RIAs in Indiana

286 RIAs headquartered in Indiana managing a combined $228B.

By city

IndianapolisIndiana78 FIRMS · $60.4BCarmelIndiana42 FIRMS · $110BFort WayneIndiana28 FIRMS · $10.5BFishersIndiana15 FIRMS · $1.6BSouth BendIndiana10 FIRMS · $3.5BGreenwoodIndiana7 FIRMS · $1.1BBloomingtonIndiana6 FIRMS · $2.1BEvansvilleIndiana6 FIRMS · $5.1BColumbusIndiana6 FIRMS · $2.8BZionsvilleIndiana5 FIRMS · $1.3BLafayetteIndiana4 FIRMS · $718MNew AlbanyIndiana4 FIRMS · $514MCrown PointIndiana3 FIRMS · $161MElkhartIndiana3 FIRMS · $55.2MAuburnIndiana3 FIRMS · $5BBrownsburgIndiana3 FIRMS · $343MJeffersonvilleIndiana3 FIRMS · $547MValparaisoIndiana3 FIRMS · $508MWest LafayetteIndiana3 FIRMS · $261MSeymourIndiana2 FIRMS · $36.7MGrangerIndiana2 FIRMS · $1.2BGoshenIndiana2 FIRMS · $3.3BKokomoIndiana2 FIRMS · $3.4BTerre HauteIndiana2 FIRMS · $329MDyerIndiana2 FIRMS · $178MMuncieIndiana2 FIRMS · $281MGreenfieldIndiana2 FIRMS · $109MRichmondIndiana2 FIRMS · $383MPlainfieldIndiana2 FIRMS · $49.7MMerrillvilleIndiana2 FIRMS · $212MWhitingIndiana1 FIRM · $5.5MWinona LakeIndiana1 FIRM · $5.8BSyracuseIndiana1 FIRM · $19.2MAvonIndiana1 FIRM · $7.2MBedfordIndiana1 FIRM · $43.2MBeech GroveIndiana1 FIRM · $130MBoonvilleIndiana1 FIRM · $26MChestertonIndiana1 FIRM · $13.8MCiceroIndiana1 FIRM · $187MClarksvilleIndiana1 FIRM · $7.1MDecaturIndiana1 FIRM · $16.6MFranklinIndiana1 FIRM · $8.2MGreencastleIndiana1 FIRM · $1.3MHammondIndiana1 FIRM · $364MKendallvilleIndiana1 FIRM · $964MLawrenceburgIndiana1 FIRM · $70.9MLebanonIndiana1 FIRMMishawakaIndiana1 FIRM · $616MMonticelloIndiana1 FIRM · $105MNashvilleIndiana1 FIRM · $1.1MNewburghIndiana1 FIRM · $831MNew HavenIndiana1 FIRM · $51.3MNoblesvilleIndiana1 FIRM · $4.5MOdonIndiana1 FIRM · $10.5MParker CityIndiana1 FIRM · $30.3MPendletonIndiana1 FIRM · $107MPlymouthIndiana1 FIRM · $328MSaint JohnIndiana1 FIRM · $34.8MScherervilleIndiana1 FIRM · $108MShelbyvilleIndiana1 FIRM · $1.2BAndersonIndiana1 FIRM · $987MVincennesIndiana1 FIRM · $23.3M

All RIAs in Indiana

40/86 Advisors, Inc.

RIA

Carmel, IN

AUM $30.5BTEAM 84REPS 6

Oneamerica Asset Management, LLC

RIA

Indianapolis, IN

AUM $24.4BTEAM 37REPS 7

Oxford Financial Group, Ltd

RIA

Carmel, IN

AUM $23.3BTEAM 156REPS 54

Sapient Capital LLC

RIA

Carmel, IN

AUM $13.8BTEAM 59REPS 39

Valeo Financial Advisors, LLC

RIA

Carmel, IN

AUM $13BTEAM 178REPS 110

Shepherd Financial Investment Advisory LLC

RIA

Carmel, IN

AUM $6.2BTEAM 45REPS 25

SYM Financial Advisors

RIA

Winona Lake, IN

AUM $5.8BTEAM 84REPS 35

MJ Retirement

RIA

Carmel, IN

AUM $5.5BTEAM 11REPS 7

Goelzer Investment Management

RIA

Carmel, IN

AUM $4.5BTEAM 34REPS 25

CX Institutional, LLC

RIA

Auburn, IN

AUM $4.5BTEAM 130REPS 85

Baxter Capital Management Inc

RIA

Indianapolis, IN

AUM $4.2BTEAM 3REPS 3

Winthrop Capital Management

RIA

Carmel, IN

AUM $4BTEAM 29REPS 6

Thurston Springer Advisors

RIA

Indianapolis, IN

AUM $3.7BTEAM 93REPS 103

Donaldson Capital Management LLC

RIA

Evansville, IN

AUM $3.5BTEAM 68REPS 61

Praxis Investment Management, Inc.

RIA

Goshen, IN

AUM $3.3BTEAM 14REPS 11

Creative Financial Designs, Inc.

RIA

Kokomo, IN

AUM $2.9BTEAM 170REPS 164

Bedel Financial Consulting Inc

RIA

Indianapolis, IN

AUM $2.9BTEAM 28REPS 21

Global Atlantic Investment Advisors, LLC

RIA

Indianapolis, IN

AUM $2.7BTEAM 15REPS 5

Phillips Financial

RIA

Fort Wayne, IN

AUM $2.6BTEAM 32REPS 17

Woodley Farra

RIA

Indianapolis, IN

AUM $2.3BTEAM 14REPS 12

Elser Financial Planning, Inc.

RIA

Indianapolis, IN

AUM $2.1BTEAM 15REPS 12

Ceres Partners, LLC

RIA

South Bend, IN

AUM $2BTEAM 21REPS 4

Axia Advisory

RIA

Indianapolis, IN

AUM $1.9BTEAM 4REPS 14

Invst, LLC

RIA

Indianapolis, IN

AUM $1.6BTEAM 65REPS 36

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