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Data / Investment advisers / Indiana / Indianapolis

Investment advisers in Indianapolis, IN: 55 firms, $78.4 billion in AUM

55 investment advisers have their main office in Indianapolis, Indiana: 51 SEC registered and 4 exempt reporting. The registered advisers report $78.4 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Oneamerica Asset Management, LLC with $24.4 billion.

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.

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  • 55Advisers
  • 51SEC registered
  • 4Exempt reporting
  • $78.4 billionTotal AUM
  • 47Advisers over $100 million
  • 11Manage 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
Oneamerica Asset Management, LLCIndianapolis$24.42 billion1037Not listed(317) 285-1877oneamerica.comadviserinfo.sec.gov
Sapient Capital LLCIndianapolis$13.76 billion6,68159Not listed(317) 719-0157sapientcapital.comadviserinfo.sec.gov
Thurston Springer AdvisorsIndianapolis$6.01 billion9,751100Not listed(317) 581-4000thurstonspringer.comadviserinfo.sec.gov
Baxter Capital Management IncIndianapolis$4.19 billion133Not listed(317) 706-0041adviserinfo.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
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
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
Wallington Asset ManagementIndianapolis$1.32 billion93017Not listed(317) 575-8670wallington.comadviserinfo.sec.gov
DeerfieldIndianapolis$1.18 billion1,07314Not listed(317) 469-2455adviserinfo.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
Market Street Wealth Management Advisors, LLCIndianapolis$776 million1,69312Not listed(317) 552-0505adviserinfo.sec.gov
Quantum Financial Services Inc.Indianapolis$730.9 million5162Not listed(317) 845-1786quantumfinancialinc.comadviserinfo.sec.gov
Northwest Financial Services IncIndianapolis$634.9 million37711Not listed(317) 844-0448northwestfinancial.netadviserinfo.sec.gov
Meridian Investment Advisors, Inc.Indianapolis$628 million1,1545Not listed(317) 573-5257meridianinvest.comadviserinfo.sec.gov
Monon Wealth ManagementIndianapolis$546.8 million1,74010Not listed(317) 993-3999music.amazon.comadviserinfo.sec.gov
Elevated Financial GroupIndianapolis$532 million1,86613Not listed(317) 533-7721elevatedfg.comadviserinfo.sec.gov
Reify Wealth Advisors, Inc.Indianapolis$524.4 million87715Not listed(317) 872-5090adviserinfo.sec.gov
The Wellington GRP LLCIndianapolis$473.6 million1,516101(317) 846-5055thewellingtongroupllc.comadviserinfo.sec.gov
Mindset Wealth Management, LLCIndianapolis$445.5 million2764Not listed(317) 348-4655mindsetwealthmanagement.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
Oneamerica Securities, Inc.Indianapolis$306.1 million2,300340Not listed(877) 285-3863oneamericasecurities.comadviserinfo.sec.gov
Provider Financial, Inc.Indianapolis$304 million7353Not listed(317) 706-0890provider-financial.comadviserinfo.sec.gov
Capital Cities InvestmentsIndianapolis$287.9 million1,25216Not listed(317) 475-4500capitalcitiesinvestments.comadviserinfo.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
Proteus, LLCIndianapolis$259.8 million291529(317) 653-2756adviserinfo.sec.gov
An Exceptional Life Financial, LLCIndianapolis$258.9 million9494Not listed(317) 941-6492adviserinfo.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
Asset Management Strategies, Inc.Indianapolis$220.2 million2,1108Not listed(317) 577-6912amsria.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
Werner FinancialIndianapolis$152.4 million1,2625Not listed(317) 735-9202wernerfinancial.comadviserinfo.sec.gov
MFG Wealth Management, Inc.Indianapolis$146 million9094Not listed(317) 780-1006adviserinfo.sec.gov
Core Wealth AdvisorsIndianapolis$143.8 million1493Not listed(317) 497-0569mycorewealthadvisors.comadviserinfo.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
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
Trust Investment Advisors Wealth Management, LLCIndianapolis$34.4 million833Not listed(317) 253-2000adviserinfo.sec.gov
High Alpha Studio, LLCIndianapolisNot listedNot listedNot listed8(317) 777-6762highalpha.comadviserinfo.sec.gov
Alloy Partners, Inc.IndianapolisNot listedNot listedNot listed3(317) 670-7450adviserinfo.sec.gov
Barrel Strength Partners LLCIndianapolisNot listedNot listedNot listed1(317) 902-0340adviserinfo.sec.gov
Ground Game VenturesIndianapolisNot listedNot listedNot listed1(317) 983-0455ground.gameadviserinfo.sec.gov
Truedge Asset Management LLCIndianapolisNot listed051(317) 581-4010truedgeam.comadviserinfo.sec.gov
Capital Cities, LLCIndianapolisNot listed010Not listed(317) 475-4500capcities.comadviserinfo.sec.gov
Mindset Asset Management, LLCIndianapolisNot listed04Not listed(317) 348-4655mindset-am.comadviserinfo.sec.gov

Advisers in Indianapolis that manage private funds

11 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Proteus, LLCIndianapolisIN291Not listedNot listedNot listed$419.2 million$259.8 millionadviserinfo.sec.gov
Centerfield Capital PartnersIndianapolisIN8Not listed8Not listedNot listed$610.8 million$1.08 billionadviserinfo.sec.gov
High Alpha Studio, LLCIndianapolisIN8Not listedNot listed8Not listed$380.5 millionNot listedadviserinfo.sec.gov
Fi3 Financial Advisors, LLCIndianapolisIN3Not listed2Not listedNot listed$11.4 million$1.14 billionadviserinfo.sec.gov
Alloy Partners, Inc.IndianapolisIN3Not listedNot listed3Not listed$34.8 millionNot listedadviserinfo.sec.gov
The Wellington GRP LLCIndianapolisIN1Not listed1Not listedNot listedNot listed$473.6 millionadviserinfo.sec.gov
Peloton Capital ManagementIndianapolisIN11Not listedNot listedNot listed$4.6 million$282 millionadviserinfo.sec.gov
Ambrose Capital Advisors, LLCIndianapolisIN1Not listedNot listedNot listed1$228.3 million$228.3 millionadviserinfo.sec.gov
Barrel Strength Partners LLCIndianapolisIN1Not listedNot listedNot listedNot listed$5.2 millionNot listedadviserinfo.sec.gov
Ground Game VenturesIndianapolisIN1Not listedNot listed1Not listed$28.4 millionNot listedadviserinfo.sec.gov
Truedge Asset Management LLCIndianapolisIN1Not listedNot listedNot listed1Not listedNot listedadviserinfo.sec.gov

Also on SpecStream

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