BOOKENDS FINANCIAL PLANNING
Indianapolis, IN
AUM
$338.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
317-859-2502
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
92 advisers found
CHARTER ADVISORY CORPORATION
Indianapolis, IN
AUM
$333.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-844-7416
CURRY WEBB WEALTH MANAGEMENT LLC
Indianapolis, IN
AUM
$332.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
317-999-5323
ONEAMERICA SECURITIES, INC.
Indianapolis, IN
AUM
$306.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
306 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-285-3863
PROVIDER FINANCIAL, INC.
Indianapolis, IN
AUM
$304.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(317)706-0890
CAPITAL CITIES INVESTMENTS
Indianapolis, IN
AUM
$287.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
317-475-4500
PELOTON CAPITAL MANAGEMENT
Indianapolis, IN
AUM
$282.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-559-1700
CRF FINANCIAL GROUP
Indianapolis, IN
AUM
$279.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
317-844-8077
PROTEUS, LLC
Indianapolis, IN
AUM
$259.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
317-653-2756
AN EXCEPTIONAL LIFE FINANCIAL, LLC
Indianapolis, IN
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-941-6492
TRUST INVESTMENT ADVISORS
Indianapolis, IN
AUM
$238.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; SPECIAL PROJECT FEES
317-253-2000
ASSET MANAGEMENT STRATEGIES, INC.
Indianapolis, IN
AUM
$220.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
3175776912
PILE WEALTH MANAGEMENT
Indianapolis, IN
AUM
$188.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
(317) 269-3454
WERNER FINANCIAL
Indianapolis, IN
AUM
$152.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
317-735-9202
CORE WEALTH ADVISORS
Indianapolis, IN
AUM
$143.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
317-497-0569
MFG WEALTH MANAGEMENT, INC.
Indianapolis, IN
AUM
$138.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
317-780-1006
TITAN INVESTMENT MANAGEMENT LLC
Indianapolis, IN
AUM
$123.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
765-418-8223
FNEX WEALTH, LLC
Indianapolis, IN
AUM
$122.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
317-445-7676
PRIVATE COUNSEL GROUP, LTD.
Indianapolis, IN
AUM
$116.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
317-627-8957
PRECEDENT FINANCIAL STRATEGIES
Indianapolis, IN
AUM
$111.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-264-9908
CFG WEALTH MANAGEMENT SERVICES INC
Indianapolis, IN
AUM
$110.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-841-7959
INVESTMENT ADVISORS OF INDIANAPOLIS INC
Indianapolis, IN
AUM
$108.1M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING FEES BASED ON ASSETS AND NEGOTIATIONS
317-574-8005
CORWIN COMPANY LLC
Indianapolis, IN
AUM
$101.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
317-706-0818
USA FIRST FINANCIAL
Indianapolis, IN
AUM
$91.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-886-0182