Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Indiana.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Indiana, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Indiana are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Indiana.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| AMI Investment Management |
|
$730.6 million | 280 | 3 | $2.6 million |
| Argi Investment Services |
|
$4.8 billion | 4,089 | 93 | $1.2 million |
| Aspirean Wealth |
|
$138.5 million | 188 | 5 | $736,574 |
| Axia Advisory |
|
$1.4 billion | 156 | 5 | $8.9 million |
| Banker Investment Group |
|
$227.8 million | 451 | 3 | $505,123 |
| Bassett Financial Advisors |
|
$20.1 million | 100 | 1 | $201,215 |
| Baxter Capital Management |
|
$1.7 billion | 12 | 3 | $143.5 million |
| BCU Wealth Advisors |
|
$401.2 million | 730 | 12 | $549,638 |
| Bedel Financial Consulting |
|
$1.9 billion | 995 | 13 | $1.9 million |
| Biechele Royce Advisors |
|
$503.3 million | 587 | 7 | $857,473 |
| Brightstone Advisors |
|
$48.2 million | 51 | 2 | $944,183 |
| Canterbury Investment Management |
|
$95.8 million | 429 | 3 | $223,256 |
| Capital Strategies |
|
$28.9 million | 88 | 3 | $328,809 |
| Capstone Advisors |
|
$47.0 million | 65 | 3 | $722,801 |
| Capstone Wealth Advisors |
|
$86.1 million | 108 | 4 | $797,424 |
| Cardinal Capital Management |
|
$67.7 million | 144 | 2 | $470,164 |
| Centerpoint Wealth Management |
|
$253.6 million | 104 | 2 | $2.4 million |
| CFG Wealth Management Services |
|
$93.4 million | 67 | 2 | $1.4 million |
| Charles A. Liles & Associates |
|
$48.7 million | 27 | 1 | $1.8 million |
| Churchill Management Group |
|
$7.9 billion | 7,334 | 39 | $1.1 million |
| Collegiate Capital Management |
|
$499.1 million | 335 | 4 | $1.5 million |
| Column Capital Advisors |
|
$1.3 billion | 389 | 15 | $3.5 million |
| Compass Financial Advisors |
|
$233.9 million | 698 | 6 | $335,038 |
| Comprehensive Financial Consultants Institutional |
|
$370.5 million | 1,361 | 12 | $272,201 |
| Core Wealth Advisors |
|
$94.7 million | 116 | 2 | $816,621 |
| Creative Financial Planning Advisors |
|
$34.8 million | 87 | 1 | $400,204 |
| CRF Financial Group |
|
$289.3 million | 35 | 1 | $8.3 million |
| Csenge Advisory Group |
|
$2.4 billion | 3,904 | 52 | $602,438 |
| Dauble+worthington Equity Portfolios |
|
$11.9 million | 70 | 1 | $169,292 |
| Deerfield |
|
$770.4 million | 299 | 5 | $2.6 million |
| Denali Wealth Management Advisors |
|
$67.6 million | 43 | 4 | $1.6 million |
| Devotion Capital Management |
|
$28.5 million | 42 | 1 | $678,458 |
| Dickmeyer Boyce Financial Management |
|
$295.6 million | 369 | 7 | $800,953 |
| Donaldson Capital Management |
|
$2.6 billion | 1,409 | 31 | $1.9 million |
| Elser Financial Planning |
|
$1.6 billion | 294 | 7 | $5.4 million |
| Endress Capital Management |
|
$13.0 million | 96 | 2 | $135,925 |
| FEG |
|
$18.8 billion | 338 | 1 | $55.5 million |
| Four Quadrant Wealth Advisors |
|
$125.2 million | 90 | 5 | $1.4 million |
| FOX Custom Financial Planning |
|
$6.0 million | 25 | 1 | $238,735 |
| Galecki Financial Management |
|
$621.1 million | 424 | 6 | $1.5 million |
| Genesis Advisors |
|
$71.4 million | 125 | 2 | $570,819 |
| Gladstone Wealth Group |
|
$4.0 billion | 6,244 | 107 | $641,617 |
| Guidance Investment Advisors |
|
$257.1 million | 272 | 4 | $945,115 |
| Hahn Capital Management |
|
$833,723 | 7 | 1 | $119,103 |
| Halter Ferguson Financial |
|
$343.1 million | 252 | 4 | $1.4 million |
| Harvest Investment Services |
|
$291.8 million | 845 | 17 | $345,362 |
| Holistic Financial Partners |
|
$329.1 million | 713 | 4 | $461,542 |
| Hoosier Financial |
|
$2.9 million | 23 | 1 | $125,039 |
| Hoover Financial Advisors |
|
$105.5 million | 71 | 2 | $1.5 million |
