Data / Investment advisers / Serving individuals / Indiana

Investment advisers in Indiana serving individuals: 121 firms

Name: Investment advisers in Indiana serving individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

121 SEC registered investment advisers with a main office in Indiana report individuals among their clients in Form ADV item 5.D, and together they attribute $20 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Creative Financial Designs, 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.

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121Advisers
$20 billionAUM from this client type
119Advisers over $100 million
November 2, 2026File date

Advisers in Indiana serving 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
Creative Financial Designs, Inc.	Kokomo	10,015	$2.05 billion	$2.94 billion	adviserinfo.sec.gov
Thurston Springer Advisors	Indianapolis	3,272	$1.12 billion	$6.01 billion	adviserinfo.sec.gov
CX Institutional, LLC	Auburn	2,997	$949.9 million	$4.46 billion	adviserinfo.sec.gov
Woodley Farra	Indianapolis	636	$828.1 million	$2.32 billion	adviserinfo.sec.gov
Atlas Capital Management Corp	Ft Wayne	3,171	$730.6 million	$869.8 million	adviserinfo.sec.gov
Smi Advisory Services, LLC	Columbus	1,080	$723 million	$949 million	adviserinfo.sec.gov
Corevision Financial Group	Shelbyville	1,128	$644.3 million	$1.15 billion	adviserinfo.sec.gov
Sym Financial Advisors	Winona Lake	953	$415.8 million	$5.81 billion	adviserinfo.sec.gov
Donaldson Capital Management LLC	Evansville	1,025	$414.7 million	$3.46 billion	adviserinfo.sec.gov
Invst, LLC	Indianapolis	1,873	$405.1 million	$1.57 billion	adviserinfo.sec.gov
Howard Bailey Securities, LLC	Fort Wayne	1,617	$403.7 million	$582.8 million	adviserinfo.sec.gov
Valeo Financial Advisors, LLC	Carmel	764	$358.1 million	$12.96 billion	adviserinfo.sec.gov
Archer Investment Corporation	Carmel	4,117	$355.4 million	$1.01 billion	adviserinfo.sec.gov
Lji Wealth Management, LLC	Indianapolis	1,259	$352.7 million	$1.37 billion	adviserinfo.sec.gov
Korhorn Financial Group	Granger	1,873	$319.5 million	$1.15 billion	adviserinfo.sec.gov
Financial Enhancement Group	Anderson	996	$316.2 million	$987 million	adviserinfo.sec.gov
Wealth Advisors Group	Fort Wayne	730	$293.5 million	$1.34 billion	adviserinfo.sec.gov
Oneamerica Securities, Inc.	Indianapolis	2,258	$283.4 million	$306.1 million	adviserinfo.sec.gov
Maripau Wealth Management LLC	Fort Wayne	996	$243 million	$363.8 million	adviserinfo.sec.gov
Storen Financial	Zionsville	771	$227.6 million	$438.3 million	adviserinfo.sec.gov
Shepherd Financial	Carmel	930	$220.3 million	$7.47 billion	adviserinfo.sec.gov
Asset Management Strategies, Inc.	Indianapolis	2,110	$220.2 million	$220.2 million	adviserinfo.sec.gov
Winthrop Capital Management	Carmel	406	$216.5 million	$3.97 billion	adviserinfo.sec.gov
Cfci	Bloomington	930	$209.6 million	$595.6 million	adviserinfo.sec.gov
Financial Plans & Strategies, Inc.	Greenwood	896	$208 million	$610.6 million	adviserinfo.sec.gov
Hilltop Wealth & Tax Solutions	Mishawaka	635	$207.7 million	$616.4 million	adviserinfo.sec.gov
Sycamore Financial Group	Kokomo	950	$199.2 million	$787.4 million	adviserinfo.sec.gov
Phillips Financial	Fort Wayne	472	$195.2 million	$2.64 billion	adviserinfo.sec.gov
Lynch & Associates	Newburgh	517	$193.1 million	$831.1 million	adviserinfo.sec.gov
The Wellington GRP LLC	Indianapolis	1,439	$179.7 million	$473.6 million	adviserinfo.sec.gov
Oxinas Partners Wealth Management	Jeffersonville	620	$177.7 million	$391 million	adviserinfo.sec.gov
Pettinga Financial Advisors, LLC	Evansville	411	$176.7 million	$1.28 billion	adviserinfo.sec.gov
Pathway Financial Advisers, LLC	Auburn	673	$170.9 million	$524.2 million	adviserinfo.sec.gov
Curry Webb Wealth Management LLC	Indianapolis	327	$165.5 million	$332.4 million	adviserinfo.sec.gov
Meridian Investment Advisors, Inc.	Indianapolis	372	$159.3 million	$628 million	adviserinfo.sec.gov
