Ranking, Indiana

Independent RIAs with the most advisory staff 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 advisory staff, with 119.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Independent RIAs with the most advisory staff in Indiana
Rank	Firm	City	Most advisory staff
1	Valeo Financial Advisors, LLC	Carmel	119
2	CX Institutional, LLC	Auburn	73
3	Sym Financial Advisors	Winona Lake	49
4	Korhorn Financial Group	Granger	42
5	Invst, LLC	Indianapolis	39
6	Oxford Financial Group, Ltd	Carmel	36
6	Donaldson Capital Management LLC	Evansville	36
8	Sapient Capital LLC	Indianapolis	30
9	Financial Enhancement Group	Anderson	22
10	Cfci	Bloomington	21
10	FI3 Financial Advisors, LLC	Indianapolis	21
10	Maripau Wealth Management LLC	Fort Wayne	21
13	Bedel Financial Consulting Inc	Indianapolis	19
14	Vestia Personal Wealth Advisors	Fort Wayne	17
15	Charter Advisory Corporation	Indianapolis	15
15	Teeple Snyder Newsome Wealth & Tax Management	Brownsburg	15
15	Howard Bailey Securities, LLC	Fort Wayne	15
18	Capital Cities Investments	Indianapolis	14
18	Phillips Financial	Fort Wayne	14
20	Lji Wealth Management, LLC	Indianapolis	13
21	Reify Wealth Advisors, Inc.	Indianapolis	11
22	American Capital Management, Inc.	New Albany	10
22	Elser Financial Planning, Inc.	Indianapolis	10
22	Hurlow Wealth Management Group, Inc.	Bloomington	10
22	Ehg Wealth Management	Indianapolis	10
26	Northwest Financial Services Inc	Indianapolis	9
26	Woodley Farra	Indianapolis	9
26	Compass Financial Advisors LLC	Fort Wayne	9
26	Wellington Investment Advisors	Bloomington	9
26	Capital Advisor Network	Lafayette	9
26	The Wellington GRP LLC	Indianapolis	9
26	Strive Financial Group, LLC	Carmel	9
33	Market Street Wealth Management Advisors, LLC	Indianapolis	8
33	Asset Management Strategies, Inc.	Indianapolis	8
33	Wallington Asset Management	Indianapolis	8
33	Wealth Advisory Solutions, LLC	Zionsville	8
33	Gettings Busch Wealth Management	Lafayette	8
33	Elevated Financial Group	Indianapolis	8
39	Kirr, Marbach & Company, LLC	Columbus	7
39	Halter Ferguson Financial Inc	Carmel	7
39	Financial Planning Services	Fort Wayne	7
39	Dickmeyer Boyce Financial Management, Inc	Fort Wayne	7
39	Forum Private Client Group	Fishers	7
39	Pettinga Financial Advisors, LLC	Evansville	7
39	Monon Wealth Management	Indianapolis	7
46	Deerfield	Indianapolis	6
46	Galecki Financial Management Inc	Fort Wayne	6
46	Lynch & Associates	Newburgh	6
46	Horizon Investment Services, LLC.	Hammond	6
46	Avalon Wealth Advisory, Inc.	Indianapolis	6
46	Wealth Advisors Group	Fort Wayne	6
46	Four Quadrant Wealth Advisors, Inc.	Carmel	6
46	Pathway Financial Advisers, LLC	Auburn	6
46	Hendershott Wealth Management, LLC	Fishers	6
46	Hilltop Wealth & Tax Solutions	Mishawaka	6
46	Oxinas Partners Wealth Management	Jeffersonville	6
46	Apple Tree Asset Management, LLC	Fort Wayne	6
46	Axiom Financial Strategies Group, LLC	New Albany	6
46	Corevision Financial Group	Shelbyville	6
46	Vista Investment Partners	Richmond	6
46	Storen Financial	Zionsville	6
62	Walter Keenan Wealth Management	South Bend	5
62	Pile Wealth Management	Indianapolis	5
62	Summit Consultants, Inc.	Fort Wayne	5
62	Gehrig Capital Management, Inc.	Merrillville	5
62	Financial Plans & Strategies, Inc.	Greenwood	5
62	Smith Financial	Kokomo	5
62	Curry Webb Wealth Management LLC	Indianapolis	5
62	Bookends Financial Planning	Indianapolis	5
62	Williamson Legacy Group, LLC	Carmel	5
62	Tradewell Tax & Financial	Fort Wayne	5
72	Monarch Capital Management Inc	Fort Wayne	4
72	Meridian Investment Advisors, Inc.	Indianapolis	4
72	Capstone Wealth Advisors,inc.	Indianpolis	4
72	Genesis Advisors, LLC	Fishers	4
72	Kessler Investment Group, LLC	Columbus	4
72	Gimbal Financial, LLC	Carmel	4
72	Kotys Wealth Professionals	Valparaiso	4
72	Brookstone Financial	Jeffersonville	4
72	Wwa Planning & Investments	Columbus	4
72	Integrated Planning & Wealth Management, LLC	Westfield	4
72	An Exceptional Life Financial, LLC	Indianapolis	4
72	Titan Investment Management LLC	Indianapolis	4
72	Brucke Financial, Inc.	Indianapolis	4
72	Blend Wealth	Indianapolis	4
72	Mindset Wealth Management, LLC	Indianapolis	4
72	Monument Advisers	Carmel	4
88	Wabash Capital, Inc.	Terre Haute	3
88	Banker Investment Group	West Lafayette	3
88	Peloton Capital Management	Indianapolis	3
88	Intrepid Financial Planning Group, LLC	Carmel	3
88	Luminary Wealth	Fort Wayne	3
88	Capital Strategies, Inc.	Indianapolis	3
88	Spyglass Investment Management	Terre Haute	3
88	Harbour Wealth Partners, Inc.	Indianapolis	3
88	Integrated Investment Strategies,inc.	Carmel	3
88	MFG Wealth Management, Inc.	Indianapolis	3
88	Park + Elm Investment Advisers	Carmel	3
88	CBG & Company, Inc.	Fishers	3
88	Brightstone Advisors LLP	Fishers	3
88	Marian Investor Coaching, Inc.	Greenwood	3
88	Indie Asset Partners, LLC	Carmel	3
88	Core Wealth Advisors	Indianapolis	3
88	Daviman Financial, LLC	Noblesville	3
88	Tactical Wealth Partners	Zionsville	3
88	Lauer Wealth Management	Valparaiso	3
88	Trust Investment Advisors	Indianapolis	3
88	Comprehensive Financial Consultants	Cicero	3
88	Pillar Wealth LLC	Franklin	3
88	Trust Investment Advisors Wealth Management, LLC	Indianapolis	3
88	Seek & Find Financial	Chesterton	3
88	Nearside Advisors, LLC	Indianapolis	3
88	Foster Financial Services, LLC	Fort Wayne	3

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

More rankings

Most advisory staff 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.