City
Wealth management firms in Fishers, Indiana
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Fishers, Indiana reported $2.4 billion in regulatory assets under management; the largest by assets was West Advisors, Inc., with $636.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $2.4 billion
- Average per firm
- $116.2 million
- SEC-registered, of those listed
- 6 of 21 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | West Advisors, Inc. | SEC | $636.7 million | 16 |
| 2 | Forum Private Client Group | SEC | $403.3 million | 1,490 |
| 3 | Hendershott Wealth Management, LLC | SEC | $305.8 million | 602 |
| 4 | CBG & Company, Inc. | SEC | $270.7 million | 525 |
| 5 | Genesis Advisors, LLC | SEC | $121.2 million | 364 |
| 6 | Rasp Wealth Solutions, LLC | SEC | $105.8 million | 237 |
| 7 | Servant Capital Advisors | State | $102.3 million | 245 |
| 8 | Perkins Wealth Advantage | State | $101.3 million | 309 |
| 9 | Norwood Economics, Inc. | State | $96.6 million | 144 |
| 10 | Santiago.Life | State | $88.8 million | 407 |
| 11 | BBK Wealth LLC | State | $62.6 million | 224 |
| 12 | Brightstone Advisors LLP | State | $54.7 million | 80 |
| 13 | G.M. Wilson, Private Wealth Management Group | State | $25.5 million | 98 |
| 14 | Gentry Financial | State | $20.7 million | 49 |
| 15 | Human Capital Wealth Management | State | $18.5 million | 240 |
| 16 | Raton Wealth | State | $18.1 million | 34 |
| 17 | Wright Planning, LLC | State | $8.0 million | 48 |
| 18 | ERLANG101 Capital Management LLC | State | $420,000 | 1 |
| 19 | Heartland Financial Planners | State | $0 | 0 |
| 20 | Helix Wealth | State | $0 | 0 |
| 21 | Pace Financial Group, LLC | 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.