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Start your Watchlist299 investment advisory firms are registered with a main office in Indiana, together advising $230B for 121,081 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Carmel · SEC-registered
|
$30.5B | 13 | 84 | Clean |
| 2 |
Indianapolis · SEC-registered
|
$24.4B | 8 | 37 | Clean |
| 3 |
Carmel · SEC-registered
|
$23.3B | 697 | 156 | Clean |
| 4 |
Indianapolis · SEC-registered
|
$13.8B | 1,017 | 59 | Clean |
| 5 |
Carmel · SEC-registered
|
$13.0B | 3,042 | 178 | Clean |
| 6 |
Carmel · SEC-registered
|
$6.2B | 1,244 | 45 | Clean |
| 7 |
Winona Lake · SEC-registered
|
$5.8B | 1,959 | 84 | Clean |
| 8 |
Carmel · SEC-registered
|
$5.5B | 193 | 11 | Clean |
| 9 |
Carmel · SEC-registered
|
$4.5B | 695 | 34 | Flagged |
| 10 |
Auburn · SEC-registered
|
$4.5B | 4,560 | 130 | Clean |
| 11 |
Indianapolis · SEC-registered
|
$4.2B | 13 | 3 | Clean |
| 12 |
Carmel · SEC-registered
|
$4.0B | 529 | 29 | Clean |
| 13 |
Indianapolis · SEC-registered
|
$3.7B | 6,759 | 93 | Clean |
| 14 |
Evansville · SEC-registered
|
$3.5B | 1,838 | 68 | Clean |
| 15 |
Goshen · SEC-registered
|
$3.3B | 1 | 14 | Clean |
| 16 |
Kokomo · SEC-registered
|
$2.9B | 10,566 | 170 | Flagged |
| 17 |
Indianapolis · SEC-registered
|
$2.9B | 1,162 | 28 | Clean |
| 18 |
Indianapolis · SEC-registered
|
$2.7B | 16 | 15 | Clean |
| 19 |
Fort Wayne · SEC-registered
|
$2.6B | 991 | 32 | Clean |
| 20 |
Indianapolis · SEC-registered
|
$2.3B | 1,652 | 14 | Clean |
| 21 |
Indianapolis · SEC-registered
|
$2.1B | 584 | 15 | Clean |
| 22 |
South Bend · SEC-registered
|
$2.0B | 5 | 21 | Clean |
| 23 |
Indianapolis · SEC-registered
|
$1.9B | 123 | 4 | Clean |
| 24 |
Indianapolis · SEC-registered
|
$1.6B | 2,301 | 65 | Clean |
| 25 |
Indianapolis · SEC-registered
|
$1.4B | 1,573 | 13 | Clean |
| 26 |
Fort Wayne · SEC-registered
|
$1.3B | 1,057 | 16 | Clean |
| 27 |
Indianapolis · SEC-registered
|
$1.3B | 337 | 17 | Clean |
| 28 |
Evansville · SEC-registered
|
$1.3B | 712 | 11 | Clean |
| 29 |
Indianapolis · SEC-registered
|
$1.2B | 331 | 14 | Clean |
| 30 |
Shelbyville · SEC-registered
|
$1.2B | 1,310 | 11 | Clean |
| 31 |
Granger · SEC-registered
|
$1.2B | 2,339 | 113 | Clean |
| 32 |
Indianapolis · SEC-registered
|
$1.1B | 258 | 21 | Clean |
| 33 |
Indianapolis · SEC-registered
|
$1.1B | 6 | 15 | Clean |
| 34 |
Fort Wayne · SEC-registered
|
$1.1B | 3,987 | 31 | Clean |
| 35 |
Carmel · SEC-registered
|
$1.0B | 4,335 | 80 | Clean |
| 36 |
Anderson · SEC-registered
|
$987.0M | 1,281 | 25 | Clean |
| 37 |
South Bend · SEC-registered
|
$983.3M | 158 | 7 | Clean |
| 38 |
Kendallville · SEC-registered
|
$963.6M | 315 | 6 | Clean |
| 39 |
Carmel · SEC-registered
|
$963.0M | 303 | 6 | Clean |
| 40 |
Columbus · SEC-registered
|
$949.0M | 1,083 | 5 | Clean |
| 41 |
Fort Wayne · SEC-registered
|
$929.5M | 530 | 15 | Clean |
| 42 |
FT Wayne · SEC-registered
|
$869.8M | 3,261 | 9 | Flagged |
| 43 |
Newburgh · SEC-registered
|
$831.1M | 696 | 7 | Clean |
| 44 |
Bloomington · SEC-registered
|
$794.4M | 538 | 16 | Clean |
| 45 |
Kokomo · SEC-registered
|
$787.4M | 1,146 | 4 | Flagged |
| 46 |
Indianapolis · SEC-registered
|
$776.0M | 427 | 12 | Clean |
| 47 |
Carmel · SEC-registered
|
$759.1M | 4 | 14 | Clean |
| 48 |
Indianapolis · SEC-registered
|
$730.9M | 78 | 2 | Clean |
| 49 |
Columbus · SEC-registered
|
$723.0M | 2 | 6 | Clean |
| 50 |
Carmel · SEC-registered
