Data / Investment advisers / Serving charitable organizations / Indiana
Investment advisers in Indiana serving charitable organizations: 73 firms
73 SEC registered investment advisers with a main office in Indiana report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $10.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Baxter Capital Management Inc.
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.
- 73Advisers
- $10.4 billionAUM from this client type
- 73Advisers over $100 million
- November 2, 2026File date
Advisers in Indiana serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Baxter Capital Management Inc | Indianapolis | 1 | $3.44 billion | $4.19 billion | adviserinfo.sec.gov |
| Goelzer Investment Management | Carmel | 42 | $1.36 billion | $4.51 billion | adviserinfo.sec.gov |
| Sapient Capital LLC | Indianapolis | 31 | $1.21 billion | $13.76 billion | adviserinfo.sec.gov |
| Sym Financial Advisors | Winona Lake | 10 | $815.1 million | $5.81 billion | adviserinfo.sec.gov |
| Ami Investment Management Inc | Kendallville | 16 | $624.9 million | $963.6 million | adviserinfo.sec.gov |
| Oxford Financial Group, LTD | Carmel | 18 | $413.9 million | $23.33 billion | adviserinfo.sec.gov |
| Phillips Financial | Fort Wayne | 10 | $304.9 million | $2.64 billion | adviserinfo.sec.gov |
| Valeo Financial Advisors, LLC | Carmel | 16 | $281.9 million | $12.96 billion | adviserinfo.sec.gov |
| Donaldson Capital Management LLC | Evansville | 47 | $271.6 million | $3.46 billion | adviserinfo.sec.gov |
| Walter Keenan Wealth Management | South Bend | 10 | $262.7 million | $983.3 million | adviserinfo.sec.gov |
| Wealth Advisors Group | Fort Wayne | 9 | $226.6 million | $1.34 billion | adviserinfo.sec.gov |
| Woodley Farra | Indianapolis | 57 | $169.9 million | $2.32 billion | adviserinfo.sec.gov |
| Smith Financial | Kokomo | Fewer than 5 | $142.1 million | $456.9 million | adviserinfo.sec.gov |
| Monarch Capital Management Inc | Fort Wayne | 17 | $103.9 million | $495.7 million | adviserinfo.sec.gov |
| Thurston Springer Advisors | Indianapolis | 33 | $91.1 million | $6.01 billion | adviserinfo.sec.gov |
| Corevision Financial Group | Shelbyville | 6 | $90.4 million | $1.15 billion | adviserinfo.sec.gov |
| Elser Financial Planning, Inc. | Indianapolis | Fewer than 5 | $58.5 million | $2.11 billion | adviserinfo.sec.gov |
| Axiom Financial Strategies Group, LLC | New Albany | Fewer than 5 | $51.6 million | $404.1 million | adviserinfo.sec.gov |
| Axia Advisory | Indianapolis | Fewer than 5 | $48.7 million | $1.88 billion | adviserinfo.sec.gov |
| Cfci | Bloomington | 5 | $48.6 million | $595.6 million | adviserinfo.sec.gov |
| CX Institutional, LLC | Auburn | 7 | $32.8 million | $4.46 billion | adviserinfo.sec.gov |
| Wabash Capital, Inc. | Terre Haute | 7 | $27.9 million | $173 million | adviserinfo.sec.gov |
| Fi3 Financial Advisors, LLC | Indianapolis | 7 | $26.6 million | $1.14 billion | adviserinfo.sec.gov |
| Pettinga Financial Advisors, LLC | Evansville | 13 | $26.2 million | $1.28 billion | adviserinfo.sec.gov |
| Kotys Wealth Professionals | Valparaiso | Fewer than 5 | $26.1 million | $308 million | adviserinfo.sec.gov |
| Deerfield | Indianapolis | 6 | $25.9 million | $1.18 billion | adviserinfo.sec.gov |
| CFG Wealth Management Services Inc | Indianapolis | 3 | $25.2 million | $110.2 million | adviserinfo.sec.gov |
| Genesis Advisors, LLC | Fishers | 8 | $22 million | $121.2 million | adviserinfo.sec.gov |
| Wallington Asset Management | Indianapolis | 12 | $20.5 million | $1.32 billion | adviserinfo.sec.gov |
| Pile Wealth Management | Indianapolis | Fewer than 5 | $18 million | $188.7 million | adviserinfo.sec.gov |
| Sycamore Financial Group | Kokomo | 10 | $15 million | $787.4 million | adviserinfo.sec.gov |
| Trust Investment Advisors | Indianapolis | 11 | $14.3 million | $238.9 million | adviserinfo.sec.gov |
| Dickmeyer Boyce Financial Management, Inc | Fort Wayne | 5 | $14.1 million | $438.5 million | adviserinfo.sec.gov |
| Oneamerica Asset Management, LLC | Indianapolis | Fewer than 5 | $13.7 million | $24.42 billion | adviserinfo.sec.gov |
