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Fastest Growing RIAs
in Indiana

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Fi3 Financial Advisors, LLC
Indianapolis, 
IN
3 Year Grow Rate:
200%
AUM (MM):
$284

#

Elser Financial Planning, Inc.
Indianapolis, 
IN
3 Year Grow Rate:
130%
AUM (MM):
$432

#

Valeo Financial Advisors, LLC
Carmel, 
IN
3 Year Grow Rate:
103%
AUM (MM):
$4,922

#

Walter Keenan Wealth Management
South Bend, 
IN
3 Year Grow Rate:
63%
AUM (MM):
$552

#

Howell Financial Advisors, Inc.
Carmel, 
IN
3 Year Grow Rate:
51%
AUM (MM):
$75

#

Column Capital Advisors, LLC
Indianapolis, 
IN
3 Year Grow Rate:
42%
AUM (MM):
$1,014

#

McMahan Capital Management
Carmel, 
IN
3 Year Grow Rate:
40%
AUM (MM):
$81

#

Quantum Financial Services Inc.
Indianapolis, 
IN
3 Year Grow Rate:
37%
AUM (MM):
$222

#

Wallington Asset Management
Indianapolis, 
IN
3 Year Grow Rate:
32%
AUM (MM):
$812

#

Spectrum Management Group, LLC.
Indianapolis, 
IN
3 Year Grow Rate:
27%
AUM (MM):
$644

#

Peloton Wealth Strategists, Inc.
Indianapolis, 
IN
3 Year Grow Rate:
25%
AUM (MM):
$224

#

Centerpoint Wealth Management, LLC
Zionsville, 
IN
3 Year Grow Rate:
24%
AUM (MM):
$198

#

West Advisors, Inc.
Fishers, 
IN
3 Year Grow Rate:
22%
AUM (MM):
$415

#

Kestrel Wealth Management, LLC
South Bend, 
IN
3 Year Grow Rate:
19%
AUM (MM):
$82

#

Charles A. Liles & Associates, Inc.
Indianapolis, 
IN
3 Year Grow Rate:
17%
AUM (MM):
$41

#

Thomas Story and Son LLC
Plymouth, 
IN
3 Year Grow Rate:
16%
AUM (MM):
$264

#

Deerfield Financial Advisors, Inc.
Indianapolis, 
IN
3 Year Grow Rate:
14%
AUM (MM):
$697

#

IMC Advisors, LLC
Columbus, 
IN
3 Year Grow Rate:
13%
AUM (MM):
$361

#

Galecki Financial Management Inc
Fort Wayne, 
IN
3 Year Grow Rate:
13%
AUM (MM):
$484

#

CFG Wealth Management Services Inc
Indianapolis, 
IN
3 Year Grow Rate:
11%
AUM (MM):
$84
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