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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in IN
127 advisers found
AMI INVESTMENT MANAGEMENT INC
Kendallville, IN
AUM
$963.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-347-1281
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
GALECKI FINANCIAL MANAGEMENT INC
Fort Wayne, IN
AUM
$929.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
260-436-8525
LYNCH & ASSOCIATES
Newburgh, IN
AUM
$831.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
812-853-0878
HURLOW WEALTH MANAGEMENT GROUP, INC.
Bloomington, IN
AUM
$794.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(812) 333-4726
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
Indianapolis, IN
AUM
$776.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-552-0505
QUANTUM FINANCIAL SERVICES INC.
Indianapolis, IN
AUM
$730.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-845-1786
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
MERIDIAN INVESTMENT ADVISORS, INC.
Indianapolis, IN
AUM
$628.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-573-5257
HILLTOP WEALTH & TAX SOLUTIONS
Mishawaka, IN
AUM
$616.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
574-889-7526
WEALTH ADVISORY SOLUTIONS, LLC
Zionsville, IN
AUM
$599.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-559-2945
CFCI
Bloomington, IN
AUM
$595.6M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
812-334-3190
HOWARD BAILEY SECURITIES, LLC
Fort Wayne, IN
AUM
$582.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
260-482-9559
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
GETTINGS BUSCH WEALTH MANAGEMENT
Lafayette, IN
AUM
$541.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
765-742-7366
ELEVATED FINANCIAL GROUP
Indianapolis, IN
AUM
$532.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-533-7721
PATHWAY FINANCIAL ADVISERS, LLC
Auburn, IN
AUM
$524.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-925-2887
MONARCH CAPITAL MANAGEMENT INC
Fort Wayne, IN
AUM
$495.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
260-422-2765
SMITH FINANCIAL
Kokomo, IN
AUM
$456.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
765-459-4111
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
Fort Wayne, IN
AUM
$438.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
260-436-2051
STOREN FINANCIAL
Zionsville, IN
AUM
$438.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-733-1000
QBOX FIDUCIARY SOLUTIONS, LLC
Fort Wayne, IN
AUM
$429.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
260-328-1889