Data / Investment advisers / Serving corporations and other businesses / Indiana
Investment advisers in Indiana serving corporations and other businesses: 74 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
74 SEC registered investment advisers with a main office in Indiana report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $4.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Oxford Financial Group, LTD.
The request: Every investment adviser in Indiana that serves corporations and other businesses, with AUM, 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.
- 74Advisers
- $4.2 billionAUM from this client type
- 74Advisers over $100 million
- November 2, 2026File date
Advisers in Indiana serving corporations and other businesses
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 |
|---|
| Oxford Financial Group, LTD | Carmel | 11 | $1.14 billion | $23.33 billion | adviserinfo.sec.gov |
| Sapient Capital LLC | Indianapolis | 6 | $675.7 million | $13.76 billion | adviserinfo.sec.gov |
| 40/86 Advisors, Inc. | Carmel | 3 | $412.9 million | $30.50 billion | adviserinfo.sec.gov |
| Thurston Springer Advisors | Indianapolis | 76 | $295.4 million | $6.01 billion | adviserinfo.sec.gov |
| Goelzer Investment Management | Carmel | 19 | $212.7 million | $4.51 billion | adviserinfo.sec.gov |
| Winthrop Capital Management | Carmel | 20 | $171.8 million | $3.97 billion | adviserinfo.sec.gov |
| Mindset Wealth Management, LLC | Indianapolis | 3 | $157.5 million | $445.5 million | adviserinfo.sec.gov |
| CX Institutional, LLC | Auburn | Fewer than 5 | $153.5 million | $4.46 billion | adviserinfo.sec.gov |
| Oneamerica Asset Management, LLC | Indianapolis | Fewer than 5 | $135.2 million | $24.42 billion | adviserinfo.sec.gov |
| Walter Keenan Wealth Management | South Bend | 4 | $93 million | $983.3 million | adviserinfo.sec.gov |
| Pettinga Financial Advisors, LLC | Evansville | 22 | $78.5 million | $1.28 billion | adviserinfo.sec.gov |
| Sym Financial Advisors | Winona Lake | 20 | $56 million | $5.81 billion | adviserinfo.sec.gov |
| Shepherd Financial | Carmel | 6 | $53.5 million | $7.47 billion | adviserinfo.sec.gov |
| Bedel Financial Consulting Inc | Indianapolis | Fewer than 5 | $51.9 million | $2.92 billion | adviserinfo.sec.gov |
| Wealth Advisors Group | Fort Wayne | 15 | $48.5 million | $1.34 billion | adviserinfo.sec.gov |
| Donaldson Capital Management LLC | Evansville | 18 | $42.2 million | $3.46 billion | adviserinfo.sec.gov |
| Elser Financial Planning, Inc. | Indianapolis | 6 | $41.6 million | $2.11 billion | adviserinfo.sec.gov |
| Corevision Financial Group | Shelbyville | Fewer than 5 | $38.1 million | $1.15 billion | adviserinfo.sec.gov |
| Valeo Financial Advisors, LLC | Carmel | 5 | $37.5 million | $12.96 billion | adviserinfo.sec.gov |
| Horizon Investment Services, LLC. | Hammond | 6 | $28.6 million | $363.8 million | adviserinfo.sec.gov |
| Kirr, Marbach & Company, LLC | Columbus | Fewer than 5 | $27.4 million | $587.7 million | adviserinfo.sec.gov |
| Monon Wealth Management | Indianapolis | 5 | $26.6 million | $546.8 million | adviserinfo.sec.gov |
| Financial Enhancement Group | Anderson | 21 | $24.8 million | $987 million | adviserinfo.sec.gov |
| Lynch & Associates | Newburgh | 15 | $21.7 million | $831.1 million | adviserinfo.sec.gov |
| Creative Financial Designs, Inc. | Kokomo | 37 | $18.8 million | $2.94 billion | adviserinfo.sec.gov |
| Wabash Capital, Inc. | Terre Haute | Fewer than 5 | $16 million | $173 million | adviserinfo.sec.gov |
| Ami Investment Management Inc | Kendallville | 6 | $14.3 million | $963.6 million | adviserinfo.sec.gov |
| Wallington Asset Management | Indianapolis | 2 | $11.5 million | $1.32 billion | adviserinfo.sec.gov |
| Financial Planning Services | Fort Wayne | 2 | $11.3 million | $212.6 million | adviserinfo.sec.gov |
| Market Street Wealth Management Advisors, LLC | Indianapolis | Fewer than 5 | $10.8 million | $776 million | adviserinfo.sec.gov |
| Monarch Capital Management Inc | Fort Wayne | 2 | $10.3 million | $495.7 million | adviserinfo.sec.gov |
| Gehrig Capital Management, Inc. | Merrillville | 8 | $9 million | $203.9 million | adviserinfo.sec.gov |
| Spyglass Investment Management | Terre Haute | 10 | $6.1 million | $156.4 million | adviserinfo.sec.gov |
