# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Indiana
- firms_listed: 158
- rows: rank: 1, crd: 127132, firm: Valeo Financial Advisors, LLC, city: Carmel, state: IN, value: 101, 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: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292627/; rank: 3, crd: 128606, firm: Korhorn Financial Group, city: Granger, state: IN, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128606/; rank: 4, crd: 107517, firm: Sym Financial Advisors, city: Winona Lake, state: IN, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107517/; rank: 5, crd: 105303, firm: Oxford Financial Group, Ltd, city: Carmel, state: IN, value: 19, 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: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106131/; rank: 7, crd: 105653, firm: Bedel Financial Consulting Inc, city: Indianapolis, state: IN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105653/; rank: 7, crd: 290565, firm: Vestia Personal Wealth Advisors, city: Fort Wayne, state: IN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290565/; rank: 9, crd: 282863, firm: Invst, LLC, city: Indianapolis, state: IN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282863/; rank: 10, crd: 122050, firm: Wealth Advisors Group, city: Fort Wayne, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122050/; rank: 10, crd: 131344, firm: Phillips Financial, city: Fort Wayne, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131344/; rank: 10, crd: 143311, firm: Elser Financial Planning, Inc., city: Indianapolis, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143311/; rank: 10, crd: 168005, firm: FI3 Financial Advisors, LLC, city: Indianapolis, state: IN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168005/; rank: 14, 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: 14, crd: 106805, firm: Northwest Financial Services Inc, city: Indianapolis, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106805/; rank: 14, crd: 324899, firm: Sapient Capital LLC, city: Indianapolis, state: IN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324899/; rank: 17, crd: 114311, firm: Avalon Wealth Advisory, Inc., city: Indianapolis, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114311/; rank: 17, crd: 122212, firm: Market Street Wealth Management Advisors, LLC, city: Indianapolis, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122212/; rank: 17, crd: 159017, firm: Financial Enhancement Group, city: Anderson, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159017/; rank: 17, crd: 170839, firm: Hendershott Wealth Management, LLC, city: Fishers, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170839/; rank: 17, crd: 282587, firm: Hurlow Wealth Management Group, Inc., city: Bloomington, state: IN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282587/; rank: 22, crd: 107218, firm: Galecki Financial 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/107218/; rank: 22, crd: 143075, firm: Forum Private Client Group, city: Fishers, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143075/; rank: 22, crd: 143360, firm: Wallington Asset Management, city: Indianapolis, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143360/; rank: 22, crd: 147676, firm: Teeple Snyder Newsome Wealth & Tax Management, city: Brownsburg, state: IN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147676/; rank: 26, crd: 104838, firm: Walter Keenan Wealth Management, city: South Bend, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104838/; rank: 26, crd: 121034, firm: Financial Planning Services, city: Fort Wayne, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121034/; rank: 26, crd: 121978, firm: Reify Wealth Advisors, Inc., city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121978/; rank: 26, crd: 156369, firm: Pettinga Financial Advisors, LLC, city: Evansville, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156369/; rank: 26, crd: 282712, firm: Howard Bailey Securities, LLC, city: Fort Wayne, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282712/; rank: 26, crd: 286151, firm: Integrated Planning & Wealth Management, LLC, city: Westfield, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286151/; rank: 26, 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: 26, crd: 288742, firm: An Exceptional Life Financial, LLC, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288742/; rank: 26, crd: 289413, firm: Monon Wealth Management, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289413/; rank: 26, crd: 290981, firm: Hilltop Wealth & Tax Solutions, city: Mishawaka, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290981/; rank: 26, crd: 306757, firm: Gettings Busch Wealth Management, city: Lafayette, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306757/; rank: 26, crd: 316053, firm: Blend Wealth, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316053/; rank: 26, crd: 325310, firm: Corevision Financial Group, city: Shelbyville, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325310/; rank: 26, crd: 332803, firm: The Wellington GRP LLC, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332803/; rank: 26, crd: 334353, firm: Elevated Financial