Data / Investment advisers / Serving pension and profit sharing plans / Indiana
Investment advisers in Indiana serving pension and profit sharing plans: 60 firms
60 SEC registered investment advisers with a main office in Indiana report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $20.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Shepherd Financial.
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.
- 60Advisers
- $20.2 billionAUM from this client type
- 59Advisers over $100 million
- November 2, 2026File date
Advisers in Indiana serving pension and profit sharing plans
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 |
|---|
| Shepherd Financial | Carmel | 356 | $6.03 billion | $7.47 billion | adviserinfo.sec.gov |
| MJ Retirement | Carmel | 153 | $5.38 billion | $5.49 billion | adviserinfo.sec.gov |
| Oxford Financial Group, LTD | Carmel | 29 | $3.32 billion | $23.33 billion | adviserinfo.sec.gov |
| Sym Financial Advisors | Winona Lake | 128 | $1.14 billion | $5.81 billion | adviserinfo.sec.gov |
| Axia Advisory | Indianapolis | 22 | $1.01 billion | $1.88 billion | adviserinfo.sec.gov |
| Phillips Financial | Fort Wayne | 63 | $552.7 million | $2.64 billion | adviserinfo.sec.gov |
| Qbox Fiduciary Solutions, LLC | Fort Wayne | 187 | $399.6 million | $429.2 million | adviserinfo.sec.gov |
| Invst, LLC | Indianapolis | 108 | $308.2 million | $1.57 billion | adviserinfo.sec.gov |
| Thurston Springer Advisors | Indianapolis | 155 | $183.1 million | $6.01 billion | adviserinfo.sec.gov |
| Elevated Financial Group | Indianapolis | 24 | $182.1 million | $532 million | adviserinfo.sec.gov |
| Lji Wealth Management, LLC | Indianapolis | 55 | $161.4 million | $1.37 billion | adviserinfo.sec.gov |
| Meridian Investment Advisors, Inc. | Indianapolis | 15 | $159.5 million | $628 million | adviserinfo.sec.gov |
| Wallington Asset Management | Indianapolis | 17 | $155.4 million | $1.32 billion | adviserinfo.sec.gov |
| Freeman, Will & Niemeier, Inc. | Evansville | 28 | $134.2 million | $284.2 million | adviserinfo.sec.gov |
| Donaldson Capital Management LLC | Evansville | 30 | $124 million | $3.46 billion | adviserinfo.sec.gov |
| Hurlow Wealth Management Group, Inc. | Bloomington | 41 | $104.4 million | $794.4 million | adviserinfo.sec.gov |
| Pettinga Financial Advisors, LLC | Evansville | 9 | $98.5 million | $1.28 billion | adviserinfo.sec.gov |
| Korhorn Financial Group | Granger | 17 | $81.5 million | $1.15 billion | adviserinfo.sec.gov |
| Archer Investment Corporation | Carmel | 38 | $68.1 million | $1.01 billion | adviserinfo.sec.gov |
| Winthrop Capital Management | Carmel | 10 | $62.6 million | $3.97 billion | adviserinfo.sec.gov |
| CBG & Company, Inc. | Fishers | 50 | $62.1 million | $270.7 million | adviserinfo.sec.gov |
| Charter Advisory Corporation | Indianapolis | 18 | $52.6 million | $333.1 million | adviserinfo.sec.gov |
| Wabash Capital, Inc. | Terre Haute | 4 | $37.6 million | $173 million | adviserinfo.sec.gov |
| Oxinas Partners Wealth Management | Jeffersonville | 38 | $35.4 million | $391 million | adviserinfo.sec.gov |
| Compass Financial Advisors LLC | Fort Wayne | 16 | $32.1 million | $282.5 million | adviserinfo.sec.gov |
| Monarch Capital Management Inc | Fort Wayne | 2 | $29.6 million | $495.7 million | adviserinfo.sec.gov |
| Vestia Personal Wealth Advisors | Fort Wayne | 17 | $23.8 million | $1.06 billion | adviserinfo.sec.gov |