| Vista Investment Partners | Richmond | 3 | $6 million | $383.1 million | adviserinfo.sec.gov |
| Bischoff Wealth Management Group, LLC | Greenwood | 21 | $5.7 million | $222 million | adviserinfo.sec.gov |
| Phillips Financial | Fort Wayne | 5 | $5.2 million | $2.64 billion | adviserinfo.sec.gov |
| Deerfield | Indianapolis | 7 | $4.9 million | $1.18 billion | adviserinfo.sec.gov |
| CFG Wealth Management Services Inc | Indianapolis | 1 | $4.8 million | $110.2 million | adviserinfo.sec.gov |
| Axiom Financial Strategies Group, LLC | New Albany | Fewer than 5 | $4.8 million | $404.1 million | adviserinfo.sec.gov |
| Hurlow Wealth Management Group, Inc. | Bloomington | 13 | $4.8 million | $794.4 million | adviserinfo.sec.gov |
| Pile Wealth Management | Indianapolis | Fewer than 5 | $4.3 million | $188.7 million | adviserinfo.sec.gov |
| Thomas Story and Son LLC | Plymouth | Fewer than 5 | $3.9 million | $328.2 million | adviserinfo.sec.gov |
| Fi3 Financial Advisors, LLC | Indianapolis | 3 | $3.8 million | $1.14 billion | adviserinfo.sec.gov |
| Aldebaran Capital, LLC | Carmel | Fewer than 5 | $3.7 million | $166.9 million | adviserinfo.sec.gov |
| Intrepid Financial Planning Group, LLC | Carmel | 11 | $3.7 million | $390.4 million | adviserinfo.sec.gov |
| The Financial Resource Center | Carmel | 2 | $3.4 million | $642.5 million | adviserinfo.sec.gov |
| Oxinas Partners Wealth Management | Jeffersonville | 8 | $3.1 million | $391 million | adviserinfo.sec.gov |
| Storen Financial | Zionsville | 4 | $2.9 million | $438.3 million | adviserinfo.sec.gov |
| Hendershott Wealth Management, LLC | Fishers | 1 | $2.8 million | $305.8 million | adviserinfo.sec.gov |
| Hilltop Wealth & Tax Solutions | Mishawaka | 2 | $2.5 million | $616.4 million | adviserinfo.sec.gov |
| Kessler Investment Group, LLC | Columbus | Fewer than 5 | $2.4 million | $359.7 million | adviserinfo.sec.gov |
| Charter Advisory Corporation | Indianapolis | Fewer than 5 | $2.3 million | $333.1 million | adviserinfo.sec.gov |
| Strive Financial Group, LLC | Carmel | Fewer than 5 | $2.1 million | $246.7 million | adviserinfo.sec.gov |
| Korhorn Financial Group | Granger | 7 | $2 million | $1.15 billion | adviserinfo.sec.gov |
| Howard Bailey Securities, LLC | Fort Wayne | 3 | $1.9 million | $582.8 million | adviserinfo.sec.gov |
| Werner Financial | Indianapolis | 12 | $1.6 million | $152.4 million | adviserinfo.sec.gov |
| Freeman, Will & Niemeier, Inc. | Evansville | 2 | $1.6 million | $284.2 million | adviserinfo.sec.gov |
| Forum Private Client Group | Fishers | Fewer than 5 | $1.4 million | $403.3 million | adviserinfo.sec.gov |
| Compass Financial Advisors LLC | Fort Wayne | 2 | $1.2 million | $282.5 million | adviserinfo.sec.gov |
| Axia Advisory | Indianapolis | Fewer than 5 | $1.1 million | $1.88 billion | adviserinfo.sec.gov |
| Comprehensive Financial Consultants | Cicero | 9 | $1.1 million | $187.3 million | adviserinfo.sec.gov |
| Gettings Busch Wealth Management | Lafayette | 3 | $937,829 | $541.5 million | adviserinfo.sec.gov |
| Gimbal Financial, LLC | Carmel | 2 | $772,329 | $290 million | adviserinfo.sec.gov |
| Pathway Financial Advisers, LLC | Auburn | 2 | $628,225 | $524.2 million | adviserinfo.sec.gov |
| Elevated Financial Group | Indianapolis | 2 | $528,447 | $532 million | adviserinfo.sec.gov |
| Dickmeyer Boyce Financial Management, Inc | Fort Wayne | 6 | $397,281 | $438.5 million | adviserinfo.sec.gov |
| Wealth Advisory Solutions, LLC | Zionsville | 2 | $291,949 | $599.1 million | adviserinfo.sec.gov |
| Bookends Financial Planning | Indianapolis | 1 | $220,998 | $338.3 million | adviserinfo.sec.gov |
| Teeple Snyder Newsome Wealth & Tax Management | Brownsburg | 1 | $120,133 | $287 million | adviserinfo.sec.gov |
| Wellington Investment Advisors | Bloomington | Fewer than 5 | $78,000 | $261.4 million | adviserinfo.sec.gov |
| Oneamerica Securities, Inc. | Indianapolis | Fewer than 5 | $60,000 | $306.1 million | adviserinfo.sec.gov |
| Genesis Advisors, LLC | Fishers | Fewer than 5 | $48,287 | $121.2 million | adviserinfo.sec.gov |
| Lauer Wealth Management | Valparaiso | 1 | $43,789 | $160.9 million | adviserinfo.sec.gov |
| Hobbs Wealth Management | Zionsville | Fewer than 5 | $6,000 | $146.7 million | 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.