Top RIA Firms in Indiana (2026)
40 SEC-registered investment advisory firms headquartered in Indiana — a combined $189B in assets under management, led by 40/86 Advisors, Inc. in Carmel. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
40/86 Advisors, Inc.
Carmel
AUM $30.5B · 13 accounts
Oneamerica Asset Management, LLC
Indianapolis
AUM $24.4B · 10 accounts
Oxford Financial Group, Ltd
Carmel
AUM $23.3B · 6,593 accounts
Sapient Capital LLC
Indianapolis
AUM $13.8B · 6,681 accounts
Valeo Financial Advisors, LLC
Carmel
AUM $13B · 22,812 accounts
Shepherd Financial Investment Advisory LLC
Carmel
AUM $6.2B · 3,041 accounts
Sym Financial Advisors
Winona Lake
AUM $5.8B · 6,673 accounts
Mj Retirement
Carmel
AUM $5.5B · 303 accounts
Goelzer Investment Management
Carmel
AUM $4.5B · 1,945 accounts
Cx Institutional, LLC
Auburn
AUM $4.5B · 13,723 accounts
Baxter Capital Management Inc
Indianapolis
AUM $4.2B · 13 accounts
Winthrop Capital Management
Carmel
AUM $4B · 832 accounts
Thurston Springer Advisors
Indianapolis
AUM $3.7B · 6,759 accounts
Donaldson Capital Management LLC
Evansville
AUM $3.5B · 1,848 accounts
Praxis Investment Management, Inc.
Goshen
AUM $3.3B · 10 accounts
Creative Financial Designs, Inc.
Kokomo
AUM $2.9B · 15,029 accounts
Bedel Financial Consulting Inc
Indianapolis
AUM $2.9B · 5,435 accounts
Global Atlantic Investment Advisors, LLC
Indianapolis
AUM $2.7B · 16 accounts
Phillips Financial
Fort Wayne
AUM $2.6B · 3,264 accounts
Woodley Farra
Indianapolis
AUM $2.3B · 1,591 accounts
Elser Financial Planning, Inc.
Indianapolis
AUM $2.1B · 1,643 accounts
Ceres Partners, LLC
South Bend
AUM $2B · 5 accounts
Axia Advisory
Indianapolis
AUM $1.9B · 128 accounts
Invst, LLC
Indianapolis
AUM $1.6B · 6,818 accounts
Lji Wealth Management, LLC
Indianapolis
AUM $1.4B · 3,574 accounts
Wealth Advisors Group
Fort Wayne
AUM $1.3B · 3,297 accounts
Wallington Asset Management
Indianapolis
AUM $1.3B · 930 accounts
Pettinga Financial Advisors, LLC
Evansville
AUM $1.3B · 2,267 accounts
Deerfield
Indianapolis
AUM $1.2B · 1,073 accounts
Corevision Financial Group
Shelbyville
AUM $1.2B · 2,851 accounts
Korhorn Financial Group
Granger
AUM $1.2B · 5,880 accounts
Fi3 Financial Advisors, LLC
Indianapolis
AUM $1.1B · 1,643 accounts
Centerfield Capital Partners
Indianapolis
AUM $1.1B · 6 accounts
Vestia Personal Wealth Advisors
Fort Wayne
AUM $1.1B · 3,987 accounts
Archer Investment Corporation
Carmel
AUM $1B · 5,147 accounts
Financial Enhancement Group
Anderson
AUM $987M · 3,599 accounts
Walter Keenan Wealth Management
South Bend
AUM $983M · 479 accounts
Ami Investment Management Inc
Kendallville
AUM $964M · 764 accounts
Evernest Financial Advisors
Carmel
AUM $963M · 1,300 accounts
Smi Advisory Services, LLC
Columbus
AUM $949M · 1,083 accounts
How many RIA firms are in this Indiana directory?
This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Indiana, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in Indiana?
By regulatory assets under management, the largest firm in this Indiana directory is 40/86 Advisors, Inc., headquartered in Carmel, with approximately $30.5B in AUM.
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