{
  "path": "/advisors/in",
  "url": "https://advisorcensus.com/advisors/in/page/6",
  "page_type": "state",
  "title": "Financial advisors in Indiana",
  "filters": {},
  "scope_total": 417,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Indiana?",
      "a": "AdvisorCensus lists 417 investment advisory firms with a principal office in Indiana, from Form ADV filings as of October 2026: 153 SEC-registered, 243 state-registered, and 21 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Indiana?",
      "a": "171 of the 417 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Indiana offer financial planning?",
      "a": "295 of the 396 firms in Indiana that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Indiana fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 171 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 417 investment advisory firms with a principal office in Indiana, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Indiana: 417 firms from Form ADV filings as of October 2026.",
  "total_firms": 417,
  "page": 6,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 153,
    "state": 243,
    "exempt": 21
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 171
    },
    {
      "code": "percentage_of_aum",
      "count": 352
    },
    {
      "code": "hourly",
      "count": 218
    },
    {
      "code": "subscription",
      "count": 4
    },
    {
      "code": "fixed",
      "count": 242
    },
    {
      "code": "commissions",
      "count": 15
    },
    {
      "code": "performance_based",
      "count": 21
    },
    {
      "code": "other",
      "count": 47
    },
    {
      "code": "not_reported",
      "count": 21
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 155
    },
    {
      "code": "5_to_9",
      "count": 79
    },
    {
      "code": "10_to_19",
      "count": 99
    },
    {
      "code": "20_plus",
      "count": 84
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 131
    },
    {
      "code": "25m_100m",
      "count": 74
    },
    {
      "code": "100m_500m",
      "count": 87
    },
    {
      "code": "500m_1b",
      "count": 31
    },
    {
      "code": "1b_5b",
      "count": 26
    },
    {
      "code": "over_5b",
      "count": 9
    },
    {
      "code": "not_reported",
      "count": 59
    }
  ],
  "firms": [
    {
      "crd_number": 306457,
      "name": "Mulberry Investors LLC",
      "name_as_filed": "MULBERRY INVESTORS LLC",
      "url": "https://advisorcensus.com/firm/mulberry-investors-llc-306457",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310866,
      "name": "MWM Advisory Group, LLC",
      "name_as_filed": "MWM ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/mwm-advisory-group-llc-valparaiso-in-310866",
      "city": "Valparaiso",
      "state": "IN",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159638,
      "name": "My-Financial-Advocate",
      "name_as_filed": "MY-FINANCIAL-ADVOCATE",
      "url": "https://advisorcensus.com/firm/my-financial-advocate-indianapolis-in-159638",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327654,
      "name": "Myers Asset Management LLC",
      "name_as_filed": "MYERS ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/myers-asset-management-llc-327654",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341851,
      "name": "Nearside Advisors, LLC",
      "name_as_filed": "NEARSIDE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/nearside-advisors-llc-indianapolis-in-341851",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327945,
      "name": "Next Adventure Financial LLC",
      "name_as_filed": "NEXT ADVENTURE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/next-adventure-financial-llc-lafayette-in-327945",
      "city": "Lafayette",
      "state": "IN",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164830,
      "name": "Noble Financial Advisors LLC",
      "name_as_filed": "NOBLE FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/noble-financial-advisors-llc-noblesville-in-164830",
      "city": "Noblesville",
      "state": "IN",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311107,
      "name": "Northbound Wealth",
      "name_as_filed": "NORTHBOUND WEALTH",
      "url": "https://advisorcensus.com/firm/northbound-wealth-indianapolis-in-311107",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106805,
      "name": "Northwest Financial Services Inc",
      "name_as_filed": "NORTHWEST FINANCIAL SERVICES INC",
      "url": "https://advisorcensus.com/firm/northwest-financial-services-inc-indianapolis-in-106805",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 33,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282079,
      "name": "Norwood Economics, Inc.",
      "name_as_filed": "NORWOOD ECONOMICS, INC.",
      "url": "https://advisorcensus.com/firm/norwood-economics-inc-fishers-in-282079",
