{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most clients in Indiana","lead":"As of October 2, 2026, CX Institutional, LLC ranked #1 in Indiana in AdvisorIQ's ranking of independent RIAs with the most clients, with 4,563.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most clients","how_it_is_computed":"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.","unit":"count","scope":"Indiana","firms_listed":100,"rows":[{"rank":1,"crd":292627,"firm":"CX Institutional, LLC","city":"Auburn","state":"IN","value":4563,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/292627/"},{"rank":2,"crd":135173,"firm":"Asset Management Strategies, Inc.","city":"Indianapolis","state":"IN","value":4220,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135173/"},{"rank":3,"crd":290565,"firm":"Vestia Personal Wealth Advisors","city":"Fort Wayne","state":"IN","value":3987,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290565/"},{"rank":4,"crd":127132,"firm":"Valeo Financial Advisors, LLC","city":"Carmel","state":"IN","value":3042,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127132/"},{"rank":5,"crd":282863,"firm":"Invst, LLC","city":"Indianapolis","state":"IN","value":2801,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282863/"},{"rank":6,"crd":128606,"firm":"Korhorn Financial Group","city":"Granger","state":"IN","value":2516,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128606/"},{"rank":7,"crd":107517,"firm":"Sym Financial Advisors","city":"Winona Lake","state":"IN","value":1991,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107517/"},{"rank":8,"crd":106131,"firm":"Donaldson Capital Management LLC","city":"Evansville","state":"IN","value":1845,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106131/"},{"rank":9,"crd":282712,"firm":"Howard Bailey Securities, LLC","city":"Fort Wayne","state":"IN","value":1756,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282712/"},{"rank":10,"crd":107660,"firm":"Woodley Farra","city":"Indianapolis","state":"IN","value":1652,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107660/"},{"rank":11,"crd":145399,"firm":"Lji Wealth Management, LLC","city":"Indianapolis","state":"IN","value":1573,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145399/"},{"rank":12,"crd":332803,"firm":"The Wellington GRP LLC","city":"Indianapolis","state":"IN","value":1517,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332803/"},{"rank":13,"crd":112196,"firm":"Intrepid Financial Planning Group, LLC","city":"Carmel","state":"IN","value":1457,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112196/"},{"rank":14,"crd":325310,"firm":"Corevision Financial Group","city":"Shelbyville","state":"IN","value":1310,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325310/"},{"rank":15,"crd":159017,"firm":"Financial Enhancement Group","city":"Anderson","state":"IN","value":1281,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159017/"},{"rank":16,"crd":105653,"firm":"Bedel Financial Consulting Inc","city":"Indianapolis","state":"IN","value":1162,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105653/"},{"rank":17,"crd":128257,"firm":"Cfci","city":"Bloomington","state":"IN","value":1096,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128257/"},{"rank":18,"crd":123793,"firm":"Financial Plans & Strategies, Inc.","city":"Greenwood","state":"IN","value":1081,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123793/"},{"rank":19,"crd":131344,"firm":"Phillips Financial","city":"Fort Wayne","state":"IN","value":1076,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131344/"},{"rank":20,"crd":122050,"firm":"Wealth Advisors Group","city":"Fort Wayne","state":"IN","value":1073,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122050/"},{"rank":21,"crd":311934,"firm":"Maripau Wealth Management LLC","city":"Fort Wayne","state":"IN","value":1064,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311934/"},{"rank":22,"crd":107218,"firm":"Galecki Financial Management Inc","city":"Fort Wayne","state":"IN","value":1060,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107218/"},{"rank":23,"crd":298437,"firm":"Apple Tree Asset Management, LLC","city":"Fort Wayne","state":"IN","value":1053,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298437/"},{"rank":24,"crd":324899,"firm":"Sapient Capital LLC","city":"Indianapolis","state":"IN","value":1017,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324899/"},{"rank":25,"crd":315220,"firm":"Werner Financial","city":"Indianapolis","state":"IN","value":955,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315220/"},{"rank":26,"crd":297578,"firm":"Capital Advisor Network","city":"Lafayette","state":"IN","value":904,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297578/"},{"rank":27,"crd":306757,"firm":"Gettings Busch Wealth Management","city":"Lafayette","state":"IN","value":884,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306757/"},{"rank":28,"crd":339197,"firm":"Storen Financial","city":"Zionsville","state":"IN","value":878,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339197/"},{"rank":29,"crd":290981,"firm":"Hilltop Wealth & Tax Solutions","city":"Mishawaka","state":"IN","value":837,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290981/"},{"rank":30,"crd":166237,"firm":"Pathway Financial Advisers, LLC","city":"Auburn","state":"IN","value":825,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166237/"},{"rank":31,"crd":291307,"firm":"Brucke Financial, Inc.","city":"Indianapolis","state":"IN","value":781,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291307/"},{"rank":32,"crd":333298,"firm":"Strive Financial Group, LLC","city":"Carmel","state":"IN","value":772,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333298/"},{"rank":33,"crd":297462,"firm":"Oxinas Partners Wealth Management","city":"Jeffersonville","state":"IN","value":754,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297462/"},{"rank":34,"crd":143075,"firm":"Forum