HNW client percentage for Multi-team firms serving clients in Indiana

Multi-team firms active in Indiana 180 firms

Very Low 0%-4%

Low 4%-11%

Typical 11%-21%

High 21%-41%

Very High 41%-75%

5th 20th 40th 60th 80th 95th

Median: 16%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Gradient Investments, LLC	Low 6%	1,701	26,560	$310K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
VestGen Advisors, LLC	Low 6%	1,313	22,790	$290K
EFS Advisors	Very Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Trajan Wealth, L.L.C.	Low 10%	1,035	10,633	$240K
Midwestern Securities Trading Company, LLC	Very Low 2%	243	11,709	$160K
Facet	Typical 17%	2,228	13,331	$450K
The Fiduciary Alliance	High 27%	2,388	8,744	$270K
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
Keystone Financial Group, LLC	Low 7%	464	6,602	$350K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Timucúan Asset Management Inc.	Very High 97%	573	591	$4.6M
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
United Advisor Group	High 22%	1,382	6,395	$210K
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
Focus Financial	Typical 13%	1,697	13,560	$490K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
MCF Advisors, LLC	Typical 19%	648	3,440	$750K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Triad Wealth Partners, LLC	Typical 13%	515	3,896	$390K
Principal Advised Services	Very Low 0%	64	23,164	$61K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
PKS Advisory Services, LLC	Low 4%	178	4,874	$220K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
ASSET ALLOCATION STRATEGIES, llc	Low 4%	155	4,363	$160K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
SageSpring Wealth Partners	Typical 18%	2,060	11,558	$730K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
American Independent Securities Group, LLC	Low 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Vivaldi Capital Management LP	Very High 54%	1,304	2,425	$2.2M
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
Corecap Advisors	Low 10%	936	9,671	$410K
HighPoint Planning Partners	High 36%	3,304	9,160	$510K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
CG Advisory Services	Typical 14%	680	4,898	$580K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Centennial Securities Company, Inc.	Typical 17%	414	2,468	$510K
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
Invst, LLC	Typical 15%	320	2,193	$570K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Cumberland Advisors	Typical 19%	206	1,091	$1.6M
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
CX Institutional, LLC	High 34%	1,556	4,553	$940K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Sowell Management	Low 6%	400	6,280	$680K
Thurston Springer Advisors	High 39%	2,205	5,600	$360K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
Brookwood Investment Group	Low 6%	210	3,500	$360K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
SYM Financial Advisors	Very High 47%	848	1,801	$2.1M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Farther	High 24%	3,463	14,593	$970K
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
Forvis Mazars Wealth Advisors, LLC	High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
Korhorn Financial Group	Typical 19%	430	2,303	$460K
Maia Wealth	Typical 11%	226	2,127	$460K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Alden investment Group	Low 7%	107	1,457	$240K
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Plancorp, LLC	Very High 55%	1,237	2,245	$3.9M
Truepoint, Inc.	Very High 54%	1,006	1,867	$3.2M
SB Advisory, LLC	Low 5%	80	1,574	$260K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
On Investment Management CO	Low 9%	794	9,317	$320K
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Fiduciary Financial Advisors	High 26%	555	2,164	$610K
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
Donaldson Capital Management LLC	Very High 41%	711	1,736	$1.7M
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Capitol Securities Management, Inc.	Very High 41%	1,287	3,177	$440K
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Sapient Capital LLC	Very High 71%	691	980	$12M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Plante Moran FInancial Advisors	Very High 86%	3,355	3,894	$6.4M
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Valeo Financial Advisors, LLC	Very High 75%	2,257	3,021	$4.2M
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Root Financial Partners	Very High 75%	643	852	$2.5M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Aaron Wealth Advisors	Very High 91%	115	127	$26M
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Oxford Financial Group, LTD	Very High 94%	551	589	$24M
MWA Financial Services Inc.	Low 4%	76	1,981	$310K

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

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support