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Top 3 financial advisor firms in Indian Wells

3 SEC-registered financial advisor firms are headquartered in Indian Wells, CA, with $1.01B in combined regulatory assets under management. The largest by assets are DST Wealth Management ($532M), HMM Group ($251M) and MacLean Capital Advisors ($222M).

3
Financial advisor firms
$1.01B
Their combined AUM
$251M
Median firm AUM
608
Clients of the top 3

The 3 largest by assets

  1. 1
    DST Wealth Management

    RIA

    $532M

  2. 2
    HMM Group

    RIA

    $251M

  3. 3
    MacLean Capital Advisors

    RIA

    $222M

Profiles of the top 3

No. 1 · RIA

DST Wealth Management

DST Wealth Management is an investment adviser based in Indian Wells, CA, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $532 million, as filed on 23 February 2026.

DST Wealth Management charges up to 2.00% for its Adviser Managed Account. The brochure does not state whether the rate is annual.

Regulatory AUM
$532M
Clients
197
Advisory staff
5
Founded
2019
Fee schedule
Up to 2.00%
Custodians
Charles Schwab
Headquarters
45110 Club Drive, Suite B, Indian Wells, CA 92210
Phone
760-340-1448
Website
dstwm.com

No. 2 · RIA

HMM Group

HMM Group is an investment adviser based in Indian Wells, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $251 million, as filed on 28 January 2026.

HMM Group charges up to 1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM
$251M
Clients
251
Advisory staff
2
Founded
2017
Fee schedule
Up to 1.50% a year
Custodians
Charles Schwab
Headquarters
74-900 Highway 111, Suite 112, Indian Wells, CA 92210
Phone
442-274-5300
Website
mpremierpartners.com

No. 3 · RIA

MacLean Capital Advisors

MacLean Capital Advisors is an investment adviser based in Indian Wells, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $222 million, as filed on 17 February 2026.

MacLean Capital Advisors charges up to 1.00% for its Investment Supervisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM
$222M
Clients
160
Advisory staff
3
Founded
2011
Fee schedule
Up to 1.00%
Custodians
Charles Schwab
Headquarters
74900 US Highway 111, Ste 224, Indian Wells, CA 92210
Phone
760-636-4593
Website
macleancapitaladvisors.com

Questions about financial advisors in Indian Wells

How many financial advisor firms are headquartered in Indian Wells?

3 SEC-registered financial advisor firms report their principal office in Indian Wells, CA, managing $1.01B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Indian Wells?

DST Wealth Management, with $532M in regulatory assets under management on its latest Form ADV. The next largest are HMM Group ($251M) and MacLean Capital Advisors ($222M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Indian Wells?

The median firm manages $251M in regulatory assets. That is the midpoint of the 3 firms headquartered in Indian Wells.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Indian Wells charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Indian Wells?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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