gov
McMahan Capital ManagementCarmel$135.9 million432Not listed(317) 573-2202mcmahancapital.netadviserinfo.sec.gov
Fortitude Private WealthCarmel$126.5 million3222Not listed(317) 819-8550adviserinfo.sec.gov
Capital Advisor NetworkLafayette$124.5 million1,26118Not listed(765) 588-1647adviserinfo.sec.gov
Titan Investment Management LLCIndianapolis$123.9 million4394Not listed(765) 418-8223titaninvestmentmgmt.comadviserinfo.sec.gov
Fnex Wealth, LLCIndianapolis$122.3 million562Not listed(317) 445-7676fnexwealth.comadviserinfo.sec.gov
Genesis Advisors, LLCFishers$121.2 million3644Not listed(317) 577-6900genesisadvisors.netadviserinfo.sec.gov
Precedent Financial StrategiesIndianapolis$111.5 million2783Not listed(800) 264-9908precedentstrategies.comadviserinfo.sec.gov
CFG Wealth Management Services IncIndianapolis$110.2 million2022Not listed(317) 841-7959adviserinfo.sec.gov
Oxford Harriman Private Wealth ManagementIndianapolis$106.4 million3426Not listed(317) 581-4003ohcpwm.comadviserinfo.sec.gov
Integrated Investment Strategies,Inc.Carmel$104.5 million3343Not listed(317) 843-5577integratedinvestments.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.