Private Client Group","city":"Fishers","state":"IN","value":728,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143075/"},{"rank":35,"crd":334353,"firm":"Elevated Financial Group","city":"Indianapolis","state":"IN","value":716,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334353/"},{"rank":36,"crd":156369,"firm":"Pettinga Financial Advisors, LLC","city":"Evansville","state":"IN","value":712,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/156369/"},{"rank":37,"crd":105303,"firm":"Oxford Financial Group, Ltd","city":"Carmel","state":"IN","value":697,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105303/"},{"rank":38,"crd":108326,"firm":"Lynch & Associates","city":"Newburgh","state":"IN","value":696,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108326/"},{"rank":39,"crd":288903,"firm":"Wealth Advisory Solutions, LLC","city":"Zionsville","state":"IN","value":684,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288903/"},{"rank":40,"crd":109131,"firm":"Compass Financial Advisors LLC","city":"Fort Wayne","state":"IN","value":659,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109131/"},{"rank":41,"crd":123250,"firm":"Gehrig Capital Management, Inc.","city":"Merrillville","state":"IN","value":652,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123250/"},{"rank":42,"crd":107593,"firm":"Meridian Investment Advisors, Inc.","city":"Indianapolis","state":"IN","value":627,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107593/"},{"rank":43,"crd":147676,"firm":"Teeple Snyder Newsome Wealth & Tax Management","city":"Brownsburg","state":"IN","value":608,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147676/"},{"rank":44,"crd":143311,"firm":"Elser Financial Planning, Inc.","city":"Indianapolis","state":"IN","value":602,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143311/"},{"rank":45,"crd":121607,"firm":"Henthorn Agency, Inc.","city":"Beech Grove","state":"IN","value":600,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121607/"},{"rank":46,"crd":113390,"firm":"Charter Advisory Corporation","city":"Indianapolis","state":"IN","value":595,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113390/"},{"rank":47,"crd":306618,"firm":"Axiom Financial Strategies Group, LLC","city":"New Albany","state":"IN","value":589,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306618/"},{"rank":48,"crd":282587,"firm":"Hurlow Wealth Management Group, Inc.","city":"Bloomington","state":"IN","value":568,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282587/"},{"rank":49,"crd":153696,"firm":"Kessler Investment Group, LLC","city":"Columbus","state":"IN","value":558,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153696/"},{"rank":50,"crd":159093,"firm":"Wisely Advised","city":"Dyer","state":"IN","value":534,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159093/"},{"rank":51,"crd":122594,"firm":"Spyglass Investment Management","city":"Terre Haute","state":"IN","value":527,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122594/"},{"rank":52,"crd":305301,"firm":"Bookends Financial Planning","city":"Indianapolis","state":"IN","value":521,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305301/"},{"rank":53,"crd":289413,"firm":"Monon Wealth Management","city":"Indianapolis","state":"IN","value":518,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289413/"},{"rank":54,"crd":168964,"firm":"Provider Financial, Inc.","city":"Indianapolis","state":"IN","value":505,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168964/"},{"rank":55,"crd":327983,"firm":"Vista Investment Partners","city":"Richmond","state":"IN","value":504,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327983/"},{"rank":56,"crd":107932,"firm":"Wabash Capital, Inc.","city":"Terre Haute","state":"IN","value":499,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107932/"},{"rank":57,"crd":121034,"firm":"Financial Planning Services","city":"Fort Wayne","state":"IN","value":497,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121034/"},{"rank":58,"crd":116185,"firm":"Capital Cities Investments","city":"Indianapolis","state":"IN","value":476,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116185/"},{"rank":59,"crd":109650,"firm":"Banker Investment Group","city":"West Lafayette","state":"IN","value":468,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109650/"},{"rank":60,"crd":168185,"firm":"Brookstone Financial","city":"Jeffersonville","state":"IN","value":466,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168185/"},{"rank":61,"crd":292727,"firm":"Santefort Investment Group, LLC","city":"Schererville","state":"IN","value":456,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/292727/"},{"rank":62,"crd":332473,"firm":"Tradewell Tax & Financial","city":"Fort Wayne","state":"IN","value":451,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332473/"},{"rank":63,"crd":122452,"firm":"American Capital Management, Inc.","city":"New Albany","state":"IN","value":440,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122452/"},{"rank":64,"crd":124281,"firm":"Dickmeyer Boyce Financial Management, Inc","city":"Fort Wayne","state":"IN","value":433,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124281/"},{"rank":65,"crd":122212,"firm":"Market Street Wealth Management Advisors, LLC","city":"Indianapolis","state":"IN","value":429,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122212/"},{"rank":66,"crd":289763,"firm":"Lauer Wealth Management","city":"Valparaiso","state":"IN","value":404,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289763/"},{"rank":67,"crd":168692,"firm":"Curry Webb Wealth Management LLC","city":"Indianapolis","state":"IN","value":397,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168692/"},{"rank":68,"crd":121978,"firm":"Reify Wealth