How many financial advisors are in Evansville, Indiana?

Falists lists 6 registered investment advisers with a principal office or filing address in Evansville, Indiana, based on public SEC IAPD data.

How do financial advisors in Evansville charge fees?

Fee structures vary by firm. In Evansville, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Evansville?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Indiana · 6 advisers

Financial Advisors in Evansville, Indiana

Looking for a financial advisor in Evansville, Indiana? Falists indexes 6 SEC-registered and state-registered investment advisers in Evansville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $3.46B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$3.46B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning5 Trusts5 Retirement4 Institutional5

Top advisors in Evansville

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

DONALDSON CAPITAL MANAGEMENT LLC

Evansville, IN

AUM

$3.46B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

36 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

812-421-3211

Full profile Visit site →

PETTINGA FINANCIAL ADVISORS, LLC

Evansville, IN

AUM

$1.28B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

812-436-4000

Full profile Visit site →

FREEMAN, WILL & NIEMEIER, INC.

Evansville, IN

AUM

$284.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

812-425-1030

Full profile Visit site →

GATES INVESTMENT ADVISORS, LLC

Evansville, IN

AUM

$22.8M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM

812-464-2837

Full profile Visit site →

OLLIE GRANT PRIVATE WEALTH

Evansville, IN

AUM

$5.8M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

855-792-6836

Full profile Visit site →

AYDT INVESTMENT MANAGEMENT, INC.

Evansville, IN

AUM

$46.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

812-424-7008

Full profileNo website

More cities in Indiana

Indianapolis (92)Carmel (38)Fort Wayne (27)Fishers (15)Columbus (8)South Bend (8)Zionsville (8)Bloomington (7)Greenwood (7)Jeffersonville (5)Lafayette (4)New Albany (4)

Common questions

How many financial advisors are in Evansville, Indiana?: 6 registered investment advisers are listed in our Evansville directory, sourced from public SEC filings.
What types of advisors are in Evansville?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Evansville?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.