City
Independent RIAs in Greenfield, Indiana
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Greenfield, Indiana reported $238.2 million in regulatory assets under management; the largest by assets was Dynamic Legacy Planning, with $90.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $238.2 million
- Average per firm
- $47.6 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Dynamic Legacy Planning | State | $90.0 million | 255 |
| 2 | Linda Zimmermann Financial Planning and Counseling | State | $83.0 million | 139 |
| 3 | Herndon Investment Management, LLC | State | $37.7 million | 58 |
| 4 | Caird Family Wealth Management | State | $21.1 million | 102 |
| 5 | Lion Quest LLC | State | $6.4 million | 83 |
Independent RIAs 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.