| Creative Financial Designs, Inc. | Kokomo | 19 | $21.6 million | $2.94 billion | adviserinfo.sec.gov |
| Monon Wealth Management | Indianapolis | 8 | $20.1 million | $546.8 million | adviserinfo.sec.gov |
| Gimbal Financial, LLC | Carmel | 4 | $19.7 million | $290 million | adviserinfo.sec.gov |
| Kirr, Marbach & Company, LLC | Columbus | Fewer than 5 | $17.9 million | $587.7 million | adviserinfo.sec.gov |
| Smith Financial | Kokomo | Fewer than 5 | $17.3 million | $456.9 million | adviserinfo.sec.gov |
| Woodley Farra | Indianapolis | 3 | $16.6 million | $2.32 billion | adviserinfo.sec.gov |
| Werner Financial | Indianapolis | 445 | $14.9 million | $152.4 million | adviserinfo.sec.gov |
| The Financial Resource Center | Carmel | 5 | $13.5 million | $642.5 million | adviserinfo.sec.gov |
| Dickmeyer Boyce Financial Management, Inc | Fort Wayne | 7 | $12.8 million | $438.5 million | adviserinfo.sec.gov |
| Corevision Financial Group | Shelbyville | 14 | $11.2 million | $1.15 billion | adviserinfo.sec.gov |
| Deerfield | Indianapolis | 8 | $10.8 million | $1.18 billion | adviserinfo.sec.gov |
| Goelzer Investment Management | Carmel | 12 | $9.2 million | $4.51 billion | adviserinfo.sec.gov |
| Fi3 Financial Advisors, LLC | Indianapolis | 2 | $8.2 million | $1.14 billion | adviserinfo.sec.gov |
| Howard Bailey Securities, LLC | Fort Wayne | 53 | $7.3 million | $582.8 million | adviserinfo.sec.gov |
| Lynch & Associates | Newburgh | Fewer than 5 | $7.2 million | $831.1 million | adviserinfo.sec.gov |
| Wealth Advisors Group | Fort Wayne | 20 | $6.8 million | $1.34 billion | adviserinfo.sec.gov |
| Pathway Financial Advisers, LLC | Auburn | 2 | $5.3 million | $524.2 million | adviserinfo.sec.gov |
| Wealth Advisory Solutions, LLC | Zionsville | 2 | $3.9 million | $599.1 million | adviserinfo.sec.gov |
| Spyglass Investment Management | Terre Haute | 5 | $3.6 million | $156.4 million | adviserinfo.sec.gov |
| Kotys Wealth Professionals | Valparaiso | Fewer than 5 | $3.4 million | $308 million | adviserinfo.sec.gov |
| An Exceptional Life Financial, LLC | Indianapolis | 8 | $3.3 million | $258.9 million | adviserinfo.sec.gov |
| Lauer Wealth Management | Valparaiso | 3 | $3.2 million | $160.9 million | adviserinfo.sec.gov |
| Strive Financial Group, LLC | Carmel | Fewer than 5 | $3 million | $246.7 million | adviserinfo.sec.gov |
| Storen Financial | Zionsville | 7 | $2.9 million | $438.3 million | adviserinfo.sec.gov |
| Capital Advisor Network | Lafayette | 4 | $2.7 million | $124.5 million | adviserinfo.sec.gov |
| Aldebaran Capital, LLC | Carmel | Fewer than 5 | $1.7 million | $166.9 million | adviserinfo.sec.gov |
| Banker Investment Group | West Lafayette | 1 | $1.6 million | $260.2 million | adviserinfo.sec.gov |
| Comprehensive Financial Consultants | Cicero | Fewer than 5 | $1.6 million | $187.3 million | adviserinfo.sec.gov |
| Market Street Wealth Management Advisors, LLC | Indianapolis | Fewer than 5 | $940,050 | $776 million | adviserinfo.sec.gov |
| Kessler Investment Group, LLC | Columbus | Fewer than 5 | $630,361 | $359.7 million | adviserinfo.sec.gov |
| Elser Financial Planning, Inc. | Indianapolis | Fewer than 5 | $345,790 | $2.11 billion | adviserinfo.sec.gov |
| Capital Cities, LLC | Indianapolis | 15 | Not listed | Not listed | adviserinfo.sec.gov |
| Teeple Snyder Newsome Wealth & Tax Management | Brownsburg | 2 | 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.