      "city": "Fishers",
      "state": "IN",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122371,
      "name": "O'Donnell Portfolio Management, Inc.",
      "name_as_filed": "O'DONNELL PORTFOLIO MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/o-donnell-portfolio-management-inc-122371",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332516,
      "name": "Obsidiant Partners LLC",
      "name_as_filed": "OBSIDIANT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/obsidiant-partners-llc-332516",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332010,
      "name": "Ollie Grant Private Wealth",
      "name_as_filed": "OLLIE GRANT PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/ollie-grant-private-wealth-evansville-in-332010",
      "city": "Evansville",
      "state": "IN",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123138,
      "name": "Olympic Financial, LLC",
      "name_as_filed": "OLYMPIC FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/olympic-financial-llc-carmel-in-123138",
      "city": "Carmel",
      "state": "IN",
      "years_registered": 25,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334906,
      "name": "Omni Wealth Planning, LLC",
      "name_as_filed": "OMNI WEALTH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/omni-wealth-planning-llc-334906",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147594,
      "name": "On Target Wealth Partners, LLC",
      "name_as_filed": "ON TARGET WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/on-target-wealth-partners-llc-greenwood-in-147594",
      "city": "Greenwood",
      "state": "IN",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340839,
      "name": "Oneadvocate Financial LLC",
      "name_as_filed": "ONEADVOCATE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/oneadvocate-financial-llc-340839",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165929,
      "name": "Oneamerica Asset Management, LLC",
      "name_as_filed": "ONEAMERICA ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/oneamerica-asset-management-llc-indianapolis-in-165929",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 13,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 4173,
      "name": "Oneamerica Securities, Inc.",
      "name_as_filed": "ONEAMERICA SECURITIES, INC.",
      "url": "https://advisorcensus.com/firm/oneamerica-securities-inc-indianapolis-in-4173",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 27,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326824,
      "name": "Onward FI, LLC",
      "name_as_filed": "ONWARD FI, LLC",
      "url": "https://advisorcensus.com/firm/onward-fi-llc-326824",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333156,
      "name": "Oxford Capital",
      "name_as_filed": "OXFORD CAPITAL",
      "url": "https://advisorcensus.com/firm/oxford-capital-west-lafayette-in-333156",
      "city": "West Lafayette",
      "state": "IN",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105303,
      "name": "Oxford Financial Group, Ltd",
      "name_as_filed": "OXFORD FINANCIAL GROUP, LTD",
      "url": "https://advisorcensus.com/firm/oxford-financial-group-ltd-carmel-in-105303",
      "city": "Carmel",
      "state": "IN",
      "years_registered": 42,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340313,
      "name": "Oxford Harriman Private Wealth Management",
      "name_as_filed": "OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oxford-harriman-private-wealth-management-indianapolis-in-340313",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297462,
      "name": "Oxinas Partners Wealth Management",
      "name_as_filed": "OXINAS PARTNERS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oxinas-partners-wealth-management-jeffersonville-in-297462",
      "city": "Jeffersonville",
      "state": "IN",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126969,
      "name": "Pace Financial Group, LLC",
      "name_as_filed": "PACE FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/pace-financial-group-llc-126969",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110660,
      "name": "Pampel & Associates, Inc.",
      "name_as_filed": "PAMPEL & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/pampel-and-associates-inc-monticello-in-110660",
      "city": "Monticello",
      "state": "IN",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282461,
      "name": "Panoramic Financial Planning",
      "name_as_filed": "PANORAMIC FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/panoramic-financial-planning-282461",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146233,
      "name": "Park + Elm Investment Advisers",
      "name_as_filed": "PARK + ELM INVESTMENT ADVISERS",
      "url": "https://advisorcensus.com/firm/park-plus-elm-investment-advisers-carmel-in-146233",
      "city": "Carmel",
