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# NewRiaPulse: records in Indiana

**11 newRiaPulse: records in Indiana are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-08-17; the most frequent is Ambrose Capital Advisors, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.**

Data as of 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation

Download all 11 newRiaPulse: records in Indiana (CSV) — $4.99 →

Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

[Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=IN)

11 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-08-17. Most frequent: Ambrose Capital Advisors, LLC (1). Each record links to a full report and the official source.

Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).

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Records

11

Most frequent

- Ambrose Capital Advisors, LLC (1)
- Nearside Advisors, LLC (1)
- Integrated Investment Strategies,INC. (1)
- Cfg Wealth Management Services INC (1)
- Titan Investment Management LLC (1)

## How do I get new newRiaPulse: records in Indiana by email?

Search, filter and export these records, or get alerts when new ones appear.

[Search and filter](/v/newriapulse?state=IN) [Watch this exact filter](/v/newriapulse?state=IN#more-ways) [See alert plans](/v/newriapulse#pricing)

## What are the top newRiaPulse: records in Indiana right now?

| Record | AUM | Accounts | City |
|---|---|---|---|
| Ambrose Capital Advisors, LLC | $228,250,000 | 1 | Indianapolis |
| Nearside Advisors, LLC | $188,582,674 | 299 | Indianapolis |
| Integrated Investment Strategies,INC. | $104,549,560 | 334 | Carmel |
| Cfg Wealth Management Services INC | $110,201,914 | 202 | Indianapolis |
| Titan Investment Management LLC | $123,932,769 | 439 | Indianapolis |
| Private Counsel Group, LTD. | $116,007,039 | 153 | Indianapolis |
| Genesis Advisors, LLC | $121,222,670 | 364 | Fishers |
| Oxford Harriman Private Wealth Management | | | Indianapolis |
| Mosaic Wealth Management LLC | $285,000,000 | 199 | Bloomington |
| Foster Financial Services, LLC | | | Fort Wayne |
| Mindset Asset Management, LLC | | | Indianapolis |

[Browse all NewRiaPulse record reports](/hub/newriapulse/records)

## Which related categories and locations should I check?

### Browse by assets under management

[$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000)

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### Browse by registration status

[Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending)

## More Indiana public-record feeds

[Carrier Out-of-Service Alerts in Indiana](/hub/fmcsasafetypulse/state/in) [New NIH Research Awards by Organization in Indiana](/hub/nihbiotechgrantpulse/state/in) [New, Terminating & Large 401(k) Plans from Form 5500 Filings in Indiana](/hub/benefitplanpulse/state/in) [New Grants by Vendor Procurement Need in Indiana](/hub/grantvendormatchpulse/state/in) [SEC 8-K Corporate Trigger Events in Indiana](/hub/sec8ktriggerpulse/state/in) [New NSF Research Awards by Institution in Indiana](/hub/nsfawardpulse/state/in) [Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in Indiana](/hub/ghgemitterpulse/state/in) [Bank Branch Openings, Closings & Mergers by State in Indiana](/hub/bankbranchchangepulse/state/in)

## Frequently asked questions

### How many newRiaPulse: records in Indiana are listed?

11 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-08-17.

### Can I get alerts for Indiana?

Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.

Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. [RSS feed of new records](/feed/newriapulse.xml)

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