Data / Investment advisers / Serving high net worth individuals / Indiana
Investment advisers in Indiana serving high net worth individuals: 120 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
120 SEC registered investment advisers with a main office in Indiana report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $93.8 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 high net worth individuals, 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.
- 120Advisers
- $93.8 billionAUM from this client type
- 118Advisers over $100 million
- November 2, 2026File date
Advisers in Indiana serving high net worth individuals
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 | 551 | $13.85 billion | $23.33 billion | adviserinfo.sec.gov |
| Valeo Financial Advisors, LLC | Carmel | 2,257 | $12.28 billion | $12.96 billion | adviserinfo.sec.gov |
| Sapient Capital LLC | Indianapolis | 691 | $11.78 billion | $13.76 billion | adviserinfo.sec.gov |
| Thurston Springer Advisors | Indianapolis | 1,157 | $4.29 billion | $6.01 billion | adviserinfo.sec.gov |
| Sym Financial Advisors | Winona Lake | 848 | $3.39 billion | $5.81 billion | adviserinfo.sec.gov |
| CX Institutional, LLC | Auburn | 1,556 | $3.32 billion | $4.46 billion | adviserinfo.sec.gov |
| Bedel Financial Consulting Inc | Indianapolis | 741 | $2.73 billion | $2.92 billion | adviserinfo.sec.gov |
| Donaldson Capital Management LLC | Evansville | 711 | $2.51 billion | $3.46 billion | adviserinfo.sec.gov |
| Goelzer Investment Management | Carmel | 404 | $2.04 billion | $4.51 billion | adviserinfo.sec.gov |
| Elser Financial Planning, Inc. | Indianapolis | 420 | $1.95 billion | $2.11 billion | adviserinfo.sec.gov |
| Phillips Financial | Fort Wayne | 416 | $1.51 billion | $2.64 billion | adviserinfo.sec.gov |
| Woodley Farra | Indianapolis | 955 | $1.24 billion | $2.32 billion | adviserinfo.sec.gov |
| Shepherd Financial | Carmel | 375 | $1.13 billion | $7.47 billion | adviserinfo.sec.gov |
| Wallington Asset Management | Indianapolis | 197 | $1.08 billion | $1.32 billion | adviserinfo.sec.gov |
| Fi3 Financial Advisors, LLC | Indianapolis | 183 | $1.07 billion | $1.14 billion | adviserinfo.sec.gov |
| Deerfield | Indianapolis | 163 | $1.02 billion | $1.18 billion | adviserinfo.sec.gov |
| Vestia Personal Wealth Advisors | Fort Wayne | 3,105 | $966.4 million | $1.06 billion | adviserinfo.sec.gov |
| Galecki Financial Management Inc | Fort Wayne | 530 | $929.5 million | $929.5 million | adviserinfo.sec.gov |
| Pettinga Financial Advisors, LLC | Evansville | 257 | $895.9 million | $1.28 billion | adviserinfo.sec.gov |
| Invst, LLC | Indianapolis | 320 | $851.8 million | $1.57 billion | adviserinfo.sec.gov |
| Creative Financial Designs, Inc. | Kokomo | 462 | $841.6 million | $2.94 billion | adviserinfo.sec.gov |
| Wealth Advisors Group | Fort Wayne | 283 | $766.5 million | $1.34 billion | adviserinfo.sec.gov |
| Korhorn Financial Group | Granger | 430 | $739.8 million | $1.15 billion | adviserinfo.sec.gov |
| Quantum Financial Services Inc. | Indianapolis | 78 | $730.9 million | $730.9 million | adviserinfo.sec.gov |
| Lji Wealth Management, LLC | Indianapolis | 231 | $686.1 million | $1.37 billion | adviserinfo.sec.gov |
| Market Street Wealth Management Advisors, LLC | Indianapolis | 200 | $664.3 million | $776 million | adviserinfo.sec.gov |
