Best Financial Advisor Firms Indiana 2023

investor.com

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:

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

More Top Firms by State

About the Editorial Team

investor.com
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, retirement planning, and more.


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