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AdvisorIQ

Ranking, Indiana

Fastest-growing wealth firms over five 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 five years, including broker-dealer firms, with 42.5%, from a base of $1.0 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 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.

Rank Firm City Growth Starting value
1 Thurston Springer Advisors Broker-dealer affiliated Indianapolis 42.5% $1.0 billion
2 Elser Financial Planning, Inc. Indianapolis 33.3% $500.3 million
3 CX Institutional, LLC Auburn 30.6% $1.2 billion
4 Maripau Wealth Management LLC Fort Wayne 28.0% $106.0 million
5 FI3 Financial Advisors, LLC Indianapolis 27.6% $336.9 million
6 Lji Wealth Management, LLC Indianapolis 26.1% $431.2 million
7 Quantum Financial Services Inc. Indianapolis 23.7% $252.1 million
8 Hendershott Wealth Management, LLC Fishers 22.0% $113.1 million
9 Gimbal Financial, LLC Carmel 21.5% $109.5 million
10 Phillips Financial Fort Wayne 19.0% $1.1 billion
11 Howard Bailey Securities, LLC Fort Wayne 18.8% $246.5 million
12 Halter Ferguson Financial Inc Carmel 18.6% $300.5 million
13 Kotys Wealth Professionals Valparaiso 17.7% $136.2 million
14 Gettings Busch Wealth Management Lafayette 17.7% $240.1 million
15 Korhorn Financial Group Granger 17.5% $513.6 million
16 Cfci Bloomington 17.1% $270.9 million
17 Monon Wealth Management Indianapolis 16.9% $251.0 million
18 Wellington Investment Advisors Bloomington 16.7% $120.9 million
19 Kessler Investment Group, LLC Columbus 16.3% $169.4 million
20 Vestia Personal Wealth Advisors Fort Wayne 15.5% $515.4 million
21 Hilltop Wealth & Tax Solutions Mishawaka 15.3% $302.0 million
22 Hurlow Wealth Management Group, Inc. Bloomington 15.3% $390.0 million
23 Wealth Advisors Group Fort Wayne 15.2% $660.2 million
24 Creative Financial Designs, Inc. Broker-dealer affiliated Kokomo 15.2% $1.4 billion
25 Valeo Financial Advisors, LLC Carmel 15.2% $6.4 billion
26 Invst, LLC Indianapolis 15.0% $778.1 million
27 Pathway Financial Advisers, LLC Auburn 14.1% $271.5 million
28 Sym Financial Advisors Winona Lake 13.2% $3.1 billion
29 Dickmeyer Boyce Financial Management, Inc Fort Wayne 13.1% $236.7 million
30 Bedel Financial Consulting Inc Indianapolis 13.1% $1.6 billion
31 Woodley Farra Indianapolis 12.9% $1.3 billion
32 Market Street Wealth Management Advisors, LLC Indianapolis 12.8% $424.7 million
33 Gehrig Capital Management, Inc. Merrillville 12.3% $114.0 million
34 Forum Private Client Group Fishers 12.2% $226.9 million
35 Trust Investment Advisors Indianapolis 11.4% $139.6 million
36 Horizon Investment Services, LLC. Hammond 11.1% $215.3 million
37 Galecki Financial Management Inc Fort Wayne 11.0% $552.6 million
38 Financial Enhancement Group Anderson 10.9% $588.7 million
39 Smith Financial Kokomo 10.6% $276.1 million
40 Deerfield Indianapolis 10.4% $715.8 million
41 Charter Advisory Corporation Indianapolis 10.3% $204.0 million
42 Northwest Financial Services Inc Indianapolis 10.3% $389.4 million
43 Walter Keenan Wealth Management South Bend 10.2% $604.5 million
44 Oxinas Partners Wealth Management Jeffersonville 10.1% $241.6 million
45 CBG & Company, Inc. Fishers 10.1% $167.3 million
46 Donaldson Capital Management LLC Evansville 10.1% $2.1 billion
47 Lauer Wealth Management Valparaiso 9.9% $100.2 million
48 Oneamerica Securities, Inc. Broker-dealer affiliated Indianapolis 9.9% $191.2 million
49 Bookends Financial Planning Indianapolis 9.5% $214.7 million
50 Oxford Financial Group, Ltd Carmel 9.5% $14.8 billion
51 Asset Management Strategies, Inc. Indianapolis 9.2% $141.7 million
52 Aldebaran Capital, LLC Carmel 9.2% $107.7 million
53 Provider Financial, Inc. Indianapolis 8.4% $203.1 million
54 Sycamore Financial Group Broker-dealer affiliated Kokomo 8.0% $536.2 million
55 Wallington Asset Management Indianapolis 7.7% $909.0 million
56 Lynch & Associates Newburgh 7.6% $575.1 million
57 Kirr, Marbach & Company, LLC Columbus 7.3% $413.5 million
58 Meridian Investment Advisors, Inc. Indianapolis 6.9% $449.7 million
59 Royal Capital Wealth Management LLC Carmel 6.9% $146.3 million
60 Greenleaf Financial Group Carmel 6.8% $126.3 million
61 West Advisors, Inc. Fishers 6.8% $459.0 million
62 Capital Cities Investments Indianapolis 6.4% $210.8 million
63 Pettinga Financial Advisors, LLC Evansville 6.2% $943.9 million
64 Compass Financial Advisors LLC Fort Wayne 6.1% $209.6 million
65 Freeman, Will & Niemeier, Inc. Evansville 4.4% $229.5 million
66 Intrepid Financial Planning Group, LLC Carmel 4.4% $315.5 million
67 Financial Plans & Strategies, Inc. Greenwood 4.1% $500.2 million
68 Monarch Capital Management Inc Fort Wayne 3.9% $409.0 million
69 Banker Investment Group West Lafayette 3.7% $217.3 million
70 Wabash Capital, Inc. Terre Haute 3.6% $144.7 million
71 Peloton Capital Management Indianapolis 1.6% $260.6 million
72 Axiom Financial Strategies Group, LLC New Albany 1.5% $374.4 million
73 Thomas Story and Son LLC Plymouth 1.4% $305.8 million
74 Indie Asset Partners, LLC Carmel 0.9% $655.0 million
75 Bischoff Wealth Management Group, LLC Greenwood 0.6% $215.8 million
76 Wealth Advisory Solutions, LLC Zionsville -1.5% $645.7 million

76 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.