Data / Investment advisers / $500 million to $1 billion in AUM / Indiana
Investment advisers in Indiana with $500 million to $1 billion in AUM: 29 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
29 SEC registered investment advisers in Indiana report between $500 million and $1 billion in regulatory assets under management, $20.5 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Financial Enhancement Group with $987 million.
The request: Every investment adviser in Indiana with AUM in the range $500 million to $1 billion, with phone and website. $10 of work on sign-up, no card.
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.
- 29Advisers
- 29SEC registered
- $20.5 billionTotal AUM
- 29Advisers over $100 million
- 3Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Financial Enhancement Group | Anderson | $987 million | 3,599 | 25 | Not listed | (765) 640-1524 | adviserinfo.sec.gov | |
| Walter Keenan Wealth Management | South Bend | $983.3 million | 479 | 7 | Not listed | (574) 287-5977 | walterandkeenan.com | adviserinfo.sec.gov |
| Ami Investment Management Inc | Kendallville | $963.6 million | 764 | 6 | Not listed | (260) 347-1281 | amiinvestment.com | adviserinfo.sec.gov |
| Smi Advisory Services, LLC | Columbus | $949 million | 1,083 | 5 | Not listed | (800) 796-4975 | smiprivateclient.com | adviserinfo.sec.gov |
| Galecki Financial Management Inc | Fort Wayne | $929.5 million | 2,440 | 15 | Not listed | (260) 436-8525 | galecki.com | adviserinfo.sec.gov |
| Atlas Capital Management Corp | Ft Wayne | $869.8 million | 4,143 | 9 | Not listed | (260) 637-2857 | atlascapitalmanagement.com | adviserinfo.sec.gov |
| Lynch & Associates | Newburgh | $831.1 million | 1,900 | 7 | Not listed | (812) 853-0878 | lnaonline.com | adviserinfo.sec.gov |
| Hurlow Wealth Management Group, Inc. | Bloomington | $794.4 million | 2,155 | 16 | Not listed | (812) 333-4726 | hurlowwealth.com | adviserinfo.sec.gov |
| Sycamore Financial Group | Kokomo | $787.4 million | 2,200 | 4 | Not listed | (765) 455-1554 | sycamoreweb.com | adviserinfo.sec.gov |
| Market Street Wealth Management Advisors, LLC | Indianapolis | $776 million | 1,693 | 12 | Not listed | (317) 552-0505 | adviserinfo.sec.gov | |
| US Agriculture | Carmel | $759.1 million | 4 | 14 | 1 | (317) 678-0700 | adviserinfo.sec.gov | |
| Quantum Financial Services Inc. | Indianapolis | $730.9 million | 516 | 2 | Not listed | (317) 845-1786 | quantumfinancialinc.com | adviserinfo.sec.gov |
| 3fourteen & Smi Advisory Services, LLC | Columbus | $723 million | 2 | 6 | Not listed | (800) 796-4975 | adviserinfo.sec.gov | |
| Halter Ferguson Financial Inc | Carmel | $705 million | 1,076 | 15 | 1 | (317) 875-0202 | folkd.com | adviserinfo.sec.gov |
| The Financial Resource Center | Carmel | $642.5 million | 389 | 5 | Not listed | (317) 871-8571 | carriage-financial.com | adviserinfo.sec.gov |
| Northwest Financial Services Inc | Indianapolis | $634.9 million | 377 | 11 | Not listed | (317) 844-0448 | northwestfinancial.net | adviserinfo.sec.gov |
| Meridian Investment Advisors, Inc. | Indianapolis | $628 million | 1,154 | 5 | Not listed | (317) 573-5257 | meridianinvest.com | adviserinfo.sec.gov |
| Hilltop Wealth & Tax Solutions | Mishawaka | $616.4 million | 2,784 | 16 | Not listed | (574) 889-7526 | adviserinfo.sec.gov | |
| Financial Plans & Strategies, Inc. | Greenwood | $610.6 million | 1,081 | 12 | Not listed | (317) 882-7675 | finplans.com | adviserinfo.sec.gov |
| Wealth Advisory Solutions, LLC | Zionsville | $599.1 million | 1,826 | 11 | Not listed | (317) 559-2945 | envisionria.com | adviserinfo.sec.gov |
| Cfci | Bloomington | $595.6 million | 1,083 | 22 | Not listed | (812) 334-3190 | cfci.us | adviserinfo.sec.gov |
| Kirr, Marbach & Company, LLC | Columbus | $587.7 million | 281 | 7 | Not listed | (812) 376-9444 | adviserinfo.sec.gov | |
| Howard Bailey Securities, LLC | Fort Wayne | $582.8 million | 4,056 | 46 | Not listed | (260) 482-9559 | adviserinfo.sec.gov | |
| Monon Wealth Management | Indianapolis | $546.8 million | 1,740 | 10 | Not listed | (317) 993-3999 | music.amazon.com | adviserinfo.sec.gov |
| Gettings Busch Wealth Management | Lafayette | $541.5 million | 1,981 | 10 | Not listed | (765) 742-7366 | adviserinfo.sec.gov | |
| Elevated Financial Group | Indianapolis | $532 million | 1,866 | 13 | Not listed | (317) 533-7721 | elevatedfg.com | adviserinfo.sec.gov |
| Reify Wealth Advisors, Inc. | Indianapolis | $524.4 million | 877 | 15 | Not listed | (317) 872-5090 | adviserinfo.sec.gov | |
| Pathway Financial Advisers, LLC | Auburn | $524.2 million | 1,832 | 8 | Not listed | (260) 925-2887 | pathwayria.com | adviserinfo.sec.gov |
| Cid Capital II, Inc. | Carmel | $515.8 million | 5 | 12 | 5 | (317) 818-5030 | cidcap.com | adviserinfo.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.