RIA Intelligence

Investment Advisers in Indiana

298 registered firms

Sort by: AUM Name Employees Last Updated
PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD #131344 FORT WAYNE, IN
SEC
AUM
$2.2B
Employees
31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
CRD #107660 INDIANAPOLIS, IN
SEC
AUM
$2.1B
Employees
14
ELSER FINANCIAL PLANNING, INC.
CRD #143311 INDIANAPOLIS, IN
SEC
AUM
$2B
Employees
12
NEW COVENANT TRUST COMPANY, NA
CRD #112029 JEFFERSONVILLE, IN
SEC
AUM
$2B
Employees
--
AXIA ADVISORY CORP
CRD #107571 INDIANAPOLIS, IN
SEC
AUM
$1.8B
Employees
6
INVST, LLC
CRD #282863 INDIANAPOLIS, IN
SEC
AUM
$1.8B
Employees
65
CERES PARTNERS, LLC
CRD #290937 SOUTH BEND, IN
SEC Private Funds
AUM
$1.8B
Employees
21
EVERENCE TRUST COMPANY
CRD #113179 GOSHEN, IN
SEC
AUM
$1.7B
Employees
80
LAKESIDE WEALTH MANAGEMENT GROUP, LLC
CRD #140271 CHESTERTON, IN
SEC
AUM
$1.6B
Employees
20
STRATEGIQ FINANCIAL GROUP, LLC
CRD #144287 MERRILLVILLE, IN
SEC Disclosures
AUM
$1.6B
Employees
28
SHEAFF BROCK INVESTMENT ADVISORS, LLC
CRD #118739 INDIANAPOLIS, IN
SEC
AUM
$1.4B
Employees
26
WINDSOR WEALTH MANAGEMENT, INC.
CRD #105279 INDIANAPOLIS, IN
SEC
AUM
$1.4B
Employees
14
WALLINGTON ASSET MANAGEMENT, LLC
CRD #143360 INDIANAPOLIS, IN
SEC
AUM
$1.2B
Employees
18
SPECTRUM WEALTH COUNSEL, LLC
CRD #323651 INDIANAPOLIS, IN
SEC
AUM
$1.2B
Employees
12
SECURITY FINANCIAL SERVICES, INC.
CRD #122050 FORT WAYNE, IN
SEC
AUM
$1.1B
Employees
14
PETTINGA FINANCIAL ADVISORS, LLC
CRD #156369 EVANSVILLE, IN
SEC
AUM
$1.1B
Employees
12
HDGM ADVISORY SERVICES LLC
CRD #158252 INDIANAPOLIS, IN
SEC Private Funds
AUM
$1.1B
Employees
--
LJI WEALTH MANAGEMENT, LLC
CRD #145399 INDIANAPOLIS, IN
SEC
AUM
$1.1B
Employees
13
UMBAUGH CASH ADVISORY SERVICES, LLC
CRD #136904 INDIANAPOLIS, IN
SEC
AUM
$1B
Employees
4
STRATEGIC BENEFIT CONSULTANTS, INC.
CRD #122433 INDIANAPOLIS, IN
SEC
AUM
$1B
Employees
14
SPECTRUM MANAGEMENT GROUP, LLC.
CRD #154532 INDIANAPOLIS, IN
SEC
AUM
$977.1M
Employees
6
DEERFIELD FINANCIAL ADVISORS, INC.
CRD #104964 INDIANAPOLIS, IN
SEC
AUM
$958.7M
Employees
15
CITY SECURITIES CORPORATION
CRD #1459 INDIANAPOLIS, IN
SEC Disclosures
AUM
$949.1M
Employees
84
KFG WEALTH MANAGEMENT, LLC
CRD #128606 GRANGER, IN
SEC
AUM
$934.5M
Employees
90
FI3 FINANCIAL ADVISORS, LLC
CRD #168005 INDIANAPOLIS, IN
SEC Private Funds
AUM
$928.4M
Employees
20