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Investment adviser firms in Indiana

Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.

149 firms · Source months shown: July 2026 and August 2026

3FOURTEEN & SMI ADVISORY SERVICES, LLCCRD 331301 · COLUMBUS, IN
$723,000,000.00Regulatory AUM · August 2026
40/86 ADVISORS, INC.CRD 107740 · CARMEL, IN
$30,495,148,307.00Regulatory AUM · August 2026
ALDEBARAN CAPITAL, LLCCRD 122360 · CARMEL, IN
$166,904,220.00Regulatory AUM · August 2026
AMBROSE CAPITAL ADVISORS, LLCCRD 341604 · INDIANAPOLIS, IN
Not availableRegulatory AUM · August 2026
AMI INVESTMENT MANAGEMENT INCCRD 106321 · KENDALLVILLE, IN
$963,593,785.00Regulatory AUM · August 2026
AN EXCEPTIONAL LIFE FINANCIAL, LLCCRD 288742 · INDIANAPOLIS, IN
$258,925,194.00Regulatory AUM · August 2026
APPLE TREE ASSET MANAGEMENT, LLCCRD 298437 · FORT WAYNE, IN
$151,850,105.00Regulatory AUM · August 2026
ARCHER INVESTMENT CORPORATIONCRD 136403 · CARMEL, IN
$1,012,991,000.00Regulatory AUM · August 2026
ASSET MANAGEMENT STRATEGIES, INC.CRD 135173 · INDIANAPOLIS, IN
$220,241,744.00Regulatory AUM · August 2026
ATLAS CAPITAL MANAGEMENT CORPCRD 106107 · FT WAYNE, IN
$869,789,917.00Regulatory AUM · August 2026
AXIA ADVISORY, LLCCRD 107571 · INDIANAPOLIS, IN
$1,878,872,773.00Regulatory AUM · August 2026
AXIOM FINANCIAL STRATEGIES GROUP, LLCCRD 306618 · NEW ALBANY, IN
$404,117,800.00Regulatory AUM · August 2026
BANKER INVESTMENT GROUP INCCRD 109650 · WEST LAFAYETTE, IN
$260,212,387.00Regulatory AUM · August 2026
BAXTER CAPITAL MANAGEMENT INCCRD 105123 · INDIANAPOLIS, IN
$4,194,166,296.00Regulatory AUM · August 2026
BCGM WEALTH MANAGEMENT, LLCCRD 306757 · LAFAYETTE, IN
$541,469,419.00Regulatory AUM · August 2026
BEDEL FINANCIAL CONSULTING INCCRD 105653 · INDIANAPOLIS, IN
$2,919,792,188.00Regulatory AUM · August 2026
BISCHOFF WEALTH MANAGEMENT GROUP, LLCCRD 171652 · GREENWOOD, IN
$221,995,674.00Regulatory AUM · August 2026
BULLOCK WEALTH MANAGEMENT GROUP INC.CRD 283853 · BLOOMINGTON, IN
$261,427,000.00Regulatory AUM · August 2026
CANTERBURY INVESTMENT MANAGEMENT, LLCCRD 125680 · ZIONSVILLE, IN
$69,839,871.00Regulatory AUM · August 2026
CAPITAL CITIES INVESTMENTSCRD 116185 · INDIANAPOLIS, IN
$287,942,391.00Regulatory AUM · August 2026
CAPITAL CITIES, LLCCRD 122916 · INDIANAPOLIS, IN
Not availableRegulatory AUM · August 2026
CAPTIAL ADVISOR NETWORKCRD 297578 · LAFAYETTE, IN
$124,476,831.00Regulatory AUM · August 2026
CBG & COMPANY, INC.CRD 149225 · FISHERS, IN
$270,678,780.00Regulatory AUM · August 2026
CENTERFIELD MANAGEMENT III, INCCRD 161504 · INDIANAPOLIS, IN
