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AdvisorIQ

Ranking, Indiana

Independent RIAs with the most accounts in Indiana

As of October 2, 2026, Valeo Financial Advisors, LLC ranked #1 in Indiana in AdvisorIQ's ranking of independent RIAs with the most accounts, with 22,812.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 Valeo Financial Advisors, LLC Carmel 22,812
2 CX Institutional, LLC Auburn 13,723
3 Invst, LLC Indianapolis 6,818
4 Sapient Capital LLC Indianapolis 6,681
5 Sym Financial Advisors Winona Lake 6,673
6 Oxford Financial Group, Ltd Carmel 6,593
7 Korhorn Financial Group Granger 5,880
8 Bedel Financial Consulting Inc Indianapolis 5,435
9 Howard Bailey Securities, LLC Fort Wayne 4,056
10 Vestia Personal Wealth Advisors Fort Wayne 3,987
11 Financial Enhancement Group Anderson 3,599
12 Lji Wealth Management, LLC Indianapolis 3,574
13 Wealth Advisors Group Fort Wayne 3,297
14 Phillips Financial Fort Wayne 3,264
15 Maripau Wealth Management LLC Fort Wayne 3,092
16 Corevision Financial Group Shelbyville 2,851
17 Hilltop Wealth & Tax Solutions Mishawaka 2,784
18 Galecki Financial Management Inc Fort Wayne 2,440
19 Brucke Financial, Inc. Indianapolis 2,324
20 Pettinga Financial Advisors, LLC Evansville 2,267
21 Hurlow Wealth Management Group, Inc. Bloomington 2,155
22 Teeple Snyder Newsome Wealth & Tax Management Brownsburg 2,118
23 Asset Management Strategies, Inc. Indianapolis 2,110
24 Strive Financial Group, LLC Carmel 1,991
25 Gettings Busch Wealth Management Lafayette 1,981
26 Lynch & Associates Newburgh 1,900
27 Elevated Financial Group Indianapolis 1,866
28 Donaldson Capital Management LLC Evansville 1,848
29 Pathway Financial Advisers, LLC Auburn 1,832
30 Wealth Advisory Solutions, LLC Zionsville 1,826
31 Monon Wealth Management Indianapolis 1,740
32 Oxinas Partners Wealth Management Jeffersonville 1,738
33 Market Street Wealth Management Advisors, LLC Indianapolis 1,693
34 Storen Financial Zionsville 1,676
35 Elser Financial Planning, Inc. Indianapolis 1,643
35 FI3 Financial Advisors, LLC Indianapolis 1,643
37 Woodley Farra Indianapolis 1,591
38 Vista Investment Partners Richmond 1,548
39 The Wellington GRP LLC Indianapolis 1,516
40 Forum Private Client Group Fishers 1,490
41 Intrepid Financial Planning Group, LLC Carmel 1,457
42 Apple Tree Asset Management, LLC Fort Wayne 1,430
43 Axiom Financial Strategies Group, LLC New Albany 1,382
44 Bookends Financial Planning Indianapolis 1,336
45 Freeman, Will & Niemeier, Inc. Evansville 1,295
46 Werner Financial Indianapolis 1,262
47 Capital Advisor Network Lafayette 1,261
48 Dickmeyer Boyce Financial Management, Inc Fort Wayne 1,253
49 Capital Cities Investments Indianapolis 1,252
50 Meridian Investment Advisors, Inc. Indianapolis 1,154
51 Tradewell Tax & Financial Fort Wayne 1,147
52 Kessler Investment Group, LLC Columbus 1,138
53 Comprehensive Financial Consultants Cicero 1,123
54 Cfci Bloomington 1,083
55 Financial Plans & Strategies, Inc. Greenwood 1,081
56 Halter Ferguson Financial Inc Carmel 1,076
57 Deerfield Indianapolis 1,073
58 Gehrig Capital Management, Inc. Merrillville 1,072
59 Financial Planning Services Fort Wayne 1,067
60 Wellington Investment Advisors Bloomington 1,019
61 Banker Investment Group West Lafayette 952
62 An Exceptional Life Financial, LLC Indianapolis 949
63 Wallington Asset Management Indianapolis 930
64 Lauer Wealth Management Valparaiso 919
65 MFG Wealth Management, Inc. Indianapolis 909
66 Kotys Wealth Professionals Valparaiso 885
67 Charter Advisory Corporation Indianapolis 877
67 Reify Wealth Advisors, Inc. Indianapolis 877
69 Gimbal Financial, LLC Carmel 847
70 Curry Webb Wealth Management LLC Indianapolis 836
71 Williamson Legacy Group, LLC Carmel 835
72 American Capital Management, Inc. New Albany 810
73 Spyglass Investment Management Terre Haute 789
74 Pampel & Associates, Inc. Monticello 767
75 Indie Asset Partners, LLC Carmel 764
76 Santefort Investment Group, LLC Schererville 762
77 Provider Financial, Inc. Indianapolis 735
78 Compass Financial Advisors LLC Fort Wayne 730
79 Encircle Financial Strategies Indianapolis 726
80 Bischoff Wealth Management Group, LLC Greenwood 713
81 Benham Advisory Group Greenwood 698
82 Hobbs Wealth Management Zionsville 631
83 Hendershott Wealth Management, LLC Fishers 602
84 Securestate Pendleton 596
85 Daviman Financial, LLC Noblesville 579
86 Horizon Investment Services, LLC. Hammond 568
87 Park + Elm Investment Advisers Carmel 560
88 Four Quadrant Wealth Advisors, Inc. Carmel 552
89 Smith Financial Kokomo 550
90 Wisely Advised Dyer 539
91 CBG & Company, Inc. Fishers 525
92 Allstreet Wealth Westfield 523
93 Delta Wealth Advisors LLC Indianapolis 520
94 Quantum Financial Services Inc. Indianapolis 516
95 Schmidt Wealth Management, L.L.C. Lawrenceburg 502
96 Wabash Capital, Inc. Terre Haute 499
97 Greenleaf Financial Group Carmel 495
98 Bassett Financial Advisors Fort Wayne 487
99 Walter Keenan Wealth Management South Bend 479
100 Elevation Financial LLC Westfield 475

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

More rankings

Most accounts 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.