COREVISION FINANCIAL GROUP
Shelbyville, IN
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
317-398-8200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IN
237 advisers found
KORHORN FINANCIAL GROUP
Granger, IN
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
574-247-5898
FI3 FINANCIAL ADVISORS, LLC
Indianapolis, IN
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
317-426-8800
VESTIA PERSONAL WEALTH ADVISORS
Fort Wayne, IN
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
877-669-1126
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
FINANCIAL ENHANCEMENT GROUP
Anderson, IN
AUM
$987.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
765-640-1524
WALTER KEENAN WEALTH MANAGEMENT
South Bend, IN
AUM
$983.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
574-287-5977
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
ATLAS CAPITAL MANAGEMENT CORP
Ft. Wayne, IN
AUM
$869.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
260-637-2857
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
SYCAMORE FINANCIAL GROUP
Kokomo, IN
AUM
$787.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
765-455-1554
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
HALTER FERGUSON FINANCIAL INC
Carmel, IN
AUM
$705.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
317-875-0202
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
NORTHWEST FINANCIAL SERVICES INC
Indianapolis, IN
AUM
$634.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
317-844-0448
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
FINANCIAL PLANS & STRATEGIES, INC.
Greenwood, IN
AUM
$610.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317-882-7675
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