Falists

Indiana · 5 advisers

Financial Advisors in Jeffersonville, Indiana

Looking for a financial advisor in Jeffersonville, Indiana? Falists indexes 5 SEC-registered and state-registered investment advisers in Jeffersonville — 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 $391.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

5

Largest AUM

$391.0M

Financial planning

3

Filter by specialty

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

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Top advisors in Jeffersonville

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

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More cities in Indiana

Indianapolis (92)Carmel (38)Fort Wayne (27)Fishers (15)Columbus (8)South Bend (8)Zionsville (8)Bloomington (7)Greenwood (7)Evansville (6)Lafayette (4)New Albany (4)

Common questions

How many financial advisors are in Jeffersonville, Indiana?
5 registered investment advisers are listed in our Jeffersonville directory, sourced from public SEC filings.
What types of advisors are in Jeffersonville?
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 Jeffersonville?
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.