# Largest independent RIAs by assets under management in Indiana

As of October 2, 2026, Oxford Financial Group, Ltd ranked #1 in Indiana in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $23.3 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/indiana/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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: usd
- scope: Indiana
- firms_listed: 100
- rows: rank: 1, crd: 105303, firm: Oxford Financial Group, Ltd, city: Carmel, state: IN, value: 23330849733, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105303/; rank: 2, crd: 324899, firm: Sapient Capital LLC, city: Indianapolis, state: IN, value: 13756996022, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324899/; rank: 3, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 12958676684, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127132/; rank: 4, crd: 107517, firm: Sym Financial Advisors, city: Winona Lake, state: IN, value: 5813231190, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107517/; rank: 5, crd: 292627, firm: CX Institutional, LLC, city: Auburn, state: IN, value: 4464692612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292627/; rank: 6, crd: 106131, firm: Donaldson Capital Management LLC, city: Evansville, state: IN, value: 3463957899, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106131/; rank: 7, crd: 105653, firm: Bedel Financial Consulting Inc, city: Indianapolis, state: IN, value: 2919792188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105653/; rank: 8, crd: 131344, firm: Phillips Financial, city: Fort Wayne, state: IN, value: 2636493500, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131344/; rank: 9, crd: 107660, firm: Woodley Farra, city: Indianapolis, state: IN, value: 2319489230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107660/; rank: 10, crd: 143311, firm: Elser Financial Planning, Inc., city: Indianapolis, state: IN, value: 2107948395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143311/; rank: 11, crd: 282863, firm: Invst, LLC, city: Indianapolis, state: IN, value: 1565110275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282863/; rank: 12, crd: 145399, firm: Lji Wealth Management, LLC, city: Indianapolis, state: IN, value: 1373719423, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145399/; rank: 13, crd: 122050, firm: Wealth Advisors Group, city: Fort Wayne, state: IN, value: 1342010836, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122050/; rank: 14, crd: 143360, firm: Wallington Asset Management, city: Indianapolis, state: IN, value: 1317647542, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143360/; rank: 15, crd: 156369, firm: Pettinga Financial Advisors, LLC, city: Evansville, state: IN, value: 1275804828, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156369/; rank: 16, crd: 104964, firm: Deerfield, city: Indianapolis, state: IN, value: 1176249776, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104964/; rank: 17, crd: 325310, firm: Corevision Financial Group, city: Shelbyville, state: IN, value: 1154353259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325310/; rank: 18, crd: 128606, firm: Korhorn Financial Group, city: Granger, state: IN, value: 1152350226, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128606/; rank: 19, crd: 168005, firm: FI3 Financial Advisors, LLC, city: Indianapolis, state: IN, value: 1138900750, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168005/; rank: 20, crd: 290565, firm: Vestia Personal Wealth Advisors, city: Fort Wayne, state: IN, value: 1061324126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290565/; rank: 21, crd: 159017, firm: Financial Enhancement Group, city: Anderson, state: IN, value: 986999188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159017/; rank: 22, crd: 104838, firm: Walter Keenan Wealth Management, city: South Bend, state: IN, value: 983280961, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104838/; rank: 23, crd: 107218, firm: Galecki Financial Management Inc, city: Fort Wayne, state: IN, value: 929463266, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107218/; rank: 24, crd: 108326, firm: Lynch & Associates, city: Newburgh, state: IN, value: 831128783, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108326/; rank: 25, crd: 282587, firm: Hurlow Wealth Management Group, Inc., city: Bloomington, state: IN, value: 794361686, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282587/; rank: 26, crd: 122212, firm: Market Street Wealth Management Advisors, LLC, city: Indianapolis, state: IN, value: 775997048, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122212/; rank: 27, crd: 121631, firm: Quantum Financial Services Inc., city: Indianapolis, state: IN, value: 730899118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121631/; rank: 28, crd: 109563, firm: Halter Ferguson Financial Inc, city: Carmel, state: IN, value: 704950608, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109563/; rank: 29, crd: 154503, firm: Indie Asset Partners, LLC, city: Carmel, state: IN, value: 685212417, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154503/; rank: 30, crd: 157236, firm: West Advisors, Inc., city: Fishers, state: IN, value: 636661966, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157236/; rank: 31, crd: 106805, firm: Northwest Financial Services Inc, city: Indianapolis, state: IN, value: 634899243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106805/; rank: 32, crd: 107593, firm: Meridian Investment Advisors, Inc., city: Indianapolis, state: IN, value: 628003536, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107593/; rank: 33, crd: 