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AdvisorIQ

Ranking, Indiana

Independent RIAs with the fastest client growth over one year in Indiana

As of October 2, 2026, Corevision Financial Group ranked #1 in Indiana in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 69.9%, from a base of 771.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Corevision Financial Group Shelbyville 69.9% 771
2 Provider Financial, Inc. Indianapolis 67.8% 301
3 Elevated Financial Group Indianapolis 67.7% 427
4 Deerfield Indianapolis 59.1% 220
5 Elser Financial Planning, Inc. Indianapolis 40.0% 430
6 Forum Private Client Group Fishers 39.2% 523
7 CX Institutional, LLC Auburn 32.9% 3,434
8 Financial Plans & Strategies, Inc. Greenwood 30.7% 827
9 Mindset Wealth Management, LLC Indianapolis 30.7% 212
10 Integrated Planning & Wealth Management, LLC Westfield 24.0% 167
11 Spyglass Investment Management Terre Haute 19.2% 442
12 Vista Investment Partners Richmond 13.0% 446
13 Freeman, Will & Niemeier, Inc. Evansville 11.8% 347
14 Gettings Busch Wealth Management Lafayette 11.1% 796
15 Hendershott Wealth Management, LLC Fishers 10.5% 143
16 Werner Financial Indianapolis 10.0% 868
17 Daviman Financial, LLC Noblesville 10.0% 271
18 Sapient Capital LLC Indianapolis 9.0% 933
19 Sym Financial Advisors Winona Lake 9.0% 1,827
20 Tradewell Tax & Financial Fort Wayne 8.7% 415
21 Comprehensive Financial Consultants Cicero 8.6% 361
22 Lauer Wealth Management Valparaiso 8.3% 373
23 Woodley Farra Indianapolis 8.0% 1,529
24 Kirr, Marbach & Company, LLC Columbus 7.8% 167
25 Hurlow Wealth Management Group, Inc. Bloomington 7.8% 527
26 Wealth Advisors Group Fort Wayne 7.3% 1,000
27 Halter Ferguson Financial Inc Carmel 7.2% 276
28 Pathway Financial Advisers, LLC Auburn 7.0% 771
29 FI3 Financial Advisors, LLC Indianapolis 6.9% 247
30 Banker Investment Group West Lafayette 6.4% 440
31 Gimbal Financial, LLC Carmel 5.7% 367
32 Pettinga Financial Advisors, LLC Evansville 5.6% 674
33 Donaldson Capital Management LLC Evansville 5.6% 1,747
34 Bedel Financial Consulting Inc Indianapolis 5.5% 1,101
35 Gehrig Capital Management, Inc. Merrillville 5.5% 618
36 Financial Enhancement Group Anderson 4.9% 1,221
37 Financial Planning Services Fort Wayne 4.4% 476
38 Vestia Personal Wealth Advisors Fort Wayne 4.1% 3,829
39 Korhorn Financial Group Granger 4.1% 2,417
40 Galecki Financial Management Inc Fort Wayne 3.9% 1,020
41 Hilltop Wealth & Tax Solutions Mishawaka 3.8% 806
42 Reify Wealth Advisors, Inc. Indianapolis 3.7% 382
43 Wealth Advisory Solutions, LLC Zionsville 3.6% 660
44 Intrepid Financial Planning Group, LLC Carmel 3.6% 1,407
45 Asset Management Strategies, Inc. Indianapolis 3.5% 4,076
46 Wallington Asset Management Indianapolis 3.4% 326
47 Greenleaf Financial Group Carmel 3.4% 119
48 Brucke Financial, Inc. Indianapolis 3.3% 756
49 Walter Keenan Wealth Management South Bend 3.3% 153
50 Bookends Financial Planning Indianapolis 3.2% 505
51 Howard Bailey Securities, LLC Fort Wayne 2.9% 1,707
52 Bischoff Wealth Management Group, LLC Greenwood 2.7% 368
53 Horizon Investment Services, LLC. Hammond 2.7% 336
54 Oxford Financial Group, Ltd Carmel 2.7% 679
55 Monarch Capital Management Inc Fort Wayne 2.6% 189
56 Meridian Investment Advisors, Inc. Indianapolis 2.3% 613
57 Market Street Wealth Management Advisors, LLC Indianapolis 2.1% 420
58 Core Wealth Advisors Indianapolis 2.1% 146
59 Wellington Investment Advisors Bloomington 1.8% 380
60 Wabash Capital, Inc. Terre Haute 1.8% 490
61 Dickmeyer Boyce Financial Management, Inc Fort Wayne 1.6% 426
62 Phillips Financial Fort Wayne 1.5% 1,060
63 Lynch & Associates Newburgh 0.9% 690
64 Kessler Investment Group, LLC Columbus 0.7% 554
65 Northwest Financial Services Inc Indianapolis 0.5% 375
66 Hobbs Wealth Management Zionsville 0.5% 193
67 Oxinas Partners Wealth Management Jeffersonville 0.4% 751
68 Kotys Wealth Professionals Valparaiso 0.3% 322
69 Valeo Financial Advisors, LLC Carmel 0.2% 3,037
70 CBG & Company, Inc. Fishers -0.8% 244
71 Cfci Bloomington -1.5% 1,113
72 Peloton Capital Management Indianapolis -2.1% 141
73 Lji Wealth Management, LLC Indianapolis -2.5% 1,613
74 Williamson Legacy Group, LLC Carmel -3.9% 362
75 Encircle Financial Strategies Indianapolis -4.3% 255
76 Curry Webb Wealth Management LLC Indianapolis -5.5% 420
77 MFG Wealth Management, Inc. Indianapolis -5.5% 346
78 Aldebaran Capital, LLC Carmel -6.4% 157
79 An Exceptional Life Financial, LLC Indianapolis -6.9% 406
80 Maripau Wealth Management LLC Fort Wayne -7.2% 1,146
81 Trust Investment Advisors Indianapolis -7.9% 189
82 Compass Financial Advisors LLC Fort Wayne -12.3% 751
83 Indie Asset Partners, LLC Carmel -12.9% 364
84 Delta Wealth Advisors LLC Indianapolis -12.9% 209
85 Invst, LLC Indianapolis -13.7% 3,245
86 Axiom Financial Strategies Group, LLC New Albany -15.1% 694
87 Capital Cities Investments Indianapolis -17.4% 576
88 Charter Advisory Corporation Indianapolis -18.8% 733
89 Apple Tree Asset Management, LLC Fort Wayne -19.7% 1,311
90 Capital Advisor Network Lafayette -21.6% 1,153
91 Monon Wealth Management Indianapolis -26.0% 700
92 Teeple Snyder Newsome Wealth & Tax Management Brownsburg -36.1% 952
93 Smith Financial Kokomo -44.6% 287
94 Strive Financial Group, LLC Carmel -56.6% 1,780

94 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Client growth 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.