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Why Credent
About Us
Ways To Join
Success Stories
Resources
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In The News
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Credent Wealth
Credent Wealth Management Acquires MainStreet Financial Advisors and First State Investment Advisors, Kicking Off 2026 With Continued National Expansion
January 16, 2026
AUBURN, Ind., Jan. 14, 2026 /PRNewswire/ -- CX Institutional, LLC d/b/a Credent Wealth Management (Credent), a fee-only Registered Investment Advisor (RIA) headquartered in Indiana,…
Credent Wealth Management Expands Partnership with Crestline Investors to Support Next Phase of Growth
December 9, 2025
AUBURN, Ind., Dec. 2, 2025 /PRNewswire/ -- CX Institutional, LLC d/b/a Credent Wealth Management ("Credent"), a fee-only Registered Investment Advisor headquartered in Indiana with more…
Credent Wealth Management Expands Michigan Footprint with Acquisition of TFG Advisors
November 12, 2025
AUBURN, Ind., July 9, 2025 /PRNewswire/ -- CX Institutional, LLC d/b/a Credent Wealth Management ("Credent"), a fee-only RIA headquartered in…
David Hefty featured on The Connected Advisor podcast: The Growth Strategy Behind a $3B Succession-Ready Firm
November 12, 2025
Credent CEO David Hefty joins Kyle Van Pelt to break down the real succession challenge, post-acquisition growth strategies, and why…
The RIA Edge Podcast Welcomes David Hefty to Discuss “Building Out the ‘Anti-Aggregator’ RIA”
November 12, 2025
CEO David Hefty joins WealthManagement.com’s David Armstrong to discuss Credent's growth story. In this episode, David shares: - Why we…
Credent Wealth Management Announces Public Launch of Credent Advisor Solutions (CAS), a Turnkey Asset Management Platform
November 12, 2025
Auburn, IN, Oct. 30, 2024 -- CX Institutional, LLC d/b/a Credent Wealth Management (“Credent”), a fee-only RIA headquartered in Indiana,…
Clarify Wealth Management Merges with Credent
November 12, 2025
The transition to Credent I think just brings more to our clients — more opportunities, more services, an expanded team;…
Credent Accelerates Growth with Capital Infusion from Crestline
November 12, 2025
Auburn, IN, July 23, 2024 -- CX Institutional, LLC d/b/a Credent Wealth Management (“Credent”), a $2.6 billion RIA headquartered in…
Credent Wealth Management Lands Two New Advisor Firms
November 12, 2025
Credent Wealth Management, an Auburn, Indiana based $2.5B fee-only RIA firm, announces William “Bill” Hoover of Euclid Advisory and James…
Credent Wealth Introduces Two New Partner Firms in Beginning of 2023
November 12, 2025
Credent Wealth Management announces Tracy Miller of Miller Private Wealth and Mike Pepin of TruNorth Financial as the newest partners…
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