INDIANAPOLIS, INCRD 107660Latest ADV March 26, 2026
Woodley Farra is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 26, 2026, reports $2.3B in regulatory assets under management, 14 employees, and 1,591 accounts.
Assets Under Management
$2.3B
Employees
14
Offices
--
Total Clients
1,652
Primary office
INDIANAPOLIS, IN
8555 N. RIVER ROAD, SUITE 400, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.8% of total clients.
Top client categories% of clientsClients
1
HNWI
57.8%
955
2
Individuals
38.5%
636
3
Charitable
3.5%
57
4
Pension Plans
0.2%
3
5
Government
0.1%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 26, 2026
Discretionary98.0%
$2.3B
98% of total RAUM98.0%
Non-discretionary2.0%
$46M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts1,591
10Y AUM Change+$1.5B (+167.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee118:1
10Y Employee Change+4 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.