Data / Investment advisers / Serving state and municipal governments / Indiana
Investment advisers in Indiana serving state and municipal governments: 12 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
12 SEC registered investment advisers with a main office in Indiana report state and municipal governments among their clients in Form ADV item 5.D, and together they attribute $2.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Goelzer Investment Management.
The request: Every investment adviser in Indiana that serves state and municipal governments, with AUM, phone and website. $10 of work on sign-up, no card.
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- 12Advisers
- $2.2 billionAUM from this client type
- 12Advisers over $100 million
- November 2, 2026File date
Advisers in Indiana serving state and municipal governments
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 |
|---|---|---|---|---|---|
| Goelzer Investment Management | Carmel | 35 | $575.2 million | $4.51 billion | adviserinfo.sec.gov |
| The Financial Resource Center | Carmel | 3 | $521.7 million | $642.5 million | adviserinfo.sec.gov |
| US Agriculture | Carmel | 2 | $417.5 million | $759.1 million | adviserinfo.sec.gov |
| Axia Advisory | Indianapolis | 9 | $312.7 million | $1.88 billion | adviserinfo.sec.gov |
| Lji Wealth Management, LLC | Indianapolis | 28 | $173.5 million | $1.37 billion | adviserinfo.sec.gov |
| Woodley Farra | Indianapolis | 1 | $62.6 million | $2.32 billion | adviserinfo.sec.gov |
| Compass Financial Advisors LLC | Fort Wayne | 1 | $44.7 million | $282.5 million | adviserinfo.sec.gov |
| Kirr, Marbach & Company, LLC | Columbus | Fewer than 5 | $32.2 million | $587.7 million | adviserinfo.sec.gov |
| Ami Investment Management Inc | Kendallville | Fewer than 5 | $9.1 million | $963.6 million | adviserinfo.sec.gov |
| Charter Advisory Corporation | Indianapolis | Fewer than 5 | $6.5 million | $333.1 million | adviserinfo.sec.gov |
| Donaldson Capital Management LLC | Evansville | 1 | $614,766 | $3.46 billion | adviserinfo.sec.gov |
| Spyglass Investment Management | Terre Haute | Fewer than 5 | $419,568 | $156.4 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.