RIA · Independent channel
Credent Wealth Management
Includes the history of First State Investment Advisors (acquired February 2026) · MainStreet Financial Advisors (acquired September 2025)
Fee-only RIA headquartered in Auburn, IN.
- Website
- credentwealth.com
- Regulator record
- CX INSTITUTIONAL, LLC (SEC)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$91.1M
Reported practice assets · 1 of 2 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 2
Teams joining Credent Wealth Management in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Jan 14 | Acquisition | First State Investment AdvisorsTulsa, OK | First State Investment AdvisorsRIAacquired by Credent Wealth Management, Feb 2026 | $91.1MPer Form ADV | Press Release |
| Jan 14 | Acquisition | MainStreet Financial AdvisorsKalamazoo, MI | MainStreet Financial AdvisorsRIAacquired by Credent Wealth Management, Sep 2025 | Undisclosed | Press Release |
Departures 0
Teams leaving Credent Wealth Management in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.