Advisors, Inc.","city":"Indianapolis","state":"IN","value":396,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121978/"},{"rank":69,"crd":310603,"firm":"Comprehensive Financial Consultants","city":"Cicero","state":"IN","value":392,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310603/"},{"rank":70,"crd":121628,"firm":"Freeman, Will & Niemeier, Inc.","city":"Evansville","state":"IN","value":388,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121628/"},{"rank":70,"crd":159003,"firm":"Gimbal Financial, LLC","city":"Carmel","state":"IN","value":388,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159003/"},{"rank":72,"crd":283853,"firm":"Wellington Investment Advisors","city":"Bloomington","state":"IN","value":387,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283853/"},{"rank":73,"crd":171652,"firm":"Bischoff Wealth Management Group, LLC","city":"Greenwood","state":"IN","value":378,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171652/"},{"rank":73,"crd":288742,"firm":"An Exceptional Life Financial, LLC","city":"Indianapolis","state":"IN","value":378,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288742/"},{"rank":75,"crd":106805,"firm":"Northwest Financial Services Inc","city":"Indianapolis","state":"IN","value":377,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106805/"},{"rank":76,"crd":174054,"firm":"Lindsey Wealth Management","city":"Vincennes","state":"IN","value":365,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174054/"},{"rank":77,"crd":104964,"firm":"Deerfield","city":"Indianapolis","state":"IN","value":350,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104964/"},{"rank":78,"crd":318629,"firm":"Williamson Legacy Group, LLC","city":"Carmel","state":"IN","value":348,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318629/"},{"rank":79,"crd":110642,"firm":"Horizon Investment Services, LLC.","city":"Hammond","state":"IN","value":345,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110642/"},{"rank":79,"crd":331926,"firm":"Benham Advisory Group","city":"Greenwood","state":"IN","value":345,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331926/"},{"rank":81,"crd":143360,"firm":"Wallington Asset Management","city":"Indianapolis","state":"IN","value":337,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143360/"},{"rank":82,"crd":126952,"firm":"Regal Capital Management, Inc.","city":"Bedford","state":"IN","value":334,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126952/"},{"rank":83,"crd":153824,"firm":"Integrated Financial Planning Solutions, LLC","city":"Goshen","state":"IN","value":328,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153824/"},{"rank":83,"crd":174275,"firm":"Golden Years Financial Advisors, Inc.","city":"South Bend","state":"IN","value":328,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174275/"},{"rank":85,"crd":125963,"firm":"MFG Wealth Management, Inc.","city":"Indianapolis","state":"IN","value":327,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125963/"},{"rank":86,"crd":168156,"firm":"Kotys Wealth Professionals","city":"Valparaiso","state":"IN","value":323,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168156/"},{"rank":87,"crd":154503,"firm":"Indie Asset Partners, LLC","city":"Carmel","state":"IN","value":317,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154503/"},{"rank":88,"crd":295095,"firm":"Gineris Wealth Management","city":"Dyer","state":"IN","value":313,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/295095/"},{"rank":89,"crd":285030,"firm":"Daviman Financial, LLC","city":"Noblesville","state":"IN","value":298,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285030/"},{"rank":90,"crd":109563,"firm":"Halter Ferguson Financial Inc","city":"Carmel","state":"IN","value":296,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109563/"},{"rank":91,"crd":309230,"firm":"Securestate","city":"Pendleton","state":"IN","value":279,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309230/"},{"rank":92,"crd":146233,"firm":"Park + Elm Investment Advisers","city":"Carmel","state":"IN","value":278,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146233/"},{"rank":93,"crd":330384,"firm":"Mindset Wealth Management, LLC","city":"Indianapolis","state":"IN","value":277,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330384/"},{"rank":94,"crd":170825,"firm":"Bassett Financial Advisors","city":"Fort Wayne","state":"IN","value":276,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170825/"},{"rank":95,"crd":291148,"firm":"Titan Investment Management LLC","city":"Indianapolis","state":"IN","value":274,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291148/"},{"rank":96,"crd":110660,"firm":"Pampel & Associates, Inc.","city":"Monticello","state":"IN","value":267,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110660/"},{"rank":97,"crd":168005,"firm":"FI3 Financial Advisors, LLC","city":"Indianapolis","state":"IN","value":264,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168005/"},{"rank":98,"crd":328084,"firm":"Schmidt Wealth Management, L.L.C.","city":"Lawrenceburg","state":"IN","value":245,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328084/"},{"rank":99,"crd":327420,"firm":"Encircle Financial Strategies","city":"Indianapolis","state":"IN","value":244,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327420/"},{"rank":100,"crd":149225,"firm":"CBG & Company, Inc.","city":"Fishers","state":"IN","value":242,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149225/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most clients, nationally","url":"https://advisoriq.com/ria/rankings/most-clients/"},{"title":"RIA market data for Indiana","url":"https://advisoriq.com/ria/states/indiana/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-clients/indiana/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-clients/indiana/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}