IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Indiana

Wealth firms with the most clients, 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 clients, including broker-dealer firms, with 11,095.

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

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients
1 Oneamerica Securities, Inc. Broker-dealer affiliated Indianapolis 11,095
2 Creative Financial Designs, Inc. Broker-dealer affiliated Kokomo 11,039
3 Thurston Springer Advisors Broker-dealer affiliated Indianapolis 4,694
4 CX Institutional, LLC Auburn 4,563
5 Asset Management Strategies, Inc. Indianapolis 4,220
6 Vestia Personal Wealth Advisors Fort Wayne 3,987
7 Valeo Financial Advisors, LLC Carmel 3,042
8 Invst, LLC Indianapolis 2,801
9 Korhorn Financial Group Granger 2,516
10 Sym Financial Advisors Winona Lake 1,991
11 Donaldson Capital Management LLC Evansville 1,845
12 Howard Bailey Securities, LLC Fort Wayne 1,756
13 Woodley Farra Indianapolis 1,652
14 Lji Wealth Management, LLC Indianapolis 1,573
15 The Wellington GRP LLC Indianapolis 1,517
16 Intrepid Financial Planning Group, LLC Carmel 1,457
17 Corevision Financial Group Shelbyville 1,310
18 Financial Enhancement Group Anderson 1,281
19 Bedel Financial Consulting Inc Indianapolis 1,162
20 Sycamore Financial Group Broker-dealer affiliated Kokomo 1,146
21 Cfci Bloomington 1,096
22 Financial Plans & Strategies, Inc. Greenwood 1,081
23 Phillips Financial Fort Wayne 1,076
24 Wealth Advisors Group Fort Wayne 1,073
25 Maripau Wealth Management LLC Fort Wayne 1,064
26 Galecki Financial Management Inc Fort Wayne 1,060
27 Apple Tree Asset Management, LLC Fort Wayne 1,053
28 Sapient Capital LLC Indianapolis 1,017
29 Werner Financial Indianapolis 955
30 Capital Advisor Network Lafayette 904
31 Gettings Busch Wealth Management Lafayette 884
32 Storen Financial Zionsville 878
33 Hilltop Wealth & Tax Solutions Mishawaka 837
34 Pathway Financial Advisers, LLC Auburn 825
35 Brucke Financial, Inc. Indianapolis 781
36 Strive Financial Group, LLC Carmel 772
37 Oxinas Partners Wealth Management Jeffersonville 754
38 Forum Private Client Group Fishers 728
39 Elevated Financial Group Indianapolis 716
40 Pettinga Financial Advisors, LLC Evansville 712
41 Oxford Financial Group, Ltd Carmel 697
42 Lynch & Associates Newburgh 696
43 Wealth Advisory Solutions, LLC Zionsville 684
44 Compass Financial Advisors LLC Fort Wayne 659
45 Gehrig Capital Management, Inc. Merrillville 652
46 Meridian Investment Advisors, Inc. Indianapolis 627
47 Teeple Snyder Newsome Wealth & Tax Management Brownsburg 608
48 Elser Financial Planning, Inc. Indianapolis 602
49 Henthorn Agency, Inc. Beech Grove 600
50 Charter Advisory Corporation Indianapolis 595
51 Axiom Financial Strategies Group, LLC New Albany 589
52 Hurlow Wealth Management Group, Inc. Bloomington 568
53 Kessler Investment Group, LLC Columbus 558
54 Wisely Advised Dyer 534
55 Spyglass Investment Management Terre Haute 527
56 Bookends Financial Planning Indianapolis 521
57 Monon Wealth Management Indianapolis 518
58 Provider Financial, Inc. Indianapolis 505
59 Vista Investment Partners Richmond 504
60 Wabash Capital, Inc. Terre Haute 499
61 Financial Planning Services Fort Wayne 497
62 Capital Cities Investments Indianapolis 476
63 Banker Investment Group West Lafayette 468
64 Brookstone Financial Jeffersonville 466
65 Santefort Investment Group, LLC Schererville 456
66 Tradewell Tax & Financial Fort Wayne 451
67 American Capital Management, Inc. New Albany 440
68 Dickmeyer Boyce Financial Management, Inc Fort Wayne 433
69 Market Street Wealth Management Advisors, LLC Indianapolis 429
70 Lauer Wealth Management Valparaiso 404
71 Curry Webb Wealth Management LLC Indianapolis 397
72 Reify Wealth Advisors, Inc. Indianapolis 396
73 Comprehensive Financial Consultants Cicero 392
74 Freeman, Will & Niemeier, Inc. Evansville 388
74 Gimbal Financial, LLC Carmel 388
76 Wellington Investment Advisors Bloomington 387
77 Bischoff Wealth Management Group, LLC Greenwood 378
77 An Exceptional Life Financial, LLC Indianapolis 378
79 Northwest Financial Services Inc Indianapolis 377
80 Lindsey Wealth Management Vincennes 365
81 Deerfield Indianapolis 350
82 Williamson Legacy Group, LLC Carmel 348
83 Horizon Investment Services, LLC. Hammond 345
83 Benham Advisory Group Greenwood 345
85 Wallington Asset Management Indianapolis 337
86 Regal Capital Management, Inc. Bedford 334
87 Integrated Financial Planning Solutions, LLC Goshen 328
87 Golden Years Financial Advisors, Inc. South Bend 328
89 MFG Wealth Management, Inc. Indianapolis 327
90 Kotys Wealth Professionals Valparaiso 323
91 Indie Asset Partners, LLC Carmel 317
92 Gineris Wealth Management Dyer 313
93 Daviman Financial, LLC Noblesville 298
94 Halter Ferguson Financial Inc Carmel 296
95 Securestate Pendleton 279
96 Park + Elm Investment Advisers Carmel 278
97 Mindset Wealth Management, LLC Indianapolis 277
98 Bassett Financial Advisors Fort Wayne 276
99 Titan Investment Management LLC Indianapolis 274
100 Pampel & Associates, Inc. Monticello 267

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

More rankings

Most clients 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.