# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Indiana
- firms_listed: 113
- rows: rank: 1, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127132/; rank: 2, crd: 292627, firm: CX Institutional, LLC, city: Auburn, state: IN, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292627/; rank: 3, crd: 107517, firm: Sym Financial Advisors, city: Winona Lake, state: IN, value: 49, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107517/; rank: 4, crd: 128606, firm: Korhorn Financial Group, city: Granger, state: IN, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128606/; rank: 5, crd: 282863, firm: Invst, LLC, city: Indianapolis, state: IN, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282863/; rank: 6, crd: 105303, firm: Oxford Financial Group, Ltd, city: Carmel, state: IN, value: 36, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105303/; rank: 6, crd: 106131, firm: Donaldson Capital Management LLC, city: Evansville, state: IN, value: 36, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106131/; rank: 8, crd: 324899, firm: Sapient Capital LLC, city: Indianapolis, state: IN, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324899/; rank: 9, crd: 159017, firm: Financial Enhancement Group, city: Anderson, state: IN, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159017/; rank: 10, crd: 128257, firm: Cfci, city: Bloomington, state: IN, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128257/; rank: 10, crd: 168005, firm: FI3 Financial Advisors, LLC, city: Indianapolis, state: IN, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168005/; rank: 10, crd: 311934, firm: Maripau Wealth Management LLC, city: Fort Wayne, state: IN, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311934/; rank: 13, crd: 105653, firm: Bedel Financial Consulting Inc, city: Indianapolis, state: IN, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105653/; rank: 14, crd: 290565, firm: Vestia Personal Wealth Advisors, city: Fort Wayne, state: IN, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290565/; rank: 15, crd: 113390, firm: Charter Advisory Corporation, city: Indianapolis, state: IN, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113390/; rank: 15, crd: 147676, firm: Teeple Snyder Newsome Wealth & Tax Management, city: Brownsburg, state: IN, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147676/; rank: 15, crd: 282712, firm: Howard Bailey Securities, LLC, city: Fort Wayne, state: IN, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282712/; rank: 18, crd: 116185, firm: Capital Cities Investments, city: Indianapolis, state: IN, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116185/; rank: 18, crd: 131344, firm: Phillips Financial, city: Fort Wayne, state: IN, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131344/; rank: 20, crd: 145399, firm: Lji Wealth Management, LLC, city: Indianapolis, state: IN, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145399/; rank: 21, crd: 121978, firm: Reify Wealth Advisors, Inc., city: Indianapolis, state: IN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121978/; rank: 22, crd: 122452, firm: American Capital Management, Inc., city: New Albany, state: IN, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122452/; rank: 22, crd: 143311, firm: Elser Financial Planning, Inc., city: Indianapolis, state: IN, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143311/; rank: 22, crd: 282587, firm: Hurlow Wealth Management Group, Inc., city: Bloomington, state: IN, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282587/; rank: 22, crd: 342819, firm: Ehg Wealth Management, city: Indianapolis, state: IN, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342819/; rank: 26, crd: 106805, firm: Northwest Financial Services Inc, city: Indianapolis, state: IN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106805/; rank: 26, crd: 107660, firm: Woodley Farra, city: Indianapolis, state: IN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107660/; rank: 26, crd: 109131, firm: Compass Financial Advisors LLC, city: Fort Wayne, state: IN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109131/; rank: 26, crd: 283853, firm: Wellington Investment Advisors, city: Bloomington, state: IN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283853/; rank: 26, crd: 297578, firm: Capital Advisor Network, city: Lafayette, state: IN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297578/; rank: 26, crd: 332803, firm: The Wellington GRP LLC, city: Indianapolis, state: IN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332803/; rank: 26, crd: 333298, firm: Strive Financial Group, LLC, city: Carmel, state: IN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333298/; rank: 33, crd: 122212, firm: Market Street Wealth Management Advisors, LLC, city: Indianapolis, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122212/; rank: 33, crd: 135173, firm: Asset Management Strategies, Inc., city: Indianapolis, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135173/; rank: 33, crd: 143360, firm: Wallington Asset Management, city: Indianapolis, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143360/; rank: 33, crd: 288903, firm: Wealth Advisory Solutions, LLC, city: Zionsville, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288903/; rank: 