# Independent RIAs with the biggest asset gains over one year in Indiana

As of October 2, 2026, Oxford Financial Group, Ltd ranked #1 in Indiana in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $3.7 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/indiana/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Indiana
- firms_listed: 100
- rows: rank: 1, crd: 105303, firm: Oxford Financial Group, Ltd, city: Carmel, state: IN, value: 3680468063, base_value: 19650381670, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105303/; rank: 2, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 2318735709, base_value: 10639940975, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127132/; rank: 3, crd: 324899, firm: Sapient Capital LLC, city: Indianapolis, state: IN, value: 2317190722, base_value: 11439805300, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324899/; rank: 4, crd: 292627, firm: CX Institutional, LLC, city: Auburn, state: IN, value: 1126693654, base_value: 3337998958, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292627/; rank: 5, crd: 107517, firm: Sym Financial Advisors, city: Winona Lake, state: IN, value: 933608791, base_value: 4879622399, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107517/; rank: 6, crd: 325310, firm: Corevision Financial Group, city: Shelbyville, state: IN, value: 802030228, base_value: 352323031, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325310/; rank: 7, crd: 105653, firm: Bedel Financial Consulting Inc, city: Indianapolis, state: IN, value: 449066719, base_value: 2470725469, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105653/; rank: 8, crd: 131344, firm: Phillips Financial, city: Fort Wayne, state: IN, value: 421600261, base_value: 2214893239, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131344/; rank: 9, crd: 106131, firm: Donaldson Capital Management LLC, city: Evansville, state: IN, value: 367106525, base_value: 3096851374, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106131/; rank: 10, crd: 332803, firm: The Wellington GRP LLC, city: Indianapolis, state: IN, value: 337223460, base_value: 136422525, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332803/; rank: 11, crd: 145399, firm: Lji Wealth Management, LLC, city: Indianapolis, state: IN, value: 302693740, base_value: 1071025683, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145399/; rank: 12, crd: 290565, firm: Vestia Personal Wealth Advisors, city: Fort Wayne, state: IN, value: 233974280, base_value: 827349846, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290565/; rank: 13, crd: 128606, firm: Korhorn Financial Group, city: Granger, state: IN, value: 217803496, base_value: 934546730, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128606/; rank: 14, crd: 104964, firm: Deerfield, city: Indianapolis, state: IN, value: 217511437, base_value: 958738339, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104964/; rank: 15, crd: 109563, firm: Halter Ferguson Financial Inc, city: Carmel, state: IN, value: 217140458, base_value: 487810150, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109563/; rank: 16, crd: 122050, firm: Wealth Advisors Group, city: Fort Wayne, state: IN, value: 214511038, base_value: 1127499798, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122050/; rank: 17, crd: 168005, firm: FI3 Financial Advisors, LLC, city: Indianapolis, state: IN, value: 210457858, base_value: 928442892, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168005/; rank: 18, crd: 107660, firm: Woodley Farra, city: Indianapolis, state: IN, value: 169512418, base_value: 2149976812, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107660/; rank: 19, crd: 143360, firm: Wallington Asset Management, city: Indianapolis, state: IN, value: 165964110, base_value: 1151683432, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143360/; rank: 20, crd: 156369, firm: Pettinga Financial Advisors, LLC, city: Evansville, state: IN, value: 163021859, base_value: 1112782969, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156369/; rank: 21, crd: 107218, firm: Galecki Financial Management Inc, city: Fort Wayne, state: IN, value: 161818226, base_value: 767645040, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107218/; rank: 22, crd: 159017, firm: Financial Enhancement Group, city: Anderson, state: IN, value: 155492497, base_value: 831506691, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159017/; rank: 23, crd: 123793, firm: Financial Plans & Strategies, Inc., city: Greenwood, state: IN, value: 150126723, base_value: 460473907, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123793/; rank: 24, crd: 121631, firm: Quantum Financial Services Inc., city: Indianapolis, state: IN, value: 140101506, base_value: 590797612, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121631/; rank: 25, crd: 