| Halter Ferguson Financial Inc | Carmel | 194 | $649.7 million | $705 million | adviserinfo.sec.gov |
| Financial Enhancement Group | Anderson | 261 | $643.5 million | $987 million | adviserinfo.sec.gov |
| Hurlow Wealth Management Group, Inc. | Bloomington | 223 | $612.6 million | $794.4 million | adviserinfo.sec.gov |
| Walter Keenan Wealth Management | South Bend | 94 | $610.3 million | $983.3 million | adviserinfo.sec.gov |
| Lynch & Associates | Newburgh | 164 | $601.3 million | $831.1 million | adviserinfo.sec.gov |
| Sycamore Financial Group | Kokomo | 186 | $573.3 million | $787.4 million | adviserinfo.sec.gov |
| Northwest Financial Services Inc | Indianapolis | 169 | $534.1 million | $634.9 million | adviserinfo.sec.gov |
| Wealth Advisory Solutions, LLC | Zionsville | 98 | $467.3 million | $599.1 million | adviserinfo.sec.gov |
| Reify Wealth Advisors, Inc. | Indianapolis | 137 | $451.2 million | $524.4 million | adviserinfo.sec.gov |
| Archer Investment Corporation | Carmel | 173 | $418.4 million | $1.01 billion | adviserinfo.sec.gov |
| Hilltop Wealth & Tax Solutions | Mishawaka | 194 | $404.2 million | $616.4 million | adviserinfo.sec.gov |
| Financial Plans & Strategies, Inc. | Greenwood | 185 | $402.6 million | $610.6 million | adviserinfo.sec.gov |
| Gettings Busch Wealth Management | Lafayette | 202 | $392 million | $541.5 million | adviserinfo.sec.gov |
| Monon Wealth Management | Indianapolis | 130 | $391 million | $546.8 million | adviserinfo.sec.gov |
| Corevision Financial Group | Shelbyville | 162 | $370.4 million | $1.15 billion | adviserinfo.sec.gov |
| Kirr, Marbach & Company, LLC | Columbus | 90 | $347.9 million | $587.7 million | adviserinfo.sec.gov |
| Pathway Financial Advisers, LLC | Auburn | 142 | $346.8 million | $524.2 million | adviserinfo.sec.gov |
| Cfci | Bloomington | 148 | $337.4 million | $595.6 million | adviserinfo.sec.gov |
| Dickmeyer Boyce Financial Management, Inc | Fort Wayne | 124 | $327.1 million | $438.5 million | adviserinfo.sec.gov |
| Monarch Capital Management Inc | Fort Wayne | 90 | $323.8 million | $495.7 million | adviserinfo.sec.gov |
| Thomas Story and Son LLC | Plymouth | 28 | $320.2 million | $328.2 million | adviserinfo.sec.gov |
| Meridian Investment Advisors, Inc. | Indianapolis | 240 | $309.2 million | $628 million | adviserinfo.sec.gov |
| The Wellington GRP LLC | Indianapolis | 77 | $294 million | $473.6 million | adviserinfo.sec.gov |
| Axiom Financial Strategies Group, LLC | New Albany | 108 | $289.9 million | $404.1 million | adviserinfo.sec.gov |
| Peloton Capital Management | Indianapolis | 138 | $278.7 million | $282 million | adviserinfo.sec.gov |
| Mindset Wealth Management, LLC | Indianapolis | 189 | $276.3 million | $445.5 million | adviserinfo.sec.gov |
| Hendershott Wealth Management, LLC | Fishers | 72 | $266.4 million | $305.8 million | adviserinfo.sec.gov |
| Intrepid Financial Planning Group, LLC | Carmel | 212 | $257.2 million | $390.4 million | adviserinfo.sec.gov |
| Smith Financial | Kokomo | 72 | $251.5 million | $456.9 million | adviserinfo.sec.gov |
| Vista Investment Partners | Richmond | 94 | $249.3 million | $383.1 million | adviserinfo.sec.gov |
| Forum Private Client Group | Fishers | 115 | $243.4 million | $403.3 million | adviserinfo.sec.gov |
