# Newest independent RIAs in Indiana

As of October 2, 2026, Storen Financial ranked #1 in Indiana in AdvisorIQ's ranking of newest independent RIAs, with $438.3 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Indiana
- firms_listed: 39
- rows: rank: 1, crd: 339197, firm: Storen Financial, city: Zionsville, state: IN, value: 438267419, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339197/; rank: 2, crd: 341851, firm: Nearside Advisors, LLC, city: Indianapolis, state: IN, value: 188582674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341851/; rank: 3, crd: 121607, firm: Henthorn Agency, Inc., city: Beech Grove, state: IN, value: 130000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121607/; rank: 4, crd: 291148, firm: Titan Investment Management LLC, city: Indianapolis, state: IN, value: 123932769, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291148/; rank: 5, crd: 151976, firm: Genesis Advisors, LLC, city: Fishers, state: IN, value: 121222670, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151976/; rank: 6, crd: 300083, firm: Private Counsel Group, Ltd., city: Indianapolis, state: IN, value: 116007039, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300083/; rank: 7, crd: 169100, firm: Precedent Financial Strategies, city: Indianapolis, state: IN, value: 111451980, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169100/; rank: 8, crd: 108351, firm: CFG Wealth Management Services Inc, city: Indianapolis, state: IN, value: 110201914, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108351/; rank: 9, crd: 122706, firm: Integrated Investment Strategies,inc., city: Carmel, state: IN, value: 104549560, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122706/; rank: 10, crd: 286517, firm: Affinity Financial - the Walker Group LLC, city: Zionsville, state: IN, value: 42078040, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286517/; rank: 11, crd: 329822, firm: Wealthguides LLC, city: Indianapolis, state: IN, value: 4429509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329822/; rank: 12, crd: 317946, firm: Rockford Group Investment Advisor, city: Carmel, state: IN, value: 3600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317946/; rank: 13, crd: 339017, firm: C.R. Retirement Strategies, LLC, city: Indianapolis, state: IN, value: 1812000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339017/; rank: 14, crd: 165388, firm: CWM Wealth Management, LLC, city: Lowell, state: IN, value: 919408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165388/; rank: 15, crd: 331073, firm: Yackee Potempa & Smalley Asset Management, city: Fort Wayne, state: IN, value: 463321, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331073/; rank: 16, crd: 337884, firm: Blue Iguana Capital LLC, city: Valparaiso, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337884/; rank: 16, crd: 339551, firm: Remnant Wealth, city: Carmel, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339551/; rank: 16, crd: 339555, firm: Parks Wealth Management LLC, city: Lowell, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339555/; rank: 16, crd: 339786, firm: Whicker Wealth Management, LLC, city: Clayton, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339786/; rank: 16, crd: 339814, firm: Buffalo Capital Advisors LLC, city: Fort Wayne, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339814/; rank: 16, crd: 340096, firm: Beacon Financial Planning, city: Bloomington, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340096/; rank: 16, crd: 340170, firm: 55 Wealth, city: Haubstadt, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340170/; rank: 16, crd: 340313, firm: Oxford Harriman Private Wealth Management, city: Indianapolis, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340313/; rank: 16, crd: 340465, firm: Foresight Wealth Advisory, LLC, city: Indianapolis, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340465/; rank: 16, crd: 340586, firm: Salt Light Investing for the Good, city: Seymour, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340586/; rank: 16, crd: 340839, firm: Oneadvocate Financial LLC, city: Indianapolis, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340839/; rank: 16, crd: 340992, firm: Cherry Wealth Management LLC, city: Lebanon, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340992/; rank: 16, crd: 341345, firm: The Shield Finance, city: Bloomington, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341345/; rank: 16, crd: 342290, firm: Bond Bell & Co., city: Fort Wayne, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342290/; rank: 16, crd: 342315, firm: Hamilton Wealth, LLC, city: Westfield, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342315/; rank: 16, crd: 342819, firm: Ehg Wealth Management, city: Indianapolis, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342819/; rank: 16, crd: 343192, firm: PLC Wealth Partners, city: Jeffersonville, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343192/; rank: 16, crd: 343228, firm: Horoky Private Wealth, LLC, city: South Bend, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343228/; rank: 16, crd: 343292, firm: Helix Wealth, city: Fishers, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343292/; rank: 16, crd: 343491, firm: Foster Financial Services, LLC, city: Fort Wayne, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343491/; rank: 16, crd: 343566, firm: Heartland Financial Planners, city: Fishers, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343566/; rank: 16, crd: 343600, firm: Gates Integrated Financial & Tax, LLC, city: Westfield, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343600/; rank: 16, crd: 343656, firm: SRL Financial, city: Cicero, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343656/; rank: 16, crd: 344535, firm: GBS Investments, city: Marion, state: IN, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344535/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/indiana/

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