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Top RIA Firms in Carmel, Indiana
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Carmel, Indiana. This hub covers 24 matching firms with $94.6B in total reported AUM and median AUM of $663.8M.
Firms
24
Matching current profiles
Total AUM
$94.6B
Reported regulatory AUM
Median AUM
$663.8M
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. 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 |
| 3. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. Archer Investment Corporation CRD 136403 · Corporation | CARMEL, IN | $1.0B Mar 2026 | +$112.5M+12.5% | +$349.9M+52.8% | +$532.0M+110.6% | +$961.0M+1848.1% | -5 employees-5.9% over 3Y | +1,577 accounts+44.2% over 3Y |
| 9. Evernest Financial Advisors CRD 328161 · Limited Liability Company | CARMEL, IN | $963.0M Mar 2026 | +$201.8M+26.5% | — | — | — | +1 employees+20.0% over 1Y | +308 accounts+31.0% over 1Y |
| 10. US Agriculture CRD 282576 · Limited Liability Company | CARMEL, IN | $759.1M Mar 2026 | +$45.9M+6.4% | +$136.0M+21.8% | +$410.5M+117.7% | — | +1 employees+7.7% over 3Y | -1 accounts-20.0% over 3Y |
| 11. Halter Ferguson Financial INC CRD 109563 · Corporation | CARMEL, IN | $705.0M May 2026 | +$217.1M+44.5% | +$438.2M+164.3% | +$404.4M+134.6% | +$580.7M+467.3% | +6 employees+66.7% over 3Y | +252 accounts+30.6% over 3Y |
| 12. Indie Asset Partners, LLC CRD 154503 · Limited Liability Company | CARMEL, IN | $685.2M Mar 2026 | -$107.0M-13.5% | -$17.5M-2.5% | +$68.7M+11.1% | +$624.1M+1020.7% | -4 employees-30.8% over 3Y | +17 accounts+2.3% over 3Y |
| 13. The Financial Resource Center CRD 316747 · Corporation | CARMEL, IN | $642.5M Mar 2026 | +$235.3M+57.8% | +$331.0M+106.3% | — | — | -1 employees-16.7% over 3Y | 0 accounts+0.0% over 3Y |
| 14. Monon Wealth Management CRD 289413 · Limited Liability Company | CARMEL, IN | $546.8M May 2026 | +$94.6M+20.9% | +$269.2M+97.0% | +$295.8M+117.9% | +$443.8M+430.9% | +2 employees+25.0% over 3Y | +485 accounts+38.6% over 3Y |
| 15. CID Capital II, INC. CRD 160776 · Corporation | CARMEL, IN | $515.8M Mar 2026 | -$48.2M-8.6% | +$259.4M+101.1% | +$298.4M+137.3% | +$287.4M+125.8% | +3 employees+33.3% over 3Y | +2 accounts+66.7% over 3Y |
| 16. Intrepid Financial Planning Group, LLC CRD 112196 · Limited Liability Company | CARMEL, IN | $390.4M May 2026 | +$35.4M+10.0% | +$117.2M+42.9% | +$74.9M+23.8% | +$221.9M+131.7% | +1 employees+50.0% over 3Y | +104 accounts+7.7% over 3Y |
| 17. Gimbal Financial, LLC CRD 159003 · Limited Liability Company | CARMEL, IN | $290.0M Mar 2026 | +$80.3M+38.3% | +$165.7M+133.3% | +$197.2M+212.3% | +$178.4M+159.9% | +1 employees+20.0% over 3Y | +354 accounts+71.8% over 3Y |
| 18. Strive Financial Group, LLC CRD 333298 · Limited Liability Company | CARMEL, IN | $246.7M May 2026 | +$58.7M+31.2% | — | — | — | +6 employees+100.0% over 1Y | +226 accounts+12.8% over 1Y |
| 19. Four Quadrant Wealth Advisors, INC. CRD 130753 · Corporation | CARMEL, IN | $219.0M Feb 2026 | +$84.1M+62.3% | +$93.0M+73.7% | — | +$93.8M+74.9% | +17 employees+100.0% over 3Y | +73 accounts+15.2% over 3Y |
| 20. Greenleaf Financial Group CRD 137933 · Limited Liability Company | CARMEL, IN | $175.2M Apr 2026 | +$19.0M+12.1% | +$49.9M+39.8% | +$48.9M+38.8% | +$62.9M+56.0% | 0 employees+0.0% over 3Y | +21 accounts+4.4% over 3Y |
| 21. Aldebaran Capital, LLC CRD 122360 · Limited Liability Company | CARMEL, IN | $166.9M Mar 2026 | +$5.1M+3.2% | +$26.8M+19.1% | +$120.3M+257.9% | +$120.3M+257.9% | 0 employees+0.0% over 3Y | -25 accounts-7.6% over 3Y |
| 22. Mcmahan Capital Management CRD 109140 · Limited Liability Company | CARMEL, IN | $135.9M Mar 2026 | +$20.1M+17.4% | +$80.2M+143.9% | +$80.2M+143.9% | +$79.7M+141.7% | 0 employees+0.0% over 1Y | +7 accounts+19.4% over 3Y |
| 23. Fortitude Private Wealth CRD 290074 · Corporation | CARMEL, IN | $126.5M Mar 2026 | +$23.6M+23.0% | — | — | +$23.6M+23.0% | 0 employees+0.0% over 1Y | -4 accounts-1.2% over 1Y |
| 24. Sbauer Funds, LLC CRD 144782 · Limited Liability Company | CARMEL, IN | $61.3M Feb 2026 | +$9.5M+18.3% | +$35.3M+135.9% | +$36.2M+143.7% | -$57.7M-48.5% | +1 employees+16.7% over 3Y | 0 accounts+0.0% 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.