Top 10 Advisor Firms in Indiana by AUM
The largest public advisor firms headquartered in Indiana, ranked by reported assets under management.
Indiana
| # | Firm | AUM |
|---|---|---|
| 1 | OXFORD FINANCIAL GROUP, LTD Carmel, IN | $23.3B |
| 2 | SAPIENT CAPITAL LLC Indianapolis, IN | $13.8B |
| 3 | VALEO FINANCIAL ADVISORS, LLC Carmel, IN | $13B |
| 4 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC Carmel, IN | $6.2B |
| 5 | SYM FINANCIAL ADVISORS Winona Lake, IN | $5.8B |
| 6 | MJ RETIREMENT Carmel, IN | $5.5B |
| 7 | CX INSTITUTIONAL, LLC Auburn, IN | $4.5B |
| 8 | THURSTON SPRINGER ADVISORS Indianapolis, IN | $3.7B |
| 9 | DONALDSON CAPITAL MANAGEMENT LLC Evansville, IN | $3.5B |
| 10 | CREATIVE FINANCIAL DESIGNS, INC. Kokomo, IN | $2.9B |