ABOUND WEALTH STRATEGIES
Indianapolis, IN
AUM
$13.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-672-2591
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IN
275 advisers found
MABRY WEALTH MANAGEMENT, LLC
Fort Wayne, IN
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(260) 600-0123
WHITESTONE CAPITAL MANAGEMENT LLC
New Albany, IN
AUM
$11.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
812-697-1537
MONUMENT ADVISERS
Carmel, IN
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
317-210-1051
PILLAR WEALTH LLC
Franklin, IN
AUM
$8.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
317-998-3264
MY-FINANCIAL-ADVOCATE
Indianapolis, IN
AUM
$8.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
866-734-9688
WRIGHT PLANNING, LLC
Fishers, IN
AUM
$8.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
317-537-1987
GUNNELL FINANCIAL PLANNING
Plainfield, IN
AUM
$7.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-203-4433
SDM INVESTMENTS, LLC
Merrillville, IN
AUM
$7.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8889880858
AUM
$7.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
317-697-1618
MACKHOUSE CAPITAL
Clarksville, IN
AUM
$7.1M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
812-205-2191
ZAKI FINANCIAL LLC
Indianapolis, IN
AUM
$7.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-208-5566
KINGDOM FINANCIAL
South Bend, IN
AUM
$6.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
574-850-5000
WISE WEALTH MANAGEMENT
Fort Wayne, IN
AUM
$6.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
260-704-7168
OLLIE GRANT PRIVATE WEALTH
Evansville, IN
AUM
$5.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
855-792-6836
PROSPERO FINANCIAL PLANNING, LLC
Noblesville, IN
AUM
$4.5M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
317-409-4739
PLAN WISE WEALTH GROUP, LLC
Indianapolis, IN
AUM
$4.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(317) 759-7328
ROCKFORD GROUP INVESTMENT ADVISOR
Carmel, IN
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-689-7491
SKYVIEW CAPITAL MANAGEMENT
Brownsburg, IN
AUM
$3.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-919-1654
HELPING HAND FINANCIAL, LLC
Greenwood, IN
AUM
$1.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-561-0453
RIM GROUP
Indianapolis, IN
AUM
$1.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
317-308-9690
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT
Fort Wayne, IN
AUM
$463K
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
212-814-8650
CXI ADVISORS, LLC
Auburn, IN
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
0 total employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
260-333-5123