City
Wealth management firms in Carmel, Indiana
As of October 2, 2026, 35 wealth management firms, including broker-dealer firms, with their main office in Carmel, Indiana reported $40.5 billion in regulatory assets under management; the largest by assets was Oxford Financial Group, Ltd, with $23.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 35
- Regulatory assets under management
- $40.5 billion
- Average per firm
- $1.2 billion
- SEC-registered, of those listed
- 15 of 35 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Oxford Financial Group, Ltd | SEC | $23.3 billion | 6,593 |
| 2 | Valeo Financial Advisors, LLC | SEC | $13.0 billion | 22,812 |
| 3 | Halter Ferguson Financial Inc | SEC | $705.0 million | 1,076 |
| 4 | Indie Asset Partners, LLC | SEC | $685.2 million | 764 |
| 5 | Intrepid Financial Planning Group, LLC | SEC | $390.4 million | 1,457 |
| 6 | Gimbal Financial, LLC | SEC | $290.0 million | 847 |
| 7 | Strive Financial Group, LLC | SEC | $246.7 million | 1,991 |
| 8 | Four Quadrant Wealth Advisors, Inc. | SEC | $219.0 million | 552 |
| 9 | Royal Capital Wealth Management LLC | SEC | $204.2 million | 202 |
| 10 | Williamson Legacy Group, LLC | SEC | $183.1 million | 835 |
| 11 | Greenleaf Financial Group | SEC | $175.2 million | 495 |
| 12 | Aldebaran Capital, LLC | SEC | $166.9 million | 306 |
| 13 | McMahan Capital Management | SEC | $135.9 million | 43 |
| 14 | Fortitude Private Wealth | SEC | $126.5 million | 322 |
| 15 | Integrated Investment Strategies,inc. | SEC | $104.5 million | 334 |
| 16 | Circle City Wealth Management LLC | State | $95.7 million | 263 |
| 17 | Cade Group, Inc. | State | $93.0 million | 419 |
| 18 | Park + Elm Investment Advisers | State | $88.2 million | 560 |
| 19 | Telegraph Equity Partners Limited | State | $67.1 million | 72 |
| 20 | True Wealth Stewards | State | $47.5 million | 180 |
| 21 | Catalyze Wealth Management | State | $43.4 million | 34 |
| 22 | Lewis Wealth Management, LLC | State | $42.3 million | 312 |
| 23 | Musleh Wealth Management LLC | State | $41.7 million | 249 |
| 24 | Moore Private Wealth L.L.C. | State | $31.9 million | 68 |
| 25 | Panoramic Financial Planning | State | $23.0 million | 40 |
| 26 | Fortress Capital Advisors | State | $14.4 million | 62 |
| 27 | Obsidiant Partners LLC | State | $10.2 million | 28 |
| 28 | Monument Advisers | State | $9.5 million | 75 |
| 29 | Vasquez Financial Consulting LLC | State | $6.6 million | 55 |
| 30 | Rockford Group Investment Advisor | State | $3.6 million | 58 |
| 31 | Kiel Investment Company | State | $1.6 million | 6 |
| 32 | Keystone Financial Advisory, LLC | State | $0 | 0 |
| 33 | Legacy Financial Planners LLC | State | $0 | 0 |
| 34 | Peace of Mind Wealth Management | State | $0 | 0 |
| 35 | Remnant Wealth | State | $0 | 0 |
Wealth management firms in Indiana, including every city.
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.