Group, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334353/; rank: 26, crd: 340313, firm: Oxford Harriman Private Wealth Management, city: Indianapolis, state: IN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340313/; rank: 42, crd: 104634, firm: Kirr, Marbach & Company, LLC, city: Columbus, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104634/; rank: 42, crd: 107593, firm: Meridian Investment Advisors, Inc., city: Indianapolis, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107593/; rank: 42, crd: 108351, firm: CFG Wealth Management Services Inc, city: Indianapolis, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108351/; rank: 42, crd: 109140, firm: McMahan Capital Management, city: Carmel, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109140/; rank: 42, crd: 113390, firm: Charter Advisory Corporation, city: Indianapolis, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113390/; rank: 42, crd: 121905, firm: Summit Consultants, Inc., city: Fort Wayne, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121905/; rank: 42, crd: 122357, firm: Capstone Wealth Advisors,inc., city: Indianpolis, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122357/; rank: 42, crd: 127878, firm: Creative Financial Planning Advisors, Inc., city: South Bend, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127878/; rank: 42, crd: 130753, firm: Four Quadrant Wealth Advisors, Inc., city: Carmel, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130753/; rank: 42, crd: 137933, firm: Greenleaf Financial Group, city: Carmel, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137933/; rank: 42, crd: 145399, firm: Lji Wealth Management, LLC, city: Indianapolis, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145399/; rank: 42, crd: 151976, firm: Genesis Advisors, LLC, city: Fishers, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151976/; rank: 42, crd: 152791, firm: Indy Advisors, LLC., city: Indianapolis, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152791/; rank: 42, crd: 168692, firm: Curry Webb Wealth Management LLC, city: Indianapolis, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168692/; rank: 42, crd: 281159, firm: Wwa Planning & Investments, city: Columbus, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281159/; rank: 42, crd: 283853, firm: Wellington Investment Advisors, city: Bloomington, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283853/; rank: 42, crd: 285030, firm: Daviman Financial, LLC, city: Noblesville, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285030/; rank: 42, crd: 300083, firm: Private Counsel Group, Ltd., city: Indianapolis, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300083/; rank: 42, crd: 310504, firm: Delta Wealth Advisors LLC, city: Indianapolis, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310504/; rank: 42, crd: 311324, firm: BBK Wealth LLC, city: Fishers, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311324/; rank: 42, crd: 327983, firm: Vista Investment Partners, city: Richmond, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327983/; rank: 42, crd: 330269, firm: Valentine Wealth Management, city: Seymour, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330269/; rank: 42, crd: 333298, firm: Strive Financial Group, LLC, city: Carmel, state: IN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333298/; rank: 65, crd: 108326, firm: Lynch & Associates, city: Newburgh, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108326/; rank: 65, crd: 109563, firm: Halter Ferguson Financial Inc, city: Carmel, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109563/; rank: 65, crd: 112196, firm: Intrepid Financial Planning Group, LLC, city: Carmel, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112196/; rank: 65, crd: 113046, firm: Prospero Financial Planning, LLC, city: Noblesville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113046/; rank: 65, crd: 114970, firm: Cade Group, Inc., city: Carmel, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114970/; rank: 65, crd: 116965, firm: Aydt Investment Management, Inc., city: Evansville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116965/; rank: 65, crd: 121586, firm: Houlihan Asset Management LLC, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121586/; rank: 65, crd: 121607, firm: Henthorn Agency, Inc., city: Beech Grove, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121607/; rank: 65, crd: 121631, firm: Quantum Financial Services Inc., city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121631/; rank: 65, crd: 121635, firm: Eley-Graham-Austgen Financial Advisory Services, city: Crown Point, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121635/; rank: 65, crd: 121704, firm: Capital Strategies, Inc., city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121704/; rank: 65, crd: 122167, firm: Linda Zimmermann Financial Planning and Counseling, city: Greenfield, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122167/; rank: 65, crd: 122236, firm: Anweiler Financial Management, LLC, city: New Haven, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122236/; rank: 65, crd: 122298, firm: Premiere Management, city: Noblesville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122298/; rank: 