Clients per advisor for Independent firms in Indiana

In Indiana, independent financial advisors tend to serve notably more clients per advisor than the typical national independent firm. With a median of 43 clients per advisor—well above the national median of 26—Indiana advisors appear to balance personalized service with a moderately larger client base. This suggests many Indiana advisors may be beyond the early startup phase but still maintain a manageable client load that allows for meaningful relationships. The broader client range in the state, extending up to 269 clients in some cases, indicates a diversity of practice models, from those intentionally keeping smaller books to others scaling their operations to serve more clients efficiently.

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
The Pilot's Advisor, LLC	Very High 530	530	1	1
Santefort Investment Group, LLC	Very High 456	456	1	1
Zendamentals	Very High 424	424	1	1
Bell City Wealth, Inc.	Very High 337	337	1	2
Koehler Financial Services, Inc.	Very High 329	329	1	1
Shankland Financial Advisors, LLC	Very High 308	308	1	2
Strategic Investment Advisors, Ltd.	Very High 301	301	1	1
Henthorn Agency, Inc.	Very High 300	300	1	1
Bassett Financial Advisors	Very High 276	276	1	1
Wealth Management Partners LLC	Very High 260	260	1	1
Thompson Investment Advisors	Very High 259	259	1	1
Investment Answers	Very High 251	251	1	2
Schmidt Wealth Management, L.L.C.	Very High 235	235	1	1
SunRift Capital Partners LLC	Very High 205	205	1	1
Lindsey Wealth Management	Very High 194	194	1	1
Dynamic Legacy Planning	Very High 185	185	1	2
Snowbird Financial LLC	Very High 179	179	1	1
Queen City Capital Management, LLC	Very High 173	173	1	2
Key Wealth Management, Inc.	Very High 168	168	1	1
Regal Capital Management, Inc.	Very High 165	165	1	1
Pilot Asset Management LLC	Very High 163	163	1	1
Integrated Financial Planning Solutions, LLC	Very High 150	150	1	1
A J Feldman Financial, LLC	Very High 140	140	1	1
Wyoming Wealth Management, LLC	Very High 138	138	1	1
Reckard CPA Advisors, LLC	Very High 135	135	1	1
Aydt Investment Management, Inc.	Very High 130	130	1	2
Santiago.Life	Very High 130	130	1	1
Elevation Financial LLC	Very High 125	125	1	1
Fierce Wealth Management Group LLC	Very High 125	125	1	1
Isgrig Capital Asset Management, LLC	Very High 124	124	1	1
Binkley Wealth Management Group LLC	Very High 115	115	1	1
Lasting Legacy Wealth Management, LLC	Very High 113	113	1	2
Above & Beyond Investments, LLC	Very High 113	113	1	1
Personal Financial Management, Inc.	Very High 108	108	1	1
Anweiler Financial Management, LLC	Very High 107	107	1	1
Circle City Wealth Management LLC	Very High 104	104	1	1
Affinity Financial - The Walker Group LLC	Very High 102	102	1	1
Clarity Financial Organization, LLC	Very High 102	102	1	1
Royal Palm Investment Advisors, Inc.	Very High 101	101	1	2
Del Principe O'Brien Financial Advisors	Very High 100	100	1	1
True North Wealth	Very High 99	99	1	1
Lewis Wealth Management, LLC	Very High 95	95	1	1
Corwin Company LLC	Very High 95	95	1	1
Endress Capital Management, L.L.C.	Very High 94	94	1	1
Bridge Financial Planning, LLC	Very High 94	94	1	2
uVest Advisory Group, LLC	Very High 90	90	1	1
