NivaLet’s talk

Top 4 financial advisor firms in Fishers

4 SEC-registered financial advisor firms are headquartered in Fishers, IN, with $1.1B in combined regulatory assets under management. The largest by assets are Forum Solutions Group ($403M), Hendershott Wealth Management ($306M) and CBG & Company ($271M).

4
Financial advisor firms
$1.1B
Their combined AUM
$288M
Median firm AUM
1,136
Clients of the top 4

The 4 largest by assets

  1. 1
    Forum Solutions Group

    RIA

    $403M

  2. 2
    Hendershott Wealth Management

    RIA

    $306M

  3. 3
    CBG & Company

    RIA

    $271M

  4. 4
    Genesis Advisors

    RIA

    $121M

Profiles of the top 4

No. 1 · RIA

Forum Solutions Group

Forum Solutions Group is an investment adviser based in Fishers, IN, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $403 million, as filed on 20 February 2026.

Forum Solutions Group charges 0.75%–1.25% a year for its Wealth management.

Regulatory AUM
$403M
Clients
635
Advisory staff
7
Fee schedule
0.75% to 1.25% a year
Custodians
Fidelity
Headquarters
11313 USA Parkway, Fishers, IN 46037-0000
Phone
317-558-6322

No. 2 · RIA

Hendershott Wealth Management

Hendershott Wealth Management is an investment adviser based in Fishers, IN, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $306 million, as filed on 27 February 2026.

Hendershott Wealth Management charges 0.35%–1.00% a year for its Portfolio Management Services.

Regulatory AUM
$306M
Clients
158
Advisory staff
6
Founded
2014
Fee schedule
0.35% to 1.00% a year
Custodians
Charles Schwab, Fidelity
Headquarters
11 Municipal Drive, Ste 200 PMB 1018, Fishers, IN 46038
Phone
877-743-6500
Website
hendershottwealth.com

No. 3 · RIA

CBG & Company

CBG & Company is an investment adviser based in Fishers, IN, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $271 million, as filed on 18 March 2026.

CBG & Company charges 0.90%–1.25% a year for its Portfolio management services.

Regulatory AUM
$271M
Clients
211
Advisory staff
3
Fee schedule
0.90% to 1.25% a year
Custodians
Charles Schwab, Morgan Stanley
Headquarters
14074 Trade Center Drive, Suite 151, Fishers, IN 46038
Phone
317-257-7400
Website
cbgfinancialplanning.com

No. 4 · RIA

Genesis Advisors

Genesis Advisors is an investment adviser based in Fishers, IN, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $121 million, as filed on 6 February 2026.

Regulatory AUM
$121M
Clients
132
Advisory staff
4
Custodians
Charles Schwab
Headquarters
10150 Lantern Road, Suite 175, Fishers, IN 46037
Phone
317-577-6900
Website
genesisadvisors.net

Questions about financial advisors in Fishers

How many financial advisor firms are headquartered in Fishers?

4 SEC-registered financial advisor firms report their principal office in Fishers, IN, managing $1.1B 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 Fishers?

Forum Solutions Group, with $403M in regulatory assets under management on its latest Form ADV. The next largest are Hendershott Wealth Management ($306M) and CBG & Company ($271M).

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

How large is a typical financial advisor firm in Fishers?

The median firm manages $288M in regulatory assets. That is the midpoint of the 4 firms headquartered in Fishers.

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

How much do financial advisors in Fishers charge?

Of the 4 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 1.25% 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 Fishers?

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

Fishers has 4 financial advisor firms; see every adviser in the city →

Top financial advisor firms in other Indiana cities