65, crd: 122706, firm: Integrated Investment Strategies,inc., city: Carmel, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122706/; rank: 65, crd: 123793, firm: Financial Plans & Strategies, Inc., city: Greenwood, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123793/; rank: 65, crd: 124281, firm: Dickmeyer Boyce Financial Management, Inc, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124281/; rank: 65, crd: 125963, firm: MFG Wealth Management, Inc., city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125963/; rank: 65, crd: 130679, firm: Krouse Stureman & Associates, Inc., city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130679/; rank: 65, crd: 132274, firm: Timpe & Timpe Financial Advisory Services, L.L.C., city: Zionsville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132274/; rank: 65, crd: 140207, firm: Smart Choice Financial Planning, Inc., city: St. John, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140207/; rank: 65, crd: 140590, firm: Sycamore Asset Management, LLC, city: Zionsville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140590/; rank: 65, crd: 149225, firm: CBG & Company, Inc., city: Fishers, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149225/; rank: 65, crd: 150936, firm: Brightstone Advisors LLP, city: Fishers, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150936/; rank: 65, crd: 153503, firm: Kestrel Wealth Management, LLC, city: South Bend, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153503/; rank: 65, crd: 153824, firm: Integrated Financial Planning Solutions, LLC, city: Goshen, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153824/; rank: 65, crd: 154022, firm: Smith Financial, city: Kokomo, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154022/; rank: 65, crd: 158978, firm: Lakeland Investment Advisors, LLC., city: Syracuse, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158978/; rank: 65, crd: 164635, firm: Diem Wealth Management, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164635/; rank: 65, crd: 164651, firm: Afp Group, LLC, city: Plainfield, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164651/; rank: 65, crd: 164830, firm: Noble Financial Advisors LLC, city: Noblesville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164830/; rank: 65, crd: 165105, firm: Laughlin Financial LLC, city: Bloomington, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165105/; rank: 65, crd: 166237, firm: Pathway Financial Advisers, LLC, city: Auburn, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166237/; rank: 65, crd: 168156, firm: Kotys Wealth Professionals, city: Valparaiso, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168156/; rank: 65, crd: 168964, firm: Provider Financial, Inc., city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168964/; rank: 65, crd: 169100, firm: Precedent Financial Strategies, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169100/; rank: 65, crd: 170825, firm: Bassett Financial Advisors, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170825/; rank: 65, crd: 171455, firm: Griffin Financial Advisors, LLC, city: St. John, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171455/; rank: 65, crd: 174054, firm: Lindsey Wealth Management, city: Vincennes, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174054/; rank: 65, crd: 174275, firm: Golden Years Financial Advisors, Inc., city: South Bend, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174275/; rank: 65, crd: 174465, firm: Relevant Financial Advisors LLC, city: Elkhart, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174465/; rank: 65, crd: 257786, firm: Santiago.Life, city: Fishers, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/257786/; rank: 65, crd: 285657, firm: Corwin Company LLC, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285657/; rank: 65, crd: 287543, firm: Sycomore Financial, city: Anderson, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287543/; rank: 65, crd: 288903, firm: Wealth Advisory Solutions, LLC, city: Zionsville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288903/; rank: 65, crd: 289763, firm: Lauer Wealth Management, city: Valparaiso, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289763/; rank: 65, crd: 290027, firm: Raton Wealth, city: Fishers, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290027/; rank: 65, crd: 290074, firm: Fortitude Private Wealth, city: Carmel, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290074/; rank: 65, crd: 291165, firm: Lifecare Retirement Solutions Inc., city: New Castle, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291165/; rank: 65, crd: 291307, firm: Brucke Financial, Inc., city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291307/; rank: 65, crd: 292564, firm: Uvest Advisory Group, LLC, city: Newburgh, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292564/; rank: 65, crd: 292885, firm: Mehta Money, LLC, city: South Bend, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292885/; rank: 65, crd: 297840, firm: Foundational Financial Advisors, LLC, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297840/; rank: 65, crd: 297921, firm: Zaki Financial