$1,084,623,481.00Regulatory AUM · August 2026
CERES PARTNERS, LLCCRD 290937 · SOUTH BEND, IN
$1,955,021,758.00Regulatory AUM · August 2026
CFC PLANNING COMPANY, LLCCRD 310603 · CICERO, IN
$187,285,623.00Regulatory AUM · August 2026
CFG WEALTH MANAGEMENT SERVICES INCCRD 108351 · INDIANAPOLIS, IN
$110,201,914.00Regulatory AUM · August 2026
CID CAPITAL II, INC.CRD 160776 · CARMEL, IN
$515,788,887.00Regulatory AUM · August 2026
COMPASS FINANCIAL ADVISORS LLCCRD 109131 · FORT WAYNE, IN
$282,474,625.00Regulatory AUM · August 2026
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.CRD 128257 · BLOOMINGTON, IN
$595,565,339.00Regulatory AUM · August 2026
CORE WEALTH ADVISORS, LLCCRD 157436 · INDIANAPOLIS, IN
$143,776,874.00Regulatory AUM · August 2026
CREATIVE FINANCIAL DESIGNS, INC.CRD 109032 · KOKOMO, IN
$2,941,557,605.00Regulatory AUM · August 2026
CRF FINANCIAL GROUPCRD 127388 · INDIANAPOLIS, IN
$279,481,430.00Regulatory AUM · August 2026
CURRY WEBB WEALTH MANAGEMENT LLCCRD 168692 · INDIANAPOLIS, IN
$332,442,429.00Regulatory AUM · August 2026
CVFG LLCCRD 325310 · SHELBYVILLE, IN
$1,154,353,259.00Regulatory AUM · August 2026
CX INSTITUTIONAL, LLCCRD 292627 · AUBURN, IN
$4,464,692,612.00Regulatory AUM · August 2026
CXI ADVISORS, LLCCRD 301321 · AUBURN, IN
Not availableRegulatory AUM · August 2026
DAVID P. GILLIAM & ASSOCIATES, INC.CRD 285515 · MUNCIE, IN
$186,693,547.00Regulatory AUM · August 2026
DEERFIELD FINANCIAL ADVISORS, INC.CRD 104964 · INDIANAPOLIS, IN
$1,176,249,776.00Regulatory AUM · August 2026
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INCCRD 124281 · FORT WAYNE, IN
$438,508,287.00Regulatory AUM · August 2026
DONALDSON CAPITAL MANAGEMENT LLCCRD 106131 · EVANSVILLE, IN
$3,463,957,899.00Regulatory AUM · August 2026
ELEVATED FINANCIAL GROUP, LLCCRD 334353 · INDIANAPOLIS, IN
$531,978,537.00Regulatory AUM · August 2026
ELSER FINANCIAL PLANNING, INC.CRD 143311 · INDIANAPOLIS, IN
$2,107,948,395.00Regulatory AUM · August 2026
EVERNEST FINANCIAL ADVISORSCRD 328161 · CARMEL, IN
$963,016,606.00Regulatory AUM · August 2026
FI3 FINANCIAL ADVISORS, LLCCRD 168005 · INDIANAPOLIS, IN
$1,138,900,750.00Regulatory AUM · August 2026
FINANCIAL CONSULTANTS & ADVISORY CORPORATIONCRD 113390 · INDIANAPOLIS, IN
$333,085,121.00Regulatory AUM · August 2026
FINANCIAL ENHANCEMENT GROUP LLCCRD 159017 · ANDERSON, IN
$986,999,188.00Regulatory AUM · August 2026
FINANCIAL PLANS & STRATEGIES, INC.CRD 123793 · GREENWOOD, IN
$610,600,630.00Regulatory AUM · August 2026
FNEX WEALTH, LLCCRD 334569 · INDIANAPOLIS, IN
$122,310,488.00Regulatory AUM · August 2026
