Top 10 fastest-growing RIAs in Indiana (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	The Wellington Grp LLC INDIANAPOLIS	$120.4M → $473.6M	3.93× 2.9× typical	8 → 9	+2	Organic	Schwab	88.2
2	Vestia Personal Wealth Advisors FORT WAYNE	$668.4M → $1.06B	1.59× 1.2× typical	15 → 17	+4	Organic or recruited	Fidelity	81.4
3	Vista Investment Partners RICHMOND	$249.6M → $383.1M	1.53× 1.1× typical	4 → 6	+1	Organic or recruited	Raymond James	80.8
4	Maripau Wealth Management LLC FORT WAYNE	$235M → $363.8M	1.55× 1.2× typical	17 → 21	+2	Organic or recruited	Fidelity	80.7
5	Corevision Financial Group SHELBYVILLE	$298.1M → $1.15B	3.87× 2.9× typical	6 → 6	+4	Organic	LPL Financial	77.8
6	Wellington Investment Advisors BLOOMINGTON	$187M → $261.4M	1.4× 1.0× typical	5 → 9	+1	Organic or recruited	Schwab	74.1
7	Gettings Busch Wealth Management LAFAYETTE	$376.2M → $541.5M	1.44× 1.1× typical	6 → 8	+1	Organic or recruited	Schwab	73.7
8	Cx Institutional, LLC AUBURN	$3.31B → $4.46B	1.35× 1.0× typical	47 → 73	+5	Organic or recruited	Schwab	72.2
9	Creative Financial Designs, Inc. KOKOMO	$2.08B → $2.94B	1.41× 1.1× typical	152 → 155	+5	Organic	Fidelity	70.6
10	Halter Ferguson Financial Inc CARMEL	$378.2M → $705M	1.86× 1.4× typical	8 → 7	+1	Organic	Schwab	70.1

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Indiana.

How we ranked