Clients per advisor for Supported firms serving clients in Indiana

In Indiana, supported financial advisory firms tend to serve a higher number of clients per advisor compared to the national median, with a state median of 75 clients per advisor versus the national median of 47. This suggests that Indiana’s supported firms often operate with more efficient, scalable models, likely balancing broader client bases and structured processes. With 286 such firms in the state, clients may find a range of service styles, but many advisors here appear to manage larger client loads, which can translate to lower fees or minimums but potentially less personalized attention. Understanding this dynamic can help clients choose a firm that aligns with their preferences for service and engagement.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

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

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
Plan Confidence Corporation	Very High 859	859	1	3
Preston Investments	Very High 842	2,526	3	4
CWP Private Wealth Management	Very High 511	511	1	5
Tony Walker Financial	Very High 457	1,828	4	17
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Crown Haven Wealth Management	Very High 394	394	1	4
Guidance Capital, Inc.	Very High 378	756	2	10
Bone Asset Management	Very High 366	366	1	4
Freeman, Will & Niemeier, Inc.	Very High 358	358	1	2
Northfort Financial, LLC	Very High 356	356	1	4
GreenPortfolio Inc.	Very High 346	346	1	6
Kissling Financial Services, LLC	Very High 345	689	2	2
San Blas Advisory, Inc.	Very High 332	664	2	13
RPC Private Wealth, LLC	Very High 326	326	1	1
McAlvany Wealth Management, LLC	Very High 325	650	2	5
Security First Financial	Very High 320	639	2	2
SavvyFi	Very High 307	307	1	15
Tower Wealth Partners	Very High 307	920	3	9
Its Asset Management, L.P.	Very High 293	586	2	9
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Hendley & Co. Inc.	Very High 281	281	1	5
Bullseye Investment Management, LLC	Very High 280	1,120	4	6
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Provider Financial, Inc.	Very High 253	505	2	3
Latko Wealth Management, Ltd.	Very High 250	499	2	7
Wabash Capital, Inc.	Very High 244	488	2	3
Encircle Financial Strategies	Very High 240	240	1	4
Werner Financial	Very High 236	472	2	5
RBS Wealth Management	Very High 234	468	2	6
MWM Advisory Group, LLC	Very High 225	225	1	3
Vision Financial Management, LLC	Very High 225	449	2	5
Camelot Portfolios, LLC	Very High 221	662	3	7
Capital Advisory Services, LLC	Very High 220	439	2	2
Holistic Financial Partners, LLC	Very High 216	862	4	6
Borabond, LLC	Very High 207	207	1	3
Virtus Financial Partners	Very High 201	602	3	6
Brown Financial Advisors, LLC	Very High 201	602	3	3
Bates Financial Advisors, Inc.	Very High 199	397	2	5
Lester Financial Group, LLC	Very High 196	784	4	5
Demeter Tactical Investments Corp.	Very High 195	390	2	10
Hobbs Wealth Management	Very High 194	194	1	6
Miller Financial Services LLC	Very High 191	574	3	3
Prosperity Asset Management, LLC	Very High 191	191	1	3
Ellija Capital Management, LLC	Very High 191	381	2	2
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Bountiful Investment Management LLC	Very High 187	560	3	3
Kessler Investment Group, LLC	Very High 186	558	3	8
Rivercities Asset Management, LLC	Very High 182	182	1	3
Foresight Capital Management Advisors, Inc.	Very High 179	537	3	10
Bischoff Wealth Management Group, LLC	Very High 179	357	2	5
IntelliVest Wealth Management	Very High 176	351	2	2
Stride Investments, LLC	Very High 175	524	3	8
Benham Advisory Group	Very High 173	345	2	2
Spyglass Investment Management	Very High 170	511	3	3
Golden Years Financial Advisors, Inc.	Very High 164	328	2	2
Pathways Wealth Management, Inc.	Very High 161	484	3	5
Phase III Advisory Services, LTD	Very High 161	483	3	3
