SMI ADVISORY SERVICES, LLC
Columbus, IN
AUM
$949.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
800-796-4975
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
8 advisers found
KIRR, MARBACH & COMPANY, LLC
Columbus, IN
AUM
$587.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM
812-376-9444
IMC ADVISORS, LLC
Columbus, IN
AUM
$540.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-376-3331
KESSLER INVESTMENT GROUP, LLC
Columbus, IN
AUM
$359.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
812-314-0083
WWA PLANNING & INVESTMENTS
Columbus, IN
AUM
$105.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-379-1120
MCAVOY KEMP WEALTH MANAGEMENT, LLC
Columbus, IN
AUM
$70.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-376-6463
WARREN WARD ASSOCIATES, FINANCIAL PLANNING
Columbus, IN
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
812-379-1120
3FOURTEEN & SMI ADVISORY SERVICES, LLC
Columbus, IN
AUM
$723.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
800-796-4975
Full profileNo website