Top 3 financial advisor firms in Zionsville

3 SEC-registered financial advisor firms are headquartered in Zionsville, IN, with $1.18B in combined regulatory assets under management. The largest by assets are Wealth Advisory Solutions ($599M), Storen Legacy Partners ($438M) and Hobbs Wealth Management ($147M).

3
Financial advisor firms: $1.18B
Their combined AUM: $438M
Median firm AUM: 1,754
Clients of the top 3

The 3 largest by assets

1
Wealth Advisory Solutions
RIA
$599M
Regulatory AUM
2
Storen Legacy Partners
RIA
$438M
Up to 2.50% a year
3
Hobbs Wealth Management
RIA
$147M
0.35% to 1.45% a year

Profiles of the top 3

No. 1 · RIA

Wealth Advisory Solutions

Wealth Advisory Solutions is an investment adviser based in Zionsville, IN, registered with the SEC since 2017. 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 $599 million, as filed on 19 March 2026.

Regulatory AUM: $599M
Clients: 684
Advisory staff: 8
Founded: 2017
Custodians: Wells Fargo Clearing Services, Charles Schwab
Headquarters: 1630 W Oak St, Suite 201, Zionsville, IN 46077
Phone: 317-559-2945
Website: wasadvisors.com

No. 2 · RIA

Storen Legacy Partners

Storen Legacy Partners is an investment adviser based in Zionsville, IN, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $438 million, as filed on 7 April 2026.

Storen Legacy Partners charges up to 2.50% a year for its Portfolio Management Services.

Regulatory AUM: $438M
Clients: 876
Advisory staff: 6
Fee schedule: Up to 2.50% a year
Custodians: Charles Schwab
Headquarters: 1120 W Oak St, Suite 200, Zionsville, IN 46077
Phone: 317-733-1000
Website: storenfinancial.com

No. 3 · RIA

Hobbs Wealth Management

Hobbs Wealth Management is an investment adviser based in Zionsville, IN, registered with the SEC since 2025. 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 $147 million, as filed on 4 March 2026.

Hobbs Wealth Management charges 0.35%–1.45% a year for its Portfolio Management Fees.

Regulatory AUM: $147M
Clients: 194
Advisory staff: 1
Fee schedule: 0.35% to 1.45% a year
Custodians: Charles Schwab
Headquarters: 75 N. Main Street, Zionsville, IN 46077
Phone: 317-559-2940
Website: hobbswealth.com

Questions about financial advisors in Zionsville

How many financial advisor firms are headquartered in Zionsville?

3 SEC-registered financial advisor firms report their principal office in Zionsville, IN, managing $1.18B 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 Zionsville?

Wealth Advisory Solutions, with $599M in regulatory assets under management on its latest Form ADV. The next largest are Storen Legacy Partners ($438M) and Hobbs Wealth Management ($147M).

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

How large is a typical financial advisor firm in Zionsville?

The median firm manages $438M in regulatory assets. That is the midpoint of the 3 firms headquartered in Zionsville.

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

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

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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