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Ranking, Indiana

Fastest-growing independent RIAs over five years in Indiana

As of October 2, 2026, Elser Financial Planning, Inc. ranked #1 in Indiana in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 33.3%, from a base of $500.3 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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.

Fastest-growing independent RIAs over five years in Indiana
Rank Firm City Growth Starting value
1 Elser Financial Planning, Inc. Indianapolis 33.3% $500.3 million
2 CX Institutional, LLC Auburn 30.6% $1.2 billion
3 Maripau Wealth Management LLC Fort Wayne 28.0% $106.0 million
4 FI3 Financial Advisors, LLC Indianapolis 27.6% $336.9 million
5 Lji Wealth Management, LLC Indianapolis 26.1% $431.2 million
6 Quantum Financial Services Inc. Indianapolis 23.7% $252.1 million
7 Hendershott Wealth Management, LLC Fishers 22.0% $113.1 million
8 Gimbal Financial, LLC Carmel 21.5% $109.5 million
9 Phillips Financial Fort Wayne 19.0% $1.1 billion
10 Howard Bailey Securities, LLC Fort Wayne 18.8% $246.5 million
11 Halter Ferguson Financial Inc Carmel 18.6% $300.5 million
12 Kotys Wealth Professionals Valparaiso 17.7% $136.2 million
13 Gettings Busch Wealth Management Lafayette 17.7% $240.1 million
14 Korhorn Financial Group Granger 17.5% $513.6 million
15 Cfci Bloomington 17.1% $270.9 million
16 Monon Wealth Management Indianapolis 16.9% $251.0 million
17 Wellington Investment Advisors Bloomington 16.7% $120.9 million
18 Kessler Investment Group, LLC Columbus 16.3% $169.4 million
19 Vestia Personal Wealth Advisors Fort Wayne 15.5% $515.4 million
20 Hilltop Wealth & Tax Solutions Mishawaka 15.3% $302.0 million
21 Hurlow Wealth Management Group, Inc. Bloomington 15.3% $390.0 million
22 Wealth Advisors Group Fort Wayne 15.2% $660.2 million
23 Valeo Financial Advisors, LLC Carmel 15.2% $6.4 billion
24 Invst, LLC Indianapolis 15.0% $778.1 million
25 Pathway Financial Advisers, LLC Auburn 14.1% $271.5 million
26 Sym Financial Advisors Winona Lake 13.2% $3.1 billion
27 Dickmeyer Boyce Financial Management, Inc Fort Wayne 13.1% $236.7 million
28 Bedel Financial Consulting Inc Indianapolis 13.1% $1.6 billion
29 Woodley Farra Indianapolis 12.9% $1.3 billion
30 Market Street Wealth Management Advisors, LLC Indianapolis 12.8% $424.7 million
31 Gehrig Capital Management, Inc. Merrillville 12.3% $114.0 million
32 Forum Private Client Group Fishers 12.2% $226.9 million
33 Trust Investment Advisors Indianapolis 11.4% $139.6 million
34 Horizon Investment Services, LLC. Hammond 11.1% $215.3 million
35 Galecki Financial Management Inc Fort Wayne 11.0% $552.6 million
36 Financial Enhancement Group Anderson 10.9% $588.7 million
37 Smith Financial Kokomo 10.6% $276.1 million
38 Deerfield Indianapolis 10.4% $715.8 million
39 Charter Advisory Corporation Indianapolis 10.3% $204.0 million
40 Northwest Financial Services Inc Indianapolis 10.3% $389.4 million
41 Walter Keenan Wealth Management South Bend 10.2% $604.5 million
42 Oxinas Partners Wealth Management Jeffersonville 10.1% $241.6 million
43 CBG & Company, Inc. Fishers 10.1% $167.3 million
44 Donaldson Capital Management LLC Evansville 10.1% $2.1 billion
45 Lauer Wealth Management Valparaiso 9.9% $100.2 million
46 Bookends Financial Planning Indianapolis 9.5% $214.7 million
47 Oxford Financial Group, Ltd Carmel 9.5% $14.8 billion
48 Asset Management Strategies, Inc. Indianapolis 9.2% $141.7 million
49 Aldebaran Capital, LLC Carmel 9.2% $107.7 million
50 Provider Financial, Inc. Indianapolis 8.4% $203.1 million
51 Wallington Asset Management Indianapolis 7.7% $909.0 million
52 Lynch & Associates Newburgh 7.6% $575.1 million
53 Kirr, Marbach & Company, LLC Columbus 7.3% $413.5 million
54 Meridian Investment Advisors, Inc. Indianapolis 6.9% $449.7 million
55 Royal Capital Wealth Management LLC Carmel 6.9% $146.3 million
56 Greenleaf Financial Group Carmel 6.8% $126.3 million
57 West Advisors, Inc. Fishers 6.8% $459.0 million
58 Capital Cities Investments Indianapolis 6.4% $210.8 million
59 Pettinga Financial Advisors, LLC Evansville 6.2% $943.9 million
60 Compass Financial Advisors LLC Fort Wayne 6.1% $209.6 million
61 Freeman, Will & Niemeier, Inc. Evansville 4.4% $229.5 million
62 Intrepid Financial Planning Group, LLC Carmel 4.4% $315.5 million
63 Financial Plans & Strategies, Inc. Greenwood 4.1% $500.2 million
64 Monarch Capital Management Inc Fort Wayne 3.9% $409.0 million
65 Banker Investment Group West Lafayette 3.7% $217.3 million
66 Wabash Capital, Inc. Terre Haute 3.6% $144.7 million
67 Peloton Capital Management Indianapolis 1.6% $260.6 million
68 Axiom Financial Strategies Group, LLC New Albany 1.5% $374.4 million
69 Thomas Story and Son LLC Plymouth 1.4% $305.8 million
70 Indie Asset Partners, LLC Carmel 0.9% $655.0 million
71 Bischoff Wealth Management Group, LLC Greenwood 0.6% $215.8 million
72 Wealth Advisory Solutions, LLC Zionsville -1.5% $645.7 million

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

More rankings

Fastest growing, 5 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.