33, crd: 306757, firm: Gettings Busch Wealth Management, city: Lafayette, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306757/; rank: 33, crd: 334353, firm: Elevated Financial Group, city: Indianapolis, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334353/; rank: 39, crd: 104634, firm: Kirr, Marbach & Company, LLC, city: Columbus, state: IN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104634/; rank: 39, crd: 109563, firm: Halter Ferguson Financial Inc, city: Carmel, state: IN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109563/; rank: 39, crd: 121034, firm: Financial Planning Services, city: Fort Wayne, state: IN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121034/; rank: 39, crd: 124281, firm: Dickmeyer Boyce Financial Management, Inc, city: Fort Wayne, state: IN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124281/; rank: 39, crd: 143075, firm: Forum Private Client Group, city: Fishers, state: IN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143075/; rank: 39, crd: 156369, firm: Pettinga Financial Advisors, LLC, city: Evansville, state: IN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156369/; rank: 39, crd: 289413, firm: Monon Wealth Management, city: Indianapolis, state: IN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289413/; rank: 46, crd: 104964, firm: Deerfield, city: Indianapolis, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104964/; rank: 46, crd: 107218, firm: Galecki Financial Management Inc, city: Fort Wayne, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107218/; rank: 46, crd: 108326, firm: Lynch & Associates, city: Newburgh, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108326/; rank: 46, crd: 110642, firm: Horizon Investment Services, LLC., city: Hammond, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110642/; rank: 46, crd: 114311, firm: Avalon Wealth Advisory, Inc., city: Indianapolis, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114311/; rank: 46, crd: 122050, firm: Wealth Advisors Group, city: Fort Wayne, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122050/; rank: 46, crd: 130753, firm: Four Quadrant Wealth Advisors, Inc., city: Carmel, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130753/; rank: 46, crd: 166237, firm: Pathway Financial Advisers, LLC, city: Auburn, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166237/; rank: 46, crd: 170839, firm: Hendershott Wealth Management, LLC, city: Fishers, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170839/; rank: 46, crd: 290981, firm: Hilltop Wealth & Tax Solutions, city: Mishawaka, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290981/; rank: 46, crd: 297462, firm: Oxinas Partners Wealth Management, city: Jeffersonville, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297462/; rank: 46, crd: 298437, firm: Apple Tree Asset Management, LLC, city: Fort Wayne, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298437/; rank: 46, crd: 306618, firm: Axiom Financial Strategies Group, LLC, city: New Albany, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306618/; rank: 46, crd: 325310, firm: Corevision Financial Group, city: Shelbyville, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325310/; rank: 46, crd: 327983, firm: Vista Investment Partners, city: Richmond, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327983/; rank: 46, crd: 339197, firm: Storen Financial, city: Zionsville, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339197/; rank: 62, crd: 104838, firm: Walter Keenan Wealth Management, city: South Bend, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104838/; rank: 62, crd: 111536, firm: Pile Wealth Management, city: Indianapolis, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111536/; rank: 62, crd: 121905, firm: Summit Consultants, Inc., city: Fort Wayne, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121905/; rank: 62, crd: 123250, firm: Gehrig Capital Management, Inc., city: Merrillville, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123250/; rank: 62, crd: 123793, firm: Financial Plans & Strategies, Inc., city: Greenwood, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123793/; rank: 62, crd: 154022, firm: Smith Financial, city: Kokomo, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154022/; rank: 62, crd: 168692, firm: Curry Webb Wealth Management LLC, city: Indianapolis, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168692/; rank: 62, crd: 305301, firm: Bookends Financial Planning, city: Indianapolis, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305301/; rank: 62, crd: 318629, firm: Williamson Legacy Group, LLC, city: Carmel, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318629/; rank: 62, crd: 332473, firm: Tradewell Tax & Financial, city: Fort Wayne, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332473/; rank: 72, crd: 106244, firm: Monarch Capital Management Inc, city: Fort Wayne, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106244/; rank: 72, crd: 107593, firm: Meridian Investment Advisors, Inc., city: Indianapolis, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107593/; rank: 72, crd: 122357, firm: Capstone Wealth Advisors,inc., city: Indianpolis, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122357/; rank: 