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AdvisorIQ

Ranking, Indiana

Independent RIAs with the most CFP professionals 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 CFP professionals, with 101.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Valeo Financial Advisors, LLC Carmel 101
2 CX Institutional, LLC Auburn 27
3 Korhorn Financial Group Granger 23
4 Sym Financial Advisors Winona Lake 21
5 Oxford Financial Group, Ltd Carmel 19
6 Donaldson Capital Management LLC Evansville 12
7 Bedel Financial Consulting Inc Indianapolis 11
7 Vestia Personal Wealth Advisors Fort Wayne 11
9 Invst, LLC Indianapolis 9
10 Wealth Advisors Group Fort Wayne 8
10 Phillips Financial Fort Wayne 8
10 Elser Financial Planning, Inc. Indianapolis 8
10 FI3 Financial Advisors, LLC Indianapolis 8
14 Deerfield Indianapolis 6
14 Northwest Financial Services Inc Indianapolis 6
14 Sapient Capital LLC Indianapolis 6
17 Avalon Wealth Advisory, Inc. Indianapolis 5
17 Market Street Wealth Management Advisors, LLC Indianapolis 5
17 Financial Enhancement Group Anderson 5
17 Hendershott Wealth Management, LLC Fishers 5
17 Hurlow Wealth Management Group, Inc. Bloomington 5
22 Galecki Financial Management Inc Fort Wayne 4
22 Forum Private Client Group Fishers 4
22 Wallington Asset Management Indianapolis 4
22 Teeple Snyder Newsome Wealth & Tax Management Brownsburg 4
26 Walter Keenan Wealth Management South Bend 3
26 Financial Planning Services Fort Wayne 3
26 Reify Wealth Advisors, Inc. Indianapolis 3
26 Pettinga Financial Advisors, LLC Evansville 3
26 Howard Bailey Securities, LLC Fort Wayne 3
26 Integrated Planning & Wealth Management, LLC Westfield 3
26 Tactical Wealth Partners Zionsville 3
26 An Exceptional Life Financial, LLC Indianapolis 3
26 Monon Wealth Management Indianapolis 3
26 Hilltop Wealth & Tax Solutions Mishawaka 3
26 Gettings Busch Wealth Management Lafayette 3
26 Blend Wealth Indianapolis 3
26 Corevision Financial Group Shelbyville 3
26 The Wellington GRP LLC Indianapolis 3
26 Elevated Financial Group Indianapolis 3
26 Oxford Harriman Private Wealth Management Indianapolis 3
42 Kirr, Marbach & Company, LLC Columbus 2
42 Meridian Investment Advisors, Inc. Indianapolis 2
42 CFG Wealth Management Services Inc Indianapolis 2
42 McMahan Capital Management Carmel 2
42 Charter Advisory Corporation Indianapolis 2
42 Summit Consultants, Inc. Fort Wayne 2
42 Capstone Wealth Advisors,inc. Indianpolis 2
42 Creative Financial Planning Advisors, Inc. South Bend 2
42 Four Quadrant Wealth Advisors, Inc. Carmel 2
42 Greenleaf Financial Group Carmel 2
42 Lji Wealth Management, LLC Indianapolis 2
42 Genesis Advisors, LLC Fishers 2
42 Indy Advisors, LLC. Indianapolis 2
42 Curry Webb Wealth Management LLC Indianapolis 2
42 Wwa Planning & Investments Columbus 2
42 Wellington Investment Advisors Bloomington 2
42 Daviman Financial, LLC Noblesville 2
42 Private Counsel Group, Ltd. Indianapolis 2
42 Delta Wealth Advisors LLC Indianapolis 2
42 BBK Wealth LLC Fishers 2
42 Vista Investment Partners Richmond 2
42 Valentine Wealth Management Seymour 2
42 Strive Financial Group, LLC Carmel 2
65 Lynch & Associates Newburgh 1
65 Halter Ferguson Financial Inc Carmel 1
65 Intrepid Financial Planning Group, LLC Carmel 1
65 Prospero Financial Planning, LLC Noblesville 1
65 Cade Group, Inc. Carmel 1
65 Aydt Investment Management, Inc. Evansville 1
65 Houlihan Asset Management LLC Fort Wayne 1
65 Henthorn Agency, Inc. Beech Grove 1
65 Quantum Financial Services Inc. Indianapolis 1
65 Eley-Graham-Austgen Financial Advisory Services Crown Point 1
65 Capital Strategies, Inc. Indianapolis 1