| Compass Financial Advisors LLC | Fort Wayne | 6 | $11 million | $282.5 million | adviserinfo.sec.gov |
| Creative Financial Designs, Inc. | Kokomo | 33 | $9.6 million | $2.94 billion | adviserinfo.sec.gov |
| Korhorn Financial Group | Granger | 12 | $9.6 million | $1.15 billion | adviserinfo.sec.gov |
| Winthrop Capital Management | Carmel | 7 | $9.3 million | $3.97 billion | adviserinfo.sec.gov |
| Koon Financial Planning & Consulting/Kfp&C | Greenwood | 10 | $8.2 million | $146.9 million | adviserinfo.sec.gov |
| Lynch & Associates | Newburgh | Fewer than 5 | $7.8 million | $831.1 million | adviserinfo.sec.gov |
| Wealth Advisory Solutions, LLC | Zionsville | 2 | $7.5 million | $599.1 million | adviserinfo.sec.gov |
| Hurlow Wealth Management Group, Inc. | Bloomington | 7 | $7 million | $794.4 million | adviserinfo.sec.gov |
| Aldebaran Capital, LLC | Carmel | Fewer than 5 | $6.2 million | $166.9 million | adviserinfo.sec.gov |
| Bedel Financial Consulting Inc | Indianapolis | Fewer than 5 | $5.6 million | $2.92 billion | adviserinfo.sec.gov |
| Precedent Financial Strategies | Indianapolis | Fewer than 5 | $5.3 million | $111.5 million | adviserinfo.sec.gov |
| Gettings Busch Wealth Management | Lafayette | 4 | $5.2 million | $541.5 million | adviserinfo.sec.gov |
| Comprehensive Financial Consultants | Cicero | 7 | $4.8 million | $187.3 million | adviserinfo.sec.gov |
| Financial Planning Services | Fort Wayne | 4 | $3.8 million | $212.6 million | adviserinfo.sec.gov |
| Market Street Wealth Management Advisors, LLC | Indianapolis | 5 | $3.7 million | $776 million | adviserinfo.sec.gov |
| Peloton Capital Management | Indianapolis | Fewer than 5 | $3.3 million | $282 million | adviserinfo.sec.gov |
| Halter Ferguson Financial Inc | Carmel | Fewer than 5 | $3 million | $705 million | adviserinfo.sec.gov |
| Oxinas Partners Wealth Management | Jeffersonville | Fewer than 5 | $2.8 million | $391 million | adviserinfo.sec.gov |
| Gimbal Financial, LLC | Carmel | 2 | $2.7 million | $290 million | adviserinfo.sec.gov |
| Financial Enhancement Group | Anderson | 3 | $2.4 million | $987 million | adviserinfo.sec.gov |
| Werner Financial | Indianapolis | Fewer than 5 | $1.8 million | $152.4 million | adviserinfo.sec.gov |
| Vista Investment Partners | Richmond | Fewer than 5 | $1.6 million | $383.1 million | adviserinfo.sec.gov |
| Charter Advisory Corporation | Indianapolis | Fewer than 5 | $927,828 | $333.1 million | adviserinfo.sec.gov |
| Pathway Financial Advisers, LLC | Auburn | 3 | $576,556 | $524.2 million | adviserinfo.sec.gov |
| Bischoff Wealth Management Group, LLC | Greenwood | Fewer than 5 | $402,862 | $222 million | adviserinfo.sec.gov |
| Shepherd Financial | Carmel | 1 | $312,172 | $7.47 billion | adviserinfo.sec.gov |
| Intrepid Financial Planning Group, LLC | Carmel | 2 | $236,920 | $390.4 million | adviserinfo.sec.gov |
| Lauer Wealth Management | Valparaiso | 1 | $219,509 | $160.9 million | adviserinfo.sec.gov |
| Spyglass Investment Management | Terre Haute | Fewer than 5 | $194,947 | $156.4 million | adviserinfo.sec.gov |
| Fnex Wealth, LLC | Indianapolis | 1 | $151,387 | $122.3 million | adviserinfo.sec.gov |
| Hilltop Wealth & Tax Solutions | Mishawaka | 3 | $134,764 | $616.4 million | adviserinfo.sec.gov |
| Greenleaf Financial Group | Carmel | 1 | $112,717 | $175.2 million | adviserinfo.sec.gov |
| Strive Financial Group, LLC | Carmel | Fewer than 5 | $102,000 | $246.7 million | adviserinfo.sec.gov |
| Storen Financial | Zionsville | 1 | $64,094 | $438.3 million | adviserinfo.sec.gov |
| Apple Tree Asset Management, LLC | Fort Wayne | Fewer than 5 | $55,125 | $151.9 million | adviserinfo.sec.gov |
| Kessler Investment Group, LLC | Columbus | Fewer than 5 | $54,697 | $359.7 million | adviserinfo.sec.gov |
| Wellington Investment Advisors | Bloomington | Fewer than 5 | $36,000 | $261.4 million | adviserinfo.sec.gov |
| Monon Wealth Management | Indianapolis | Fewer than 5 | $4 | $546.8 million | adviserinfo.sec.gov |
| Teeple Snyder Newsome Wealth & Tax Management | Brownsburg | 1 | Not listed | $287 million | adviserinfo.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.