City
Wealth management firms in Zionsville, Indiana
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Zionsville, Indiana reported $1.5 billion in regulatory assets under management; the largest by assets was Wealth Advisory Solutions, LLC, with $599.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $146.1 million
- SEC-registered, of those listed
- 3 of 10 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealth Advisory Solutions, LLC | SEC | $599.1 million | 1,826 |
| 2 | Storen Financial | SEC | $438.3 million | 1,676 |
| 3 | Hobbs Wealth Management | SEC | $146.7 million | 631 |
| 4 | Turtair Capital Advisors | State | $91.5 million | 100 |
| 5 | Timpe & Timpe Financial Advisory Services, L.L.C. | State | $61.2 million | 337 |
| 6 | Affinity Financial - the Walker Group LLC | State | $42.1 million | 398 |
| 7 | Sycamore Asset Management, LLC | State | $30.3 million | 68 |
| 8 | Two Fish Management | State | $20.0 million | 11 |
| 9 | Evia Investment Advisors | State | $18.9 million | 133 |
| 10 | Tactical Wealth Partners | State | $13.2 million | 350 |
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.