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AdvisorIQ

Ranking, Indiana

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Indiana

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

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

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 Sycamore Financial Group Broker-dealer affiliated Kokomo 25.7% 912
11 Integrated Planning & Wealth Management, LLC Westfield 24.0% 167
12 Spyglass Investment Management Terre Haute 19.2% 442
13 Oneamerica Securities, Inc. Broker-dealer affiliated Indianapolis 18.4% 9,371
14 Vista Investment Partners Richmond 13.0% 446
15 Freeman, Will & Niemeier, Inc. Evansville 11.8% 347
16 Gettings Busch Wealth Management Lafayette 11.1% 796
17 Hendershott Wealth Management, LLC Fishers 10.5% 143
18 Werner Financial Indianapolis 10.0% 868
19 Daviman Financial, LLC Noblesville 10.0% 271
20 Creative Financial Designs, Inc. Broker-dealer affiliated Kokomo 9.1% 10,117
21 Sapient Capital LLC Indianapolis 9.0% 933
22 Sym Financial Advisors Winona Lake 9.0% 1,827
23 Tradewell Tax & Financial Fort Wayne 8.7% 415
24 Comprehensive Financial Consultants Cicero 8.6% 361
25 Lauer Wealth Management Valparaiso 8.3% 373
26 Thurston Springer Advisors Broker-dealer affiliated Indianapolis 8.1% 4,342
27 Woodley Farra Indianapolis 8.0% 1,529
28 Kirr, Marbach & Company, LLC Columbus 7.8% 167
29 Hurlow Wealth Management Group, Inc. Bloomington 7.8% 527
30 Wealth Advisors Group Fort Wayne 7.3% 1,000
31 Halter Ferguson Financial Inc Carmel 7.2% 276
32 Pathway Financial Advisers, LLC Auburn 7.0% 771
33 FI3 Financial Advisors, LLC Indianapolis 6.9% 247
34 Banker Investment Group West Lafayette 6.4% 440
35 Gimbal Financial, LLC Carmel 5.7% 367
36 Pettinga Financial Advisors, LLC Evansville 5.6% 674
37 Donaldson Capital Management LLC Evansville 5.6% 1,747
38 Bedel Financial Consulting Inc Indianapolis 5.5% 1,101
39 Gehrig Capital Management, Inc. Merrillville 5.5% 618
40 Financial Enhancement Group Anderson 4.9% 1,221
41 Financial Planning Services Fort Wayne 4.4% 476
42 Vestia Personal Wealth Advisors Fort Wayne 4.1% 3,829
43 Korhorn Financial Group Granger 4.1% 2,417
44 Galecki Financial Management Inc Fort Wayne 3.9% 1,020
45 Hilltop Wealth & Tax Solutions Mishawaka 3.8% 806
46 Reify Wealth Advisors, Inc. Indianapolis 3.7% 382
47 Wealth Advisory Solutions, LLC Zionsville 3.6% 660
48 Intrepid Financial Planning Group, LLC Carmel 3.6% 1,407
49 Asset Management Strategies, Inc. Indianapolis 3.5% 4,076
50 Wallington Asset Management Indianapolis 3.4% 326
51 Greenleaf Financial Group Carmel 3.4% 119
52 Brucke Financial, Inc. Indianapolis 3.3% 756
53 Walter Keenan Wealth Management South Bend 3.3% 153
54 Bookends Financial Planning Indianapolis 3.2% 505
55 Howard Bailey Securities, LLC Fort Wayne 2.9% 1,707
56 Bischoff Wealth Management Group, LLC Greenwood 2.7% 368
57 Horizon Investment Services, LLC. Hammond 2.7% 336
58 Oxford Financial Group, Ltd Carmel 2.7% 679
59 Monarch Capital Management Inc Fort Wayne 2.6% 189
60 Meridian Investment Advisors, Inc. Indianapolis 2.3% 613
61 Market Street Wealth Management Advisors, LLC Indianapolis 2.1% 420
62 Core Wealth Advisors Indianapolis 2.1% 146
63 Wellington Investment Advisors Bloomington 1.8% 380
64 Wabash Capital, Inc. Terre Haute 1.8% 490
65 Dickmeyer Boyce Financial Management, Inc Fort Wayne 1.6% 426
66 Phillips Financial Fort Wayne 1.5% 1,060
67 Lynch & Associates Newburgh 0.9% 690
68 Kessler Investment Group, LLC Columbus 0.7% 554
69 Northwest Financial Services Inc Indianapolis 0.5% 375
70 Hobbs Wealth Management Zionsville 0.5% 193
71 Oxinas Partners Wealth Management Jeffersonville 0.4% 751
72 Kotys Wealth Professionals Valparaiso 0.3% 322
73 Valeo Financial Advisors, LLC Carmel 0.2% 3,037
74 CBG & Company, Inc. Fishers -0.8% 244
75 Cfci Bloomington -1.5% 1,113
76 Peloton Capital Management Indianapolis -2.1% 141
77 Lji Wealth Management, LLC Indianapolis -2.5% 1,613
78 Williamson Legacy Group, LLC Carmel -3.9% 362
79 Encircle Financial Strategies Indianapolis -4.3% 255
80 Curry Webb Wealth Management LLC Indianapolis -5.5% 420
81 MFG Wealth Management, Inc. Indianapolis -5.5% 346
82 Aldebaran Capital, LLC Carmel -6.4% 157
83 An Exceptional Life Financial, LLC Indianapolis -6.9% 406
84 Maripau Wealth Management LLC Fort Wayne -7.2% 1,146
85 Trust Investment Advisors Indianapolis -7.9% 189
86 Compass Financial Advisors LLC Fort Wayne -12.3% 751
87 Indie Asset Partners, LLC Carmel -12.9% 364
88 Delta Wealth Advisors LLC Indianapolis -12.9% 209
89 Invst, LLC Indianapolis -13.7% 3,245
90 Axiom Financial Strategies Group, LLC New Albany -15.1% 694
91 Capital Cities Investments Indianapolis -17.4% 576
92 Charter Advisory Corporation Indianapolis -18.8% 733
93 Apple Tree Asset Management, LLC Fort Wayne -19.7% 1,311
94 Capital Advisor Network Lafayette -21.6% 1,153
95 Monon Wealth Management Indianapolis -26.0% 700
96 Teeple Snyder Newsome Wealth & Tax Management Brownsburg -36.1% 952
97 Smith Financial Kokomo -44.6% 287
98 Strive Financial Group, LLC Carmel -56.6% 1,780

98 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.