Kleinfelder Capital, Inc.	Very High 160	481	3	5
Olde Wealth Management, LLC	Very High 157	313	2	3
Gineris Wealth Management	Very High 156	312	2	2
Banker Investment Group	Very High 156	467	3	4
Kellett Wealth Advisors, LLC	Very High 155	465	3	4
P/E Capital Investments	Very High 150	150	1	3
Harborfront Financial Group	Very High 149	596	4	6
Mercurio Wealth Advisors	Very High 149	446	3	11
Masus Financial Group, Ltd.	Very High 148	296	2	4
Kanani Advisory Group Inc.	Very High 147	589	4	8
Wordhouse Wealth Coaching	Very High 147	293	2	2
David P. Gilliam & Associates, Inc.	Very High 146	438	3	3
Norwood Economics, Inc.	Very High 143	143	1	4
True Blue Financial, LLC	Very High 143	570	4	4
Faith Financial Advisors, Inc.	Very High 140	280	2	5
SecurEstate	Very High 139	278	2	3
AJ Advisors	Very High 138	414	3	5
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Advisifi LLC	Very High 133	133	1	6
Lauer Wealth Management	Very High 133	399	3	5
Wisely Advised	Very High 133	266	2	2
LUMINIST Capital, LLC	Very High 133	530	4	4
Fountain Square Asset Management	Very High 131	394	3	5
Capstone RIA	Very High 131	262	2	3
Pampel & Associates, Inc.	Very High 128	255	2	4
Leslie Global Wealth, LLC	Very High 127	380	3	6
Rik Saylor Financial, Inc.	Very High 125	376	3	5
Comprehensive Financial Consultants	Very High 125	376	4	9
The Bottom Line Wealth Management Ltd.	Very High 125	250	2	3
Family Capital Management	Very High 123	491	4	10
Mokosak Advisory Group, LLC	Very High 123	490	4	4
O'Connor Financial Group LLC	Very High 118	355	3	6
Eukles Asset Management, LLC	Very High 118	470	4	5
Brookstone Financial	Very High 115	458	4	5
Your Private Client Group, Inc.	Very High 113	225	2	2
MFA Wealth Services	Very High 112	224	2	3
Turner Capital Investments, LLC	Very High 111	333	3	4
Daus Financial Group, LLC	Very High 109	327	3	8
Midwest Financial Network, LLC	Very High 109	218	2	2
MFG Wealth Management, Inc.	Very High 108	324	3	4
Trueblood Wealth Management, LLC	Very High 108	323	3	3
FamilyWealth Asset Management	High 103	413	4	4
Bouvel Investment Partners, LLC	High 103	206	2	4
ORBA Wealth Advisors, LLC	High 102	102	1	16
Cambridge Financial Group, Inc.	High 102	306	3	6
Dickmeyer Boyce Financial Management, Inc	High 101	402	4	8
Shuttleworth & Company	High 99	198	2	3
Julius Arthur Seibert & Company, LLC	High 97	97	1	3
Schwallier Wealth Management	High 97	290	3	3
VCP Financial LLC	High 96	385	4	5
stonebridge wealth management llc	High 96	288	3	4
Blue Jay Financial Group, LLC	High 94	283	3	9
Incline Wealth	High 94	187	2	4
Prairie Rivers Investments, LLC	High 93	280	3	5
An Exceptional Life Financial, LLC	High 93	370	4	4
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Savant Investment Advisers, Inc.	High 92	277	3	3
Coordinated Financial Planning Corp	High 92	367	4	6
Cohesion Wealth Management, LLC	High 91	364	4	5
McCarthy Wealth & Tax Advisors	High 91	272	3	4
TJT Capital Group, LLC	High 91	181	2	4
Treiberg Wealth Management	High 90	270	3	6
Novus Advisors	High 89	267	3	5
Almega Wealth Management	High 87	261	3	6
Blue Iguana Financial, LLC	High 87	87	1	4
Park + Elm Investment Advisers	High 87	260	3	3
56 Capital Partners, Ltd	High 87	260	3	3
Whitestone Capital Management LLC	High 87	173	2	2
Hardwick Capital Management, LLC	High 84	167	2	2
Hamilton Capital Partners, LLC	High 82	163	2	5
Investable	High 81	81	1	4
Summit Investment Management, Ltd.	High 81	162	2	5
Eastover Capital Management	High 81	242	3	4
Kotys Wealth Professionals	High 80	321	4	8
Eagle Investors LLC	High 80	240	3	3
IQVestment, LLC	High 78	235	3	5
Blue Marble Investments	High 78	235	3	3
Griffin Financial Advisors, LLC	High 78	155	2	2
D.L. Fields Advisory Group, LLC	High 78	310	4	4
Heinekamp Financial Planning & Tax Service LLC	High 77	230	3	6
Koon Financial Planning & Consulting/KFP&C	High 77	153	2	2