|
$705.0M | 292 | 15 | Clean |
| 51 |
Carmel · SEC-registered
|
$685.2M | 313 | 9 | Clean |
| 52 |
Carmel · SEC-registered
|
$642.5M | 247 | 5 | Clean |
| 53 |
Indianapolis · SEC-registered
|
$634.9M | 377 | 11 | Clean |
| 54 |
Indianapolis · SEC-registered
|
$628.0M | 627 | 5 | Clean |
| 55 |
Mishawaka · SEC-registered
|
$616.4M | 837 | 16 | Clean |
| 56 |
Greenwood · SEC-registered
|
$610.6M | 1,081 | 12 | Clean |
| 57 |
Zionsville · SEC-registered
|
$599.1M | 684 | 11 | Clean |
| 58 |
Bloomington · SEC-registered
|
$595.6M | 1,083 | 22 | Clean |
| 59 |
Columbus · SEC-registered
|
$587.7M | 180 | 7 | Clean |
| 60 |
Fort Wayne · SEC-registered
|
$582.8M | 1,756 | 46 | Flagged |
| 61 |
Carmel · SEC-registered
|
$546.8M | 518 | 10 | Clean |
| 62 |
Lafayette · SEC-registered
|
$541.5M | 884 | 10 | Clean |
| 63 |
Indianapolis · SEC-registered
|
$532.0M | 716 | 13 | Flagged |
| 64 |
Indianapolis · SEC-registered
|
$524.4M | 247 | 15 | Clean |
| 65 |
Auburn · SEC-registered
|
$524.2M | 822 | 8 | Clean |
| 66 |
Carmel · SEC-registered
|
$515.8M | 5 | 12 | Clean |
| 67 |
Fort Wayne · SEC-registered
|
$495.7M | 194 | 8 | Clean |
| 68 |
Indianapolis · SEC-registered
|
$473.6M | 1,516 | 10 | Clean |
| 69 |
Kokomo · SEC-registered
|
$456.9M | 159 | 5 | Clean |
| 70 |
Indianapolis · SEC-registered
|
$445.5M | 277 | 4 | Clean |
| 71 |
Indianapolis · SEC-registered
|
$444.6M | 862 | 6 | Clean |
| 72 |
Fort Wayne · SEC-registered
|
$438.5M | 420 | 8 | Clean |
| 73 |
Zionsville · SEC-registered
|
$438.3M | 876 | 14 | Clean |
| 74 |
Fort Wayne · SEC-registered
|
$429.2M | 314 | 2 | Flagged |
| 75 |
New Albany · SEC-registered
|
$404.1M | 575 | 9 | Clean |
| 76 |
Fishers · SEC-registered
|
$403.3M | 635 | 11 | Clean |
| 77 |
Jeffersonville · SEC-registered
|
$391.0M | 754 | 8 | Flagged |
| 78 |
Carmel · SEC-registered
|
$390.4M | 1,457 | 3 | Clean |
| 79 |
Richmond · SEC-registered
|
$383.1M | 494 | 12 | Flagged |
| 80 |
Hammond · SEC-registered
|
$363.8M | 334 | 14 | Clean |
| 81 |
Fort Wayne · SEC-registered
|
$363.8M | 1,064 | 24 | Clean |
| 82 |
Columbus · SEC-registered
|
$359.7M | 558 | 8 | Clean |
| 83 |
Indianapolis · SEC-registered
|
$338.3M | 521 | 10 | Clean |
| 84 |
Indianapolis · SEC-registered
|
$333.1M | 593 | 15 | Clean |
| 85 |
Indianapolis · SEC-registered
|
$332.4M | 397 | 6 | Clean |
| 86 |
Plymouth · SEC-registered
|
$328.2M | 39 | 2 | Clean |
| 87 |
Valparaiso · SEC-registered
|
$308.0M | 321 | 8 | Clean |
| 88 |
Indianapolis · SEC-registered
|
$306.1M | 2,300 | 340 | Flagged |
| 89 |
Fishers · SEC-registered
|
$305.8M | 158 | 9 | Clean |
| 90 |
Indianapolis · SEC-registered
|
$304.0M | 505 | 3 | Clean |
| 91 |
Carmel · SEC-registered
|
$290.0M | 388 | 6 | Clean |
| 92 |
Indianapolis · SEC-registered
|
$287.9M | 476 | 16 | Clean |
| 93 |
Brownsburg · SEC-registered
|
$287.0M | 606 | 19 | Clean |
| 94 |
South Bend · SEC-registered
|
$287.0M | 2 | 14 | Clean |
| 95 |
Bloomington · SEC-registered
|
$285.0M | 199 | 2 | Clean |
| 96 |
Evansville · SEC-registered
|
$284.2M | 388 | 2 | Clean |
| 97 |
Fort Wayne · SEC-registered
|
$282.5M | 659 | 9 | Clean |
| 98 |
Indianapolis · SEC-registered
|
$282.0M | 138 | 4 | Clean |
| 99 |
Indianapolis · SEC-registered
|
$279.5M | 37 | 1 | Flagged |
| 100 |
Fort Wayne · SEC-registered
|
$275.8M | 429 | 9 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Indiana by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.