Investment adviser firms in Indiana · Page 2
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: August 2026
- OXINAS PARTNERS, LLCCRD 297462 · JEFFERSONVILLE, IN$390,977,057.00Regulatory AUM · August 2026
- PATHWAY FINANCIAL ADVISERS, LLCCRD 166237 · AUBURN, IN$524,223,965.00Regulatory AUM · August 2026
- PELOTON CAPITAL MANAGEMENTCRD 109775 · INDIANAPOLIS, IN$281,997,605.00Regulatory AUM · August 2026
- PETTINGA FINANCIAL ADVISORS, LLCCRD 156369 · EVANSVILLE, IN$1,275,804,828.00Regulatory AUM · August 2026
- PHILLIPS FINANCIAL MANAGEMENT, LLCCRD 131344 · FORT WAYNE, IN$2,636,493,500.00Regulatory AUM · August 2026
- PRAXIS INVESTMENT MANAGEMENT, INC.CRD 105675 · GOSHEN, IN$3,299,890,470.00Regulatory AUM · August 2026
- PRECEDENT ASSET MANAGEMENT, LLCCRD 169100 · INDIANAPOLIS, IN$111,451,980.00Regulatory AUM · August 2026
- PRIVATE COUNSEL GROUP, LTD.CRD 300083 · INDIANAPOLIS, IN$116,007,039.00Regulatory AUM · August 2026
- PROCOURSE FIDUCIARY ADVISORS, LLCCRD 164328 · CARMEL, IN$5,492,591,864.00Regulatory AUM · August 2026
- PROTEUS, LLCCRD 164085 · INDIANAPOLIS, IN$259,790,771.00Regulatory AUM · August 2026
- PROVIDER FINANCIAL, INC.CRD 168964 · INDIANAPOLIS, IN$303,974,168.00Regulatory AUM · August 2026
- QBOX FIDUCIARY SOLUTIONS, LLCCRD 167622 · FORT WAYNE, IN$429,174,633.00Regulatory AUM · August 2026
- QUANTUM FINANCIAL SERVICES INC.CRD 121631 · INDIANAPOLIS, IN$730,899,118.00Regulatory AUM · August 2026
- REIFY WEALTH ADVISORS, INC.CRD 121978 · INDIANAPOLIS, IN$524,414,189.00Regulatory AUM · August 2026
- RJP INVESTMENT ADVISORS, LLPCRD 111536 · INDIANAPOLIS, IN$188,687,960.00Regulatory AUM · August 2026
- SAPIENT CAPITAL LLCCRD 324899 · INDIANAPOLIS, IN$13,756,996,022.00Regulatory AUM · August 2026
- SBAUER FUNDS, LLCCRD 144782 · CARMEL, IN$61,336,188.00Regulatory AUM · August 2026
- SCHMIDT, JACOB AARONCRD 121034 · FORT WAYNE, IN$212,629,231.00Regulatory AUM · August 2026
- SECURITY FINANCIAL SERVICES, INC.CRD 122050 · FORT WAYNE, IN$1,342,010,836.00Regulatory AUM · August 2026
- SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCCRD 288623 · CARMEL, IN$6,177,640,329.00Regulatory AUM · August 2026
- SMI ADVISORY SERVICES, LLCCRD 137872 · COLUMBUS, IN$949,000,000.00Regulatory AUM · August 2026
- SMITH FINANCIAL INVESTMENT ADVISORS, INC.CRD 154022 · KOKOMO, IN$456,904,847.00Regulatory AUM · August 2026
- SPYGLASS INVESTMENT MANAGEMENT CORPORATIONCRD 122594 · TERRE HAUTE, IN$156,419,092.00Regulatory AUM · August 2026
- STOREN LEGACY PARTNERS, LLCCRD 339197 · ZIONSVILLE, IN$438,267,419.00Regulatory AUM · August 2026
- STREET CAPITAL PARTNERS, LLCCRD 309233 · INDIANAPOLIS, IN$238,933,754.00Regulatory AUM · August 2026
- STRIVE FINANCIAL GROUP, LLCCRD 333298 · CARMEL, IN$246,692,286.00Regulatory AUM · August 2026
- SYCAMORE FINANCIAL GROUP, INC.CRD 14143 · KOKOMO, IN$787,411,448.00Regulatory AUM · August 2026
- SYM FINANCIAL CORPORATIONCRD 107517 · WINONA LAKE, IN$5,813,231,190.00Regulatory AUM · August 2026
- TEEPLE WEALTH MANAGEMENT, LLCCRD 147676 · BROWNSBURG, IN$287,042,349.00Regulatory AUM · August 2026
- THE FINANCIAL RESOURCE CENTER, INC.CRD 316747 · CARMEL, IN$642,481,363.00Regulatory AUM · August 2026
- THE WELLINGTON GRP LLCCRD 332803 · INDIANAPOLIS, IN$473,645,985.00Regulatory AUM · August 2026
- THOMAS STORY AND SON LLCCRD 148774 · PLYMOUTH, IN$328,238,000.00Regulatory AUM · August 2026
- THURSTON SPRINGER ADVISORS, LLCCRD 299201 · INDIANAPOLIS, IN$3,675,305,852.00Regulatory AUM · August 2026
- TITAN INVESTMENT MANAGEMENT LLCCRD 291148 · INDIANAPOLIS, IN$123,932,769.00Regulatory AUM · August 2026
- TKG ADVISORS, LLCCRD 168156 · VALPARAISO, IN$308,018,184.00Regulatory AUM · August 2026
- TRADEWELL SECURITIES, LLCCRD 332473 · FORT WAYNE, IN$275,849,950.00Regulatory AUM · August 2026
- TRUEDGE ASSET MANAGEMENT LLCCRD 323442 · INDIANAPOLIS, INNot availableRegulatory AUM · August 2026
- TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLCCRD 329218 · INDIANAPOLIS, IN$34,432,218.00Regulatory AUM · August 2026
- US AGRICULTURE, LLCCRD 282576 · CARMEL, IN$759,134,626.00Regulatory AUM · August 2026
- VALEO FINANCIAL ADVISORS, LLCCRD 127132 · CARMEL, IN$12,958,676,684.00Regulatory AUM · August 2026
- VESTIA ADVISORS, LLCCRD 290565 · FORT WAYNE, IN$1,061,324,126.00Regulatory AUM · August 2026
- VISTA INVESTMENT PARTNERS II, LLCCRD 327983 · RICHMOND, IN$383,145,824.00Regulatory AUM · August 2026
- WABASH CAPITAL, INC.CRD 107932 · TERRE HAUTE, IN$173,044,936.00Regulatory AUM · August 2026
- WALLINGTON ASSET MANAGEMENT, LLCCRD 143360 · INDIANAPOLIS, IN$1,317,647,542.00Regulatory AUM · August 2026
- WALTER & KEENAN WEALTH MANAGEMENT, LLCCRD 104838 · SOUTH BEND, IN$983,280,961.00Regulatory AUM · August 2026
- WEALTH ADVISORY SOLUTIONS, LLCCRD 288903 · ZIONSVILLE, IN$599,108,779.00Regulatory AUM · August 2026
- WETZEL INVESTMENT ADVISORS, INC.CRD 305301 · INDIANAPOLIS, IN$338,348,236.00Regulatory AUM · August 2026
- WINTHROP CAPITAL MANAGEMENT, LLCCRD 145216 · CARMEL, IN$3,973,913,830.00Regulatory AUM · August 2026
- WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCCRD 107660 · INDIANAPOLIS, IN$2,319,489,230.00Regulatory AUM · August 2026