HNW client percentage for Independent firms serving clients in Indiana

Independent firms active in Indiana 183 firms
Very Low 0%-0%
Low 0%-0%
Typical 0%-10%
High 10%-27%
Very High 27%-64%
5th 20th 40th 60th 80th 95th

Median: 7%

Firm
HNW client %
HNW Clients
Clients
AUM/client
55 Wealth
Beacon Financial Planning
Buffalo Capital Advisors LLC
Foresight Wealth Advisory, LLC
Gibertini, Anthony logo Gibertini, Anthony
Ivy Capital Management LLC logo Ivy Capital Management LLC
Keystone Financial Advisory, LLC
Omni Wealth Planning, LLC logo Omni Wealth Planning, LLC
PACE Financial Group, LLC logo PACE Financial Group, LLC
Parks Wealth Management LLC
Peace of Mind Wealth Management
Perspective Asset Management, LLC
Pinnacle Financial Group LLC logo Pinnacle Financial Group LLC
Remnant Wealth logo Remnant Wealth
Spectrum Advisors Financial, LLC logo Spectrum Advisors Financial, LLC
The Just Company logo The Just Company
The Shield Finance logo The Shield Finance
Vista Wave Investments, LLC
Whicker Wealth Management, LLC
ZYC Investment LLC
Dreamvision Capital logo Dreamvision Capital
Typical 0%
1
$14K
Scott Clampitt, Registered Investment Advisor
Typical 0%
1
$210K
Clinton Burch Financial Planning logo Clinton Burch Financial Planning
Typical 0%
2
$0
I4 Advisors LLC
Typical 0%
2
$470K
Logan Financial Empowerment logo Logan Financial Empowerment
Typical 0%
2
$40K
Erlang101 Capital Management LLC
Very High 100%
3
3
$140K
Integrated Capital Management Company, Inc.
Typical 0%
3
$650K
Kingdom Financial logo Kingdom Financial
Typical 0%
3
$2.3M
Potts, Hannah & Fischer Wealth Management Group, LLC
Typical 0%
3
$420K
Swartz Advisory LLC
Very High 33%
1
3
$5M
URI Capital Management, LLC logo URI Capital Management, LLC
Very High 100%
4
4
$3.9M
AFP Group, LLC logo AFP Group, LLC
Typical 0%
5
$960K
Best Case Financial logo Best Case Financial
High 20%
1
5
$270K
CWM Wealth Management, LLC logo CWM Wealth Management, LLC
Typical 0%
5
$180K
Millennial Financial Planning logo Millennial Financial Planning
Typical 0%
5
$51K
Mulberry Investors LLC
Typical 0%
5
$690K
Truell Financial LLC
High 20%
1
5
$240K
Vitality Wealth Planning logo Vitality Wealth Planning
Typical 0%
5
$3M
Yackee Potempa & Smalley Asset Management logo Yackee Potempa & Smalley Asset Management
Typical 0%
5
$93K
Kiel Investment Company logo Kiel Investment Company
Typical 0%
6
$270K
Sedona Asset Management Services, LLC
Typical 0%
7
$790K
Solid Investment Advisory LLC
High 14%
1
7
$510K
Trimingham Financial logo Trimingham Financial
Typical 0%
7
$240K
Kinder Financial Services
Typical 0%
8
$70K
Mulberry Capital Management logo Mulberry Capital Management
High 25%
2
8
$3.4M
RIM Group logo RIM Group
Typical 0%
8
$24K
Blackwood Investment Group, LLC logo Blackwood Investment Group, LLC
High 11%
1
9
$460K
C.R. Retirement Strategies, LLC
Typical 0%
9
$200K
Mehta Money, LLC
Very High 89%
8
9
$71K
Argus Efficient Capital, LLC
Very High 60%
6
10
$15K
DentVest LLC logo DentVest LLC
Typical 0%
10
$170K
Erenda Capital logo Erenda Capital
Typical 0%
10
$510K
Two Fish Management logo Two Fish Management
Very High 100%
10
10
$1.7M
Wagner Wealth Management LLC
Typical 0%
10
$800K
Brooks Investment Advisory Service
Typical 0%
11
$1.9M
Nichols Wealth Advisors logo Nichols Wealth Advisors
Very High 55%
6
11
$880K
Noble Financial Advisors LLC logo Noble Financial Advisors LLC
Typical 0%
11
$360K
Pursuit Planning and Investments, LLC logo Pursuit Planning and Investments, LLC
Typical 0%
11
$170K
Panoramic Financial Planning logo Panoramic Financial Planning
Very High 75%
9
12
$1.9M