104838, firm: Walter Keenan Wealth Management, city: South Bend, state: IN, value: 138672183, base_value: 844608778, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104838/; rank: 26, crd: 282587, firm: Hurlow Wealth Management Group, Inc., city: Bloomington, state: IN, value: 136250839, base_value: 658110847, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282587/; rank: 27, crd: 334353, firm: Elevated Financial Group, city: Indianapolis, state: IN, value: 132721343, base_value: 399257194, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334353/; rank: 28, crd: 290981, firm: Hilltop Wealth & Tax Solutions, city: Mishawaka, state: IN, value: 125628269, base_value: 490814525, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290981/; rank: 29, crd: 330384, firm: Mindset Wealth Management, LLC, city: Indianapolis, state: IN, value: 122104074, base_value: 323391492, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330384/; rank: 30, crd: 143311, firm: Elser Financial Planning, Inc., city: Indianapolis, state: IN, value: 103172473, base_value: 2004775922, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143311/; rank: 31, crd: 282712, firm: Howard Bailey Securities, LLC, city: Fort Wayne, state: IN, value: 97910021, base_value: 484882228, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282712/; rank: 32, crd: 306757, firm: Gettings Busch Wealth Management, city: Lafayette, state: IN, value: 97401620, base_value: 444067799, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306757/; rank: 33, crd: 107593, firm: Meridian Investment Advisors, Inc., city: Indianapolis, state: IN, value: 95318760, base_value: 532684776, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107593/; rank: 34, crd: 289413, firm: Monon Wealth Management, city: Indianapolis, state: IN, value: 94616470, base_value: 452203251, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289413/; rank: 35, crd: 108326, firm: Lynch & Associates, city: Newburgh, state: IN, value: 89586996, base_value: 741541787, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108326/; rank: 36, crd: 106805, firm: Northwest Financial Services Inc, city: Indianapolis, state: IN, value: 83485153, base_value: 551414090, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106805/; rank: 37, crd: 166237, firm: Pathway Financial Advisers, LLC, city: Auburn, state: IN, value: 81378967, base_value: 442844998, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166237/; rank: 38, crd: 285030, firm: Daviman Financial, LLC, city: Noblesville, state: IN, value: 81127079, base_value: 152803900, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285030/; rank: 39, crd: 128257, firm: Cfci, city: Bloomington, state: IN, value: 80479222, base_value: 515086117, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128257/; rank: 40, crd: 121978, firm: Reify Wealth Advisors, Inc., city: Indianapolis, state: IN, value: 78944707, base_value: 445469482, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121978/; rank: 41, crd: 154022, firm: Smith Financial, city: Kokomo, state: IN, value: 78863487, base_value: 378041360, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154022/; rank: 42, crd: 104634, firm: Kirr, Marbach & Company, LLC, city: Columbus, state: IN, value: 74272734, base_value: 513386257, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104634/; rank: 43, crd: 170839, firm: Hendershott Wealth Management, LLC, city: Fishers, state: IN, value: 70133719, base_value: 235639534, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170839/; rank: 44, crd: 147676, firm: Teeple Snyder Newsome Wealth & Tax Management, city: Brownsburg, state: IN, value: 69177956, base_value: 217864393, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147676/; rank: 45, crd: 157236, firm: West Advisors, Inc., city: Fishers, state: IN, value: 68289160, base_value: 568372806, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157236/; rank: 46, crd: 311934, firm: Maripau Wealth Management LLC, city: Fort Wayne, state: IN, value: 67652153, base_value: 296116147, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311934/; rank: 47, crd: 124281, firm: Dickmeyer Boyce Financial Management, Inc, city: Fort Wayne, state: IN, value: 65913330, base_value: 372594957, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124281/; rank: 48, crd: 122212, firm: Market Street Wealth Management Advisors, LLC, city: Indianapolis, state: IN, value: 64652911, base_value: 711344137, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122212/; rank: 49, crd: 291307, firm: Brucke Financial, Inc., city: Indianapolis, state: IN, value: 61405316, base_value: 200986148, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291307/; rank: 50, crd: 327983, firm: Vista Investment Partners, city: Richmond, state: IN, value: 61337465, base_value: 