Indiana · 3 advisers
Financial Advisors in Kokomo, Indiana
Looking for a financial advisor in Kokomo, Indiana? Falists indexes 3 SEC-registered and state-registered investment advisers in Kokomo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $2.94B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$2.94B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Kokomo
Ranked by AUM · Fees, team & specialties at a glance
CREATIVE FINANCIAL DESIGNS, INC.
Kokomo, IN
AUM
$2.94B
Team
155 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
765-453-9600
SYCAMORE FINANCIAL GROUP
Kokomo, IN
AUM
$787.4M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
765-455-1554
SMITH FINANCIAL
Kokomo, IN
AUM
$456.9M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
765-459-4111
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Common questions
- How many financial advisors are in Kokomo, Indiana?
- 3 registered investment advisers are listed in our Kokomo directory, sourced from public SEC filings.
- What types of advisors are in Kokomo?
- 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 Kokomo?
- 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.