Indiana · 4 advisers
Financial Advisors in Lafayette, Indiana
Looking for a financial advisor in Lafayette, Indiana? Falists indexes 4 SEC-registered and state-registered investment advisers in Lafayette — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $541.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$541.5M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lafayette
Ranked by AUM · Fees, team & specialties at a glance
GETTINGS BUSCH WEALTH MANAGEMENT
Lafayette, IN
AUM
$541.5M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
765-742-7366
CAPITAL ADVISOR NETWORK
Lafayette, IN
AUM
$124.5M
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
765-588-1647
THE SCHAMBER GROUP, INC.
Lafayette, IN
AUM
$52.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
765-807-0683
CAE INVESTMENT ADVISORY, LLC
Lafayette, IN
AUM
—
Team
1 advisors
Clients
0
Fees
Subscription fees; Fixed fees
765-637-3206
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Common questions
- How many financial advisors are in Lafayette, Indiana?
- 4 registered investment advisers are listed in our Lafayette directory, sourced from public SEC filings.
- What types of advisors are in Lafayette?
- 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 Lafayette?
- 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.