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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. 642
    40/86 Advisors, Inc.Carmel, IN · 13 clientsAsset managerAffiliated broker-dealerBankers Life Securities, Inc.
    Northern Trust 100%
    $30B
  2. 760
    Oneamerica Asset Management, LLCIndianapolis, IN · 8 clientsAsset managerHybridOneamerica Securities, Inc.
    No custodian reported
    $24B
  3. 795
    Oxford Financial Group, LTDCarmel, IN · 697 clientsWealth manager
    Fidelity 100%
    $23B
  4. 1110
    Sapient Capital LLCIndianapolis, IN · 1,017 clientsWealth manager
    Pershing 100%
    $14B
  5. 1154
    Valeo Financial Advisors, LLCCarmel, IN · 3,042 clientsWealth manager
    Fidelity 100%
    $13B
  6. 1822
    Shepherd Financial Investment Advisory LLCCarmel, IN · 1,244 clientsAsset managerHybrid
    SEI 100%
    $6.2B
  7. 1859
    Thurston Springer AdvisorsIndianapolis, IN · 4,694 clientsWealth managerWrap sponsorHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
    Wells Fargo 100%
    $6.0B
  8. 1907
    SYM Financial AdvisorsWinona Lake, IN · 1,959 clientsWealth manager
    Schwab 79%
    $5.8B
  9. 1964
    MJ RetirementCarmel, IN · 193 clientsAsset manager
    Fidelity 75%Empower Retirement 25%
    $5.5B
  10. 2253
    Goelzer Investment ManagementCarmel, IN · 695 clientsAsset manager
    Fidelity 100%
    $4.5B
  11. 2267
    CX Institutional, LLCAuburn, IN · 4,560 clientsWealth manager
    Schwab 100%
    $4.5B
  12. 2351
    Baxter Capital Management IncIndianapolis, IN · 13 clientsAsset manager
    Keybank 86%
    $4.2B
  13. 2420
    Winthrop Capital ManagementCarmel, IN · 529 clientsAsset manager
    State Street 84%
    $4.0B
  14. 2612
    Donaldson Capital Management LLCEvansville, IN · 1,838 clientsWealth managerWrap sponsor
    Schwab 100%
    $3.5B
  15. 2670
    Praxis Investment Management, Inc.Goshen, IN · 1 clientsAsset managerHybrid
    No custodian reported
    $3.3B
  16. 2862
    Creative Financial Designs, Inc.Kokomo, IN · 10,566 clientsWealth managerHybridCFD Investments, Inc.
    Fidelity 65%Schwab 35%
    $2.9B
  17. 2874
    Bedel Financial Consulting IncIndianapolis, IN · 1,162 clientsWealth manager
    Schwab 81%
    $2.9B
  18. 3025
    Global Atlantic Investment Advisors, LLCIndianapolis, IN · 16 clientsAsset managerHybridGlobal Atlantic Distributors, LLC
    No custodian reported
    $2.7B
  19. 3077
    Phillips FinancialFort Wayne, IN · 991 clientsWealth manager
    Fidelity 100%
    $2.6B
  20. 3328
    Woodley FarraIndianapolis, IN · 1,652 clientsWealth manager
    Schwab 83%
    $2.3B
  21. 3520
    Elser Financial Planning, Inc.Indianapolis, IN · 584 clientsWealth manager
    Schwab 100%
    $2.1B
  22. 3683
    Ceres Partners, LLCSouth Bend, IN · 5 clientsPrivate fund adviserHybridCeres Securities, LLC, Wisdomtree Securities, Inc.
    No custodian reported
    $2.0B
  23. 3777
    Axia AdvisoryIndianapolis, IN · 123 clientsAsset manager
    Fidelity 43%Schwab 30%Broadridge Trust 27%
    $1.9B
  24. 4159
    Invst, LLCIndianapolis, IN · 2,301 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  25. 4498
    LJI Wealth Management, LLCIndianapolis, IN · 1,573 clientsWealth manager
    Fidelity 84%
    $1.4B
  26. 4572
    Wealth Advisors GroupFort Wayne, IN · 1,057 clientsWealth manager
    Schwab 100%
    $1.3B
  27. 4617
    Wallington Asset ManagementIndianapolis, IN · 337 clientsWealth manager
    Schwab 100%
    $1.3B
  28. 4693
    Pettinga Financial Advisors, LLCEvansville, IN · 712 clientsWealth managerAffiliated broker-dealer
    Schwab 87%
    $1.3B
  29. 4899
    DeerfieldIndianapolis, IN · 331 clientsWealth manager
    Schwab 100%
    $1.2B
  30. 4957
    Corevision Financial GroupShelbyville, IN · 1,310 clientsWealth managerHybrid
    LPL Financial 100%
    $1.2B
  31. 4962
    Korhorn Financial GroupGranger, IN · 2,339 clientsWealth managerHybrid
    Fidelity 100%
    $1.2B
  32. 4986
    Fi3 Financial Advisors, LLCIndianapolis, IN · 258 clientsWealth manager
    Schwab 60%Fidelity 40%
    $1.1B
  33. 5118
    Centerfield Capital PartnersIndianapolis, IN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  34. 5191
    Vestia Personal Wealth AdvisorsFort Wayne, IN · 3,987 clientsWealth managerHybrid
    Fidelity 63%Schwab 37%
    $1.1B
  35. 5338
    Archer Investment CorporationCarmel, IN · 4,335 clientsWealth managerHybrid
    TradePMR / Robinhood 79%
    $1.0B
  36. 5418
    Financial Enhancement GroupAnderson, IN · 1,281 clientsWealth manager
    Schwab 100%
    $987M
  37. 5437
    Walter Keenan Wealth ManagementSouth Bend, IN · 158 clientsWealth manager
    Schwab 86%
    $983M
  38. 5487
    AMI Investment Management IncKendallville, IN · 315 clientsAsset manager
    Schwab 100%
    $964M
  39. 5532
    SMI Advisory Services, LLCColumbus, IN · 1,083 clientsWealth managerWrap sponsor
    Schwab 100%
    $949M
  40. 5596
    Galecki Financial Management IncFort Wayne, IN · 530 clientsWealth manager
    No custodian reported
    $929M

RIAs by state