Forum Private Client Group	Fishers	520	$158.5 million	$403.3 million	adviserinfo.sec.gov
Tradewell Tax & Financial	Fort Wayne	356	$146.1 million	$320.4 million	adviserinfo.sec.gov
Gettings Busch Wealth Management	Lafayette	675	$143.3 million	$541.5 million	adviserinfo.sec.gov
Strive Financial Group, LLC	Carmel	660	$143.3 million	$246.7 million	adviserinfo.sec.gov
Capital Cities Investments	Indianapolis	412	$142.3 million	$287.9 million	adviserinfo.sec.gov
Teeple Snyder Newsome Wealth & Tax Management	Brownsburg	481	$140.9 million	$287 million	adviserinfo.sec.gov
Bedel Financial Consulting Inc	Indianapolis	421	$132.9 million	$2.92 billion	adviserinfo.sec.gov
Elevated Financial Group	Indianapolis	557	$131 million	$532 million	adviserinfo.sec.gov
Bookends Financial Planning	Indianapolis	431	$129.7 million	$338.3 million	adviserinfo.sec.gov
Intrepid Financial Planning Group, LLC	Carmel	1,232	$129.2 million	$390.4 million	adviserinfo.sec.gov
Vista Investment Partners	Richmond	397	$126.4 million	$383.1 million	adviserinfo.sec.gov
Horizon Investment Services, LLC.	Hammond	251	$125.1 million	$363.8 million	adviserinfo.sec.gov
Wealth Advisory Solutions, LLC	Zionsville	580	$120.1 million	$599.1 million	adviserinfo.sec.gov
Deerfield	Indianapolis	147	$117.4 million	$1.18 billion	adviserinfo.sec.gov
Wellington Investment Advisors	Bloomington	321	$112.5 million	$261.4 million	adviserinfo.sec.gov
Gimbal Financial, LLC	Carmel	274	$112 million	$290 million	adviserinfo.sec.gov
Kessler Investment Group, LLC	Columbus	487	$111.2 million	$359.7 million	adviserinfo.sec.gov
Goelzer Investment Management	Carmel	173	$109.7 million	$4.51 billion	adviserinfo.sec.gov
Monon Wealth Management	Indianapolis	375	$109.2 million	$546.8 million	adviserinfo.sec.gov
Integrated Investment Strategies,Inc.	Carmel	156	$104.5 million	$104.5 million	adviserinfo.sec.gov
The Financial Resource Center	Carmel	237	$103.9 million	$642.5 million	adviserinfo.sec.gov
Apple Tree Asset Management, LLC	Fort Wayne	729	$101 million	$151.9 million	adviserinfo.sec.gov
Northwest Financial Services Inc	Indianapolis	208	$100.8 million	$634.9 million	adviserinfo.sec.gov
Lauer Wealth Management	Valparaiso	352	$99.1 million	$160.9 million	adviserinfo.sec.gov
Financial Planning Services	Fort Wayne	425	$98.5 million	$212.6 million	adviserinfo.sec.gov
Gehrig Capital Management, Inc.	Merrillville	594	$96.5 million	$203.9 million	adviserinfo.sec.gov
Market Street Wealth Management Advisors, LLC	Indianapolis	222	$96.3 million	$776 million	adviserinfo.sec.gov
Sapient Capital LLC	Indianapolis	289	$94.3 million	$13.76 billion	adviserinfo.sec.gov
Banker Investment Group	West Lafayette	370	$85.8 million	$260.2 million	adviserinfo.sec.gov
Provider Financial, Inc.	Indianapolis	295	$84.3 million	$304 million	adviserinfo.sec.gov
Dickmeyer Boyce Financial Management, Inc	Fort Wayne	278	$84.2 million	$438.5 million	adviserinfo.sec.gov
Ami Investment Management Inc	Kendallville	234	$84.1 million	$963.6 million	adviserinfo.sec.gov
Capital Advisor Network	Lafayette	834	$81.2 million	$124.5 million	adviserinfo.sec.gov
Kotys Wealth Professionals	Valparaiso	205	$74.5 million	$308 million	adviserinfo.sec.gov
Reify Wealth Advisors, Inc.	Indianapolis	110	$73.2 million	$524.4 million	adviserinfo.sec.gov
Vestia Personal Wealth Advisors	Fort Wayne	865	$71.1 million	$1.06 billion	adviserinfo.sec.gov
Comprehensive Financial Consultants	Cicero	315	$71 million	$187.3 million	adviserinfo.sec.gov
Charter Advisory Corporation	Indianapolis	372	$66.8 million	$333.1 million	adviserinfo.sec.gov
Hurlow Wealth Management Group, Inc.	Bloomington	254	$65.5 million	$794.4 million	adviserinfo.sec.gov
MFG Wealth Management, Inc.	Indianapolis	288	$64.8 million	$146 million	adviserinfo.sec.gov
Elser Financial Planning, Inc.	Indianapolis	158	$61.6 million	$2.11 billion	adviserinfo.sec.gov
Core Wealth Advisors	Indianapolis	106	$60.5 million	$143.8 million	adviserinfo.sec.gov
Wabash Capital, Inc.	Terre Haute	471	$58 million	$173 million	adviserinfo.sec.gov
