Wealthspire, an independent wealth management, institutional advisory, and business management firm, has announced an agreement to acquire Fi3 Advisors, an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management.
The transaction builds on a decade-long relationship between Fi3 and Wealthspire’s Fiducient Advisors and reflects continued expansion in serving high net worth and ultra-high net worth families following the launch of Wealthspire Family Office earlier this year. As part of Wealthspire, Fi3’s clients will benefit from expanded financial planning and investment resources, broader access to specialized expertise, and access to Wealthspire’s Family Office capabilities, which bring together advanced tax and estate planning, lifestyle management, family office accounting, and trust services for multi-generational families.
With the addition of Fi3 and the recent acquisition of Axia Advisory, Wealthspire will oversee approximately $3 billion in assets under management or advisement serving institutional and private client relationships in the Indianapolis market. Fi3 will continue to operate with the same client and firm leadership team, including managing partner Ivan Hoffman and partners Matt Simpson and Sam Muse. Fi3 was recently named to Wealth Management’s 2026 RIA Edge 100 and USA Today’s list of the best financial advisory firms in 2026.
With over 1,200 employees across more than 40 offices, Wealthspire serves individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom through a comprehensive platform spanning wealth management, institutional consulting, business management, family office, and retirement plan advisory services.
KEY QUOTES:
“Their approach aligns closely with how we serve clients, combining personalized guidance with the scale and resources needed to support more complex needs over time.”
Mike LaMena, CEO, Wealthspire
“We have dedicated our entire existence to doing things with intention and with a singular focus on helping our clients reach their goals. By partnering with Wealthspire, our clients will benefit from a full suite of resources while continuing to receive the bespoke, high-touch service they have come to expect from us.”
Ivan Hoffman, Managing Partner, Fi3 Advisors
