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For asset managers
AdvisorIQ

Ranking, Indiana

Fastest-growing wealth firms over one year, including broker-dealer firms in Indiana

As of October 2, 2026, The Wellington GRP LLC ranked #1 in Indiana in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 247.2%, from a base of $136.4 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 The Wellington GRP LLC Indianapolis 247.2% $136.4 million
2 Corevision Financial Group Shelbyville 227.6% $352.3 million
3 Daviman Financial, LLC Noblesville 53.1% $152.8 million
4 Thurston Springer Advisors Broker-dealer affiliated Indianapolis 51.8% $4.0 billion
5 Werner Financial Indianapolis 48.4% $102.7 million
6 Halter Ferguson Financial Inc Carmel 44.5% $487.8 million
7 Mindset Wealth Management, LLC Indianapolis 37.8% $323.4 million
8 Comprehensive Financial Consultants Cicero 33.8% $140.0 million
9 CX Institutional, LLC Auburn 33.8% $3.3 billion
10 Elevated Financial Group Indianapolis 33.2% $399.3 million
11 Financial Plans & Strategies, Inc. Greenwood 32.6% $460.5 million
12 Teeple Snyder Newsome Wealth & Tax Management Brownsburg 31.8% $217.9 million
13 Strive Financial Group, LLC Carmel 31.2% $188.0 million
14 MFG Wealth Management, Inc. Indianapolis 30.6% $111.8 million
15 Brucke Financial, Inc. Indianapolis 30.6% $201.0 million
16 Hendershott Wealth Management, LLC Fishers 29.8% $235.6 million
17 Vestia Personal Wealth Advisors Fort Wayne 28.3% $827.3 million
18 Lji Wealth Management, LLC Indianapolis 28.3% $1.1 billion
19 Four Quadrant Wealth Advisors, Inc. Carmel 27.5% $171.8 million
20 Delta Wealth Advisors LLC Indianapolis 26.0% $120.5 million
21 Hobbs Wealth Management Zionsville 25.8% $116.5 million
22 Hilltop Wealth & Tax Solutions Mishawaka 25.6% $490.8 million
23 Quantum Financial Services Inc. Indianapolis 23.7% $590.8 million
24 Korhorn Financial Group Granger 23.3% $934.5 million
25 Fortitude Private Wealth Carmel 23.0% $102.8 million
26 Maripau Wealth Management LLC Fort Wayne 22.8% $296.1 million
27 Deerfield Indianapolis 22.7% $958.7 million
28 FI3 Financial Advisors, LLC Indianapolis 22.7% $928.4 million
29 Gettings Busch Wealth Management Lafayette 21.9% $444.1 million
30 Valeo Financial Advisors, LLC Carmel 21.8% $10.6 billion
31 Galecki Financial Management Inc Fort Wayne 21.1% $767.6 million
32 Monon Wealth Management Indianapolis 20.9% $452.2 million
33 Smith Financial Kokomo 20.9% $378.0 million
34 Hurlow Wealth Management Group, Inc. Bloomington 20.7% $658.1 million
35 Sapient Capital LLC Indianapolis 20.3% $11.4 billion
36 Howard Bailey Securities, LLC Fort Wayne 20.2% $484.9 million
37 Tradewell Tax & Financial Fort Wayne 20.0% $267.0 million
38 Fnex Wealth, LLC Indianapolis 19.8% $102.1 million
39 Kessler Investment Group, LLC Columbus 19.7% $300.4 million
40 Laughlin Financial LLC Bloomington 19.4% $167.7 million
41 Sym Financial Advisors Winona Lake 19.1% $4.9 billion
42 Vista Investment Partners Richmond 19.1% $321.8 million
43 Phillips Financial Fort Wayne 19.0% $2.2 billion
44 Wealth Advisors Group Fort Wayne 19.0% $1.1 billion
45 Oxford Financial Group, Ltd Carmel 18.7% $19.7 billion
46 Financial Enhancement Group Anderson 18.7% $831.5 million
47 An Exceptional Life Financial, LLC Indianapolis 18.7% $218.2 million
48 Creative Financial Designs, Inc. Broker-dealer affiliated Kokomo 18.7% $2.5 billion
49 Financial Planning Services Fort Wayne 18.7% $179.2 million