Patricia Heaton Parker, CFP	Very High 89	89	1	1
Northbound Wealth	Very High 86	86	1	2
Evia Investment Advisors	Very High 85	85	1	1
Human Capital Wealth Management	Very High 85	85	1	1
Core Wealth Consultants, LLC	Very High 85	85	1	1
Lakeland Investment Advisors, LLC.	Very High 84	84	1	1
Pivot Point Wealth Planning	Very High 83	83	1	2
Porter Avenue Capital Management, LLC	Very High 81	81	1	2
Smart Choice Financial Planning, Inc.	Very High 80	80	1	1
Warren Wealth Management & Tax Planning Inc.	Very High 80	80	1	1
Highsmith Financial Planning, LLC	Very High 80	80	1	1
Linda Zimmermann Financial Planning and Counseling	Very High 80	80	1	1
Austin Financial Strategies, Inc.	Very High 79	79	1	1
Capital Trust Wealth Management	Very High 79	79	1	1
Harmony Wealth Management LLC	Very High 78	78	1	1
Indy Wealth Solutions, LLC	Very High 78	78	1	1
Krouse Stureman & Associates, Inc.	Very High 78	78	1	1
Bluegrass Financial Planning, LLC	Very High 77	77	1	1
Musleh Wealth Management LLC	Very High 75	75	1	1
Capital Financial Management, Inc.	Very High 74	74	1	1
Reatherford Wealth Management LLC	Very High 69	69	1	1
Migration Wealth Management, LLC	Very High 68	68	1	2
Abound Wealth Strategies	Very High 68	68	1	1
Fortitude Private Wealth	Very High 67	67	1	2
Hoosier Financial Planning, LLC	Very High 67	67	1	1
Next Adventure Financial LLC	Very High 67	67	1	2
SOLVE Consulting Group, LLC	High 65	65	1	2
T.K.M. Financial Services, LLC	High 62	62	1	1
Summit Investments, Inc.	High 57	57	1	1
Perkins Wealth Advantage	High 56	56	1	2
True Wealth Stewards	High 55	55	1	1
FNEX Wealth, LLC	High 54	54	1	2
The Planning Associates, Inc.	High 53	53	1	1
Rockford Group Investment Advisor	High 53	53	1	1
Breidenbach Capital Consulting, LLC	High 52	52	1	1
Clear Trace, LLC	High 51	51	1	1
Arena Wealth Advisors LLC	High 51	51	1	1
Devotion Capital Management	High 51	51	1	1
Sycomore Financial	High 50	50	1	1
Mabry Wealth Management, LLC	High 50	50	1	1
Wise Wealth Management	High 49	49	1	1
The Rose Investment Management	High 48	48	1	2
Life Moves Wealth Management	High 48	48	1	1
Caird Family Wealth Management	High 48	48	1	1
S Conway Consulting, LLC	High 47	47	1	1
Servant Capital Advisors	High 45	45	1	1
Riverbend Planning Group LLC	High 44	44	1	1
Herndon Investment Management, LLC	High 44	44	1	1
Lion Quest LLC	High 42	42	1	1
Champion Financial Inc.	High 42	42	1	1
SYCAMORE Asset Management, LLC	High 42	42	1	1
SDM Investments, LLC	High 41	41	1	1
Lifelong Investsments	High 41	41	1	1
Doyle Investment Management	High 41	41	1	1
Berilium	High 39	39	1	2
Tavel Insurance & Financial Services, LLC	High 37	37	1	1
Premiere Management	High 36	36	1	1
Huron Investment Management, Inc.	High 36	36	1	1
On Target Wealth Partners, LLC	Typical 34	34	1	1
Michael Associates, LLC	Typical 34	34	1	1
Dunes Financial	Typical 34	34	1	1
Diem Wealth Management	Typical 31	31	1	1
Gunnell Financial Planning	Typical 30	30	1	1
EN+ Wealth	Typical 30	30	1	1
Houlihan Asset Management LLC	Typical 29	29	1	1
G.M. Wilson, Private Wealth Management Group	Typical 29	29	1	1
Relevant Financial Advisors LLC	Typical 28	28	1	1
Myers Asset Management LLC	Typical 28	28	1	1
Oxford Capital	Typical 27	27	1	1
Turtair Capital Advisors	Typical 27	27	1	1
Horizon Wealth Management, LLC	Typical 26	26	1	1
