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Research Report · 2026-06-30

Institutional Registered Investment Advisers in Indiana

SEC-registered investment advisers in Indiana ranked by reported institutional client assets.


Firms
113
Total AUM
$250.33B
Median AUM
$532.0M
Latest Filing
2026-06-30
← PreviousPage 2 of 2 · 113 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
101CAPTIAL ADVISOR NETWORKLAFAYETTE297578$124.5M182026-03-31→
102SHORELINE ASSET MANAGEMENT, LLCNEW CASTLE121764$245.0M102025-03-31→
103BANKER INVESTMENT GROUP INCWEST LAFAYETTE109650$260.2M42026-03-31→
104FORUM SOLUTIONS GROUP, LLCFISHERS143075$403.3M112026-02-28→
105BULLOCK WEALTH MANAGEMENT GROUP INC.BLOOMINGTON283853$261.4M102026-03-31→
106CANTERBURY INVESTMENT MANAGEMENT, LLCZIONSVILLE125680$69.8M22026-03-31→
107WETZEL INVESTMENT ADVISORS, INC.INDIANAPOLIS305301$338.3M102026-03-31→
108FNEX WEALTH, LLCINDIANAPOLIS334569$122.3M22026-04-30→
109TEEPLE WEALTH MANAGEMENT, LLCBROWNSBURG147676$287.0M182026-06-30→
110GREENLEAF FINANCIAL GROUP, LLCCARMEL137933$175.2M22026-04-30→
111ONEAMERICA SECURITIES, INC.INDIANAPOLIS4173$306.1M3402026-03-31→
112APPLE TREE ASSET MANAGEMENT, LLCFORT WAYNE298437$151.9M72026-03-31→
113HOBBS WEALTH MANAGEMENT, LLCZIONSVILLE325374$146.7M62026-03-31→

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Sleeve113 firms · 2026-06-30