| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $13.76B | 980 | 30 | Pershing | 2023 | |
| 2 | $6.01B | 4,429 | 86 | – | 2018 | |
| 3 | $2.92B | 1,162 | 19 | Schwab | 2012 or earlier | |
| 4 | $2.32B | 1,591 | 9 | Schwab | 2012 or earlier | |
| 5 | $2.11B | 578 | 10 | Schwab | 2015 | |
| 6 | $1.57B | 2,193 | 39 | Schwab | 2016 | |
| 7 | $1.37B | 1,490 | 13 | Fidelity | 2012 or earlier | |
| 8 | $1.32B | 306 | 8 | Schwab | 2012 or earlier | |
| 9 | $1.18B | 310 | 6 | Schwab | 2012 or earlier | |
| 10 | $1.14B | 246 | 21 | Schwab | 2018 | |
| 11 | $776M | 422 | 8 | Schwab | 2012 or earlier | |
| 12 | $730.9M | 78 | 2 | – | 2012 or earlier | |
| 13 | $634.9M | 377 | 9 | Schwab | 2012 or earlier | |
| 14 | $628M | 612 | 4 | Fidelity | 2012 or earlier | |
| 15 | $546.8M | 505 | 7 | Schwab | 2018 | |
| 16 | $532M | 690 | 8 | – | 2024 | |
| 17 | $524.4M | 247 | 11 | Schwab | 2022 | |
| 18 | $473.6M | 1,516 | 9 | Schwab | 2024 | |
| 19 | $445.5M | 274 | 4 | Schwab | 2024 | |
| 20 | $338.3M | 520 | 5 | Raymond James | 2019 | |
| 21 | $333.1M | 575 | 15 | LPL Financial | 2020 | |
| 22 | $332.4M | 397 | 5 | Schwab | 2024 | |
| 23 | $306.1M | 2,300 | 306 | Pershing | 2012 or earlier | |
| 24 | $304M | 505 | 2 | LPL Financial | 2018 | |
| 25 | $287.9M | 476 | 14 | Schwab | 2012 or earlier |
Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Indiana.