321808359, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327983/; rank: 51, crd: 143075, firm: Forum Private Client Group, city: Fishers, state: IN, value: 60828918, base_value: 342423855, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143075/; rank: 52, crd: 153696, firm: Kessler Investment Group, LLC, city: Columbus, state: IN, value: 59240971, base_value: 300442706, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153696/; rank: 53, crd: 333298, firm: Strive Financial Group, LLC, city: Carmel, state: IN, value: 58692286, base_value: 188000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333298/; rank: 54, crd: 332473, firm: Tradewell Tax & Financial, city: Fort Wayne, state: IN, value: 53434719, base_value: 267005281, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332473/; rank: 55, crd: 315220, firm: Werner Financial, city: Indianapolis, state: IN, value: 49727954, base_value: 102714411, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315220/; rank: 56, crd: 305301, firm: Bookends Financial Planning, city: Indianapolis, state: IN, value: 49393115, base_value: 288955121, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305301/; rank: 57, crd: 110642, firm: Horizon Investment Services, LLC., city: Hammond, state: IN, value: 47790793, base_value: 316033135, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110642/; rank: 58, crd: 310603, firm: Comprehensive Financial Consultants, city: Cicero, state: IN, value: 47301253, base_value: 139984370, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310603/; rank: 59, crd: 130753, firm: Four Quadrant Wealth Advisors, Inc., city: Carmel, state: IN, value: 47180105, base_value: 171842155, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130753/; rank: 60, crd: 297462, firm: Oxinas Partners Wealth Management, city: Jeffersonville, state: IN, value: 46380783, base_value: 344596274, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297462/; rank: 61, crd: 168692, firm: Curry Webb Wealth Management LLC, city: Indianapolis, state: IN, value: 42038815, base_value: 290403614, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168692/; rank: 62, crd: 288742, firm: An Exceptional Life Financial, LLC, city: Indianapolis, state: IN, value: 40771047, base_value: 218154147, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288742/; rank: 63, crd: 286151, firm: Integrated Planning & Wealth Management, LLC, city: Westfield, state: IN, value: 39007491, base_value: 80397503, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286151/; rank: 64, crd: 288903, firm: Wealth Advisory Solutions, LLC, city: Zionsville, state: IN, value: 38706797, base_value: 560401982, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288903/; rank: 65, crd: 159003, firm: Gimbal Financial, LLC, city: Carmel, state: IN, value: 36834825, base_value: 253177785, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159003/; rank: 66, crd: 116185, firm: Capital Cities Investments, city: Indianapolis, state: IN, value: 36498813, base_value: 251443578, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116185/; rank: 67, crd: 168156, firm: Kotys Wealth Professionals, city: Valparaiso, state: IN, value: 35877107, base_value: 272141077, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168156/; rank: 68, crd: 112196, firm: Intrepid Financial Planning Group, LLC, city: Carmel, state: IN, value: 35422316, base_value: 354978804, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112196/; rank: 69, crd: 125963, firm: MFG Wealth Management, Inc., city: Indianapolis, state: IN, value: 34207755, base_value: 111823019, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125963/; rank: 70, crd: 121034, firm: Financial Planning Services, city: Fort Wayne, state: IN, value: 33447076, base_value: 179182155, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121034/; rank: 71, crd: 165105, firm: Laughlin Financial LLC, city: Bloomington, state: IN, value: 32492347, base_value: 167705938, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165105/; rank: 72, crd: 310504, firm: Delta Wealth Advisors LLC, city: Indianapolis, state: IN, value: 31317060, base_value: 120512826, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310504/; rank: 73, crd: 306618, firm: Axiom Financial Strategies Group, LLC, city: New Albany, state: IN, value: 31266958, base_value: 372850842, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306618/; rank: 74, crd: 309233, firm: Trust Investment Advisors, city: Indianapolis, state: IN, value: 30435476, base_value: 208498278, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309233/; rank: 75, crd: 325374, firm: Hobbs Wealth Management, city: Zionsville, state: IN, value: 30126343, base_value: 116547005, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325374/; rank: 76, crd: 283853, firm: Wellington Investment