50 Pathway Financial Advisers, LLC Auburn 18.4% $442.8 million
51 Bedel Financial Consulting Inc Indianapolis 18.2% $2.5 billion
52 Meridian Investment Advisors, Inc. Indianapolis 17.9% $532.7 million
53 Forum Private Client Group Fishers 17.8% $342.4 million
54 Reify Wealth Advisors, Inc. Indianapolis 17.7% $445.5 million
55 Dickmeyer Boyce Financial Management, Inc Fort Wayne 17.7% $372.6 million
56 McMahan Capital Management Carmel 17.4% $115.8 million
57 Bookends Financial Planning Indianapolis 17.1% $289.0 million
58 Apple Tree Asset Management, LLC Fort Wayne 16.9% $129.9 million
59 Walter Keenan Wealth Management South Bend 16.4% $844.6 million
60 Cfci Bloomington 15.6% $515.1 million
61 Sycamore Financial Group Broker-dealer affiliated Kokomo 15.6% $681.1 million
62 Northwest Financial Services Inc Indianapolis 15.1% $551.4 million
63 Horizon Investment Services, LLC. Hammond 15.1% $316.0 million
64 Gehrig Capital Management, Inc. Merrillville 15.0% $177.4 million
65 Core Wealth Advisors Indianapolis 14.8% $125.3 million
66 Pettinga Financial Advisors, LLC Evansville 14.6% $1.1 billion
67 Trust Investment Advisors Indianapolis 14.6% $208.5 million
68 Gimbal Financial, LLC Carmel 14.5% $253.2 million
69 Capital Cities Investments Indianapolis 14.5% $251.4 million
70 Curry Webb Wealth Management LLC Indianapolis 14.5% $290.4 million
71 Kirr, Marbach & Company, LLC Columbus 14.5% $513.4 million
72 Wallington Asset Management Indianapolis 14.4% $1.2 billion
73 Oxinas Partners Wealth Management Jeffersonville 13.5% $344.6 million
74 Bischoff Wealth Management Group, LLC Greenwood 13.3% $196.0 million
75 Kotys Wealth Professionals Valparaiso 13.2% $272.1 million
76 Greenleaf Financial Group Carmel 12.1% $156.2 million
77 Lynch & Associates Newburgh 12.1% $741.5 million
78 Encircle Financial Strategies Indianapolis 12.0% $124.4 million
79 Pile Wealth Management Indianapolis 12.0% $168.4 million
80 West Advisors, Inc. Fishers 12.0% $568.4 million
81 Wellington Investment Advisors Bloomington 12.0% $233.4 million
82 Donaldson Capital Management LLC Evansville 11.9% $3.1 billion
83 Spyglass Investment Management Terre Haute 11.7% $140.0 million
84 Freeman, Will & Niemeier, Inc. Evansville 10.8% $256.4 million
85 Intrepid Financial Planning Group, LLC Carmel 10.0% $355.0 million
86 Wabash Capital, Inc. Terre Haute 9.5% $158.1 million
87 Royal Capital Wealth Management LLC Carmel 9.4% $186.6 million
88 Market Street Wealth Management Advisors, LLC Indianapolis 9.1% $711.3 million
89 Axiom Financial Strategies Group, LLC New Albany 8.4% $372.9 million
90 Provider Financial, Inc. Indianapolis 8.2% $281.0 million
91 Woodley Farra Indianapolis 7.9% $2.1 billion
92 CBG & Company, Inc. Fishers 7.4% $252.1 million
93 Kestrel Wealth Management, LLC South Bend 7.3% $134.2 million
94 Wealth Advisory Solutions, LLC Zionsville 6.9% $560.4 million
95 Compass Financial Advisors LLC Fort Wayne 6.7% $264.7 million
96 Thomas Story and Son LLC Plymouth 6.2% $309.0 million
97 Asset Management Strategies, Inc. Indianapolis 6.2% $207.4 million
98 Elser Financial Planning, Inc. Indianapolis 5.1% $2.0 billion
99 Monarch Capital Management Inc Fort Wayne 4.0% $476.4 million
100 Aldebaran Capital, LLC Carmel 3.2% $161.8 million

Showing the top 100. Figures are as firms reported them on Form ADV.

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Fastest growing 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.