Dynamic Wealth Advisors	High 76	304	4	4
Arlington Wealth Management	High 75	224	3	5
Core Wealth Advisors	High 75	149	2	3
Pennfield Capital Corp	High 74	148	2	2
Precedent Financial Strategies	High 74	74	1	3
Aldebaran Capital, LLC	High 74	147	2	2
Prairieview Wealth & Tax Advisors	High 72	288	4	9
Investable Wealth, LLC	High 72	143	2	2
McDonnell Capital Management	High 72	143	2	3
Unique Wealth Strategies	High 71	285	4	10
Stewardship Partners Investment Counsel, Inc.	High 71	142	2	4
Farnsley Advisors	High 71	213	3	4
Cardinal Capital Management, LLC	High 70	140	2	2
Wall Investment Group, Inc.	High 70	140	2	2
Palatine Hill Wealth Management	High 70	279	4	5
Shinneman Wealth Group	High 70	139	2	2
Vision Capital Partners	High 69	137	2	4
Mindset Wealth Management, LLC	Typical 69	274	4	4
Fortified Wealth	High 68	68	1	3
VanWeelden Wealth Management, LLC	High 68	203	3	6
Arena Wealth Management LLC	High 67	134	2	2
Timpe & Timpe Financial Advisory Services, L.L.C.	High 67	133	2	2
Titan Investment Management LLC	Typical 66	263	4	4
Centerline Wealth Advisors, LLC	Typical 65	259	4	8
IA Network, LLC	Typical 65	259	4	5
Barnes Dennig Private Wealth Management, LLC	High 64	191	3	7
Birchcreek Wealth Management, LLC	High 64	191	3	5
Archer Investment Management	Typical 64	254	4	4
Daviman Financial, LLC	High 63	190	3	6
Infinity Wealth Counsel, LLC	Typical 63	125	2	4
Atlantis Wealth Advisors LLC	Typical 62	248	4	4
American Financial Management, Ltd.	Typical 62	124	2	2
Gates Investment Advisors, LLC	Typical 62	124	2	2
Greenleaf Financial Group	Typical 61	122	2	2
Arbor Financial Services, LLC	Typical 60	240	4	5
Forsythe Wealth Management, Inc.	Typical 59	118	2	2
Blue Bison Investments	Typical 59	177	3	3
Delta Wealth Advisors LLC	Typical 59	176	3	5
Mench Financial Inc	Typical 58	175	3	4
IRON Financial LLC	Typical 58	232	4	10
Columbia River Advisors	Typical 58	231	4	6
Tetley Investments, LLC	Typical 57	172	3	3
Atis, Inc	Typical 57	229	4	4
Womack Investment Advisers, Inc	Typical 57	171	3	3
GPS Financial Group, LLC	Typical 57	114	2	2
Herr Capital Management LLC	Typical 56	112	2	2
Midwest Capital Financial Advisors, LLC	Typical 56	111	2	2
HK Private Client, LLC	Typical 55	109	2	3
Trust Investment Advisors	Typical 54	163	3	4
River's Edge	Typical 54	217	4	5
Truesdell Wealth, Inc.	Typical 54	54	1	4
Midwest Investment and Retirement Management, Inc.	Typical 54	108	2	2
Optima Capital Management	Typical 54	215	4	4
CBG & Company, Inc.	Typical 54	161	3	9
BayTrust Wealth Management, LLC	Typical 54	214	4	5
Smith Financial	Typical 53	159	3	5
Pillar Financial Advisors, LLC	Typical 53	210	4	6
ACCESS Wealth Management, LLC	Typical 52	157	3	5
Strong Financial Services	Typical 52	52	1	4
Demland Wealth LLC	Typical 52	103	2	2
American Trust Investment Services Advisory, Inc.	Typical 51	51	1	5
Fuhrmann Capital	Typical 51	102	2	2
Tango Capital Management, LLC.(Tcm)	Typical 50	100	2	2
Holistic Finance LLC	Typical 50	198	4	5
Bayworth Capital	Typical 48	192	4	4
Watershed Private Wealth	Typical 48	143	3	3
Strategic Advocates, LLC	Typical 47	141	3	3
BBK Wealth LLC	Typical 47	94	2	2
Peloton Capital Management	Typical 46	138	3	4
BLVD Private Wealth, LLC	Typical 46	137	3	3
Morris Group Advisory Service, Inc	Typical 46	91	2	2
LFN Advisors Inc.	Low 45	179	4	4
RASP Wealth Solutions, LLC	Typical 45	89	2	2
Capital Squared Financial LLC	Typical 44	87	2	3
Integrity Wealth Advisors	Typical 43	130	3	3
Wiser Advisor Group	Typical 43	130	3	3
Monarch Capital Management Inc	Low 43	173	4	8
Allstreet Wealth	Typical 43	128	3	4
Kestrel Wealth Management, LLC	Typical 43	85	2	2
The Prosperity People	Low 42	169	4	6
Conway Financial Group, LLC	Typical 42	84	2	3
MDH Investment Management, Inc.	Typical 42	84	2	2
Laughlin Financial LLC	Typical 41	82	2	2
Lyon Capital Management, LLC	Typical 41	82	2	3
