AUM
—
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
574-334-9499
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IN
275 advisers found
IVY CAPITAL MANAGEMENT LLC
Indianapolis, IN
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-444-8383
MICHAEL ASSOCIATES, LLC
Indianapolis, IN
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
317-574-2124
OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT
Indianapolis, IN
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-581-4003
PATHWAY ASSET & TAX ADVISORY
Elkhart, IN
AUM
$0
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
574-264-0395
SALT LIGHT INVESTING FOR THE GOOD
Seymour, IN
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
8123588477
THE JUST COMPANY
Indianapolis, IN
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-577-7915
TRUEDGE ASSET MANAGEMENT LLC
Indianapolis, IN
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; DISCRETIONAY ADVICE TO POOLED FUNDS
317-581-4010
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
AUM
$636.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees
317-627-1083
Full profileNo website
AUM
$169.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
917-846-0764
Full profileNo website
CADE GROUP, INC.
Carmel, IN
AUM
$93.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
317-848-7110
Full profileNo website
PENNFIELD CAPITAL CORP
South Bend, IN
AUM
$68.1M
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
574-968-9010
Full profileNo website
TELEGRAPH EQUITY PARTNERS LIMITED
Carmel, IN
AUM
$67.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(317) 573-4848
Full profileNo website
KROUSE STUREMAN & ASSOCIATES, INC.
Fort Wayne, IN
AUM
$56.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
260-484-9977
Full profileNo website
ANWEILER FINANCIAL MANAGEMENT, LLC
New Haven, IN
AUM
$51.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-749-2170
Full profileNo website
AYDT INVESTMENT MANAGEMENT, INC.
Evansville, IN
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-424-7008
Full profileNo website
CLARITY FINANCIAL ORGANIZATION, LLC
Boonville, IN
AUM
$26.0M
Financial PlanningWealth Mgmt
Team
0 total employees
Clients
26-50
Fees
Percentage of AUM
(812) 897-1470
Full profileNo website
AUSTIN FINANCIAL STRATEGIES, INC.
Indianapolis, IN
AUM
$19.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
317-889-1506
Full profileNo website
CORNERSTONE ADVISORY, LLC
Greenfield, IN
AUM
$19.4M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
317-462-3310
Full profileNo website
MORRIS GROUP ADVISORY SERVICE, INC
Indianapolis, IN
AUM
$18.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
317-217-5440
Full profileNo website
ABOVE & BEYOND INVESTMENTS, LLC
Bloomington, IN
AUM
$13.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
812-334-4000
Full profileNo website
AXIS FINANCIAL, LLC
Odon, IN
AUM
$10.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
812-636-2222
Full profileNo website
I4 ADVISORS LLC
Indianapolis, IN
AUM
$10.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
317-251-6770
Full profileNo website