Prospero Financial Planning, LLC logo Prospero Financial Planning, LLC
Typical 0%
12
$370K
SCM Investment Services logo SCM Investment Services
Typical 0%
12
$260K
WealthGuides LLC
Typical 8%
1
12
$370K
Piedmont Financial Advisors, LLC logo Piedmont Financial Advisors, LLC
Very High 62%
8
13
$0
Vaal Financial, LLC logo Vaal Financial, LLC
Typical 0%
13
$74K
Wealth Team LLC logo Wealth Team LLC
High 23%
3
13
$110K
Vasquez Financial Consulting LLC logo Vasquez Financial Consulting LLC
Typical 0%
14
$470K
Foundational Financial Advisors, LLC logo Foundational Financial Advisors, LLC
Typical 0%
15
$300K
Lorenz Financial logo Lorenz Financial
Typical 0%
15
$570K
Raton Wealth logo Raton Wealth
Typical 0%
15
$1.2M
Skyview Capital Management logo Skyview Capital Management
Typical 0%
15
$200K
AverTrust Wealth LLC logo AverTrust Wealth LLC
Typical 0%
16
$82K
Telegraph Equity Partners Limited
Very High 44%
7
16
$4.1M
Gentry Financial logo Gentry Financial
Very High 65%
11
17
$1.2M
Fortress Capital Advisors logo Fortress Capital Advisors
Very High 44%
8
18
$800K
The Other 90 Financial, LLC logo The Other 90 Financial, LLC
Very High 28%
5
18
$820K
Gerber Wealth, LLC
Typical 0%
20
Sullivan Haymaker
Typical 0%
20
$190K
Davison Wealth Management, LLC logo Davison Wealth Management, LLC
Typical 0%
21
$300K
Grimaldi Investment Services, LLC
Typical 0%
21
$640K
Mattix Wealth Management LLC logo Mattix Wealth Management LLC
Typical 0%
21
$0
Vector Financial Services, LLC logo Vector Financial Services, LLC
Typical 0%
21
$910K
Bowers Capital Management
Typical 0%
22
$760K
Moore Private Wealth L.L.C. logo Moore Private Wealth L.L.C.
Very High 27%
6
22
$1.5M
Plan Wise Wealth Group, LLC logo Plan Wise Wealth Group, LLC
Typical 0%
22
$200K
Valor Investment Management logo Valor Investment Management
Very High 27%
6
22
$340K
Gilbert Wealth logo Gilbert Wealth
High 22%
5
23
$1M
Lifecare Retirement Solutions Inc.
Typical 0%
23
Onward Fi, LLC
Typical 0%
23
$470K
Personal Financial Advice & Insights, LLC logo Personal Financial Advice & Insights, LLC
Typical 0%
24
RCS Financial Advisors, Ltd
Typical 4%
1
24
$320K
Axis Financial, LLC
High 20%
5
25
$390K
Greg Hodges Financial Advisory logo Greg Hodges Financial Advisory
Very High 50%
13
26
$590K
Horizon Wealth Management, LLC logo Horizon Wealth Management, LLC
Typical 0%
26
Oxford Capital
Typical 0%
27
$44K
Turtair Capital Advisors logo Turtair Capital Advisors
Very High 81%
22
27
$3.4M
Myers Asset Management LLC
Typical 4%
1
28
$680K
Relevant Financial Advisors LLC logo Relevant Financial Advisors LLC
Very High 50%
14
28
$1.4M
G.M. Wilson, Private Wealth Management Group
Very High 34%
10
29
$880K
Houlihan Asset Management LLC logo Houlihan Asset Management LLC
Typical 0%
29
$1.8M
EN+ Wealth logo EN+ Wealth
Very High 27%
8
30
$190K
Gunnell Financial Planning logo Gunnell Financial Planning
Typical 0%
30
$260K
Diem Wealth Management logo Diem Wealth Management
Typical 0%
31
Dunes Financial logo Dunes Financial
Very High 62%
21
34
$1.6M
Michael Associates, LLC logo Michael Associates, LLC
Very High 62%
21
34
$0
On Target Wealth Partners, LLC logo On Target Wealth Partners, LLC
Very High 50%
17
34
$820K
Huron Investment Management, Inc. logo Huron Investment Management, Inc.
Very High 47%
17
36
$660K
Premiere Management
Typical 0%
36
$170K
Tavel Insurance & Financial Services, LLC
Typical 0%
37
$140K
Doyle Investment Management
Typical 7%
3
41
$250K
Lifelong Investsments
High 15%
6
41
$0
SDM Investments, LLC logo SDM Investments, LLC
Typical 5%
2
41
$190K
Champion Financial Inc. logo Champion Financial Inc.
