Rialytix insights

Top RIA Firms in Indianapolis, Indiana

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Indianapolis, Indiana. This hub covers 43 matching firms with $75.1B in total reported AUM and median AUM of $473.6M.

Firms

43

Matching current profiles

Total AUM

$75.1B

Reported regulatory AUM

Median AUM

$473.6M

Across firms with AUM

Largest firm

$24.4B

Oneamerica Asset Management, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. 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 3Y0 accounts+0.0% over 3Y
2. 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
3. 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
4. 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
5. 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
6. 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 3Y0 accounts+0.0% over 3Y
7. 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
8. 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
9. 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
10. 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
11. 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
12. Wallington Asset Management
CRD 143360 · Limited Liability Company
INDIANAPOLIS, IN$1.3B
Mar 2026
+$166.0M+14.4%+$387.8M+41.7%+$408.6M+45.0%+$930.3M+240.2%+1 employees+6.3% over 3Y+125 accounts+15.5% over 3Y
13. Deerfield
CRD 104964 · Corporation
INDIANAPOLIS, IN$1.2B
Mar 2026
+$344.8M+41.5%+$405.8M+52.7%+$478.9M+68.7%+$700.5M+147.3%+3 employees+27.3% over 3Y+137 accounts+14.6% over 3Y
14. Fi3 Financial Advisors, LLC
CRD 168005 · Limited Liability Company
INDIANAPOLIS, IN$1.1B
Mar 2026
+$347.2M+43.9%+$532.7M+87.9%+$855.3M+301.6%+$989.8M+664.0%+11 employees+110.0% over 3Y+726 accounts+79.2% over 3Y
15. Centerfield Capital Partners
CRD 161504 · Corporation
INDIANAPOLIS, IN$1.1B
Mar 2026
+$959.5M+766.5%+$901.9M+493.7%+$920.5M+560.7%+$864.6M+393.0%+4 employees+36.4% over 3Y0 accounts+0.0% over 3Y
16. Market Street Wealth Management Advisors, LLC
CRD 122212 · Limited Liability Company
INDIANAPOLIS, IN$776.0M
May 2026
+$64.7M+9.1%+$284.2M+57.8%+$351.3M+82.7%+$638.5M+464.4%-1 employees-7.7% over 3Y+202 accounts+13.5% over 3Y
17. Quantum Financial Services INC.
CRD 121631 · Corporation
INDIANAPOLIS, IN$730.9M
Mar 2026
+$140.1M+23.7%+$401.8M+122.1%+$478.8M+189.9%+$614.9M+529.9%-1 employees-33.3% over 3Y+424 accounts+460.9% over 3Y
18. Northwest Financial Services INC
CRD 106805 · Corporation
INDIANAPOLIS, IN$634.9M
Mar 2026
+$83.5M+15.1%+$220.4M+53.2%+$245.5M+63.1%+$441.9M+229.0%+1 employees+10.0% over 3Y+2 accounts+0.5% over 3Y
19. Meridian Investment Advisors, INC.
CRD 107593 · Corporation
INDIANAPOLIS, IN$628.0M
Mar 2026
+$59.9M+10.5%+$136.4M+27.7%+$240.9M+62.2%+$328.5M+109.7%0 employees+0.0% over 3Y+84 accounts+7.9% over 3Y
20. Elevated Financial Group
CRD 334353 · Limited Liability Company
INDIANAPOLIS, IN$532.0M
May 2026
+$132.7M+33.2%+5 employees+62.5% over 1Y+821 accounts+78.6% over 1Y
21. Reify Wealth Advisors, INC.
CRD 121978 · Corporation
INDIANAPOLIS, IN$524.4M
Mar 2026
+$78.9M+17.7%+$177.3M+51.1%+$127.7M+32.2%+4 employees+36.4% over 3Y-6 accounts-0.7% over 3Y
22. The Wellington Grp LLC
CRD 332803 · Limited Liability Company
INDIANAPOLIS, IN$473.6M
Mar 2026
+$337.2M+247.2%0 employees+0.0% over 1Y+1,277 accounts+534.3% over 1Y
23. Mindset Wealth Management, LLC
CRD 330384 · Limited Liability Company
INDIANAPOLIS, IN$445.5M
May 2026
+$122.1M+37.8%0 employees+0.0% over 1Y+64 accounts+30.2% over 1Y
24. Holistic Financial Partners, LLC
CRD 170913 · Limited Liability Company
INDIANAPOLIS, IN$444.6M
Mar 2026
+$101.6M+29.6%+$115.5M+35.1%+$167.0M+60.1%0 employees+0.0% over 3Y+153 accounts+21.6% over 3Y
25. Bookends Financial Planning
CRD 305301 · Corporation
INDIANAPOLIS, IN$338.3M
Mar 2026
+$49.4M+17.1%+$101.5M+42.9%+$123.7M+57.6%+2 employees+25.0% over 3Y+115 accounts+9.4% 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.