City
Wealth management firms in Greenfield, Indiana
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Greenfield, Indiana reported $257.7 million in regulatory assets under management; the largest by assets was Dynamic Legacy Planning, with $90.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $257.7 million
- Average per firm
- $42.9 million
- SEC-registered, of those listed
- 0 of 6 (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 | Cornerstone Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $19.4 million | 111 |
| 6 | Lion Quest LLC | State | $6.4 million | 83 |
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.