Written by investor.com
November 08, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Indiana.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.
Our analysis contains data as of November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Indiana are as follows:
- Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
- 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 |
| 1834 Investment Advisors CO |
|
$1.1 billion | 511 | 6 | $2.2 million |
| AMI Investment Management |
|
$656.7 million | 322 | 3 | $2.0 million |
| Aspirean Wealth |
|
$145.0 million | 185 | 4 | $783,698 |
| Axia Advisory |
|
$1.3 billion | 153 | 6 | $8.5 million |
| Banker Investment Group |
|
$224.7 million | 486 | 3 | $462,310 |
| Bassett Financial Advisors |
|
$20.7 million | 100 | 1 | $207,492 |
| Bedel Financial Consulting |
|
$1.8 billion | 1,052 | 13 | $1.7 million |
| Biechele Royce Advisors |
|
$598.6 million | 537 | 8 | $1.1 million |
| Binkley Wealth Management Group |
|
$6.8 million | 112 | 1 | $61,047 |
| Brightstone Advisors |
|
$41.4 million | 40 | 2 | $1.0 million |
| Canterbury Investment Management |
|
$90.5 million | 324 | 3 | $279,321 |
| Capital Strategies |
|
$28.6 million | 85 | 3 | $335,892 |
| Capstone Wealth Advisors |
|
$73.0 million | 107 | 4 | $682,084 |
| Cardinal Capital Management |
|
$62.8 million | 392 | 3 | $160,108 |
| Centerpoint Wealth Management |
|
$225.8 million | 108 | 2 | $2.1 million |
| CFG Wealth Management Services |
|
$85.8 million | 66 | 2 | $1.3 million |
| Column Capital Advisors |
|
$1.3 billion | 423 | 16 | $3.0 million |
| Compass Financial Advisors |
|
$198.9 million | 714 | 7 | $278,589 |
| Comprehensive Financial Consultants Institutional |
|
$380.7 million | 1,196 | 11 | $318,301 |
| Core Wealth Advisors |
|
$85.7 million | 122 | 2 | $702,262 |
| Creative Financial Planning Advisors |
|
$27.4 million | 84 | 1 | $326,689 |
| Curry Webb Wealth Management |
|
$155.3 million | 190 | 2 | $817,356 |
| Dauble+worthington Equity Portfolios |
|
$11.7 million | 70 | 1 | $167,220 |
| Deerfield |
|
$740.0 million | 291 | 5 | $2.5 million |
| DEL Principe O'brien Financial Advisors |
|
$20.0 million | 100 | 1 | $200,000 |
| Devotion Capital Management |
|
$30.1 million | 48 | 1 | $626,512 |
| Dickmeyer Boyce Financial Management |
|
$274.8 million | 386 | 7 | $711,808 |
| Donaldson Capital Management |
|
$2.3 billion | 1,469 | 32 | $1.6 million |
| Elser Financial Planning |
|
$1.4 billion | 312 | 7 | $4.4 million |
| Endress Capital Management |
|
$12.4 million | 92 | 2 | $134,837 |
| Evia Investment Advisors |
|
$17.0 million | 75 | 1 | $226,670 |
| FEG |
|
$16.6 billion | 174 | 1 | $95.5 million |
| First Affirmative Financial Network |
|
$695.2 million | 2,411 | 9 | $288,336 |
| FOX Custom Financial Planning |
|
$7.1 million | 25 | 1 | $285,202 |
| Fuhrmann Capital |
|
$55.3 million | 89 | 1 | $621,657 |
| Galecki Financial Management |
|
$563.0 million | 432 | 6 | $1.3 million |
| Gates Investment Advisors |
|
$18.5 million | 136 | 2 | $136,029 |
| Genesis Advisors |
|
$74.1 million | 170 | 2 | $435,665 |
| Guidance Investment Advisors |
|
$283.5 million | 274 | 4 | $1.0 million |
| Hahn Capital Management |
|
$547,928 | 7 | 1 | $78,275 |
| Halter Ferguson Financial |
|
$266.7 million | 267 | 3 | $998,902 |
| Harvest Investment Services |
|
$254.3 million | 836 | 29 | $304,142 |
| Holistic Financial Partners |
|
$290.3 million | 713 | 4 | $407,150 |
| Hoosier Financial |
|
$1.8 million | 19 | 1 | $94,604 |
| Hoover Financial Advisors |
|
$90.0 million | 71 | 1 | $1.3 million |
| Horizon Investment Services |
|
$224.0 million | 287 | 7 | $780,591 |
| IMC Advisors |
|
$392.3 million | 102 | 3 | $3.8 million |
| Investment Advisors OF Indianapolis |
|
$80.9 million | 65 | 2 | $1.2 million |
| Invst |
|