FORTITUDE PRIVATE WEALTH INC.CRD 290074 · CARMEL, IN
$126,474,970.00Regulatory AUM · August 2026
FORUM SOLUTIONS GROUP, LLCCRD 143075 · FISHERS, IN
$403,252,773.00Regulatory AUM · August 2026
FOUR QUADRANT WEALTH ADVISORS, INC.CRD 130753 · CARMEL, IN
$219,022,260.00Regulatory AUM · August 2026
FREEMAN, WILL & NIEMEIER, INC.CRD 121628 · EVANSVILLE, IN
$284,181,959.00Regulatory AUM · August 2026
GALECKI FINANCIAL MANAGEMENT INCCRD 107218 · FORT WAYNE, IN
$929,463,266.00Regulatory AUM · August 2026
GAP ASSET MANAGEMENT, LLCCRD 309925 · SOUTH BEND, IN
$286,973,918.00Regulatory AUM · August 2026
GEHRIG CAPITAL MANAGEMENT, INC.CRD 123250 · MERRILLVILLE, IN
$203,949,242.00Regulatory AUM · August 2026
GENESIS ADVISORS, LLCCRD 151976 · FISHERS, IN
$121,222,670.00Regulatory AUM · August 2026
GIMBAL FINANCIAL, LLCCRD 159003 · CARMEL, IN
$290,012,610.00Regulatory AUM · August 2026
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLCCRD 167429 · INDIANAPOLIS, IN
$2,696,672,242.00Regulatory AUM · August 2026
GOELZER INVESTMENT MANAGEMENT, INC.CRD 44402 · CARMEL, IN
$4,510,923,289.00Regulatory AUM · August 2026
GREENLEAF FINANCIAL GROUP, LLCCRD 137933 · CARMEL, IN
$175,200,121.00Regulatory AUM · August 2026
HALTER FERGUSON FINANCIAL INCCRD 109563 · CARMEL, IN
$704,950,608.00Regulatory AUM · August 2026
HENDERSHOTT WEALTH MANAGEMENT, LLCCRD 170839 · FISHERS, IN
$305,773,253.00Regulatory AUM · August 2026
HILTOP PARTNERS, LLCCRD 290981 · MISHAWAKA, IN
$616,442,794.00Regulatory AUM · August 2026
HOBBS WEALTH MANAGEMENT, LLCCRD 325374 · ZIONSVILLE, IN
$146,673,348.00Regulatory AUM · August 2026
HOLISTIC FINANCIAL PARTNERS, LLCCRD 170913 · INDIANAPOLIS, IN
$444,594,951.00Regulatory AUM · August 2026
HORIZON INVESTMENT SERVICES, LLC.CRD 110642 · HAMMOND, IN
$363,823,928.00Regulatory AUM · August 2026
HOWARD BAILEY SECURITIES, LLCCRD 282712 · FORT WAYNE, IN
$582,792,249.00Regulatory AUM · August 2026
HURLOW WEALTH MANAGEMENT GROUP, INC.CRD 282587 · BLOOMINGTON, IN
$794,361,686.00Regulatory AUM · August 2026
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLCCRD 289413 · CARMEL, IN
$546,819,721.00Regulatory AUM · August 2026
IMC ADVISORS, LLCCRD 111537 · COLUMBUS, IN
$540,005,756.00Regulatory AUM · July 2026
INDIE ASSET PARTNERS, LLCCRD 154503 · CARMEL, IN
$685,212,417.00Regulatory AUM · August 2026
INTEGRATED INVESTMENT STRATEGIES,INC.CRD 122706 · CARMEL, IN
$104,549,560.00Regulatory AUM · August 2026
INTREPID FINANCIAL PLANNING GROUP, LLCCRD 112196 · CARMEL, IN
$390,401,120.00Regulatory AUM · August 2026
INVST, LLCCRD 282863 · INDIANAPOLIS, IN