| Horizon Investment Services |
|
$281.2 million | 316 | 7 | $889,981 |
| Integrated Financial Planning Solutions |
|
$0.0 | 146 | 2 | $0.0 |
| Investment Advisors OF Indianapolis |
|
$98.9 million | 65 | 2 | $1.5 million |
| Invst |
|
$1.0 billion | 1,906 | 26 | $533,586 |
| Kcpag Financial Advisors |
|
$11.6 million | 274 | 13 | $42,220 |
| KFG Wealth Management |
|
$653.3 million | 1,825 | 29 | $357,978 |
| Kirr, Marbach & Company |
|
$462.5 million | 222 | 3 | $2.1 million |
| Lindsey Wealth Management |
|
$18.6 million | 145 | 1 | $128,527 |
| LJI Wealth Management |
|
$553.7 million | 1,166 | 11 | $474,885 |
| Lynch & Associates |
|
$689.3 million | 610 | 6 | $1.1 million |
| Market Street Wealth Management Advisors |
|
$570.9 million | 395 | 8 | $1.4 million |
| McAvoy Kemp Wealth Management |
|
$62.2 million | 111 | 3 | $560,027 |
| Mclaughlin Asset Management |
|
$97.1 million | 77 | 2 | $1.3 million |
| Mcmahan Capital Management |
|
$98.6 million | 32 | 1 | $3.1 million |
| Mission Wealth Management |
|
$4.8 billion | 2,042 | 40 | $2.4 million |
| Monarch Capital Management |
|
$490.0 million | 261 | 3 | $1.9 million |
| Northwest Financial Services |
|
$449.7 million | 370 | 8 | $1.2 million |
| Osborn Wealth Management |
|
$57.4 million | 160 | 2 | $358,856 |
| Oxford Financial Group |
|
$17.1 billion | 695 | 38 | $24.6 million |
| Panoramic Financial Planning |
|
$14.9 million | 16 | 1 | $929,820 |
| Peloton Wealth Strategists |
|
$304.3 million | 140 | 3 | $2.2 million |
| Precedent Financial Strategies |
|
$70.2 million | 69 | 1 | $1.0 million |
| Procourse Fiduciary Advisors |
|
$5.3 billion | 174 | 8 | $30.3 million |
| Regal Capital Management |
|
$0.0 | 181 | 1 | $0.0 |
| Rivercities Asset Management |
|
$69.8 million | 188 | 2 | $371,223 |
| RSM US Wealth Management |
|
$9.6 billion | 3,641 | 79 | $2.6 million |
| Salzinger Sheaff Brock |
|
$304.1 million | 192 | 8 | $1.6 million |
| Savant Wealth Management |
|
$12.0 billion | 9,508 | 117 | $1.3 million |
| SBC Wealth Management |
|
$1.0 billion | 1,089 | 9 | $927,192 |
| Sheaff Brock Investment Advisors |
|
$1.4 billion | 901 | 18 | $1.6 million |
| SMI Advisory Services |
|
$667.0 million | 833 | 4 | $800,720 |
| Somerset Cpas |
|
$0.0 | 25 | 1 | $0.0 |
| Spectrum Management Group |
|
$977.1 million | 231 | 6 | $4.2 million |
| Spyglass Investment Management |
|
$108.0 million | 345 | 2 | $312,909 |
| SYM Financial Advisors |
|
$3.7 billion | 1,325 | 24 | $2.8 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| THE Rose Investment Management |
|
$34.8 million | 63 | 1 | $552,957 |
| Timpe & Timpe Financial Advisory Services |
|
$58.9 million | 124 | 2 | $475,184 |
| Total Wealth Planning |
|
$815.7 million | 464 | 11 | $1.8 million |
| Valeo Financial Advisors |
|
$7.3 billion | 2,215 | 71 | $3.3 million |
| Wabash Capital |
|
$150.9 million | 522 | 4 | $289,003 |
| Wallington Asset Management |
|
$1.0 billion | 339 | 7 | $3.0 million |
| Walsh Advisors |
|
$44.2 million | 38 | 2 | $1.2 million |
| Walter & Keenan Wealth Management |
|
$771.2 million | 90 | 4 | $8.6 million |
| Wealth Advisors Group |
|
$784.8 million | 1,010 | 5 | $777,015 |
| Wealthcare Capital Management |
|
$2.9 billion | 4,585 | 35 | $636,199 |
| Wealthpoint Advisors |
|
$293.1 million | 195 | 6 | $1.5 million |
| Windsor Wealth Management |
|
$1.9 billion | 962 | 9 | $2.0 million |
| Winthrop Capital Management |
|
$4.5 billion | 519 | 3 | $8.6 million |
| Woodley Farra |
|
$1.6 billion | 1,191 | 9 | $1.3 million |
| Worley Erhart-Graves Financial Advisors |
|
$396.7 million | 242 | 4 | $1.6 million |
More Top Firms by State
About the Editorial Team
investor.com
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