LLC, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297921/; rank: 65, crd: 298335, firm: Dentvest LLC, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298335/; rank: 65, crd: 298764, firm: Servant Capital Advisors, city: Fishers, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298764/; rank: 65, crd: 299895, firm: Foxworthy Wealth Advisors, LLC, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299895/; rank: 65, crd: 300078, firm: Catalyze Wealth Management, city: Carmel, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300078/; rank: 65, crd: 300573, firm: Elevation Financial LLC, city: Westfield, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300573/; rank: 65, crd: 305301, firm: Bookends Financial Planning, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305301/; rank: 65, crd: 305312, firm: True Wealth Stewards, city: Carmel, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305312/; rank: 65, crd: 305362, firm: Abound Wealth Strategies, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305362/; rank: 65, crd: 309230, firm: Securestate, city: Pendleton, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309230/; rank: 65, crd: 310603, firm: Comprehensive Financial Consultants, city: Cicero, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310603/; rank: 65, crd: 311905, firm: Clarity Financial Organization, LLC, city: Boonville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311905/; rank: 65, crd: 311934, firm: Maripau Wealth Management LLC, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311934/; rank: 65, crd: 312430, firm: Wise Wealth Management, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312430/; rank: 65, crd: 313842, firm: Genuine Wealth Advisors, LLC, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313842/; rank: 65, crd: 317073, firm: Gilbert Wealth, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317073/; rank: 65, crd: 318660, firm: Migration Wealth Management, LLC, city: Avon, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318660/; rank: 65, crd: 318671, firm: Perkins Wealth Advantage, city: Fishers, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318671/; rank: 65, crd: 319025, firm: Wright Planning, LLC, city: Fishers, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319025/; rank: 65, crd: 323182, firm: Fortress Capital Advisors, city: Carmel, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323182/; rank: 65, crd: 323952, firm: The Other 90 Financial, LLC, city: Mount Vernon, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323952/; rank: 65, crd: 325374, firm: Hobbs Wealth Management, city: Zionsville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325374/; rank: 65, crd: 326631, firm: Arena Wealth Management LLC, city: Fort Wayne, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326631/; rank: 65, crd: 326824, firm: Onward FI, LLC, city: Plainfield, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326824/; rank: 65, crd: 327945, firm: Next Adventure Financial LLC, city: Lafayette, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327945/; rank: 65, crd: 328544, firm: Kingdom Financial, city: South Bend, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328544/; rank: 65, crd: 329822, firm: Wealthguides LLC, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329822/; rank: 65, crd: 331696, firm: Gentry Financial, city: Fishers, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331696/; rank: 65, crd: 332137, firm: Fortified Wealth, city: Elkhart, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332137/; rank: 65, crd: 332303, firm: Vitality Wealth Planning, city: Elkhart, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332303/; rank: 65, crd: 332364, firm: Lever Wealth Management, city: Evansville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332364/; rank: 65, crd: 332409, firm: Dreamvision Capital, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332409/; rank: 65, crd: 334836, firm: Dunes Financial, city: Valparaiso, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334836/; rank: 65, crd: 334845, firm: Best Case Financial, city: Greencastle, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334845/; rank: 65, crd: 336169, firm: Caird Family Wealth Management, city: Greenfield, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336169/; rank: 65, crd: 339551, firm: Remnant Wealth, city: Carmel, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339551/; rank: 65, crd: 339786, firm: Whicker Wealth Management, LLC, city: Clayton, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339786/; rank: 65, crd: 340586, firm: Salt Light Investing for the Good, city: Seymour, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340586/; rank: 65, crd: 341851, firm: Nearside Advisors, LLC, city: Indianapolis, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341851/; rank: 65, crd: 343192, firm: PLC Wealth Partners, city: Jeffersonville, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343192/; rank: 65, crd: 343656, firm: SRL Financial, city: Cicero, state: IN, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343656/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/indiana/

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