Greg Hodges Financial Advisory	Typical 26	26	1	1
Axis Financial, LLC	Typical 25	25	1	1
RCS Financial Advisors, Ltd	Typical 24	24	1	1
Personal Financial Advice & Insights, LLC	Typical 24	24	1	1
Onward Fi, LLC	Typical 23	23	1	1
Gilbert Wealth	Typical 23	23	1	1
Lifecare Retirement Solutions Inc.	Typical 23	23	1	2
Moore Private Wealth L.L.C.	Typical 22	22	1	1
Plan Wise Wealth Group, LLC	Typical 22	22	1	2
Valor Investment Management	Typical 22	22	1	1
Bowers Capital Management	Typical 22	22	1	1
Davison Wealth Management, LLC	Typical 21	21	1	1
Mattix Wealth Management LLC	Typical 21	21	1	1
Vector Financial Services, LLC	Typical 21	21	1	1
Grimaldi Investment Services, LLC	Typical 21	21	1	1
Gerber Wealth, LLC	Low 20	20	1	1
Sullivan Haymaker	Low 20	20	1	1
The Other 90 Financial, LLC	Low 18	18	1	1
Fortress Capital Advisors	Low 18	18	1	1
Gentry Financial	Low 17	17	1	1
AverTrust Wealth LLC	Low 16	16	1	1
Telegraph Equity Partners Limited	Low 16	16	1	2
Skyview Capital Management	Low 15	15	1	1
Raton Wealth	Low 15	15	1	1
Lorenz Financial	Low 15	15	1	1
Foundational Financial Advisors, LLC	Low 15	15	1	1
Vasquez Financial Consulting LLC	Low 14	14	1	1
Piedmont Financial Advisors, LLC	Low 13	13	1	1
Vaal Financial, LLC	Low 13	13	1	1
Wealth Team LLC	Low 13	13	1	1
Prospero Financial Planning, LLC	Low 12	12	1	1
Panoramic Financial Planning	Low 12	12	1	1
SCM Investment Services	Low 12	12	1	1
WealthGuides LLC	Low 12	12	1	1
Brooks Investment Advisory Service	Low 11	11	1	1
Nichols Wealth Advisors	Low 11	11	1	1
Noble Financial Advisors LLC	Low 11	11	1	1
Pursuit Planning and Investments, LLC	Low 11	11	1	1
Erenda Capital	Low 10	10	1	1
Wagner Wealth Management LLC	Low 10	10	1	1
Argus Efficient Capital, LLC	Low 10	10	1	1
Two Fish Management	Low 10	10	1	1
DentVest LLC	Low 10	10	1	1
C.R. Retirement Strategies, LLC	Very Low 9	9	1	1
Blackwood Investment Group, LLC	Very Low 9	9	1	1
Mehta Money, LLC	Very Low 9	9	1	1
Kinder Financial Services	Very Low 8	8	1	1
RIM Group	Very Low 8	8	1	1
Mulberry Capital Management	Very Low 8	8	1	1
Solid Investment Advisory LLC	Very Low 7	7	1	1
Trimingham Financial	Very Low 7	7	1	1
Sedona Asset Management Services, LLC	Very Low 7	7	1	1
Kiel Investment Company	Very Low 6	6	1	1
Best Case Financial	Very Low 5	5	1	1
Vitality Wealth Planning	Very Low 5	5	1	1
AFP Group, LLC	Very Low 5	5	1	1
Truell Financial LLC	Very Low 5	5	1	1
Yackee Potempa & Smalley Asset Management	Very Low 5	5	1	2
Mulberry Investors LLC	Very Low 5	5	1	1
Millennial Financial Planning	Very Low 5	5	1	1
CWM Wealth Management, LLC	Very Low 5	5	1	1
URI Capital Management, LLC	Very Low 4	4	1	1
Integrated Capital Management Company, Inc.	Very Low 3	3	1	1
Swartz Advisory LLC	Very Low 3	3	1	1
Erlang101 Capital Management LLC	Very Low 3	3	1	1
Kingdom Financial	Very Low 3	3	1	1
Potts, Hannah & Fischer Wealth Management Group, LLC	Very Low 3	3	1	1
Clinton Burch Financial Planning	Very Low 2	2	1	1
Logan Financial Empowerment	Very Low 2	2	1	1
I4 Advisors LLC	Very Low 2	2	1	1
Dreamvision Capital	Very Low 1	1	1	1
Scott Clampitt, Registered Investment Advisor	Very Low 1	1	1	1

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Clients per advisor for Independent firms serving clients in Indiana