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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

146 firms manage $226 billionIndiana

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 5814
    Atlas Capital Management CorpFt Wayne, IN · 3,261 clientsWealth manager
    Axos 100%
    $870M
  2. 5963
    Lynch & AssociatesNewburgh, IN · 696 clientsWealth manager
    Fidelity 100%
    $831M
  3. 6117
    Hurlow Wealth Management Group, Inc.Bloomington, IN · 538 clientsWealth manager
    Schwab 100%
    $794M
  4. 6151
    Sycamore Financial GroupKokomo, IN · 1,146 clientsBroker-dealer firmHybrid
    No custodian reported
    $787M
  5. 6206
    Market Street Wealth Management Advisors, LLCIndianapolis, IN · 427 clientsWealth manager
    Schwab 100%
    $776M
  6. 6278
    US AgricultureCarmel, IN · 4 clientsAsset manager
    No custodian reported
    $759M
  7. 6403
    Quantum Financial Services Inc.Indianapolis, IN · 78 clientsWealth manager
    No custodian reported
    $731M
  8. 6444
    3fourteen & SMI Advisory Services, LLCColumbus, IN · 2 clientsAsset manager
    No custodian reported
    $723M
  9. 6524
    Halter Ferguson Financial IncCarmel, IN · 292 clientsWealth manager
    Schwab 64%Fidelity 36%
    $705M
  10. 6619
    Indie Asset Partners, LLCCarmel, IN · 313 clientsWealth manager
    Schwab 100%
    $685M
  11. 6852
    The Financial Resource CenterCarmel, IN · 247 clientsAsset manager
    Voya Financial Advisors 55%SEI 45%
    $642M
  12. 6896
    Northwest Financial Services IncIndianapolis, IN · 377 clientsWealth manager
    Schwab 100%
    $635M
  13. 6932
    Meridian Investment Advisors, Inc.Indianapolis, IN · 627 clientsWealth manager
    Fidelity Distributors Company 100%
    $628M
  14. 7006
    Hilltop Wealth & Tax SolutionsMishawaka, IN · 837 clientsWealth managerHybrid
    Schwab 100%
    $616M
  15. 7042
    Financial Plans & Strategies, Inc.Greenwood, IN · 1,081 clientsWealth manager
    Altruist 55%Schwab 45%
    $611M
  16. 7109
    Wealth Advisory Solutions, LLCZionsville, IN · 684 clientsWealth manager
    Wells Fargo 71%Schwab 29%
    $599M
  17. 7127
    CfciBloomington, IN · 1,083 clientsWealth managerHybrid
    Raymond James 100%
    $596M
  18. 7180
    Kirr, Marbach & Company, LLCColumbus, IN · 180 clientsWealth manager
    Horizon Bank 42%Schwab 37%
    $588M
  19. 7210
    Howard Bailey Securities, LLCFort Wayne, IN · 1,756 clientsWealth manager
    Fidelity 100%
    $583M
  20. 7467
    Monon Wealth ManagementIndianapolis, IN · 518 clientsWealth manager
    Schwab 100%
    $547M
  21. 7502
    Gettings Busch Wealth ManagementLafayette, IN · 884 clientsWealth manager
    Schwab 100%
    $541M
  22. 7583
    Elevated Financial GroupIndianapolis, IN · 716 clientsWealth managerHybrid
    Schwab 59%Transamerica Capital 25%
    $532M
  23. 7639
    Reify Wealth Advisors, Inc.Indianapolis, IN · 247 clientsWealth manager
    Schwab 100%
    $524M
  24. 7642
    Pathway Financial Advisers, LLCAuburn, IN · 822 clientsWealth manager
    Fidelity 100%
    $524M
  25. 7697
    CID Capital II, Inc.Carmel, IN · 5 clientsPrivate fund adviser
    No custodian reported
    $516M
  26. 7860
    Monarch Capital Management IncFort Wayne, IN · 194 clientsWealth manager
    Pershing 87%
    $496M
  27. 8049
    The Wellington GRP LLCIndianapolis, IN · 1,516 clientsWealth managerHybrid
    Schwab 100%
    $474M
  28. 8198
    Smith FinancialKokomo, IN · 159 clientsWealth manager
    Schwab 100%
    $457M
  29. 8303
    Mindset Wealth Management, LLCIndianapolis, IN · 277 clientsWealth manager
    Schwab 100%
    $445M
  30. 8393
    Dickmeyer Boyce Financial Management, IncFort Wayne, IN · 420 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    $439M
  31. 8395
    Storen FinancialZionsville, IN · 876 clientsWealth managerHybrid
    Schwab 100%
    $438M
  32. 8476
    Qbox Fiduciary Solutions, LLCFort Wayne, IN · 314 clientsAsset manager
    Matrix Trust 58%American Trust Custody 42%
    $429M
  33. 8744
    Axiom Financial Strategies Group, LLCNew Albany, IN · 575 clientsWealth managerWrap sponsorHybrid
    Wells Fargo 100%
    $404M
  34. 8755
    Forum Private Client GroupFishers, IN · 635 clientsWealth managerBank-affiliated
    Fidelity 100%
    $403M
  35. 8904
    Oxinas Partners Wealth ManagementJeffersonville, IN · 754 clientsWealth managerHybrid
    Schwab 100%
    $391M
  36. 8915
    Intrepid Financial Planning Group, LLCCarmel, IN · 1,457 clientsWealth manager
    Schwab 100%
    $390M
  37. 9002
    Vista Investment PartnersRichmond, IN · 494 clientsWealth managerHybrid
    Raymond James 93%
    $383M
  38. 9245
    Horizon Investment Services, LLC.Hammond, IN · 334 clientsWealth manager
    Schwab 99%
    $364M
  39. 9246
    Maripau Wealth Management LLCFort Wayne, IN · 1,064 clientsWealth manager
    Fidelity 100%
    $364M
  40. 9291
    Kessler Investment Group, LLCColumbus, IN · 558 clientsWealth manager
    Schwab 100%
    $360M

RIAs by state