Spencer Financial Strategies	Typical 40	80	2	2
Mountain PEAK Wealth Advisors, LLC	Typical 40	119	3	3
Integrated Investment Strategies,Inc.	Low 39	156	4	4
Rude Wealth Advisory	Low 39	156	4	4
Datalign	Low 38	38	1	20
Equity Advisors of Kentucky Inc	Low 38	114	3	3
Trust Investment Advisors Wealth Management, LLC	Low 38	38	1	3
Creative Financial Planning Advisors, Inc.	Low 38	76	2	2
McLaughlin Asset Management, Inc.	Low 37	111	3	4
Cornerstone Advisory, LLC	Low 37	110	3	5
Objective Capital Management, LLC	Low 37	110	3	4
Lever Wealth Management	Low 36	36	1	3
Westhampton Capital	Low 36	142	4	4
CADE Group, Inc.	Low 36	71	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Forest Asset Management LLC	Low 35	106	3	3
McAvoy Kemp Wealth Management, LLC	Low 35	106	3	3
Royal Capital Wealth Management LLC	Low 34	68	2	2
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Kirk Capital Advisors LLC	Low 34	135	4	5
Alo Financial Planning	Low 34	67	2	2
North South Capital, LLC	Low 33	133	4	8
Integrity Wealth Management, LLC	Low 33	99	3	3
Tactical Wealth Partners	Low 32	97	3	3
CFG Wealth Management Services Inc	Low 32	64	2	2
Vertical Wealth, LLC	Low 32	63	2	2
Full of Grace Financial	Low 32	63	2	2
Genesis Advisors, LLC	Low 31	124	4	4
Investment Advisors of Indianapolis Inc	Low 31	62	2	2
Capital Management Consultants	Low 31	61	2	2
103 Advisory Group	Low 30	89	3	3
Strong Wealth	Low 30	59	2	2
Virji Investments, Inc.	Low 29	58	2	4
McDonald Capital Management, Inc.	Low 28	56	2	2
Hermosa Wealth Management	Low 27	54	2	2
Capital Strategies, Inc.	Low 27	80	3	4
Walsh Advisors	Low 27	53	2	2
WWA Planning & Investments	Very Low 27	106	4	4
Dean Dorton Wealth Management, LLC	Low 26	79	3	3
Ohlmann Investment Advisors LLC	Low 25	50	2	2
Capstone Wealth Advisors, Inc.	Very Low 24	97	4	4
Wold Financial Group	Low 24	72	3	3
Luminary Wealth	Low 24	71	3	3
Mid Michigan Insurance and Financial Services LLC	Low 24	47	2	2
Genuine Wealth Advisors, LLC	Low 23	45	2	3
Canterbury Investment Management, LLC	Low 23	45	2	2
Twin Robins Capital	Low 23	45	2	2
Haley & Summers Wealth Management, Inc.	Low 23	45	2	2
MC Financial Services, Inc.	Low 22	67	3	5
Pile Wealth Management	Very Low 22	86	4	5
McMahan Capital Management	Low 22	43	2	2
Equilus Group Inc	Very Low 22	86	4	6
Private Counsel Group, Ltd.	Low 21	63	3	3
Zaki Financial LLC	Low 20	40	2	3
Dauble+Worthington Equity Portfolios	Low 20	60	3	3
Thomas Story and Son LLC	Low 20	39	2	2
Revolution Partners, LLC	Very Low 19	76	4	6
Blend Wealth	Very Low 19	74	4	5
Valentine Wealth Management	Very Low 18	36	2	2
Catalyze Wealth Management	Very Low 16	31	2	3
The Schamber Group, Inc.	Very Low 15	29	2	2
Seek & Find Financial	Very Low 14	43	3	3
Brightstone Advisors LLP	Very Low 14	42	3	3
New Life Financial LLC	Very Low 14	27	2	2
Elevate Capital Management, L.L.C.	Very Low 13	39	3	3
Innovation Partners LLC	Very Low 13	26	2	305
Obsidiant Partners LLC	Very Low 13	13	1	3
Kuhn & Company Investment Counsel, LLC	Very Low 13	50	4	4
Pillar Wealth LLC	Very Low 12	35	3	3
Turpin & Associates Inc	Very Low 12	23	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Alexander D Cohen Investments, LLC	Very Low 11	21	2	2
2nd Market Capital Advisory Corp.	Very Low 9	35	4	4
Monument Advisers	Very Low 7	27	4	4
Wright Planning, LLC	Very Low 7	13	2	2
Mackhouse Capital	Very Low 4	7	2	2
Investment Consulting Services, LLC	Very Low 3	6	2	3
Progress Alliance Investment Services	Very Low 3	5	2	2
Optimized Capital LLC	Very Low 3	5	2	2
CINCaP Asset Management	Very Low 2	4	2	2
My-Financial-Advocate	Very Low 2	3	2	2
Trowbridge Capital Partners LLC.	Very Low 1	2	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7
TruEdge Asset Management LLC	Very Low 1	0	1	5
Harbour Wealth Partners, Inc.	Very Low 0	1	4	5

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