Rialytix insights
Top RIA Firms in Indiana
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Indiana. This hub covers 137 matching firms with $224.9B in total reported AUM and median AUM of $473.6M.
Firms
137
Matching current profiles
Total AUM
$224.9B
Reported regulatory AUM
Median AUM
$473.6M
Across firms with AUM
Largest firm
$30.5B
40/86 Advisors, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. 40/86 Advisors, INC. CRD 107740 · Corporation | CARMEL, IN | $30.5B Apr 2026 | +$1.3B+4.4% | +$6.0B+24.6% | +$2.2B+7.8% | +$3.6B+13.4% | +7 employees+9.1% over 3Y | -2 accounts-13.3% over 3Y |
| 2. Oneamerica Asset Management, LLC CRD 165929 · Limited Liability Company | INDIANAPOLIS, IN | $24.4B Mar 2026 | -$1.8B-6.7% | +$571.0M+2.4% | -$4.1B-14.3% | +$8.8B+56.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 3. Oxford Financial Group, LTD CRD 105303 · Limited Liability Company | CARMEL, IN | $23.3B Mar 2026 | +$3.7B+18.7% | +$7.7B+49.7% | +$8.5B+57.4% | +$13.3B+133.1% | -3 employees-1.9% over 3Y | +646 accounts+10.9% over 3Y |
| 4. Sapient Capital LLC CRD 324899 · Limited Liability Company | INDIANAPOLIS, IN | $13.8B Mar 2026 | +$2.3B+20.3% | — | — | — | +24 employees+68.6% over 3Y | +734 accounts+12.3% over 1Y |
| 5. Valeo Financial Advisors, LLC CRD 127132 · Limited Liability Company | CARMEL, IN | $13.0B Apr 2026 | +$2.3B+21.8% | +$5.9B+82.4% | +$6.6B+102.7% | +$12.1B+1488.2% | +17 employees+10.6% over 3Y | +7,055 accounts+44.8% over 3Y |
| 6. Shepherd Financial Investment Advisory LLC CRD 288623 · Limited Liability Company | CARMEL, IN | $6.2B Mar 2026 | +$1.2B+24.9% | +$3.0B+94.0% | +$3.4B+120.9% | — | +16 employees+55.2% over 3Y | +1,722 accounts+130.6% over 3Y |
| 7. Sym Financial Advisors CRD 107517 · Corporation | WINONA LAKE, IN | $5.8B Mar 2026 | +$933.6M+19.1% | +$2.5B+74.6% | +$2.7B+86.3% | +$4.9B+573.2% | +17 employees+25.4% over 3Y | +2,039 accounts+44.0% over 3Y |
| 8. Mj Retirement CRD 164328 · Limited Liability Company | CARMEL, IN | $5.5B Mar 2026 | +$421.6M+8.3% | +$1.6B+39.7% | +$546.7M+11.1% | — | -3 employees-21.4% over 3Y | -5 accounts-1.6% over 3Y |
| 9. Goelzer Investment Management CRD 44402 · Corporation | CARMEL, IN | $4.5B Mar 2026 | +$1.4B+42.8% | +$2.1B+86.7% | +$2.6B+139.3% | +$3.8B+535.2% | +1 employees+3.0% over 3Y | +509 accounts+35.4% over 3Y |
| 10. CX Institutional, LLC CRD 292627 · Limited Liability Company | AUBURN, IN | $4.5B Mar 2026 | +$1.1B+33.8% | +$2.4B+112.6% | +$3.5B+377.0% | +$4.1B+1165.4% | +42 employees+47.7% over 3Y | +5,671 accounts+70.4% over 3Y |
| 11. Baxter Capital Management INC CRD 105123 · Corporation | INDIANAPOLIS, IN | $4.2B Mar 2026 | +$1.2B+40.9% | +$2.4B+135.1% | +$3.2B+324.1% | +$3.4B+409.6% | 0 employees+0.0% over 3Y | -1 accounts-7.1% over 3Y |
| 12. Winthrop Capital Management CRD 145216 · Limited Liability Company | CARMEL, IN | $4.0B Mar 2026 | +$77.3M+2.0% | +$1.1B+40.2% | +$2.7B+210.1% | +$3.8B+2916.1% | +3 employees+11.5% over 3Y | +81 accounts+10.8% over 3Y |
