# Fastest-growing independent RIAs over three years in Indiana

As of October 2, 2026, Corevision Financial Group ranked #1 in Indiana in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 61.4%, from a base of $274.4 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/indiana/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: 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.
- unit: pct
- scope: Indiana
- firms_listed: 83
- rows: rank: 1, crd: 325310, firm: Corevision Financial Group, city: Shelbyville, state: IN, value: 0.614362383499299, base_value: 274369382, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325310/; rank: 2, crd: 109563, firm: Halter Ferguson Financial Inc, city: Carmel, state: IN, value: 0.382636945093481, base_value: 266706879, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109563/; rank: 3, crd: 147676, firm: Teeple Snyder Newsome Wealth & Tax Management, city: Brownsburg, state: IN, value: 0.31292236036396, base_value: 126832000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147676/; rank: 4, crd: 121631, firm: Quantum Financial Services Inc., city: Indianapolis, state: IN, value: 0.304660529941864, base_value: 329128027, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121631/; rank: 5, crd: 159003, firm: Gimbal Financial, LLC, city: Carmel, state: IN, value: 0.290253780088568, base_value: 135017935, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159003/; rank: 6, crd: 170839, firm: Hendershott Wealth Management, LLC, city: Fishers, state: IN, value: 0.289743159349821, base_value: 142524588, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170839/; rank: 7, crd: 145399, firm: Lji Wealth Management, LLC, city: Indianapolis, state: IN, value: 0.285115405118102, base_value: 647249390, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145399/; rank: 8, crd: 324899, firm: Sapient Capital LLC, city: Indianapolis, state: IN, value: 0.282025127892544, base_value: 6528809536, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324899/; rank: 9, crd: 290565, firm: Vestia Personal Wealth Advisors, city: Fort Wayne, state: IN, value: 0.273361175133235, base_value: 514035632, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290565/; rank: 10, crd: 292627, firm: CX Institutional, LLC, city: Auburn, state: IN, value: 0.26232363004369, base_value: 2219624079, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292627/; rank: 11, crd: 311934, firm: Maripau Wealth Management LLC, city: Fort Wayne, state: IN, value: 0.260775954116462, base_value: 181514406, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311934/; rank: 12, crd: 289413, firm: Monon Wealth Management, city: Indianapolis, state: IN, value: 0.253591946290934, base_value: 277571958, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289413/; rank: 13, crd: 290981, firm: Hilltop Wealth & Tax Solutions, city: Mishawaka, state: IN, value: 0.247759655460582, base_value: 317321839, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290981/; rank: 14, crd: 128606, firm: Korhorn Financial Group, city: Granger, state: IN, value: 0.247682744662776, base_value: 593296771, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128606/; rank: 15, crd: 291307, firm: Brucke Financial, Inc., city: Indianapolis, state: IN, value: 0.246931776475199, base_value: 135338583, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291307/; rank: 16, crd: 153696, firm: Kessler Investment Group, LLC, city: Columbus, state: IN, value: 0.235891611297618, base_value: 190537111, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153696/; rank: 17, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 0.221870454415683, base_value: 7103709028, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127132/; rank: 18, crd: 306757, firm: Gettings Busch Wealth Management, city: Lafayette, state: IN, value: 0.219953218232581, base_value: 298225244, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306757/; rank: 19, crd: 283853, firm: Wellington Investment Advisors, city: Bloomington, state: IN, value: 0.208309408905248, base_value: 148189000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283853/; rank: 20, crd: 111536, firm: Pile Wealth Management, city: Indianapolis, state: IN, value: 0.205495286655753, base_value: 107707920, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111536/; rank: 21, crd: 282587, firm: Hurlow Wealth Management Group, Inc., city: Bloomington, state: IN, value: 0.20417377696856, base_value: 454936511, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282587/; rank: 22, crd: 107517, firm: Sym Financial Advisors, city: Winona Lake, state: IN, value: 0.204057724318014, base_value: 3330241056, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107517/; rank: 23, crd: 130753, firm: Four Quadrant Wealth Advisors, Inc., city: Carmel, state: IN, value: 0.202154644446885, base_value: 126068690, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130753/; rank: 24, crd: 168005, firm: FI3 Financial Advisors, LLC, city: Indianapolis, state: IN, value: 0.201140382675863, base_value: 657210622, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168005/; rank: 25, crd: 113390, firm: Charter Advisory Corporation, city: Indianapolis, state: IN, value: 0.186230036954773, base_value: 199548507, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113390/; rank: 26, crd: 297462, firm: Oxinas Partners Wealth Management, city: Jeffersonville, state: IN, value: 0.184683980680055, base_value: 235149319, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297462/; rank: 27, crd: 107218, firm: Galecki Financial Management Inc, city: Fort Wayne, state: IN, value: 0.181855632466013, base_value: 