City
Wealth management firms in Westfield, Indiana
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Westfield, Indiana reported $283.9 million in regulatory assets under management; the largest by assets was Allstreet Wealth, with $134.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $283.9 million
- Average per firm
- $40.6 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Allstreet Wealth | State | $134.3 million | 523 |
| 2 | Integrated Planning & Wealth Management, LLC | SEC | $119.4 million | 468 |
| 3 | Elevation Financial LLC | State | $30.0 million | 475 |
| 4 | Argus Efficient Capital, LLC | State | $222,560 | 13 |
| 5 | Gates Integrated Financial & Tax, LLC | State | $0 | 0 |
| 6 | Hamilton Wealth, LLC | State | $0 | 0 |
| 7 | Perspective Asset 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.