| Mosaic Wealth Management LLC | Bloomington | 77 | $241 million | $285 million | adviserinfo.sec.gov |
| Ami Investment Management Inc | Kendallville | 59 | $231.1 million | $963.6 million | adviserinfo.sec.gov |
| Provider Financial, Inc. | Indianapolis | 210 | $219.7 million | $304 million | adviserinfo.sec.gov |
| Elevated Financial Group | Indianapolis | 133 | $218.3 million | $532 million | adviserinfo.sec.gov |
| Bookends Financial Planning | Indianapolis | 89 | $208.4 million | $338.3 million | adviserinfo.sec.gov |
| Horizon Investment Services, LLC. | Hammond | 67 | $206.4 million | $363.8 million | adviserinfo.sec.gov |
| Storen Financial | Zionsville | 93 | $204.8 million | $438.3 million | adviserinfo.sec.gov |
| An Exceptional Life Financial, LLC | Indianapolis | 53 | $204.7 million | $258.9 million | adviserinfo.sec.gov |
| Four Quadrant Wealth Advisors, Inc. | Carmel | 62 | $204.5 million | $219 million | adviserinfo.sec.gov |
| Kotys Wealth Professionals | Valparaiso | 116 | $204.1 million | $308 million | adviserinfo.sec.gov |
| Charter Advisory Corporation | Indianapolis | 203 | $204 million | $333.1 million | adviserinfo.sec.gov |
| Kessler Investment Group, LLC | Columbus | 71 | $198.8 million | $359.7 million | adviserinfo.sec.gov |
| CBG & Company, Inc. | Fishers | 114 | $195.2 million | $270.7 million | adviserinfo.sec.gov |
| Laughlin Financial LLC | Bloomington | 50 | $185.3 million | $200.2 million | adviserinfo.sec.gov |
| Winthrop Capital Management | Carmel | 60 | $180.6 million | $3.97 billion | adviserinfo.sec.gov |
| Trust Investment Advisors | Indianapolis | 44 | $175.4 million | $238.9 million | adviserinfo.sec.gov |
| Tradewell Tax & Financial | Fort Wayne | 85 | $174.3 million | $320.4 million | adviserinfo.sec.gov |
| Axia Advisory | Indianapolis | 40 | $174.1 million | $1.88 billion | adviserinfo.sec.gov |
| Banker Investment Group | West Lafayette | 97 | $172.8 million | $260.2 million | adviserinfo.sec.gov |
| Oxinas Partners Wealth Management | Jeffersonville | 88 | $172 million | $391 million | adviserinfo.sec.gov |
| Howard Bailey Securities, LLC | Fort Wayne | 83 | $169.9 million | $582.8 million | adviserinfo.sec.gov |
| Curry Webb Wealth Management LLC | Indianapolis | 70 | $166.9 million | $332.4 million | adviserinfo.sec.gov |
| Bischoff Wealth Management Group, LLC | Greenwood | 114 | $158.8 million | $222 million | adviserinfo.sec.gov |
| Nearside Advisors, LLC | Indianapolis | 45 | $157.7 million | $188.6 million | adviserinfo.sec.gov |
| Gimbal Financial, LLC | Carmel | 106 | $154.8 million | $290 million | adviserinfo.sec.gov |
| Wellington Investment Advisors | Bloomington | 65 | $148.5 million | $261.4 million | adviserinfo.sec.gov |
| Compass Financial Advisors LLC | Fort Wayne | 145 | $147.5 million | $282.5 million | adviserinfo.sec.gov |
| Teeple Snyder Newsome Wealth & Tax Management | Brownsburg | 120 | $145.7 million | $287 million | adviserinfo.sec.gov |
| Capital Cities Investments | Indianapolis | 64 | $145.7 million | $287.9 million | adviserinfo.sec.gov |
| Greenleaf Financial Group | Carmel | 63 | $140.2 million | $175.2 million | adviserinfo.sec.gov |
| Atlas Capital Management Corp | Ft Wayne | 90 | $139.2 million | $869.8 million | adviserinfo.sec.gov |
| Kestrel Wealth Management, LLC | South Bend | 29 | $131.4 million | $143.9 million | adviserinfo.sec.gov |