65 Linda Zimmermann Financial Planning and Counseling Greenfield 1
65 Anweiler Financial Management, LLC New Haven 1
65 Premiere Management Noblesville 1
65 Integrated Investment Strategies,inc. Carmel 1
65 Financial Plans & Strategies, Inc. Greenwood 1
65 Dickmeyer Boyce Financial Management, Inc Fort Wayne 1
65 MFG Wealth Management, Inc. Indianapolis 1
65 Krouse Stureman & Associates, Inc. Fort Wayne 1
65 Timpe & Timpe Financial Advisory Services, L.L.C. Zionsville 1
65 Smart Choice Financial Planning, Inc. St. John 1
65 Sycamore Asset Management, LLC Zionsville 1
65 CBG & Company, Inc. Fishers 1
65 Brightstone Advisors LLP Fishers 1
65 Kestrel Wealth Management, LLC South Bend 1
65 Integrated Financial Planning Solutions, LLC Goshen 1
65 Smith Financial Kokomo 1
65 Lakeland Investment Advisors, LLC. Syracuse 1
65 Diem Wealth Management Fort Wayne 1
65 Afp Group, LLC Plainfield 1
65 Noble Financial Advisors LLC Noblesville 1
65 Laughlin Financial LLC Bloomington 1
65 Pathway Financial Advisers, LLC Auburn 1
65 Kotys Wealth Professionals Valparaiso 1
65 Provider Financial, Inc. Indianapolis 1
65 Precedent Financial Strategies Indianapolis 1
65 Bassett Financial Advisors Fort Wayne 1
65 Griffin Financial Advisors, LLC St. John 1
65 Lindsey Wealth Management Vincennes 1
65 Golden Years Financial Advisors, Inc. South Bend 1
65 Relevant Financial Advisors LLC Elkhart 1
65 Santiago.Life Fishers 1
65 Corwin Company LLC Indianapolis 1
65 Sycomore Financial Anderson 1
65 Wealth Advisory Solutions, LLC Zionsville 1
65 Lauer Wealth Management Valparaiso 1
65 Raton Wealth Fishers 1
65 Fortitude Private Wealth Carmel 1
65 Lifecare Retirement Solutions Inc. New Castle 1
65 Brucke Financial, Inc. Indianapolis 1
65 Uvest Advisory Group, LLC Newburgh 1
65 Mehta Money, LLC South Bend 1
65 Foundational Financial Advisors, LLC Indianapolis 1
65 Zaki Financial LLC Indianapolis 1
65 Dentvest LLC Fort Wayne 1
65 Servant Capital Advisors Fishers 1
65 Foxworthy Wealth Advisors, LLC Fort Wayne 1
65 Catalyze Wealth Management Carmel 1
65 Elevation Financial LLC Westfield 1
65 Bookends Financial Planning Indianapolis 1
65 True Wealth Stewards Carmel 1
65 Abound Wealth Strategies Indianapolis 1
65 Securestate Pendleton 1
65 Comprehensive Financial Consultants Cicero 1
65 Clarity Financial Organization, LLC Boonville 1
65 Maripau Wealth Management LLC Fort Wayne 1
65 Wise Wealth Management Fort Wayne 1
65 Genuine Wealth Advisors, LLC Indianapolis 1
65 Gilbert Wealth Fort Wayne 1
65 Migration Wealth Management, LLC Avon 1
65 Perkins Wealth Advantage Fishers 1
65 Wright Planning, LLC Fishers 1
65 Fortress Capital Advisors Carmel 1
65 The Other 90 Financial, LLC Mount Vernon 1
65 Hobbs Wealth Management Zionsville 1
65 Arena Wealth Management LLC Fort Wayne 1
65 Onward FI, LLC Plainfield 1
65 Next Adventure Financial LLC Lafayette 1
65 Kingdom Financial South Bend 1
65 Wealthguides LLC Indianapolis 1
65 Gentry Financial Fishers 1
65 Fortified Wealth Elkhart 1
65 Vitality Wealth Planning Elkhart 1
65 Lever Wealth Management Evansville 1
65 Dreamvision Capital Indianapolis 1
65 Dunes Financial Valparaiso 1
65 Best Case Financial Greencastle 1
65 Caird Family Wealth Management Greenfield 1
65 Remnant Wealth Carmel 1
65 Whicker Wealth Management, LLC Clayton 1
65 Salt Light Investing for the Good Seymour 1
65 Nearside Advisors, LLC Indianapolis 1
65 PLC Wealth Partners Jeffersonville 1
65 SRL Financial Cicero 1

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

More rankings

Most CFP professionals 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.