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AdvisorIQ

Ranking, Indiana

Fastest-growing wealth firms over three years, including broker-dealer firms in Indiana

As of October 2, 2026, Thurston Springer Advisors ranked #1 in Indiana in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 64.3%, from a base of $1.4 billion.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Thurston Springer Advisors Broker-dealer affiliated Indianapolis 64.3% $1.4 billion
2 Corevision Financial Group Shelbyville 61.4% $274.4 million
3 Halter Ferguson Financial Inc Carmel 38.3% $266.7 million
4 Teeple Snyder Newsome Wealth & Tax Management Brownsburg 31.3% $126.8 million
5 Quantum Financial Services Inc. Indianapolis 30.5% $329.1 million
6 Gimbal Financial, LLC Carmel 29.0% $135.0 million
7 Hendershott Wealth Management, LLC Fishers 29.0% $142.5 million
8 Lji Wealth Management, LLC Indianapolis 28.5% $647.2 million
9 Sapient Capital LLC Indianapolis 28.2% $6.5 billion
10 Vestia Personal Wealth Advisors Fort Wayne 27.3% $514.0 million
11 CX Institutional, LLC Auburn 26.2% $2.2 billion
12 Maripau Wealth Management LLC Fort Wayne 26.1% $181.5 million
13 Monon Wealth Management Indianapolis 25.4% $277.6 million
14 Hilltop Wealth & Tax Solutions Mishawaka 24.8% $317.3 million
15 Korhorn Financial Group Granger 24.8% $593.3 million
16 Brucke Financial, Inc. Indianapolis 24.7% $135.3 million
17 Oneamerica Securities, Inc. Broker-dealer affiliated Indianapolis 24.7% $158.0 million
18 Kessler Investment Group, LLC Columbus 23.6% $190.5 million
19 Valeo Financial Advisors, LLC Carmel 22.2% $7.1 billion
20 Gettings Busch Wealth Management Lafayette 22.0% $298.2 million
21 Wellington Investment Advisors Bloomington 20.8% $148.2 million
22 Pile Wealth Management Indianapolis 20.5% $107.7 million
23 Hurlow Wealth Management Group, Inc. Bloomington 20.4% $454.9 million
24 Sym Financial Advisors Winona Lake 20.4% $3.3 billion
25 Four Quadrant Wealth Advisors, Inc. Carmel 20.2% $126.1 million
26 FI3 Financial Advisors, LLC Indianapolis 20.1% $657.2 million
27 Creative Financial Designs, Inc. Broker-dealer affiliated Kokomo 19.8% $1.7 billion
28 Charter Advisory Corporation Indianapolis 18.6% $199.5 million
29 Oxinas Partners Wealth Management Jeffersonville 18.5% $235.1 million
30 Galecki Financial Management Inc Fort Wayne 18.2% $563.0 million
31 Bookends Financial Planning Indianapolis 17.9% $206.4 million
32 Kotys Wealth Professionals Valparaiso 17.7% $189.0 million
33 Invst, LLC Indianapolis 17.7% $961.1 million
34 Horizon Investment Services, LLC. Hammond 17.5% $224.0 million
35 Bedel Financial Consulting Inc Indianapolis 17.3% $1.8 billion
36 Forum Private Client Group Fishers 17.2% $250.2 million
37 Dickmeyer Boyce Financial Management, Inc Fort Wayne 16.9% $274.8 million
38 Deerfield Indianapolis 16.7% $740.0 million
39 Smith Financial Kokomo 16.7% $287.6 million
40 Market Street Wealth Management Advisors, LLC Indianapolis 16.4% $491.8 million
41 Cfci Bloomington 16.1% $380.7 million
42 Howard Bailey Securities, LLC Fort Wayne 16.0% $373.0 million
43 Financial Enhancement Group Anderson 15.8% $635.8 million
44 Woodley Farra Indianapolis 15.7% $1.5 billion
45 Kirr, Marbach & Company, LLC Columbus 15.5% $381.6 million
46 Northwest Financial Services Inc Indianapolis 15.3% $414.5 million
47 Laughlin Financial LLC Bloomington 15.2% $130.8 million
48 Elser Financial Planning, Inc. Indianapolis 15.2% $1.4 billion
49 Reify Wealth Advisors, Inc. Indianapolis 14.7% $347.1 million
50 Gehrig Capital Management, Inc. Merrillville 14.7% $135.0 million
51 Pathway Financial Advisers, LLC Auburn 14.6% $347.9 million
52 Phillips Financial Fort Wayne 14.6% $1.7 billion
53 Asset Management Strategies, Inc. Indianapolis 14.5% $146.9 million
54 Donaldson Capital Management LLC Evansville 14.4% $2.3 billion
55 Oxford Financial Group, Ltd Carmel 14.4% $15.6 billion
56 Pettinga Financial Advisors, LLC Evansville 13.7% $866.8 million
57 An Exceptional Life Financial, LLC Indianapolis 13.4% $177.4 million
58 West Advisors, Inc. Fishers 13.3% $437.6 million
59 Trust Investment Advisors Indianapolis 13.1% $165.2 million
60 Provider Financial, Inc. Indianapolis 12.9% $211.0 million
61 Wealth Advisors Group Fort Wayne 12.8% $934.1 million
62 Intrepid Financial Planning Group, LLC Carmel 12.6% $273.2 million
63 Compass Financial Advisors LLC Fort Wayne 12.4% $198.9 million
64 Wallington Asset Management Indianapolis 12.3% $929.9 million
65 Financial Plans & Strategies, Inc. Greenwood 12.3% $431.3 million
66 Greenleaf Financial Group Carmel 11.8% $125.3 million
67 Freeman, Will & Niemeier, Inc. Evansville 11.6% $204.5 million
68 CBG & Company, Inc. Fishers 11.4% $196.0 million
69 Sycamore Financial Group Broker-dealer affiliated Kokomo 11.2% $573.1 million
70 Walter Keenan Wealth Management South Bend 11.1% $717.5 million
71 Capital Cities Investments Indianapolis 10.8% $211.7 million
72 Lynch & Associates Newburgh 10.4% $617.0 million
73 Axiom Financial Strategies Group, LLC New Albany 10.3% $300.8 million
74 Lauer Wealth Management Valparaiso 10.1% $120.6 million
75 Kestrel Wealth Management, LLC South Bend 9.9% $108.4 million
76 Wabash Capital, Inc. Terre Haute 9.6% $131.6 million
77 Thomas Story and Son LLC Plymouth 9.2% $252.0 million
78 Royal Capital Wealth Management LLC Carmel 8.7% $158.9 million
79 Meridian Investment Advisors, Inc. Indianapolis 8.5% $491.6 million
80 Williamson Legacy Group, LLC Carmel 8.0% $145.4 million
81 Bischoff Wealth Management Group, LLC Greenwood 6.6% $183.2 million
82 Monarch Capital Management Inc Fort Wayne 6.6% $409.1 million
83 Aldebaran Capital, LLC Carmel 6.0% $140.1 million
84 Banker Investment Group West Lafayette 5.0% $224.7 million
85 Peloton Capital Management Indianapolis 4.7% $246.0 million
86 Indie Asset Partners, LLC Carmel -1.9% $726.1 million
87 Wealth Advisory Solutions, LLC Zionsville -3.5% $667.1 million
88 Truedge Asset Management LLC Broker-dealer affiliated Indianapolis -100.0% $185.1 million

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

More rankings

Fastest growing, 3 years 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.