City
Wealth management firms in Greenwood, Indiana
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Greenwood, Indiana reported $1.1 billion in regulatory assets under management; the largest by assets was Financial Plans & Strategies, Inc., with $610.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $157.7 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Financial Plans & Strategies, Inc. | SEC | $610.6 million | 1,081 |
| 2 | Bischoff Wealth Management Group, LLC | SEC | $222.0 million | 713 |
| 3 | Koon Financial Planning & Consulting/KFP&C | SEC | $146.9 million | 163 |
| 4 | Benham Advisory Group | State | $94.4 million | 698 |
| 5 | On Target Wealth Partners, LLC | State | $27.8 million | 101 |
| 6 | Helping Hand Financial, LLC | State | $1.9 million | 5 |
| 7 | Marian Investor Coaching, Inc. | 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.