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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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. 9575
    Bookends Financial PlanningIndianapolis, IN · 521 clientsWealth manager
    Raymond James 100%
    $338M
  2. 9660
    Charter Advisory CorporationIndianapolis, IN · 593 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $333M
  3. 9668
    Curry Webb Wealth Management LLCIndianapolis, IN · 397 clientsWealth manager
    Schwab 100%
    $332M
  4. 9740
    Thomas Story and SON LLCPlymouth, IN · 39 clientsWealth manager
    Fidelity 100%
    $328M
  5. 9839
    Tradewell Tax & FinancialFort Wayne, IN · 441 clientsWealth manager
    Schwab 100%
    $320M
  6. 10023
    Kotys Wealth ProfessionalsValparaiso, IN · 321 clientsWealth manager
    Schwab 100%
    $308M
  7. 10059
    Oneamerica Securities, Inc.Indianapolis, IN · 2,300 clientsBroker-dealer firmHybrid
    Pershing 100%
    $306M
  8. 10062
    Hendershott Wealth Management, LLCFishers, IN · 158 clientsWealth manager
    Schwab 90%
    $306M
  9. 10100
    Provider Financial, Inc.Indianapolis, IN · 505 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $304M
  10. 10325
    Gimbal Financial, LLCCarmel, IN · 388 clientsWealth managerWrap sponsor
    Fidelity 100%
    $290M
  11. 10368
    Capital Cities InvestmentsIndianapolis, IN · 476 clientsWealth managerHybrid
    Schwab 100%
    $288M
  12. 10384
    Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg, IN · 606 clientsWealth manager
    Schwab 100%
    $287M
  13. 10388
    GAP Asset Management, LLCSouth Bend, IN · 2 clientsPrivate fund adviser
    No custodian reported
    $287M
  14. 10424
    Mosaic Wealth Management LLCBloomington, IN · 199 clientsWealth managerWrap sponsor
    Raymond James 100%
    $285M
  15. 10442
    Freeman, Will & Niemeier, Inc.Evansville, IN · 388 clientsWealth manager
    Schwab 77%Voya Financial Advisors 23%
    $284M
  16. 10483
    Compass Financial Advisors LLCFort Wayne, IN · 659 clientsWealth managerHybrid
    Pershing 100%
    $282M
  17. 10489
    Peloton Capital ManagementIndianapolis, IN · 138 clientsWealth manager
    No custodian reported
    $282M
  18. 10536
    CRF Financial GroupIndianapolis, IN · 37 clientsPrivate fund adviser
    No custodian reported
    $279M
  19. 10693
    CBG & Company, Inc.Fishers, IN · 211 clientsWealth manager
    Schwab 79%
    $271M
  20. 10847
    Wellington Investment AdvisorsBloomington, IN · 386 clientsWealth managerHybrid
    Schwab 100%
    $261M
  21. 10864
    Banker Investment GroupWest Lafayette, IN · 468 clientsWealth manager
    Schwab 100%
    $260M
  22. 10879
    Proteus, LLCIndianapolis, IN · 29 clientsPrivate fund adviser
    No custodian reported
    $260M
  23. 10894
    AN Exceptional Life Financial, LLCIndianapolis, IN · 378 clientsWealth manager
    Fidelity 80%
    $259M
  24. 11165
    Strive Financial Group, LLCCarmel, IN · 769 clientsWealth manager
    Schwab 100%
    $247M
  25. 11321
    Trust Investment AdvisorsIndianapolis, IN · 174 clientsWealth manager
    Fidelity 100%
    $239M
  26. 11570
    Ambrose Capital Advisors, LLCIndianapolis, IN · 1 clientsPrivate fund adviser
    No custodian reported
    $228M
  27. 11716
    Bischoff Wealth Management Group, LLCGreenwood, IN · 378 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $222M
  28. 11760
    Asset Management Strategies, Inc.Indianapolis, IN · 2,110 clientsWealth manager
    No custodian reported
    $220M
  29. 11789
    Four Quadrant Wealth Advisors, Inc.Carmel, IN · 100 clientsWealth manager
    Fidelity 100%
    $219M
  30. 11943
    Financial Planning ServicesFort Wayne, IN · 489 clientsWealth managerHybrid
    Pershing 78%
    $213M
  31. 12143
    Gehrig Capital Management, Inc.Merrillville, IN · 652 clientsWealth manager
    Fidelity 100%
    $204M
  32. 12223
    Laughlin Financial LLCBloomington, IN · 82 clientsWealth manager
    Schwab 99%
    $200M
  33. 12529
    Pile Wealth ManagementIndianapolis, IN · 86 clientsWealth manager
    Schwab 100%
    $189M
  34. 12534
    Nearside Advisors, LLCIndianapolis, IN · 113 clientsWealth manager
    Schwab 100%
    $189M
  35. 12572
    Comprehensive Financial ConsultantsCicero, IN · 392 clientsWealth manager
    Schwab 100%
    $187M
  36. 12907
    Greenleaf Financial GroupCarmel, IN · 123 clientsWealth manager
    No custodian reported
    $175M
  37. 12986
    Wabash Capital, Inc.Terre Haute, IN · 499 clientsWealth manager
    No custodian reported
    $173M
  38. 13177
    Aldebaran Capital, LLCCarmel, IN · 147 clientsWealth manager
    Schwab 100%
    $167M
  39. 13324
    Lauer Wealth ManagementValparaiso, IN · 404 clientsWealth manager
    Schwab 80%
    $161M
  40. 13481
    Spyglass Investment ManagementTerre Haute, IN · 526 clientsWealth manager
    Schwab 100%
    $156M

RIAs by state