$961.1 million | 2,453 | 28 | $391,793 |
| Kessler Investment Group |
|
$190.5 million | 493 | 2 | $386,485 |
| Kirr, Marbach & Company |
|
$381.6 million | 229 | 6 | $1.7 million |
| Korhorn Financial Group |
|
$593.3 million | 1,953 | 31 | $303,787 |
| Lindsey Wealth Management |
|
$17.5 million | 156 | 1 | $111,946 |
| LJI Wealth Management |
|
$647.2 million | 1,352 | 15 | $478,734 |
| Luminary Wealth |
|
$48.2 million | 76 | 3 | $633,678 |
| Lynch & Associates |
|
$617.0 million | 625 | 6 | $987,267 |
| Mackhouse Capital |
|
$3.3 million | 8 | 2 | $416,095 |
| Market Street Wealth Management Advisors |
|
$491.8 million | 386 | 7 | $1.3 million |
| McAvoy Kemp Wealth Management |
|
$53.8 million | 114 | 3 | $472,269 |
| Mclaughlin Asset Management |
|
$92.3 million | 95 | 2 | $971,638 |
| Mcmahan Capital Management |
|
$83.1 million | 32 | 1 | $2.6 million |
| Meridian Investment Advisors |
|
$491.6 million | 638 | 4 | $770,557 |
| Mission Wealth Management |
|
$5.0 billion | 2,385 | 56 | $2.1 million |
| Monarch Capital Management |
|
$409.1 million | 211 | 3 | $1.9 million |
| Northwest Financial Services |
|
$414.5 million | 375 | 8 | $1.1 million |
| ON Target Wealth Partners |
|
$21.5 million | 33 | 1 | $652,974 |
| Osborn Wealth Management |
|
$59.2 million | 165 | 2 | $358,787 |
| Oxford Financial Group |
|
$15.6 billion | 711 | 48 | $21.9 million |
| Pampel & Associates |
|
$85.6 million | 308 | 2 | $277,852 |
| Panoramic Financial Planning |
|
$13.9 million | 16 | 1 | $871,005 |
| Park + ELM Investment Advisers |
|
$39.0 million | 229 | 2 | $170,349 |
| Peloton Wealth Strategists |
|
$246.0 million | 140 | 3 | $1.8 million |
| Precedent Financial Strategies |
|
$73.6 million | 72 | 1 | $1.0 million |
| Procourse Fiduciary Advisors |
|
$3.9 billion | 212 | 8 | $18.5 million |
| Providence Wealth Advisors |
|
$497.2 million | 1,186 | 5 | $419,222 |
| Quantum Financial Services |
|
$329.1 million | 92 | 2 | $3.6 million |
| Rivercities Asset Management |
|
$56.6 million | 186 | 2 | $304,270 |
| RLS Wealth |
|
$51.7 million | 142 | 1 | $364,032 |
| Salzinger Sheaff Brock |
|
$241.9 million | 195 | 8 | $1.2 million |
| SBC Wealth Management |
|
$878.3 million | 1,150 | 9 | $763,782 |
| Sheaff Brock Investment Advisors |
|
$1.0 billion | 907 | 18 | $1.2 million |
| SMI Advisory Services |
|
$730.0 million | 900 | 4 | $811,111 |
| Spyglass Investment Management |
|
$91.1 million | 360 | 3 | $253,122 |
| SYM Financial Advisors |
|
$3.3 billion | 1,458 | 28 | $2.3 million |
| THE Rose Investment Management |
|
$29.2 million | 53 | 1 | $550,650 |
| Thomas Story And Son |
|
$252.0 million | 38 | 2 | $6.6 million |
| Timpe & Timpe Financial Advisory Services |
|
$53.9 million | 131 | 2 | $411,358 |
| Total Wealth Planning |
|
$866.1 million | 570 | 11 | $1.5 million |
| URI Capital Management |
|
$31.6 million | 7 | 1 | $4.5 million |
| Valeo Financial Advisors |
|
$7.1 billion | 2,376 | 85 | $3.0 million |
| Wabash Capital |
|
$131.6 million | 528 | 4 | $249,228 |
| Wallington Asset Management |
|
$929.9 million | 320 | 7 | $2.9 million |
| Walsh Advisors |
|
$47.8 million | 42 | 2 | $1.1 million |
| Walter Keenan Wealth Management |
|
$717.5 million | 116 | 4 | $6.2 million |
| Wealth Advisors Group |
|
$934.1 million | 1,028 | 5 | $908,622 |
| Wealthpoint Advisors |
|
$271.9 million | 181 | 4 | $1.5 million |
| Winthrop Capital Management |
|
$2.8 billion | 494 | 4 | $5.7 million |
| Woodley Farra |
|
$1.5 billion | 1,270 | 9 | $1.2 million |
| Worley Erhart-Graves Financial Advisors |
|
$347.1 million | 252 | 4 | $1.4 million |
| WWA Planning & Investments |
|
$63.3 million | 86 | 4 | $736,227 |
More Top Firms by State
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
investor.com
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.