Axiom Financial Strategies Group, LLC	New Albany	467	$57.8 million	$404.1 million	adviserinfo.sec.gov
Bischoff Wealth Management Group, LLC	Greenwood	243	$57.1 million	$222 million	adviserinfo.sec.gov
Freeman, Will & Niemeier, Inc.	Evansville	308	$56.4 million	$284.2 million	adviserinfo.sec.gov
Oxford Harriman Private Wealth Management	Indianapolis	208	$54.3 million	$106.4 million	adviserinfo.sec.gov
An Exceptional Life Financial, LLC	Indianapolis	317	$51 million	$258.9 million	adviserinfo.sec.gov
Trust Investment Advisors	Indianapolis	119	$49.2 million	$238.9 million	adviserinfo.sec.gov
Halter Ferguson Financial Inc	Carmel	97	$48.3 million	$705 million	adviserinfo.sec.gov
Wallington Asset Management	Indianapolis	109	$46.8 million	$1.32 billion	adviserinfo.sec.gov
Spyglass Investment Management	Terre Haute	425	$46.7 million	$156.4 million	adviserinfo.sec.gov
Compass Financial Advisors LLC	Fort Wayne	489	$46.2 million	$282.5 million	adviserinfo.sec.gov
Smith Financial	Kokomo	87	$45.9 million	$456.9 million	adviserinfo.sec.gov
Mosaic Wealth Management LLC	Bloomington	122	$44 million	$285 million	adviserinfo.sec.gov
Pile Wealth Management	Indianapolis	67	$43.1 million	$188.7 million	adviserinfo.sec.gov
Werner Financial	Indianapolis	387	$42.5 million	$152.4 million	adviserinfo.sec.gov
Kirr, Marbach & Company, LLC	Columbus	89	$39.2 million	$587.7 million	adviserinfo.sec.gov
Hendershott Wealth Management, LLC	Fishers	85	$36.6 million	$305.8 million	adviserinfo.sec.gov
Hobbs Wealth Management	Zionsville	129	$35.2 million	$146.7 million	adviserinfo.sec.gov
Greenleaf Financial Group	Carmel	59	$34.9 million	$175.2 million	adviserinfo.sec.gov
Titan Investment Management LLC	Indianapolis	190	$33.7 million	$123.9 million	adviserinfo.sec.gov
Nearside Advisors, LLC	Indianapolis	68	$30.9 million	$188.6 million	adviserinfo.sec.gov
Fi3 Financial Advisors, LLC	Indianapolis	63	$30.2 million	$1.14 billion	adviserinfo.sec.gov
Aldebaran Capital, LLC	Carmel	105	$29.6 million	$166.9 million	adviserinfo.sec.gov
Monarch Capital Management Inc	Fort Wayne	83	$28.1 million	$495.7 million	adviserinfo.sec.gov
Genesis Advisors, LLC	Fishers	110	$25.4 million	$121.2 million	adviserinfo.sec.gov
Koon Financial Planning & Consulting/Kfp&C	Greenwood	98	$20.1 million	$146.9 million	adviserinfo.sec.gov
Oxford Financial Group, LTD	Carmel	38	$19.4 million	$23.33 billion	adviserinfo.sec.gov
Axia Advisory	Indianapolis	51	$17.3 million	$1.88 billion	adviserinfo.sec.gov
Walter Keenan Wealth Management	South Bend	50	$17.3 million	$983.3 million	adviserinfo.sec.gov
Laughlin Financial LLC	Bloomington	32	$14.9 million	$200.2 million	adviserinfo.sec.gov
Qbox Fiduciary Solutions, LLC	Fort Wayne	106	$14.7 million	$429.2 million	adviserinfo.sec.gov
Four Quadrant Wealth Advisors, Inc.	Carmel	38	$14.5 million	$219 million	adviserinfo.sec.gov
Fortitude Private Wealth	Carmel	23	$13.8 million	$126.5 million	adviserinfo.sec.gov
CBG & Company, Inc.	Fishers	47	$13.4 million	$270.7 million	adviserinfo.sec.gov
Kestrel Wealth Management, LLC	South Bend	56	$12.5 million	$143.9 million	adviserinfo.sec.gov
Mindset Wealth Management, LLC	Indianapolis	85	$11.7 million	$445.5 million	adviserinfo.sec.gov
Trust Investment Advisors Wealth Management, LLC	Indianapolis	27	$10.8 million	$34.4 million	adviserinfo.sec.gov
Fnex Wealth, LLC	Indianapolis	28	$10.1 million	$122.3 million	adviserinfo.sec.gov
Canterbury Investment Management, LLC	Zionsville	29	$8.1 million	$69.8 million	adviserinfo.sec.gov
Precedent Financial Strategies	Indianapolis	21	$7 million	$111.5 million	adviserinfo.sec.gov
CFG Wealth Management Services Inc	Indianapolis	23	$6.8 million	$110.2 million	adviserinfo.sec.gov
MJ Retirement	Carmel	18	$5.7 million	$5.49 billion	adviserinfo.sec.gov
McMahan Capital Management	Carmel	12	$4.5 million	$135.9 million	adviserinfo.sec.gov
Thomas Story and Son LLC	Plymouth	11	$4.1 million	$328.2 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.