      "state": "IN",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339555,
      "name": "Parks Wealth Management LLC",
      "name_as_filed": "PARKS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/parks-wealth-management-llc-339555",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338876,
      "name": "Pathway Asset & Tax Advisory",
      "name_as_filed": "PATHWAY ASSET & TAX ADVISORY",
      "url": "https://advisorcensus.com/firm/pathway-asset-and-tax-advisory-elkhart-in-338876",
      "city": "Elkhart",
      "state": "IN",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166237,
      "name": "Pathway Financial Advisers, LLC",
      "name_as_filed": "PATHWAY FINANCIAL ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/pathway-financial-advisers-llc-auburn-in-166237",
      "city": "Auburn",
      "state": "IN",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337623,
      "name": "Peace of Mind Wealth Management",
      "name_as_filed": "PEACE OF MIND WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/peace-of-mind-wealth-management-337623",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109775,
      "name": "Peloton Capital Management",
      "name_as_filed": "PELOTON CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/peloton-capital-management-indianapolis-in-109775",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 40,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111464,
      "name": "Pennfield Capital Corp",
      "name_as_filed": "PENNFIELD CAPITAL CORP",
      "url": "https://advisorcensus.com/firm/pennfield-capital-corp-south-bend-in-111464",
      "city": "South Bend",
      "state": "IN",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318671,
      "name": "Perkins Wealth Advantage",
      "name_as_filed": "PERKINS WEALTH ADVANTAGE",
      "url": "https://advisorcensus.com/firm/perkins-wealth-advantage-318671",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155699,
      "name": "Perspective Asset Management, LLC",
      "name_as_filed": "PERSPECTIVE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/perspective-asset-management-llc-155699",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156369,
      "name": "Pettinga Financial Advisors, LLC",
      "name_as_filed": "PETTINGA FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pettinga-financial-advisors-llc-evansville-in-156369",
      "city": "Evansville",
      "state": "IN",
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    },
    {
      "crd_number": 131344,
      "name": "Phillips Financial",
      "name_as_filed": "PHILLIPS FINANCIAL",
      "url": "https://advisorcensus.com/firm/phillips-financial-fort-wayne-in-131344",
      "city": "Fort Wayne",
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    },
    {
      "crd_number": 142921,
      "name": "Piedmont Financial Advisors, LLC",
      "name_as_filed": "PIEDMONT FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/piedmont-financial-advisors-llc-indianapolis-in-142921",
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      "raum_band": "not_reported",
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    },
    {
      "crd_number": 111536,
      "name": "Pile Wealth Management",
      "name_as_filed": "PILE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pile-wealth-management-indianapolis-in-111536",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 4,
      "raum_band": "100m_500m",
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    },
    {
      "crd_number": 323139,
      "name": "Pillar Wealth LLC",
      "name_as_filed": "PILLAR WEALTH LLC",
      "url": "https://advisorcensus.com/firm/pillar-wealth-llc-franklin-in-323139",
      "city": "Franklin",
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      "raum_band": "under_25m",
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    },
    {
      "crd_number": 332295,
      "name": "Pinnacle Financial Group LLC",
      "name_as_filed": "PINNACLE FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/pinnacle-financial-group-llc-332295",
      "city": null,
      "state": null,
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    },
    {
      "crd_number": 333706,
      "name": "Plan Wise Wealth Group, LLC",
      "name_as_filed": "PLAN WISE WEALTH GROUP, LLC",
      "url": "https://advisorcensus.com/firm/plan-wise-wealth-group-llc-indianapolis-in-333706",
      "city": "Indianapolis",
      "state": "IN",
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    },
    {
      "crd_number": 343192,
      "name": "PLC Wealth Partners",
      "name_as_filed": "PLC WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/plc-wealth-partners-343192",
      "city": null,
      "state": null,
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    },
    {
      "crd_number": 156003,