563039602, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107218/; rank: 28, crd: 305301, firm: Bookends Financial Planning, city: Indianapolis, state: IN, value: 0.179101530469572, base_value: 206400292, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305301/; rank: 29, crd: 168156, firm: Kotys Wealth Professionals, city: Valparaiso, state: IN, value: 0.176814485753906, base_value: 188995881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168156/; rank: 30, crd: 282863, firm: Invst, LLC, city: Indianapolis, state: IN, value: 0.176512727512476, base_value: 961070072, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282863/; rank: 31, crd: 110642, firm: Horizon Investment Services, LLC., city: Hammond, state: IN, value: 0.175425640948655, base_value: 224029793, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110642/; rank: 32, crd: 105653, firm: Bedel Financial Consulting Inc, city: Indianapolis, state: IN, value: 0.172940670288052, base_value: 1809355091, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105653/; rank: 33, crd: 143075, firm: Forum Private Client Group, city: Fishers, state: IN, value: 0.172385176394719, base_value: 250245575, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143075/; rank: 34, crd: 124281, firm: Dickmeyer Boyce Financial Management, Inc, city: Fort Wayne, state: IN, value: 0.168626580197532, base_value: 274758113, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124281/; rank: 35, crd: 104964, firm: Deerfield, city: Indianapolis, state: IN, value: 0.167035257451361, base_value: 740027099, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104964/; rank: 36, crd: 154022, firm: Smith Financial, city: Kokomo, state: IN, value: 0.166857275377798, base_value: 287589185, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154022/; rank: 37, crd: 122212, firm: Market Street Wealth Management Advisors, LLC, city: Indianapolis, state: IN, value: 0.16418488745047, base_value: 491806424, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122212/; rank: 38, crd: 128257, firm: Cfci, city: Bloomington, state: IN, value: 0.160878310849631, base_value: 380688119, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128257/; rank: 39, crd: 282712, firm: Howard Bailey Securities, LLC, city: Fort Wayne, state: IN, value: 0.16038569277741, base_value: 372998144, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282712/; rank: 40, crd: 159017, firm: Financial Enhancement Group, city: Anderson, state: IN, value: 0.157911725270226, base_value: 635755960, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159017/; rank: 41, crd: 107660, firm: Woodley Farra, city: Indianapolis, state: IN, value: 0.157210548526231, base_value: 1496770479, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107660/; rank: 42, crd: 104634, firm: Kirr, Marbach & Company, LLC, city: Columbus, state: IN, value: 0.154788504250529, base_value: 381608491, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104634/; rank: 43, crd: 106805, firm: Northwest Financial Services Inc, city: Indianapolis, state: IN, value: 0.152756049449648, base_value: 414469502, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106805/; rank: 44, crd: 165105, firm: Laughlin Financial LLC, city: Bloomington, state: IN, value: 0.152347617785703, base_value: 130830749, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165105/; rank: 45, crd: 143311, firm: Elser Financial Planning, Inc., city: Indianapolis, state: IN, value: 0.151708514135175, base_value: 1379851158, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143311/; rank: 46, crd: 121978, firm: Reify Wealth Advisors, Inc., city: Indianapolis, state: IN, value: 0.14745723449874, base_value: 347108228, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121978/; rank: 47, crd: 123250, firm: Gehrig Capital Management, Inc., city: Merrillville, state: IN, value: 0.147438565207331, base_value: 135000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123250/; rank: 48, crd: 166237, firm: Pathway Financial Advisers, LLC, city: Auburn, state: IN, value: 0.146483999087239, base_value: 347866716, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166237/; rank: 49, crd: 131344, firm: Phillips Financial, city: Fort Wayne, state: IN, value: 0.146460428879925, base_value: 1749643216, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131344/; rank: 50, crd: 135173, firm: Asset Management Strategies, Inc., city: Indianapolis, state: IN, value: 0.144564066264839, base_value: 146885632, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135173/; rank: 51, crd: 106131, firm: Donaldson Capital Management LLC, city: Evansville, state: IN, value: 0.144481051644195, base_value: 2310717134, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106131/; rank: 52, crd: 105303, firm: Oxford Financial Group, Ltd, city: Carmel, state: IN, value: 0.143881146596849, base_value: 15587908593, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105303/; rank: 53, crd: 156369, firm: Pettinga Financial Advisors, LLC, city: Evansville, state: IN, value: 0.137499020096148, base_value: 866824440, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156369/; rank: 54, crd: 288742, firm: An Exceptional Life Financial, LLC, city: Indianapolis, state: IN, value: 0.134253814942862, base_value: 177436746, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288742/; rank: 55, crd: 157236, firm: West Advisors, Inc., city: Fishers, state: IN, value: 0.133162502562733, base_value: 437554668, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157236/; rank: 56, crd: 309233, firm: Trust Investment Advisors, city: Indianapolis, state: IN, value: 