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Est. 2026The front page of wealth managementNew York

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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. 13602
    Werner FinancialIndianapolis, IN · 955 clientsWealth manager
    Schwab 100%
    $152M
  2. 13618
    Apple Tree Asset Management, LLCFort Wayne, IN · 780 clientsWealth manager
    Schwab 81%
    $152M
  3. 13780
    Koon Financial Planning & Consulting/kfp&cGreenwood, IN · 163 clientsWealth manager
    No custodian reported
    $147M
  4. 13784
    Hobbs Wealth ManagementZionsville, IN · 194 clientsWealth manager
    Schwab 100%
    $147M
  5. 13816
    MFG Wealth Management, Inc.Indianapolis, IN · 327 clientsWealth manager
    Schwab 100%
    $146M
  6. 13892
    Kestrel Wealth Management, LLCSouth Bend, IN · 85 clientsWealth manager
    Fidelity 100%
    $144M
  7. 13895
    Core Wealth AdvisorsIndianapolis, IN · 149 clientsWealth manager
    No custodian reported
    $144M
  8. 14159
    McMahan Capital ManagementCarmel, IN · 43 clientsWealth manager
    No custodian reported
    $136M
  9. 14488
    Fortitude Private WealthCarmel, IN · 67 clientsWealth manager
    Schwab 100%
    $126M
  10. 14555
    Capital Advisor NetworkLafayette, IN · 904 clientsWealth manager
    Schwab 100%
    $124M
  11. 14580
    Titan Investment Management LLCIndianapolis, IN · 269 clientsWealth manager
    Schwab 100%
    $124M
  12. 14636
    Fnex Wealth, LLCIndianapolis, IN · 56 clientsWealth managerAffiliated broker-dealerApplied Capital, LLC
    Schwab 100%
    $122M
  13. 14676
    Genesis Advisors, LLCFishers, IN · 132 clientsWealth manager
    Schwab 100%
    $121M
  14. 14893
    Private Counsel Group, LTD.Indianapolis, IN · 63 clientsWealth manager
    Schwab 100%
    $116M
  15. 15041
    Precedent Financial StrategiesIndianapolis, IN · 74 clientsWealth manager
    SEI 100%
    $111M
  16. 15096
    CFG Wealth Management Services IncIndianapolis, IN · 68 clientsWealth manager
    Schwab 100%
    $110M
  17. 15295
    Integrated Investment Strategies,inc.Carmel, IN · 156 clientsWealth manager
    No custodian reported
    $105M
  18. 15721
    Canterbury Investment Management, LLCZionsville, IN · 48 clientsWealth manager
    Schwab 100%
    $70M
  19. 15795
    Sbauer Funds, LLCCarmel, IN · 1 clientsAsset manager
    No custodian reported
    $61M
  20. 16066
    Trust Investment Advisors Wealth Management, LLCIndianapolis, IN · 38 clientsWealth manager
    No custodian reported
    $34M
  21. 16588
    Capital Cities, LLCIndianapolis, IN · 15 clientsAsset manager
    No custodian reported
    $0
  22. 16686
    CXI Advisors, LLCAuburn, INAsset manager
    No custodian reported
    $0
  23. 16725
    Truedge Asset Management LLCIndianapolis, INAsset managerHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
    No custodian reported
    $0
  24. 16814
    Mindset Asset Management, LLCIndianapolis, INAsset manager
    No custodian reported
    $0
  25. 16857
    Oxford Harriman Private Wealth ManagementIndianapolis, INAsset managerHybrid
    No custodian reported
    $0
  26. 16997
    Foster Financial Services, LLCFort Wayne, INAsset managerHybrid
    No custodian reported
    $0

RIAs by state