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Independent RIAs in Indianapolis, Indiana

As of October 2, 2026, 88 independent wealth management RIAs with their main office in Indianapolis, Indiana reported $38.4 billion in regulatory assets under management; the largest by assets was Sapient Capital LLC, with $13.8 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
88
Regulatory assets under management
$38.4 billion
Average per firm
$436.7 million
SEC-registered, of those listed
43 of 88 (48.9%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Sapient Capital LLC SEC $13.8 billion 6,681
2 Bedel Financial Consulting Inc SEC $2.9 billion 5,435
3 Woodley Farra SEC $2.3 billion 1,591
4 Elser Financial Planning, Inc. SEC $2.1 billion 1,643
5 Invst, LLC SEC $1.6 billion 6,818
6 Lji Wealth Management, LLC SEC $1.4 billion 3,574
7 Wallington Asset Management SEC $1.3 billion 930
8 Deerfield SEC $1.2 billion 1,073
9 FI3 Financial Advisors, LLC SEC $1.1 billion 1,643
10 Market Street Wealth Management Advisors, LLC SEC $776.0 million 1,693
11 Quantum Financial Services Inc. SEC $730.9 million 516
12 Northwest Financial Services Inc SEC $634.9 million 377
13 Meridian Investment Advisors, Inc. SEC $628.0 million 1,154
14 Monon Wealth Management SEC $546.8 million 1,740
15 Elevated Financial Group SEC $532.0 million 1,866
16 Reify Wealth Advisors, Inc. SEC $524.4 million 877
17 The Wellington GRP LLC SEC $473.6 million 1,516
18 Mindset Wealth Management, LLC SEC $445.5 million 276
19 Bookends Financial Planning SEC $338.3 million 1,336
20 Charter Advisory Corporation SEC $333.1 million 877
21 Curry Webb Wealth Management LLC SEC $332.4 million 836
22 Provider Financial, Inc. SEC $304.0 million 735
23 Capital Cities Investments SEC $287.9 million 1,252
24 Peloton Capital Management SEC $282.0 million 319
25 Brucke Financial, Inc. SEC $262.4 million 2,324
26 An Exceptional Life Financial, LLC SEC $258.9 million 949
27 Trust Investment Advisors SEC $238.9 million 379
28 Asset Management Strategies, Inc. SEC $220.2 million 2,110
29 Pile Wealth Management SEC $188.7 million 205
30 Nearside Advisors, LLC SEC $188.6 million 299
31 Werner Financial SEC $152.4 million 1,262
32 Delta Wealth Advisors LLC SEC $151.8 million 520
33 MFG Wealth Management, Inc. SEC $146.0 million 909
34 Core Wealth Advisors SEC $143.8 million 149
35 Encircle Financial Strategies SEC $139.4 million 726
36 Titan Investment Management LLC SEC $123.9 million 439
37 Fnex Wealth, LLC SEC $122.3 million 56
38 Private Counsel Group, Ltd. SEC $116.0 million 153
39 Precedent Financial Strategies SEC $111.5 million 278
40 CFG Wealth Management Services Inc SEC $110.2 million 202
41 Investment Advisors of Indianapolis Inc State $108.1 million 107
42 Corwin Company LLC State $101.3 million 35
43 Genuine Wealth Advisors, LLC State $76.5 million 102
44 Fierce Wealth Management Group LLC State $69.2 million 236
45 Fuhrmann Capital State $60.6 million 245
46 Blend Wealth State $55.7 million 372
47 Northbound Wealth State $43.5 million 229
48 Capital Strategies, Inc. State $41.1 million 140
49 O'Donnell Portfolio Management, Inc. State $38.9 million 149
50 Snowbird Financial LLC State $35.4 million 318
51 Del Principe O'Brien Financial Advisors State $35.0 million 65
52 Trust Investment Advisors Wealth Management, LLC SEC $34.4 million 83
53 Vertical Wealth, LLC State $31.7 million 133
54 Hoosier Financial Planning, LLC State $22.0 million 137
55 Austin Financial Strategies, Inc. State $19.7 million 106
56 Spencer Financial Strategies State $17.8 million 123
57 Swartz Advisory LLC State $15.0 million 3
58 Abound Wealth Strategies State $13.8 million 68
59 Indy Advisors, LLC. State $9.6 million 51
60 Plan Wise Wealth Group, LLC State $8.2 million 56
61 My-Financial-Advocate State $8.1 million 3
62 Wagner Wealth Management LLC State $8.0 million 10
63 Zaki Financial LLC State $7.1 million 42
64 Davison Wealth Management, LLC State $6.3 million 21
65 Indy Wealth Solutions, LLC State $5.9 million 234
66 Strong Financial Services State $5.9 million 73
67 Solid Investment Advisory LLC State $4.7 million 25
68 Foundational Financial Advisors, LLC State $4.5 million 31
69 Wealthguides LLC State $4.4 million 20
70 Blackwood Investment Group, LLC State $4.1 million 24
71 Sullivan Haymaker State $3.7 million 27
72 C.R. Retirement Strategies, LLC State $1.8 million 14
73 Potts, Hannah & Fischer Wealth Management Group, LLC State $1.3 million 3
74 Progress Alliance Investment Services State $1.1 million 5
75 Vaal Financial, LLC State $968,410 13
76 Millennial Financial Planning State $256,233 5
77 Dreamvision Capital State $14,000 3
78 Avalon Wealth Advisory, Inc. State $0 0
79 Capital Financial Management, Inc. State $0 0
80 Ehg Wealth Management SEC $0 0
81 Foresight Wealth Advisory, LLC State $0 0
82 Harbour Wealth Partners, Inc. State $0 0
83 Michael Associates, LLC State $0 0
84 Oneadvocate Financial LLC State $0 0
85 Oxford Harriman Private Wealth Management SEC $0 0
86 Piedmont Financial Advisors, LLC State $0 0
87 The Just Company State $0 0
88 Vista Wave Investments, LLC State $0 0

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.