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AdvisorIQ

Ranking, Indiana

Independent RIAs with the most high net worth clients in Indiana

As of October 2, 2026, Vestia Personal Wealth Advisors ranked #1 in Indiana in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 3,105.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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.

Rank Firm City Most high net worth clients
1 Vestia Personal Wealth Advisors Fort Wayne 3,105
2 Valeo Financial Advisors, LLC Carmel 2,257
3 CX Institutional, LLC Auburn 1,556
4 Woodley Farra Indianapolis 955
5 Sym Financial Advisors Winona Lake 848
6 Bedel Financial Consulting Inc Indianapolis 741
7 Donaldson Capital Management LLC Evansville 711
8 Sapient Capital LLC Indianapolis 691
9 Oxford Financial Group, Ltd Carmel 551
10 Galecki Financial Management Inc Fort Wayne 530
11 Korhorn Financial Group Granger 430
12 Elser Financial Planning, Inc. Indianapolis 420
13 Phillips Financial Fort Wayne 416
14 Invst, LLC Indianapolis 320
15 Wealth Advisors Group Fort Wayne 283
16 Financial Enhancement Group Anderson 261
17 Pettinga Financial Advisors, LLC Evansville 257
18 Meridian Investment Advisors, Inc. Indianapolis 240
19 Lji Wealth Management, LLC Indianapolis 231
20 Hurlow Wealth Management Group, Inc. Bloomington 223
21 Intrepid Financial Planning Group, LLC Carmel 212
22 Provider Financial, Inc. Indianapolis 210
23 Charter Advisory Corporation Indianapolis 203
24 Gettings Busch Wealth Management Lafayette 202
25 Market Street Wealth Management Advisors, LLC Indianapolis 200
26 Wallington Asset Management Indianapolis 197
27 Halter Ferguson Financial Inc Carmel 194
27 Hilltop Wealth & Tax Solutions Mishawaka 194
29 Mindset Wealth Management, LLC Indianapolis 189
30 Financial Plans & Strategies, Inc. Greenwood 185
31 FI3 Financial Advisors, LLC Indianapolis 183
32 Brucke Financial, Inc. Indianapolis 175
33 Northwest Financial Services Inc Indianapolis 169
34 Lynch & Associates Newburgh 164
35 Deerfield Indianapolis 163
36 Corevision Financial Group Shelbyville 162
37 Cfci Bloomington 148
38 Indie Asset Partners, LLC Carmel 147
39 Compass Financial Advisors LLC Fort Wayne 145
40 Pathway Financial Advisers, LLC Auburn 142
41 Peloton Capital Management Indianapolis 138
42 Reify Wealth Advisors, Inc. Indianapolis 137
43 Elevated Financial Group Indianapolis 133
44 Monon Wealth Management Indianapolis 130
45 Dickmeyer Boyce Financial Management, Inc Fort Wayne 124
46 Teeple Snyder Newsome Wealth & Tax Management Brownsburg 120
47 Kotys Wealth Professionals Valparaiso 116
48 Forum Private Client Group Fishers 115
49 CBG & Company, Inc. Fishers 114
49 Bischoff Wealth Management Group, LLC Greenwood 114
51 Integrated Financial Planning Solutions, LLC Goshen 109
51 Strive Financial Group, LLC Carmel 109
53 Axiom Financial Strategies Group, LLC New Albany 108
54 Gimbal Financial, LLC Carmel 106
55 Allstreet Wealth Westfield 99
56 Wealth Advisory Solutions, LLC Zionsville 98
57 Banker Investment Group West Lafayette 97
58 Walter Keenan Wealth Management South Bend 94
58 Vista Investment Partners Richmond 94
60 Storen Financial Zionsville 93
61 Kirr, Marbach & Company, LLC Columbus 90
61 Monarch Capital Management Inc Fort Wayne 90
63 Bookends Financial Planning Indianapolis 89
64 Oxinas Partners Wealth Management Jeffersonville 88
65 Spyglass Investment Management Terre Haute 86
66 Werner Financial Indianapolis 85
66 Tradewell Tax & Financial Fort Wayne 85
68 Howard Bailey Securities, LLC Fort Wayne 83
69 Santefort Investment Group, LLC Schererville 79
70 Quantum Financial Services Inc. Indianapolis 78
71 The Wellington GRP LLC Indianapolis 77
72 Titan Investment Management LLC Indianapolis 73
73 Smith Financial Kokomo 72
73 Hendershott Wealth Management, LLC Fishers 72
75 Kessler Investment Group, LLC Columbus 71
76 Curry Webb Wealth Management LLC Indianapolis 70
77 Maripau Wealth Management LLC Fort Wayne 68
78 Horizon Investment Services, LLC. Hammond 67
79 Capital Advisor Network Lafayette 66
80 Wellington Investment Advisors Bloomington 65
80 Delta Wealth Advisors LLC Indianapolis 65
80 Hobbs Wealth Management Zionsville 65
83 Capital Cities Investments Indianapolis 64
84 Greenleaf Financial Group Carmel 63
85 Four Quadrant Wealth Advisors, Inc. Carmel 62
86 Comprehensive Financial Consultants Cicero 61
87 Financial Planning Services Fort Wayne 58
87 American Capital Management, Inc. New Albany 58
89 Koon Financial Planning & Consulting/KFP&C Greenwood 55
90 Precedent Financial Strategies Indianapolis 53
90 An Exceptional Life Financial, LLC Indianapolis 53
92 Williamson Legacy Group, LLC Carmel 52
93 Apple Tree Asset Management, LLC Fort Wayne 51
94 Freeman, Will & Niemeier, Inc. Evansville 50
94 Gehrig Capital Management, Inc. Merrillville 50
94 Laughlin Financial LLC Bloomington 50
97 Lauer Wealth Management Valparaiso 47
98 Nearside Advisors, LLC Indianapolis 45
99 Fortitude Private Wealth Carmel 44
99 Trust Investment Advisors Indianapolis 44

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

More rankings

Most high net worth 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.