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AdvisorIQ

Ranking, Indiana

Wealth firms with the most high net worth clients, including broker-dealer firms in Indiana

As of October 2, 2026, Vestia Personal Wealth Advisors ranked #1 in Indiana in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 3,105.

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

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 Thurston Springer Advisors Broker-dealer affiliated Indianapolis 1,157
5 Woodley Farra Indianapolis 955
6 Sym Financial Advisors Winona Lake 848
7 Bedel Financial Consulting Inc Indianapolis 741
8 Donaldson Capital Management LLC Evansville 711
9 Sapient Capital LLC Indianapolis 691
10 Oxford Financial Group, Ltd Carmel 551
11 Galecki Financial Management Inc Fort Wayne 530
12 Creative Financial Designs, Inc. Broker-dealer affiliated Kokomo 462
13 Korhorn Financial Group Granger 430
14 Elser Financial Planning, Inc. Indianapolis 420
15 Phillips Financial Fort Wayne 416
16 Invst, LLC Indianapolis 320
17 Wealth Advisors Group Fort Wayne 283
18 Financial Enhancement Group Anderson 261
19 Pettinga Financial Advisors, LLC Evansville 257
20 Meridian Investment Advisors, Inc. Indianapolis 240
21 Lji Wealth Management, LLC Indianapolis 231
22 Hurlow Wealth Management Group, Inc. Bloomington 223
23 Intrepid Financial Planning Group, LLC Carmel 212
24 Provider Financial, Inc. Indianapolis 210
25 Charter Advisory Corporation Indianapolis 203
26 Gettings Busch Wealth Management Lafayette 202
27 Market Street Wealth Management Advisors, LLC Indianapolis 200
28 Wallington Asset Management Indianapolis 197
29 Halter Ferguson Financial Inc Carmel 194
29 Hilltop Wealth & Tax Solutions Mishawaka 194
31 Mindset Wealth Management, LLC Indianapolis 189
32 Sycamore Financial Group Broker-dealer affiliated Kokomo 186
33 Financial Plans & Strategies, Inc. Greenwood 185
34 FI3 Financial Advisors, LLC Indianapolis 183
35 Brucke Financial, Inc. Indianapolis 175
36 Northwest Financial Services Inc Indianapolis 169
37 Lynch & Associates Newburgh 164
38 Deerfield Indianapolis 163
39 Corevision Financial Group Shelbyville 162
40 Cfci Bloomington 148
41 Indie Asset Partners, LLC Carmel 147
42 Compass Financial Advisors LLC Fort Wayne 145
43 Pathway Financial Advisers, LLC Auburn 142
44 Peloton Capital Management Indianapolis 138
45 Reify Wealth Advisors, Inc. Indianapolis 137
46 Elevated Financial Group Indianapolis 133
47 Monon Wealth Management Indianapolis 130
48 Dickmeyer Boyce Financial Management, Inc Fort Wayne 124
49 Teeple Snyder Newsome Wealth & Tax Management Brownsburg 120
50 Kotys Wealth Professionals Valparaiso 116
51 Forum Private Client Group Fishers 115
52 CBG & Company, Inc. Fishers 114
52 Bischoff Wealth Management Group, LLC Greenwood 114
54 Integrated Financial Planning Solutions, LLC Goshen 109
54 Strive Financial Group, LLC Carmel 109
56 Axiom Financial Strategies Group, LLC New Albany 108
57 Gimbal Financial, LLC Carmel 106
58 Allstreet Wealth Westfield 99
59 Wealth Advisory Solutions, LLC Zionsville 98
60 Banker Investment Group West Lafayette 97
61 Walter Keenan Wealth Management South Bend 94
61 Vista Investment Partners Richmond 94
63 Storen Financial Zionsville 93
64 Kirr, Marbach & Company, LLC Columbus 90
64 Monarch Capital Management Inc Fort Wayne 90
66 Bookends Financial Planning Indianapolis 89
67 Oxinas Partners Wealth Management Jeffersonville 88
68 Spyglass Investment Management Terre Haute 86
69 Werner Financial Indianapolis 85
69 Tradewell Tax & Financial Fort Wayne 85
71 Howard Bailey Securities, LLC Fort Wayne 83
72 Santefort Investment Group, LLC Schererville 79
73 Quantum Financial Services Inc. Indianapolis 78
74 The Wellington GRP LLC Indianapolis 77
75 Titan Investment Management LLC Indianapolis 73
76 Smith Financial Kokomo 72
76 Hendershott Wealth Management, LLC Fishers 72
78 Kessler Investment Group, LLC Columbus 71
79 Curry Webb Wealth Management LLC Indianapolis 70
80 Maripau Wealth Management LLC Fort Wayne 68
81 Horizon Investment Services, LLC. Hammond 67
82 Capital Advisor Network Lafayette 66
83 Wellington Investment Advisors Bloomington 65
83 Delta Wealth Advisors LLC Indianapolis 65
83 Hobbs Wealth Management Zionsville 65
86 Capital Cities Investments Indianapolis 64
87 Greenleaf Financial Group Carmel 63
88 Four Quadrant Wealth Advisors, Inc. Carmel 62
89 Comprehensive Financial Consultants Cicero 61
90 Financial Planning Services Fort Wayne 58
90 American Capital Management, Inc. New Albany 58
92 Koon Financial Planning & Consulting/KFP&C Greenwood 55
93 Precedent Financial Strategies Indianapolis 53
93 An Exceptional Life Financial, LLC Indianapolis 53
95 Williamson Legacy Group, LLC Carmel 52
96 Apple Tree Asset Management, LLC Fort Wayne 51
97 Freeman, Will & Niemeier, Inc. Evansville 50
97 Gehrig Capital Management, Inc. Merrillville 50
97 Laughlin Financial LLC Bloomington 50
100 Lauer Wealth Management Valparaiso 47

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.