Typical 0%
42
Lion Quest LLC logo Lion Quest LLC
Typical 0%
42
$150K
SYCAMORE Asset Management, LLC logo SYCAMORE Asset Management, LLC
Typical 0%
42
$720K
Herndon Investment Management, LLC
Very High 27%
12
44
$860K
Riverbend Planning Group LLC logo Riverbend Planning Group LLC
Very High 30%
13
44
$890K
Servant Capital Advisors logo Servant Capital Advisors
Very High 78%
35
45
$2.3M
S Conway Consulting, LLC logo S Conway Consulting, LLC
High 23%
11
47
$340K
Caird Family Wealth Management
High 10%
5
48
$440K
Life Moves Wealth Management logo Life Moves Wealth Management
High 17%
8
48
$320K
The Rose Investment Management
High 17%
8
48
$590K
Wise Wealth Management logo Wise Wealth Management
Typical 0%
49
$130K
Mabry Wealth Management, LLC logo Mabry Wealth Management, LLC
Typical 4%
2
50
$240K
Sycomore Financial logo Sycomore Financial
High 20%
10
50
$280K
Arena Wealth Advisors LLC logo Arena Wealth Advisors LLC
High 25%
13
51
$950K
Clear Trace, LLC logo Clear Trace, LLC
High 24%
12
51
$430K
Devotion Capital Management logo Devotion Capital Management
Typical 0%
51
$750K
Breidenbach Capital Consulting, LLC logo Breidenbach Capital Consulting, LLC
High 25%
13
52
$540K
Rockford Group Investment Advisor logo Rockford Group Investment Advisor
Typical 2%
1
53
$62K
The Planning Associates, Inc. logo The Planning Associates, Inc.
High 15%
8
53
$610K
FNEX Wealth, LLC logo FNEX Wealth, LLC
Very High 48%
26
54
$2.3M
True Wealth Stewards logo True Wealth Stewards
Very High 35%
19
55
$860K
Perkins Wealth Advantage logo Perkins Wealth Advantage
Very High 55%
31
56
$1.8M
Summit Investments, Inc. logo Summit Investments, Inc.
Typical 0%
57
$110K
T.K.M. Financial Services, LLC logo T.K.M. Financial Services, LLC
Typical 0%
62
$460K
SOLVE Consulting Group, LLC logo SOLVE Consulting Group, LLC
High 26%
17
65
$840K
Fortitude Private Wealth logo Fortitude Private Wealth
Very High 66%
44
67
$1.9M
Hoosier Financial Planning, LLC logo Hoosier Financial Planning, LLC
High 10%
7
67
$330K
Next Adventure Financial LLC logo Next Adventure Financial LLC
Typical 7%
5
67
$310K
Abound Wealth Strategies logo Abound Wealth Strategies
Typical 7%
5
68
$200K
Migration Wealth Management, LLC logo Migration Wealth Management, LLC
High 10%
7
68
$300K
Reatherford Wealth Management LLC logo Reatherford Wealth Management LLC
Typical 9%
6
69
$230K
Capital Financial Management, Inc.
Typical 0%
74
Musleh Wealth Management LLC
High 23%
17
75
$540K
Bluegrass Financial Planning, LLC logo Bluegrass Financial Planning, LLC
High 18%
14
77
$790K
Harmony Wealth Management LLC
Typical 0%
78
$700K
Indy Wealth Solutions, LLC logo Indy Wealth Solutions, LLC
Typical 0%
78
$76K
Krouse Stureman & Associates, Inc.
Typical 0%
78
$720K
Austin Financial Strategies, Inc.
Typical 0%
79
$250K
Capital Trust Wealth Management logo Capital Trust Wealth Management
Very High 34%
27
79
$970K
Highsmith Financial Planning, LLC logo Highsmith Financial Planning, LLC
Very High 41%
33
80
$0
Linda Zimmermann Financial Planning and Counseling
High 26%
21
80
$1M
Smart Choice Financial Planning, Inc. logo Smart Choice Financial Planning, Inc.
Typical 0%
80
$1.2M
Warren Wealth Management & Tax Planning Inc. logo Warren Wealth Management & Tax Planning Inc.
Typical 8%
6
80
$390K
Porter Avenue Capital Management, LLC logo Porter Avenue Capital Management, LLC
Typical 0%
81
$130K
Pivot Point Wealth Planning logo Pivot Point Wealth Planning
Typical 7%
6
83
$310K
Lakeland Investment Advisors, LLC. logo Lakeland Investment Advisors, LLC.