      "name": "Potts, Hannah & Fischer Wealth Management Group, LLC",
      "name_as_filed": "POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/potts-hannah-and-fischer-wealth-management-group-llc-indianapolis-in-156003",
      "city": "Indianapolis",
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    },
    {
      "crd_number": 105675,
      "name": "Praxis Investment Management, Inc.",
      "name_as_filed": "PRAXIS INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/praxis-investment-management-inc-goshen-in-105675",
      "city": "Goshen",
      "state": "IN",
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      "raum_band": "1b_5b",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 169100,
      "name": "Precedent Financial Strategies",
      "name_as_filed": "PRECEDENT FINANCIAL STRATEGIES",
      "url": "https://advisorcensus.com/firm/precedent-financial-strategies-indianapolis-in-169100",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 0,
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    },
    {
      "crd_number": 122298,
      "name": "Premiere Management",
      "name_as_filed": "PREMIERE MANAGEMENT",
      "url": "https://advisorcensus.com/firm/premiere-management-122298",
      "city": null,
      "state": null,
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      ],
      "enhanced": false
    },
    {
      "crd_number": 300083,
      "name": "Private Counsel Group, Ltd.",
      "name_as_filed": "PRIVATE COUNSEL GROUP, LTD.",
      "url": "https://advisorcensus.com/firm/private-counsel-group-ltd-indianapolis-in-300083",
      "city": "Indianapolis",
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      "years_registered": 0,
      "raum_band": "100m_500m",
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        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121858,
      "name": "Privileged Assets LLC",
      "name_as_filed": "PRIVILEGED ASSETS LLC",
      "url": "https://advisorcensus.com/firm/privileged-assets-llc-121858",
      "city": null,
      "state": null,
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
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  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/in/indianapolis",
      "name": "Indianapolis",
      "msa_name": "Indianapolis-Carmel-Greenwood, IN",
      "state_code": "IN",
      "firm_count": 196
    },
    {
      "path": "/advisors/in/fort-wayne",
      "name": "Fort Wayne",
      "msa_name": "Fort Wayne, IN",
      "state_code": "IN",
      "firm_count": 30
    },
    {
      "path": "/advisors/in/south-bend",
      "name": "South Bend",
      "msa_name": "South Bend-Mishawaka, IN-MI",
      "state_code": "IN",
      "firm_count": 15
    },
    {
      "path": "/advisors/in/evansville",
      "name": "Evansville",
      "msa_name": "Evansville, IN",
      "state_code": "IN",
      "firm_count": 10
    },
    {
      "path": "/advisors/in/lafayette",
      "name": "Lafayette",
      "msa_name": "Lafayette-West Lafayette, IN",
      "state_code": "IN",
      "firm_count": 8
    },
    {
      "path": "/advisors/in/bloomington",
      "name": "Bloomington",
      "msa_name": "Bloomington, IN",
      "state_code": "IN",
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    },
    {
      "path": "/advisors/in/columbus",
      "name": "Columbus",
      "msa_name": "Columbus, IN",
      "state_code": "IN",
      "firm_count": 7
    },
    {
      "path": "/advisors/in/elkhart",
      "name": "Elkhart",
      "msa_name": "Elkhart-Goshen, IN",
      "state_code": "IN",
      "firm_count": 5
    },
    {
      "path": "/advisors/in/kokomo",
      "name": "Kokomo",
      "msa_name": "Kokomo, IN",
      "state_code": "IN",
      "firm_count": 3
    },
    {
      "path": "/advisors/in/muncie",
      "name": "Muncie",
      "msa_name": "Muncie, IN",
      "state_code": "IN",
      "firm_count": 2
    },
    {
      "path": "/advisors/in/terre-haute",
      "name": "Terre Haute",
      "msa_name": "Terre Haute, IN",
      "state_code": "IN",
      "firm_count": 2
    },
    {
      "path": "/advisors/in/michigan-city",
      "name": "Michigan City",
      "msa_name": "Michigan City-La Porte, IN",
      "state_code": "IN",
      "firm_count": 1
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/in",
      "label": "Financial advisors in Indiana"
    },
    "fee_pages": [
      {
        "path": "/advisors/in/fee-only",
        "label": "Fee-only financial advisors in Indiana",
        "firm_count": 171
      },
      {
        "path": "/advisors/in/flat-fee",
        "label": "Flat-fee financial advisors in Indiana",
        "firm_count": 242
      },
      {
        "path": "/advisors/in/hourly",
        "label": "Hourly financial advisors in Indiana",
        "firm_count": 218
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/in.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}