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AdvisorIQ

Ranking, Indiana

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Indiana

As of October 2, 2026, Oxford Financial Group, Ltd ranked #1 in Indiana in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $3.7 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Oxford Financial Group, Ltd Carmel $3.7 billion
2 Valeo Financial Advisors, LLC Carmel $2.3 billion
3 Sapient Capital LLC Indianapolis $2.3 billion
4 Thurston Springer Advisors Broker-dealer affiliated Indianapolis $2.1 billion
5 CX Institutional, LLC Auburn $1.1 billion
6 Sym Financial Advisors Winona Lake $933.6 million
7 Corevision Financial Group Shelbyville $802.0 million
8 Creative Financial Designs, Inc. Broker-dealer affiliated Kokomo $462.8 million
9 Bedel Financial Consulting Inc Indianapolis $449.1 million
10 Phillips Financial Fort Wayne $421.6 million
11 Donaldson Capital Management LLC Evansville $367.1 million
12 The Wellington GRP LLC Indianapolis $337.2 million
13 Lji Wealth Management, LLC Indianapolis $302.7 million
14 Vestia Personal Wealth Advisors Fort Wayne $234.0 million
15 Korhorn Financial Group Granger $217.8 million
16 Deerfield Indianapolis $217.5 million
17 Halter Ferguson Financial Inc Carmel $217.1 million
18 Wealth Advisors Group Fort Wayne $214.5 million
19 FI3 Financial Advisors, LLC Indianapolis $210.5 million
20 Woodley Farra Indianapolis $169.5 million
21 Wallington Asset Management Indianapolis $166.0 million
22 Pettinga Financial Advisors, LLC Evansville $163.0 million
23 Galecki Financial Management Inc Fort Wayne $161.8 million
24 Financial Enhancement Group Anderson $155.5 million
25 Financial Plans & Strategies, Inc. Greenwood $150.1 million
26 Quantum Financial Services Inc. Indianapolis $140.1 million
27 Walter Keenan Wealth Management South Bend $138.7 million
28 Hurlow Wealth Management Group, Inc. Bloomington $136.3 million
29 Elevated Financial Group Indianapolis $132.7 million
30 Hilltop Wealth & Tax Solutions Mishawaka $125.6 million
31 Mindset Wealth Management, LLC Indianapolis $122.1 million
32 Sycamore Financial Group Broker-dealer affiliated Kokomo $106.3 million
33 Elser Financial Planning, Inc. Indianapolis $103.2 million
34 Howard Bailey Securities, LLC Fort Wayne $97.9 million
35 Gettings Busch Wealth Management Lafayette $97.4 million
36 Meridian Investment Advisors, Inc. Indianapolis $95.3 million
37 Monon Wealth Management Indianapolis $94.6 million
38 Lynch & Associates Newburgh $89.6 million
39 Northwest Financial Services Inc Indianapolis $83.5 million
40 Pathway Financial Advisers, LLC Auburn $81.4 million
41 Daviman Financial, LLC Noblesville $81.1 million
42 Cfci Bloomington $80.5 million
43 Reify Wealth Advisors, Inc. Indianapolis $78.9 million
44 Smith Financial Kokomo $78.9 million
45 Kirr, Marbach & Company, LLC Columbus $74.3 million
46 Hendershott Wealth Management, LLC Fishers $70.1 million
47 Teeple Snyder Newsome Wealth & Tax Management Brownsburg $69.2 million
48 West Advisors, Inc. Fishers $68.3 million
49 Maripau Wealth Management LLC Fort Wayne $67.7 million
50 Dickmeyer Boyce Financial Management, Inc Fort Wayne $65.9 million
51 Market Street Wealth Management Advisors, LLC Indianapolis $64.7 million
52 Brucke Financial, Inc. Indianapolis $61.4 million
53 Vista Investment Partners Richmond $61.3 million
54 Forum Private Client Group Fishers $60.8 million
55 Kessler Investment Group, LLC Columbus $59.2 million
56 Strive Financial Group, LLC Carmel $58.7 million
57 Tradewell Tax & Financial Fort Wayne $53.4 million
58 Werner Financial Indianapolis $49.7 million
59 Bookends Financial Planning Indianapolis $49.4 million
60 Horizon Investment Services, LLC. Hammond $47.8 million
61 Comprehensive Financial Consultants Cicero $47.3 million
62 Four Quadrant Wealth Advisors, Inc. Carmel $47.2 million
63 Oxinas Partners Wealth Management Jeffersonville $46.4 million
64 Curry Webb Wealth Management LLC Indianapolis $42.0 million
65 An Exceptional Life Financial, LLC Indianapolis $40.8 million
66 Integrated Planning & Wealth Management, LLC Westfield $39.0 million
67 Wealth Advisory Solutions, LLC Zionsville $38.7 million
68 Gimbal Financial, LLC Carmel $36.8 million
69 Capital Cities Investments Indianapolis $36.5 million
70 Kotys Wealth Professionals Valparaiso $35.9 million
71 Intrepid Financial Planning Group, LLC Carmel $35.4 million
72 MFG Wealth Management, Inc. Indianapolis $34.2 million
73 Financial Planning Services Fort Wayne $33.4 million
74 Laughlin Financial LLC Bloomington $32.5 million
75 Delta Wealth Advisors LLC Indianapolis $31.3 million
76 Axiom Financial Strategies Group, LLC New Albany $31.3 million
77 Trust Investment Advisors Indianapolis $30.4 million
78 Hobbs Wealth Management Zionsville $30.1 million
79 Wellington Investment Advisors Bloomington $28.0 million
80 Freeman, Will & Niemeier, Inc. Evansville $27.8 million
81 Gehrig Capital Management, Inc. Merrillville $26.6 million
82 Bischoff Wealth Management Group, LLC Greenwood $26.0 million
83 Capital Advisor Network Lafayette $25.0 million
84 Fortitude Private Wealth Carmel $23.6 million
85 Provider Financial, Inc. Indianapolis $23.0 million
86 Apple Tree Asset Management, LLC Fort Wayne $22.0 million
87 Pile Wealth Management Indianapolis $20.3 million
88 Fnex Wealth, LLC Indianapolis $20.2 million
89 McMahan Capital Management Carmel $20.1 million
90 Thomas Story and Son LLC Plymouth $19.2 million
91 Monarch Capital Management Inc Fort Wayne $19.2 million
92 Greenleaf Financial Group Carmel $19.0 million
93 CBG & Company, Inc. Fishers $18.6 million
94 Core Wealth Advisors Indianapolis $18.5 million
95 Compass Financial Advisors LLC Fort Wayne $17.8 million
96 Royal Capital Wealth Management LLC Carmel $17.6 million
97 Spyglass Investment Management Terre Haute $16.4 million
98 Wabash Capital, Inc. Terre Haute $15.0 million
99 Encircle Financial Strategies Indianapolis $15.0 million
100 Asset Management Strategies, Inc. Indianapolis $12.8 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.