Advisors, city: Bloomington, state: IN, value: 27998000, base_value: 233429000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283853/; rank: 77, crd: 121628, firm: Freeman, Will & Niemeier, Inc., city: Evansville, state: IN, value: 27797741, base_value: 256384218, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121628/; rank: 78, crd: 123250, firm: Gehrig Capital Management, Inc., city: Merrillville, state: IN, value: 26568912, base_value: 177380330, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123250/; rank: 79, crd: 171652, firm: Bischoff Wealth Management Group, LLC, city: Greenwood, state: IN, value: 26001146, base_value: 195994528, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171652/; rank: 80, crd: 297578, firm: Capital Advisor Network, city: Lafayette, state: IN, value: 24979669, base_value: 99497162, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297578/; rank: 81, crd: 290074, firm: Fortitude Private Wealth, city: Carmel, state: IN, value: 23636811, base_value: 102838159, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290074/; rank: 82, crd: 168964, firm: Provider Financial, Inc., city: Indianapolis, state: IN, value: 22974168, base_value: 281000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168964/; rank: 83, crd: 298437, firm: Apple Tree Asset Management, LLC, city: Fort Wayne, state: IN, value: 21973701, base_value: 129876404, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298437/; rank: 84, crd: 111536, firm: Pile Wealth Management, city: Indianapolis, state: IN, value: 20250416, base_value: 168437544, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111536/; rank: 85, crd: 334569, firm: Fnex Wealth, LLC, city: Indianapolis, state: IN, value: 20210488, base_value: 102100000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334569/; rank: 86, crd: 109140, firm: McMahan Capital Management, city: Carmel, state: IN, value: 20114529, base_value: 115763721, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109140/; rank: 87, crd: 148774, firm: Thomas Story and Son LLC, city: Plymouth, state: IN, value: 19244000, base_value: 308994000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148774/; rank: 88, crd: 106244, firm: Monarch Capital Management Inc, city: Fort Wayne, state: IN, value: 19211848, base_value: 476439495, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106244/; rank: 89, crd: 137933, firm: Greenleaf Financial Group, city: Carmel, state: IN, value: 18973349, base_value: 156226772, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137933/; rank: 90, crd: 149225, firm: CBG & Company, Inc., city: Fishers, state: IN, value: 18599589, base_value: 252079191, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149225/; rank: 91, crd: 157436, firm: Core Wealth Advisors, city: Indianapolis, state: IN, value: 18486032, base_value: 125290842, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157436/; rank: 92, crd: 109131, firm: Compass Financial Advisors LLC, city: Fort Wayne, state: IN, value: 17799986, base_value: 264674639, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109131/; rank: 93, crd: 292217, firm: Royal Capital Wealth Management LLC, city: Carmel, state: IN, value: 17598521, base_value: 186556907, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292217/; rank: 94, crd: 122594, firm: Spyglass Investment Management, city: Terre Haute, state: IN, value: 16407646, base_value: 140011446, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122594/; rank: 95, crd: 107932, firm: Wabash Capital, Inc., city: Terre Haute, state: IN, value: 14978311, base_value: 158066625, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107932/; rank: 96, crd: 327420, firm: Encircle Financial Strategies, city: Indianapolis, state: IN, value: 14963261, base_value: 124430367, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327420/; rank: 97, crd: 135173, firm: Asset Management Strategies, Inc., city: Indianapolis, state: IN, value: 12842778, base_value: 207398966, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135173/; rank: 98, crd: 329218, firm: Trust Investment Advisors Wealth Management, LLC, city: Indianapolis, state: IN, value: 11922434, base_value: 22509784, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329218/; rank: 99, crd: 153503, firm: Kestrel Wealth Management, LLC, city: South Bend, state: IN, value: 9740294, base_value: 134165706, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153503/; rank: 100, crd: 122360, firm: Aldebaran Capital, LLC, city: Carmel, state: IN, value: 5136948, base_value: 161767272, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122360/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Indiana](https://advisoriq.com/ria/states/indiana/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/indiana/

License: https://advisoriq.com/license/