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AdvisorIQ

Ranking, Indiana

Wealth firms with the most advisory staff, including broker-dealer firms in Indiana

As of October 2, 2026, Oneamerica Securities, Inc. ranked #1 in Indiana in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 306.

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

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.

Rank Firm City Most advisory staff
1 Oneamerica Securities, Inc. Broker-dealer affiliated Indianapolis 306
2 Creative Financial Designs, Inc. Broker-dealer affiliated Kokomo 155
3 Valeo Financial Advisors, LLC Carmel 119
4 Thurston Springer Advisors Broker-dealer affiliated Indianapolis 86
5 CX Institutional, LLC Auburn 73
6 Sym Financial Advisors Winona Lake 49
7 Korhorn Financial Group Granger 42
8 Invst, LLC Indianapolis 39
9 Oxford Financial Group, Ltd Carmel 36
9 Donaldson Capital Management LLC Evansville 36
11 Sapient Capital LLC Indianapolis 30
12 Financial Enhancement Group Anderson 22
13 Cfci Bloomington 21
13 FI3 Financial Advisors, LLC Indianapolis 21
13 Maripau Wealth Management LLC Fort Wayne 21
16 Bedel Financial Consulting Inc Indianapolis 19
17 Vestia Personal Wealth Advisors Fort Wayne 17
18 Charter Advisory Corporation Indianapolis 15
18 Teeple Snyder Newsome Wealth & Tax Management Brownsburg 15
18 Howard Bailey Securities, LLC Fort Wayne 15
21 Capital Cities Investments Indianapolis 14
21 Phillips Financial Fort Wayne 14
23 Lji Wealth Management, LLC Indianapolis 13
24 Reify Wealth Advisors, Inc. Indianapolis 11
25 American Capital Management, Inc. New Albany 10
25 Elser Financial Planning, Inc. Indianapolis 10
25 Hurlow Wealth Management Group, Inc. Bloomington 10
25 Ehg Wealth Management Indianapolis 10
29 Northwest Financial Services Inc Indianapolis 9
29 Woodley Farra Indianapolis 9
29 Compass Financial Advisors LLC Fort Wayne 9
29 Wellington Investment Advisors Bloomington 9
29 Capital Advisor Network Lafayette 9
29 The Wellington GRP LLC Indianapolis 9
29 Strive Financial Group, LLC Carmel 9
36 Market Street Wealth Management Advisors, LLC Indianapolis 8
36 Asset Management Strategies, Inc. Indianapolis 8
36 Wallington Asset Management Indianapolis 8
36 Wealth Advisory Solutions, LLC Zionsville 8
36 Gettings Busch Wealth Management Lafayette 8
36 Elevated Financial Group Indianapolis 8
42 Kirr, Marbach & Company, LLC Columbus 7
42 Halter Ferguson Financial Inc Carmel 7
42 Financial Planning Services Fort Wayne 7
42 Dickmeyer Boyce Financial Management, Inc Fort Wayne 7
42 Forum Private Client Group Fishers 7
42 Pettinga Financial Advisors, LLC Evansville 7
42 Monon Wealth Management Indianapolis 7
49 Deerfield Indianapolis 6
49 Galecki Financial Management Inc Fort Wayne 6
49 Lynch & Associates Newburgh 6
49 Horizon Investment Services, LLC. Hammond 6
49 Avalon Wealth Advisory, Inc. Indianapolis 6
49 Wealth Advisors Group Fort Wayne 6
49 Four Quadrant Wealth Advisors, Inc. Carmel 6
49 Pathway Financial Advisers, LLC Auburn 6
49 Hendershott Wealth Management, LLC Fishers 6
49 Hilltop Wealth & Tax Solutions Mishawaka 6
49 Oxinas Partners Wealth Management Jeffersonville 6
49 Apple Tree Asset Management, LLC Fort Wayne 6
49 Axiom Financial Strategies Group, LLC New Albany 6
49 Corevision Financial Group Shelbyville 6
49 Vista Investment Partners Richmond 6
49 Storen Financial Zionsville 6
65 Walter Keenan Wealth Management South Bend 5
65 Pile Wealth Management Indianapolis 5
65 Summit Consultants, Inc. Fort Wayne 5
65 Gehrig Capital Management, Inc. Merrillville 5
65 Financial Plans & Strategies, Inc. Greenwood 5
65 Smith Financial Kokomo 5
65 Curry Webb Wealth Management LLC Indianapolis 5
65 Bookends Financial Planning Indianapolis 5
65 Williamson Legacy Group, LLC Carmel 5
65 Tradewell Tax & Financial Fort Wayne 5
75 Sycamore Financial Group Broker-dealer affiliated Kokomo 4
75 Monarch Capital Management Inc Fort Wayne 4
75 Meridian Investment Advisors, Inc. Indianapolis 4
75 Capstone Wealth Advisors,inc. Indianpolis 4
75 Genesis Advisors, LLC Fishers 4
75 Kessler Investment Group, LLC Columbus 4
75 Gimbal Financial, LLC Carmel 4
75 Kotys Wealth Professionals Valparaiso 4
75 Brookstone Financial Jeffersonville 4
75 Wwa Planning & Investments Columbus 4
75 Integrated Planning & Wealth Management, LLC Westfield 4
75 An Exceptional Life Financial, LLC Indianapolis 4
75 Titan Investment Management LLC Indianapolis 4
75 Brucke Financial, Inc. Indianapolis 4
75 American Trust Investment Services Advisory, Inc. Broker-dealer affiliated Whiting 4
75 Blend Wealth Indianapolis 4
75 Mindset Wealth Management, LLC Indianapolis 4
75 Monument Advisers Carmel 4
93 Wabash Capital, Inc. Terre Haute 3
93 Banker Investment Group West Lafayette 3
93 Peloton Capital Management Indianapolis 3
93 Intrepid Financial Planning Group, LLC Carmel 3
93 Luminary Wealth Fort Wayne 3
93 Capital Strategies, Inc. Indianapolis 3
93 Heinekamp Financial Planning & Tax Service LLC Broker-dealer affiliated Brownsburg 3
93 Spyglass Investment Management Terre Haute 3
93 Harbour Wealth Partners, Inc. Indianapolis 3
93 Cornerstone Advisory, LLC Broker-dealer affiliated Greenfield 3
93 Integrated Investment Strategies,inc. Carmel 3
93 MFG Wealth Management, Inc. Indianapolis 3
93 Park + Elm Investment Advisers Carmel 3
93 Atis Broker-dealer affiliated Highland 3
93 CBG & Company, Inc. Fishers 3
93 Brightstone Advisors LLP Fishers 3
93 Marian Investor Coaching, Inc. Greenwood 3
93 Indie Asset Partners, LLC Carmel 3
93 Core Wealth Advisors Indianapolis 3
93 Daviman Financial, LLC Noblesville 3
93 Tactical Wealth Partners Zionsville 3
93 Lauer Wealth Management Valparaiso 3
93 Trust Investment Advisors Indianapolis 3
93 Comprehensive Financial Consultants Cicero 3
93 Pillar Wealth LLC Franklin 3
93 Integrity Wealth Advisors Broker-dealer affiliated Granger 3
93 Trust Investment Advisors Wealth Management, LLC Indianapolis 3
93 Seek & Find Financial Chesterton 3
93 Nearside Advisors, LLC Indianapolis 3
93 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.