RIA Intelligence

Investment Advisers in Indiana

298 registered firms

Sort by: AUM Name Employees Last Updated
WEBB, DAVID STAUFFER
CRD #122658 INDIANAPOLIS, IN
SEC
AUM
$39M
Employees
5
KROUSE KERN WEALTH MANAGEMENT, INC.
CRD #130679 FORT WAYNE, IN
SEC
AUM
$40.4M
Employees
1
PRIVATE COUNSEL GROUP, LTD.
CRD #300083 INDIANAPOLIS, IN
SEC
AUM
$40.6M
Employees
1
SUMMIT CPA GROUP, LLC
CRD #156195 FORT WAYNE, IN
SEC
AUM
$41M
Employees
1
UNIFIED INVESTMENT ADVISORS INC
CRD #110920 INDIANAPOLIS, IN
SEC
AUM
$41.2M
Employees
10
CANA FINANCIAL ADVISORS, LLC
CRD #154769 INDIANAPOLIS, IN
SEC Disclosures
AUM
$42.6M
Employees
1
HERITAGE WEALTH MANAGEMENT, INC.
CRD #131745 INDIANAPOLIS, IN
SEC
AUM
$45.5M
Employees
5
CROSS FINANCIAL SERVICES
CRD #166248 FRANKLIN, IN
SEC
AUM
$46M
Employees
2
MFB FINANCIAL
CRD #121633 MISHAWAKA, IN
SEC
AUM
$47.8M
Employees
5
MCAVOY KEMP WEALTH MANAGEMENT, LLC
CRD #122084 COLUMBUS, IN
SEC
AUM
$47.8M
Employees
1
HARBOR SPRINGS FINANCIAL MANAGEMENT LLC
CRD #162381 SOUTH BEND, IN
SEC
AUM
$48.1M
Employees
3
STEELE FINANCIAL INC.
CRD #139863 PENDLETON, IN
SEC
AUM
$49M
Employees
1
PAMPEL & ASSOCIATES INC
CRD #110660 MONTICELLO, IN
SEC Private Funds
AUM
$49.2M
Employees
1
THE JUST COMPANY
CRD #119088 INDIANAPOLIS, IN
SEC
AUM
$49.4M
Employees
6
MACK FINANCIAL GROUP, INC.
CRD #111849 INDIANAPOLIS, IN
SEC
AUM
$53.6M
Employees
--
MCDONALD PRESLEY CAPITAL MANAGEMENT, INC.
CRD #121696 FORT WAYNE, IN
SEC
AUM
$54.1M
Employees
5
PROVIDENT CAPITAL MANAGEMENT, INC.
CRD #111262 CARMEL, IN
SEC
AUM
$57.5M
Employees
5
SBAUER FUNDS, LLC
CRD #144782 CARMEL, IN
SEC
AUM
$59.8M
Employees
9
CAPITAL ASSET MANAGEMENT, LLC
CRD #121601 JEFFERSONVILLE, IN
SEC
AUM
$60.2M
Employees
6
VINCERE WEALTH MANAGEMENT, LLC
CRD #293852 INDIANAPOLIS, IN
SEC
AUM
$62M
Employees
6
HM CAPITAL MANAGEMENT INC
CRD #110196 INDIANAPOLIS, IN
SEC
AUM
$64.4M
Employees
1
CFG WEALTH MANAGEMENT SERVICES INC
CRD #108351 INDIANAPOLIS, IN
SEC
AUM
$64.5M
Employees
1
CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD #125680 ZIONSVILLE, IN
SEC
AUM
$64.6M
Employees
2
CROWE FINANCIAL ADVISORS, LLC
CRD #114002 INDIANAPOLIS, IN
SEC
AUM
$65M
Employees
5
MARTIN CAPITAL MANAGEMENT, LLC
CRD #157339 ELKHART, IN
SEC
AUM
$66.1M
Employees
4