City
Wealth management firms in West Lafayette, Indiana
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in West Lafayette, Indiana reported $277.5 million in regulatory assets under management; the largest by assets was Banker Investment Group, with $260.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $277.5 million
- Average per firm
- $46.2 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Banker Investment Group | SEC | $260.2 million | 952 |
| 2 | Lorenz Financial | State | $8.5 million | 15 |
| 3 | Valor Investment Management | State | $7.6 million | 38 |
| 4 | Oxford Capital | State | $1.2 million | 27 |
| 5 | Lifelong Investsments | State | $0 | 0 |
| 6 | Omni Wealth Planning, 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.