72, crd: 151976, firm: Genesis Advisors, LLC, city: Fishers, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151976/; rank: 72, crd: 153696, firm: Kessler Investment Group, LLC, city: Columbus, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153696/; rank: 72, crd: 159003, firm: Gimbal Financial, LLC, city: Carmel, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159003/; rank: 72, crd: 168156, firm: Kotys Wealth Professionals, city: Valparaiso, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168156/; rank: 72, crd: 168185, firm: Brookstone Financial, city: Jeffersonville, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168185/; rank: 72, crd: 281159, firm: Wwa Planning & Investments, city: Columbus, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281159/; rank: 72, crd: 286151, firm: Integrated Planning & Wealth Management, LLC, city: Westfield, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286151/; rank: 72, crd: 288742, firm: An Exceptional Life Financial, LLC, city: Indianapolis, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288742/; rank: 72, crd: 291148, firm: Titan Investment Management LLC, city: Indianapolis, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291148/; rank: 72, crd: 291307, firm: Brucke Financial, Inc., city: Indianapolis, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291307/; rank: 72, crd: 316053, firm: Blend Wealth, city: Indianapolis, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316053/; rank: 72, crd: 330384, firm: Mindset Wealth Management, LLC, city: Indianapolis, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330384/; rank: 72, crd: 331623, firm: Monument Advisers, city: Carmel, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331623/; rank: 88, crd: 107932, firm: Wabash Capital, Inc., city: Terre Haute, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107932/; rank: 88, crd: 109650, firm: Banker Investment Group, city: West Lafayette, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109650/; rank: 88, crd: 109775, firm: Peloton Capital Management, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109775/; rank: 88, crd: 112196, firm: Intrepid Financial Planning Group, LLC, city: Carmel, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112196/; rank: 88, crd: 116484, firm: Luminary Wealth, city: Fort Wayne, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116484/; rank: 88, crd: 121704, firm: Capital Strategies, Inc., city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121704/; rank: 88, crd: 122594, firm: Spyglass Investment Management, city: Terre Haute, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122594/; rank: 88, crd: 122648, firm: Harbour Wealth Partners, Inc., city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122648/; rank: 88, crd: 122706, firm: Integrated Investment Strategies,inc., city: Carmel, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122706/; rank: 88, crd: 125963, firm: MFG Wealth Management, Inc., city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125963/; rank: 88, crd: 146233, firm: Park + Elm Investment Advisers, city: Carmel, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146233/; rank: 88, crd: 149225, firm: CBG & Company, Inc., city: Fishers, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149225/; rank: 88, crd: 150936, firm: Brightstone Advisors LLP, city: Fishers, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150936/; rank: 88, crd: 152951, firm: Marian Investor Coaching, Inc., city: Greenwood, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152951/; rank: 88, crd: 154503, firm: Indie Asset Partners, LLC, city: Carmel, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154503/; rank: 88, crd: 157436, firm: Core Wealth Advisors, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157436/; rank: 88, crd: 285030, firm: Daviman Financial, LLC, city: Noblesville, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285030/; rank: 88, crd: 286416, firm: Tactical Wealth Partners, city: Zionsville, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286416/; rank: 88, crd: 289763, firm: Lauer Wealth Management, city: Valparaiso, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289763/; rank: 88, crd: 309233, firm: Trust Investment Advisors, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309233/; rank: 88, crd: 310603, firm: Comprehensive Financial Consultants, city: Cicero, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310603/; rank: 88, crd: 323139, firm: Pillar Wealth LLC, city: Franklin, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323139/; rank: 88, crd: 329218, firm: Trust Investment Advisors Wealth Management, LLC, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329218/; rank: 88, crd: 335231, firm: Seek & Find Financial, city: Chesterton, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335231/; rank: 88, crd: 341851, firm: Nearside Advisors, LLC, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341851/; rank: 88, crd: 343491, firm: Foster Financial Services, LLC, city: Fort Wayne, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343491/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/indiana/

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