$1,565,110,275.00Regulatory AUM · August 2026
JCM STRATEGIC WEALTH PARTNERS LLCCRD 315220 · INDIANAPOLIS, IN
$152,442,365.00Regulatory AUM · August 2026
KESSLER INVESTMENT GROUP, LLCCRD 153696 · COLUMBUS, IN
$359,683,677.00Regulatory AUM · August 2026
KESTREL WEALTH MANAGEMENT, LLCCRD 153503 · SOUTH BEND, IN
$143,906,000.00Regulatory AUM · August 2026
KFG WEALTH MANAGEMENT, LLCCRD 128606 · GRANGER, IN
$1,152,350,226.00Regulatory AUM · August 2026
KIRR, MARBACH & COMPANY, LLCCRD 104634 · COLUMBUS, IN
$587,658,991.00Regulatory AUM · August 2026
KOON FINANCIAL PLANNING & CONSULTING, LLCCRD 126051 · GREENWOOD, IN
$146,915,865.00Regulatory AUM · August 2026
LAUER WEALTH, LLCCRD 289763 · VALPARAISO, IN
$160,931,690.00Regulatory AUM · August 2026
LAUGHLIN FINANCIAL LLCCRD 165105 · BLOOMINGTON, IN
$200,198,285.00Regulatory AUM · August 2026
LJI WEALTH MANAGEMENT, LLCCRD 145399 · INDIANAPOLIS, IN
$1,373,719,423.00Regulatory AUM · August 2026
LYNCH & ASSOCIATES INCCRD 108326 · NEWBURGH, IN
$831,128,783.00Regulatory AUM · August 2026
MARIPAU WEALTH MANAGEMENT LLCCRD 311934 · FORT WAYNE, IN
$363,768,300.00Regulatory AUM · August 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLCCRD 122212 · INDIANAPOLIS, IN
$775,997,048.00Regulatory AUM · August 2026
MCMAHAN CAPITAL MANAGEMENT LLCCRD 109140 · CARMEL, IN
$135,878,250.00Regulatory AUM · August 2026
MERIDIAN INVESTMENT ADVISORS, INC.CRD 107593 · INDIANAPOLIS, IN
$628,003,536.00Regulatory AUM · August 2026
MFG WEALTH MANAGEMENT, INC.CRD 125963 · INDIANAPOLIS, IN
$138,873,655.00Regulatory AUM · August 2026
MINDSET ASSET MANAGEMENT, LLCCRD 338530 · INDIANAPOLIS, IN
Not availableRegulatory AUM · August 2026
MINDSET WEALTH MANAGEMENT, LLCCRD 330384 · INDIANAPOLIS, IN
$445,495,566.00Regulatory AUM · August 2026
MONARCH CAPITAL MANAGEMENT INCCRD 106244 · FORT WAYNE, IN
$495,651,343.00Regulatory AUM · August 2026
MOSAIC WEALTH MANAGEMENT LLCCRD 340681 · BLOOMINGTON, IN
$285,000,000.00Regulatory AUM · August 2026
NEARSIDE ADVISORS, LLCCRD 341851 · INDIANAPOLIS, IN
Not availableRegulatory AUM · August 2026
NORTHWEST FINANCIAL SERVICES INCCRD 106805 · INDIANAPOLIS, IN
$634,899,243.00Regulatory AUM · August 2026
ONEAMERICA ASSET MANAGEMENT, LLCCRD 165929 · INDIANAPOLIS, IN
$24,424,414,533.00Regulatory AUM · August 2026
ONEAMERICA SECURITIES, INC.CRD 4173 · INDIANAPOLIS, IN
$306,108,437.00Regulatory AUM · August 2026
OXFORD FINANCIAL GROUP, LTD. LLCCRD 105303 · CARMEL, IN
$23,330,849,733.00Regulatory AUM · August 2026
OXFORD HARRIMAN HOLDINGS ADV LLCCRD 340313 · INDIANAPOLIS, IN
Not availableRegulatory AUM · August 2026