Typical 0%
84
$280K
Core Wealth Consultants, LLC logo Core Wealth Consultants, LLC
High 20%
17
85
$480K
Evia Investment Advisors logo Evia Investment Advisors
Typical 8%
7
85
$220K
Northbound Wealth logo Northbound Wealth
High 13%
11
86
$510K
Human Capital Wealth Management logo Human Capital Wealth Management
Typical 2%
2
89
$120K
Patricia Heaton Parker, CFP logo Patricia Heaton Parker, CFP
Typical 9%
8
89
$290K
uVest Advisory Group, LLC logo uVest Advisory Group, LLC
Typical 0%
90
$120K
Bridge Financial Planning, LLC logo Bridge Financial Planning, LLC
Very High 30%
28
94
$1.1M
Endress Capital Management, L.L.C. logo Endress Capital Management, L.L.C.
Typical 3%
3
94
$170K
Corwin Company LLC logo Corwin Company LLC
Very High 40%
38
95
$1.1M
Lewis Wealth Management, LLC logo Lewis Wealth Management, LLC
High 15%
14
95
$440K
True North Wealth logo True North Wealth
Typical 7%
7
99
$240K
Del Principe O'Brien Financial Advisors logo Del Principe O'Brien Financial Advisors
Very High 35%
35
100
$350K
Royal Palm Investment Advisors, Inc.
High 10%
10
101
$390K
Affinity Financial - The Walker Group LLC logo Affinity Financial - The Walker Group LLC
Typical 4%
4
102
$410K
Clarity Financial Organization, LLC
Typical 0%
102
$250K
Circle City Wealth Management LLC logo Circle City Wealth Management LLC
High 25%
26
104
$920K
Anweiler Financial Management, LLC
Typical 0%
107
$480K
Personal Financial Management, Inc.
Typical 8%
9
108
$290K
Above & Beyond Investments, LLC logo Above & Beyond Investments, LLC
Typical 4%
5
113
$120K
Lasting Legacy Wealth Management, LLC logo Lasting Legacy Wealth Management, LLC
High 13%
15
113
$530K
Binkley Wealth Management Group LLC logo Binkley Wealth Management Group LLC
Typical 0%
115
$63K
Isgrig Capital Asset Management, LLC logo Isgrig Capital Asset Management, LLC
Very High 45%
56
124
$0
Elevation Financial LLC logo Elevation Financial LLC
Typical 0%
125
$240K
Fierce Wealth Management Group LLC logo Fierce Wealth Management Group LLC
High 18%
23
125
$550K
Aydt Investment Management, Inc.
Typical 8%
11
130
$360K
Santiago.Life logo Santiago.Life
Very High 30%
39
130
$680K
Reckard CPA Advisors, LLC
Typical 0%
135
Wyoming Wealth Management, LLC logo Wyoming Wealth Management, LLC
High 17%
23
138
$300K
A J Feldman Financial, LLC logo A J Feldman Financial, LLC
High 22%
31
140
$970K
Integrated Financial Planning Solutions, LLC logo Integrated Financial Planning Solutions, LLC
Very High 73%
109
150
Pilot Asset Management LLC logo Pilot Asset Management LLC
High 12%
20
163
$510K
Regal Capital Management, Inc. logo Regal Capital Management, Inc.
Typical 4%
7
165
$250K
Key Wealth Management, Inc. logo Key Wealth Management, Inc.
Typical 8%
13
168
$290K
Snowbird Financial LLC logo Snowbird Financial LLC
High 11%
19
179
$200K
Dynamic Legacy Planning logo Dynamic Legacy Planning
Typical 8%
15
185
$490K
Lindsey Wealth Management logo Lindsey Wealth Management
Typical 6%
12
194
$120K
SunRift Capital Partners LLC logo SunRift Capital Partners LLC
Typical 3%
7
205
$200K
Schmidt Wealth Management, L.L.C. logo Schmidt Wealth Management, L.L.C.
High 11%
26
235
$260K
Investment Answers logo Investment Answers
Typical 9%
22
251
$200K
Thompson Investment Advisors logo Thompson Investment Advisors
Typical 4%
10
259
$220K
Wealth Management Partners LLC
Typical 7%
18
260
$250K
Bassett Financial Advisors logo Bassett Financial Advisors
Typical 2%
6
276
$190K
Henthorn Agency, Inc.
Typical 0%
300
$430K
Strategic Investment Advisors, Ltd. logo Strategic Investment Advisors, Ltd.
Typical 4%
13
301
$210K
Koehler Financial Services, Inc. logo Koehler Financial Services, Inc.
Typical 0%
329
$110K
Santefort Investment Group, LLC logo Santefort Investment Group, LLC
High 17%
79
456
$240K
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")