City
Wealth management firms in New Albany, Indiana
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in New Albany, Indiana reported $515.4 million in regulatory assets under management; the largest by assets was Axiom Financial Strategies Group, LLC, with $404.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $515.4 million
- Average per firm
- $103.1 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Axiom Financial Strategies Group, LLC | SEC | $404.1 million | 1,382 |
| 2 | American Capital Management, Inc. | State | $97.7 million | 810 |
| 3 | Whitestone Capital Management LLC | State | $11.8 million | 173 |
| 4 | Trimingham Financial | State | $1.7 million | 15 |
| 5 | Horizon Wealth Management, 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.