290981, firm: Hilltop Wealth & Tax Solutions, city: Mishawaka, state: IN, value: 616442794, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290981/; rank: 34, crd: 123793, firm: Financial Plans & Strategies, Inc., city: Greenwood, state: IN, value: 610600630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123793/; rank: 35, crd: 288903, firm: Wealth Advisory Solutions, LLC, city: Zionsville, state: IN, value: 599108779, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288903/; rank: 36, crd: 128257, firm: Cfci, city: Bloomington, state: IN, value: 595565339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128257/; rank: 37, crd: 104634, firm: Kirr, Marbach & Company, LLC, city: Columbus, state: IN, value: 587658991, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104634/; rank: 38, crd: 282712, firm: Howard Bailey Securities, LLC, city: Fort Wayne, state: IN, value: 582792249, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282712/; rank: 39, crd: 289413, firm: Monon Wealth Management, city: Indianapolis, state: IN, value: 546819721, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289413/; rank: 40, crd: 306757, firm: Gettings Busch Wealth Management, city: Lafayette, state: IN, value: 541469419, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306757/; rank: 41, crd: 334353, firm: Elevated Financial Group, city: Indianapolis, state: IN, value: 531978537, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334353/; rank: 42, crd: 121978, firm: Reify Wealth Advisors, Inc., city: Indianapolis, state: IN, value: 524414189, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121978/; rank: 43, crd: 166237, firm: Pathway Financial Advisers, LLC, city: Auburn, state: IN, value: 524223965, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166237/; rank: 44, crd: 106244, firm: Monarch Capital Management Inc, city: Fort Wayne, state: IN, value: 495651343, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106244/; rank: 45, crd: 332803, firm: The Wellington GRP LLC, city: Indianapolis, state: IN, value: 473645985, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332803/; rank: 46, crd: 154022, firm: Smith Financial, city: Kokomo, state: IN, value: 456904847, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154022/; rank: 47, crd: 330384, firm: Mindset Wealth Management, LLC, city: Indianapolis, state: IN, value: 445495566, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330384/; rank: 48, crd: 124281, firm: Dickmeyer Boyce Financial Management, Inc, city: Fort Wayne, state: IN, value: 438508287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124281/; rank: 49, crd: 339197, firm: Storen Financial, city: Zionsville, state: IN, value: 438267419, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339197/; rank: 50, crd: 306618, firm: Axiom Financial Strategies Group, LLC, city: New Albany, state: IN, value: 404117800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306618/; rank: 51, crd: 143075, firm: Forum Private Client Group, city: Fishers, state: IN, value: 403252773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143075/; rank: 52, crd: 297462, firm: Oxinas Partners Wealth Management, city: Jeffersonville, state: IN, value: 390977057, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297462/; rank: 53, crd: 112196, firm: Intrepid Financial Planning Group, LLC, city: Carmel, state: IN, value: 390401120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112196/; rank: 54, crd: 327983, firm: Vista Investment Partners, city: Richmond, state: IN, value: 383145824, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327983/; rank: 55, crd: 110642, firm: Horizon Investment Services, LLC., city: Hammond, state: IN, value: 363823928, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110642/; rank: 56, crd: 311934, firm: Maripau Wealth Management LLC, city: Fort Wayne, state: IN, value: 363768300, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311934/; rank: 57, crd: 153696, firm: Kessler Investment Group, LLC, city: Columbus, state: IN, value: 359683677, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153696/; rank: 58, crd: 305301, firm: Bookends Financial Planning, city: Indianapolis, state: IN, value: 338348236, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305301/; rank: 59, crd: 113390, firm: Charter Advisory Corporation, city: Indianapolis, state: IN, value: 333085121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113390/; rank: 60, crd: 168692, firm: Curry Webb Wealth Management LLC, city: Indianapolis, state: IN, value: 332442429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168692/; rank: 61, crd: 148774, firm: Thomas Story and Son LLC, city: Plymouth, state: IN, value: 328238000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148774/; rank: 62, crd: 332473, firm: Tradewell Tax & Financial, city: Fort Wayne, state: IN, value: 320440000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332473/; rank: 63, crd: 168156, firm: Kotys Wealth Professionals, city: Valparaiso, state: IN, value: 308018184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168156/; rank: 64, crd: 170839, firm: Hendershott Wealth Management, LLC, city: Fishers, state: IN, value: 305773253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170839/; rank: 65, crd: 168964, firm: Provider Financial, Inc., city: Indianapolis, state: IN, value: 303974168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168964/; rank: 66, crd: 159003, firm: Gimbal Financial, LLC, city: Carmel, state: IN, value: 290012610, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159003/; rank: 67, crd: 116185, firm: Capital Cities Investments, city: Indianapolis, state: