RIA Intel›Advisers›Indiana›NEARSIDE ADVISORS, LLC

NEARSIDE ADVISORS, LLC

SEC RegisteredAdvisory

INDIANAPOLIS, IN

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in IN
#167
of 270 advisers by AUM

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM
$189M
Discretionary %
—
Clients
—
Employees
3

One filing on record

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$189M
Discretionary AUM$189M
Non-Discretionary AUM$0
Discretionary %—
Total Clients—
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredYes
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

RJP INVESTMENT ADVISORS, LLP
INDIANAPOLIS, IN
$189M
+23.5% 1Y
CFC PLANNING COMPANY, LLC
CICERO, IN
$187M
CH DOUGLAS & GRAY, LLC
INDIANAPOLIS, IN
$187M
+19.5% 1Y
DAVID P. GILLIAM & ASSOCIATES, INC.
MUNCIE, IN
$187M
+26.5% 1Y
WALLINGTON ASSET MANAGEMENT INC.
INDIANAPOLIS, IN
$187M
+11.4% 1Y
MIDWEST WEALTH MANAGEMENT INC.
INDIANAPOLIS, IN
$191M
+47.4% 1Y
Browse all 270 advisers in Indiana →
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Counts advisers in Indiana reporting AUM on their latest Form ADV.

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