| McMahan Capital Management | Carmel | 31 | $131.4 million | $135.9 million | adviserinfo.sec.gov |
| Aldebaran Capital, LLC | Carmel | 42 | $125.7 million | $166.9 million | adviserinfo.sec.gov |
| Pile Wealth Management | Indianapolis | 19 | $123.3 million | $188.7 million | adviserinfo.sec.gov |
| Maripau Wealth Management LLC | Fort Wayne | 68 | $120.8 million | $363.8 million | adviserinfo.sec.gov |
| Koon Financial Planning & Consulting/Kfp&C | Greenwood | 55 | $118.6 million | $146.9 million | adviserinfo.sec.gov |
| Fortitude Private Wealth | Carmel | 44 | $112.7 million | $126.5 million | adviserinfo.sec.gov |
| Fnex Wealth, LLC | Indianapolis | 26 | $112 million | $122.3 million | adviserinfo.sec.gov |
| Hobbs Wealth Management | Zionsville | 65 | $111.5 million | $146.7 million | adviserinfo.sec.gov |
| Comprehensive Financial Consultants | Cicero | 61 | $108.6 million | $187.3 million | adviserinfo.sec.gov |
| Spyglass Investment Management | Terre Haute | 86 | $99.3 million | $156.4 million | adviserinfo.sec.gov |
| Precedent Financial Strategies | Indianapolis | 53 | $99.1 million | $111.5 million | adviserinfo.sec.gov |
| Financial Planning Services | Fort Wayne | 58 | $99 million | $212.6 million | adviserinfo.sec.gov |
| Gehrig Capital Management, Inc. | Merrillville | 50 | $98.4 million | $203.9 million | adviserinfo.sec.gov |
| Strive Financial Group, LLC | Carmel | 109 | $98.3 million | $246.7 million | adviserinfo.sec.gov |
| Freeman, Will & Niemeier, Inc. | Evansville | 50 | $92 million | $284.2 million | adviserinfo.sec.gov |
| Titan Investment Management LLC | Indianapolis | 73 | $85.6 million | $123.9 million | adviserinfo.sec.gov |
| Werner Financial | Indianapolis | 85 | $85.1 million | $152.4 million | adviserinfo.sec.gov |
| Core Wealth Advisors | Indianapolis | 43 | $83.3 million | $143.8 million | adviserinfo.sec.gov |
| MFG Wealth Management, Inc. | Indianapolis | 39 | $81.3 million | $146 million | adviserinfo.sec.gov |
| MJ Retirement | Carmel | 21 | $75.5 million | $5.49 billion | adviserinfo.sec.gov |
| Genesis Advisors, LLC | Fishers | 14 | $73.8 million | $121.2 million | adviserinfo.sec.gov |
| CFG Wealth Management Services Inc | Indianapolis | 41 | $73.3 million | $110.2 million | adviserinfo.sec.gov |
| Lauer Wealth Management | Valparaiso | 47 | $58.4 million | $160.9 million | adviserinfo.sec.gov |
| Canterbury Investment Management, LLC | Zionsville | 16 | $53.1 million | $69.8 million | adviserinfo.sec.gov |
| Oxford Harriman Private Wealth Management | Indianapolis | 20 | $52.1 million | $106.4 million | adviserinfo.sec.gov |
| Apple Tree Asset Management, LLC | Fort Wayne | 51 | $50.8 million | $151.9 million | adviserinfo.sec.gov |
| Capital Advisor Network | Lafayette | 66 | $40.5 million | $124.5 million | adviserinfo.sec.gov |
| Wabash Capital, Inc. | Terre Haute | 17 | $33.5 million | $173 million | adviserinfo.sec.gov |
| Trust Investment Advisors Wealth Management, LLC | Indianapolis | 11 | $23.6 million | $34.4 million | adviserinfo.sec.gov |
| Oneamerica Securities, Inc. | Indianapolis | 42 | $22.6 million | $306.1 million | adviserinfo.sec.gov |
| Qbox Fiduciary Solutions, LLC | Fort Wayne | 21 | $14.9 million | $429.2 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.