40/86 ADVISORS, INC.
Carmel, IN
AUM
$30.50B
Wealth MgmtInstitutional
Team
84 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-817-4086
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IN, CARMEL
33 advisers found
OXFORD FINANCIAL GROUP, LTD
Carmel, IN
AUM
$23.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
317-843-5678
VALEO FINANCIAL ADVISORS, LLC
Carmel, IN
AUM
$12.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
119 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
317.218.6000
AUM
$6.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
317-975-5033
MJ RETIREMENT
Carmel, IN
AUM
$5.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-805-7500
GOELZER INVESTMENT MANAGEMENT
Carmel, IN
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
317-264-2600
WINTHROP CAPITAL MANAGEMENT
Carmel, IN
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-663-7500
ARCHER INVESTMENT CORPORATION
Carmel, IN
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
80 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
317-581-5664
EVERNEST FINANCIAL ADVISORS
Carmel, IN
AUM
$963.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
317-556-1015
US AGRICULTURE
Carmel, IN
AUM
$759.1M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-678-0700
HALTER FERGUSON FINANCIAL INC
Carmel, IN
AUM
$705.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
317-875-0202
INDIE ASSET PARTNERS, LLC
Carmel, IN
AUM
$685.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
317-428-6600
THE FINANCIAL RESOURCE CENTER
Carmel, IN
AUM
$642.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-871-8571
MONON WEALTH MANAGEMENT
Carmel, IN
AUM
$546.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
(317) 993-3999
CID CAPITAL II, INC.
Carmel, IN
AUM
$515.8M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
317-818-5030
INTREPID FINANCIAL PLANNING GROUP, LLC
Carmel, IN
AUM
$390.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
317-818-1776
GIMBAL FINANCIAL, LLC
Carmel, IN
AUM
$290.0M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
317-578-1600
STRIVE FINANCIAL GROUP, LLC
Carmel, IN
AUM
$246.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(317) 590-0146
FOUR QUADRANT WEALTH ADVISORS, INC.
Carmel, IN
AUM
$219.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
877-441-5144
GREENLEAF FINANCIAL GROUP
Carmel, IN
AUM
$175.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
317-993-3384
ALDEBARAN CAPITAL, LLC
Carmel, IN
AUM
$166.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
317-818-7827
MCMAHAN CAPITAL MANAGEMENT
Carmel, IN
AUM
$135.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
317-573-2202
FORTITUDE PRIVATE WEALTH
Carmel, IN
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-819-8550
INTEGRATED INVESTMENT STRATEGIES,INC.
Carmel, IN
AUM
$104.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-843-5577
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