0.130850727722514, base_value: 165219636, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309233/; rank: 57, crd: 168964, firm: Provider Financial, Inc., city: Indianapolis, state: IN, value: 0.129409425208227, base_value: 211000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168964/; rank: 58, crd: 122050, firm: Wealth Advisors Group, city: Fort Wayne, state: IN, value: 0.128391624498129, base_value: 934063627, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122050/; rank: 59, crd: 112196, firm: Intrepid Financial Planning Group, LLC, city: Carmel, state: IN, value: 0.126405629646569, base_value: 273165984, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112196/; rank: 60, crd: 109131, firm: Compass Financial Advisors LLC, city: Fort Wayne, state: IN, value: 0.124014523903504, base_value: 198913231, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109131/; rank: 61, crd: 143360, firm: Wallington Asset Management, city: Indianapolis, state: IN, value: 0.123195019940539, base_value: 929894649, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143360/; rank: 62, crd: 123793, firm: Financial Plans & Strategies, Inc., city: Greenwood, state: IN, value: 0.122862114005484, base_value: 431298514, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123793/; rank: 63, crd: 137933, firm: Greenleaf Financial Group, city: Carmel, state: IN, value: 0.118168137421192, base_value: 125317887, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137933/; rank: 64, crd: 121628, firm: Freeman, Will & Niemeier, Inc., city: Evansville, state: IN, value: 0.115872910396977, base_value: 204527778, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121628/; rank: 65, crd: 149225, firm: CBG & Company, Inc., city: Fishers, state: IN, value: 0.113671488522753, base_value: 195966983, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149225/; rank: 66, crd: 104838, firm: Walter Keenan Wealth Management, city: South Bend, state: IN, value: 0.110764736689494, base_value: 717482609, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104838/; rank: 67, crd: 116185, firm: Capital Cities Investments, city: Indianapolis, state: IN, value: 0.107957802181922, base_value: 211707355, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116185/; rank: 68, crd: 108326, firm: Lynch & Associates, city: Newburgh, state: IN, value: 0.10437800721101, base_value: 617042495, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108326/; rank: 69, crd: 306618, firm: Axiom Financial Strategies Group, LLC, city: New Albany, state: IN, value: 0.10345987956888, base_value: 300772647, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306618/; rank: 70, crd: 289763, firm: Lauer Wealth Management, city: Valparaiso, state: IN, value: 0.10096617483623, base_value: 120592318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289763/; rank: 71, crd: 153503, firm: Kestrel Wealth Management, LLC, city: South Bend, state: IN, value: 0.0989934105891981, base_value: 108416064, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153503/; rank: 72, crd: 107932, firm: Wabash Capital, Inc., city: Terre Haute, state: IN, value: 0.0955761188275206, base_value: 131592526, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107932/; rank: 73, crd: 148774, firm: Thomas Story and Son LLC, city: Plymouth, state: IN, value: 0.0921283667574837, base_value: 251981000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148774/; rank: 74, crd: 292217, firm: Royal Capital Wealth Management LLC, city: Carmel, state: IN, value: 0.0871867961681432, base_value: 158872388, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292217/; rank: 75, crd: 107593, firm: Meridian Investment Advisors, Inc., city: Indianapolis, state: IN, value: 0.0850391812004825, base_value: 491615793, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107593/; rank: 76, crd: 318629, firm: Williamson Legacy Group, LLC, city: Carmel, state: IN, value: 0.0798573700647558, base_value: 145378552, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318629/; rank: 77, crd: 171652, firm: Bischoff Wealth Management Group, LLC, city: Greenwood, state: IN, value: 0.0661650809293, base_value: 183177087, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171652/; rank: 78, crd: 106244, firm: Monarch Capital Management Inc, city: Fort Wayne, state: IN, value: 0.0660461126070957, base_value: 409117743, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106244/; rank: 79, crd: 122360, firm: Aldebaran Capital, LLC, city: Carmel, state: IN, value: 0.0599912221092691, base_value: 140139483, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122360/; rank: 80, crd: 109650, firm: Banker Investment Group, city: West Lafayette, state: IN, value: 0.0501529012374622, base_value: 224683074, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109650/; rank: 81, crd: 109775, firm: Peloton Capital Management, city: Indianapolis, state: IN, value: 0.0465980904208649, base_value: 245983290, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109775/; rank: 82, crd: 154503, firm: Indie Asset Partners, LLC, city: Carmel, state: IN, value: -0.0191349422964315, base_value: 726101667, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154503/; rank: 83, crd: 288903, firm: Wealth Advisory Solutions, LLC, city: Zionsville, state: IN, value: -0.0352148183915924, base_value: 667135130, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288903/

## 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

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [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/fastest-growing-3-year/indiana/

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