| 13. Thurston Springer Advisors CRD 299201 · Limited Liability Company | INDIANAPOLIS, IN | $3.7B Nov 2025 | -$282.7M-7.1% | +$2.6B+230.2% | +$2.9B+386.9% | +$3.1B+554.4% | +26 employees+38.8% over 3Y | +3,203 accounts+90.1% over 3Y |
| 14. Donaldson Capital Management LLC CRD 106131 · Limited Liability Company | EVANSVILLE, IN | $3.5B Apr 2026 | +$367.1M+11.9% | +$1.2B+49.9% | +$1.3B+61.7% | +$2.9B+519.8% | +10 employees+17.2% over 3Y | +379 accounts+25.8% over 3Y |
| 15. Praxis Investment Management, INC. CRD 105675 · Corporation | GOSHEN, IN | $3.3B Mar 2026 | +$526.7M+19.0% | +$1.3B+64.5% | +$1.4B+73.9% | +$2.6B+347.9% | +2 employees+16.7% over 3Y | +2 accounts+25.0% over 3Y |
| 16. Creative Financial Designs, INC. CRD 109032 · Corporation | KOKOMO, IN | $2.9B Mar 2026 | +$462.8M+18.7% | +$1.2B+72.0% | +$1.5B+103.2% | +$2.4B+461.0% | +25 employees+17.2% over 3Y | +3,413 accounts+29.4% over 3Y |
| 17. Bedel Financial Consulting INC CRD 105653 · Corporation | INDIANAPOLIS, IN | $2.9B Apr 2026 | +$449.1M+18.2% | +$1.1B+61.4% | +$1.3B+84.7% | +$2.3B+392.4% | +14 employees+100.0% over 3Y | +850 accounts+18.5% over 3Y |
| 18. Global Atlantic Investment Advisors, LLC CRD 167429 · Limited Liability Company | INDIANAPOLIS, IN | $2.7B Apr 2026 | -$116.9M-4.2% | -$166.4M-5.8% | -$1.1B-28.9% | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 19. Phillips Financial CRD 131344 · Limited Liability Company | FORT WAYNE, IN | $2.6B Mar 2026 | +$578.6M+28.1% | +$1.1B+71.1% | +$1.5B+138.3% | +$2.2B+485.2% | +2 employees+6.7% over 3Y | +1,098 accounts+50.7% over 3Y |
| 20. Woodley Farra CRD 107660 · Corporation | INDIANAPOLIS, IN | $2.3B Mar 2026 | +$169.5M+7.9% | +$750.9M+47.9% | +$1.1B+83.7% | +$1.9B+466.9% | +3 employees+27.3% over 3Y | +400 accounts+33.6% over 3Y |
| 21. Elser Financial Planning, INC. CRD 143311 · Corporation | INDIANAPOLIS, IN | $2.1B Mar 2026 | +$103.2M+5.1% | +$728.1M+52.8% | +$1.6B+321.3% | +$2.0B+1816.3% | +3 employees+25.0% over 3Y | +332 accounts+25.3% over 3Y |
| 22. Ceres Partners, LLC CRD 290937 · Limited Liability Company | SOUTH BEND, IN | $2.0B Apr 2026 | +$190.3M+10.8% | +$1.6B+538.2% | +$1.8B+1030.0% | +$1.9B+1822.8% | 0 employees+0.0% over 3Y | +1 accounts+25.0% over 3Y |
| 23. Axia Advisory CRD 107571 · Limited Liability Company | INDIANAPOLIS, IN | $1.9B May 2026 | +$38.2M+2.1% | +$582.7M+45.0% | +$623.2M+49.6% | +$1.1B+152.4% | -2 employees-33.3% over 3Y | -25 accounts-16.3% over 3Y |
| 24. Invst, LLC CRD 282863 · Limited Liability Company | INDIANAPOLIS, IN | $1.6B Apr 2026 | -$221.5M-12.4% | +$604.0M+62.9% | +$787.0M+101.1% | — | +6 employees+10.2% over 3Y | +1,810 accounts+36.1% over 3Y |
| 25. Lji Wealth Management, LLC CRD 145399 · Limited Liability Company | INDIANAPOLIS, IN | $1.4B Mar 2026 | +$302.7M+28.3% | +$726.5M+112.2% | +$942.5M+218.6% | +$1.3B+2099.2% | -2 employees-13.3% over 3Y | +655 accounts+22.4% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.