IN, value: 287942391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116185/; rank: 68, crd: 147676, firm: Teeple Snyder Newsome Wealth & Tax Management, city: Brownsburg, state: IN, value: 287042349, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147676/; rank: 69, crd: 121628, firm: Freeman, Will & Niemeier, Inc., city: Evansville, state: IN, value: 284181959, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121628/; rank: 70, crd: 109131, firm: Compass Financial Advisors LLC, city: Fort Wayne, state: IN, value: 282474625, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109131/; rank: 71, crd: 109775, firm: Peloton Capital Management, city: Indianapolis, state: IN, value: 281997605, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109775/; rank: 72, crd: 149225, firm: CBG & Company, Inc., city: Fishers, state: IN, value: 270678780, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149225/; rank: 73, crd: 291307, firm: Brucke Financial, Inc., city: Indianapolis, state: IN, value: 262391464, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291307/; rank: 74, crd: 283853, firm: Wellington Investment Advisors, city: Bloomington, state: IN, value: 261427000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283853/; rank: 75, crd: 109650, firm: Banker Investment Group, city: West Lafayette, state: IN, value: 260212387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109650/; rank: 76, crd: 288742, firm: An Exceptional Life Financial, LLC, city: Indianapolis, state: IN, value: 258925194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288742/; rank: 77, crd: 333298, firm: Strive Financial Group, LLC, city: Carmel, state: IN, value: 246692286, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333298/; rank: 78, crd: 309233, firm: Trust Investment Advisors, city: Indianapolis, state: IN, value: 238933754, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309233/; rank: 79, crd: 285030, firm: Daviman Financial, LLC, city: Noblesville, state: IN, value: 233930979, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285030/; rank: 80, crd: 171652, firm: Bischoff Wealth Management Group, LLC, city: Greenwood, state: IN, value: 221995674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171652/; rank: 81, crd: 135173, firm: Asset Management Strategies, Inc., city: Indianapolis, state: IN, value: 220241744, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135173/; rank: 82, crd: 130753, firm: Four Quadrant Wealth Advisors, Inc., city: Carmel, state: IN, value: 219022260, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130753/; rank: 83, crd: 121034, firm: Financial Planning Services, city: Fort Wayne, state: IN, value: 212629231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121034/; rank: 84, crd: 292217, firm: Royal Capital Wealth Management LLC, city: Carmel, state: IN, value: 204155428, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292217/; rank: 85, crd: 123250, firm: Gehrig Capital Management, Inc., city: Merrillville, state: IN, value: 203949242, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123250/; rank: 86, crd: 165105, firm: Laughlin Financial LLC, city: Bloomington, state: IN, value: 200198285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165105/; rank: 87, crd: 111536, firm: Pile Wealth Management, city: Indianapolis, state: IN, value: 188687960, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111536/; rank: 88, crd: 341851, firm: Nearside Advisors, LLC, city: Indianapolis, state: IN, value: 188582674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341851/; rank: 89, crd: 310603, firm: Comprehensive Financial Consultants, city: Cicero, state: IN, value: 187285623, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310603/; rank: 90, crd: 318629, firm: Williamson Legacy Group, LLC, city: Carmel, state: IN, value: 183062559, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318629/; rank: 91, crd: 137933, firm: Greenleaf Financial Group, city: Carmel, state: IN, value: 175200121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137933/; rank: 92, crd: 107932, firm: Wabash Capital, Inc., city: Terre Haute, state: IN, value: 173044936, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107932/; rank: 93, crd: 122360, firm: Aldebaran Capital, LLC, city: Carmel, state: IN, value: 166904220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122360/; rank: 94, crd: 289763, firm: Lauer Wealth Management, city: Valparaiso, state: IN, value: 160931690, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289763/; rank: 95, crd: 122594, firm: Spyglass Investment Management, city: Terre Haute, state: IN, value: 156419092, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122594/; rank: 96, crd: 315220, firm: Werner Financial, city: Indianapolis, state: IN, value: 152442365, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315220/; rank: 97, crd: 298437, firm: Apple Tree Asset Management, LLC, city: Fort Wayne, state: IN, value: 151850105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298437/; rank: 98, crd: 310504, firm: Delta Wealth Advisors LLC, city: Indianapolis, state: IN, value: 151829886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310504/; rank: 99, crd: 126051, firm: Koon Financial Planning & Consulting/KFP&C, city: Greenwood, state: IN, value: 146915865, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126051/; rank: 100, crd: 325374, firm: Hobbs Wealth Management, city: Zionsville, state: IN, value: 146673348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325374/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/indiana/

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