LJI WEALTH MANAGEMENT, LLC
Indianapolis, IN
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
317-466-9702
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
317 advisers found
WEALTH ADVISORS GROUP
Fort Wayne, IN
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
260-619-3100
WALLINGTON ASSET MANAGEMENT
Indianapolis, IN
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-575-8670
PETTINGA FINANCIAL ADVISORS, LLC
Evansville, IN
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
812-436-4000
DEERFIELD
Indianapolis, IN
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
317-469-2455
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
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
CENTERFIELD CAPITAL PARTNERS
Indianapolis, IN
AUM
$1.08B
Wealth Mgmt
Team
15 employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-237-2323
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
SMI ADVISORY SERVICES, LLC
Columbus, IN
AUM
$949.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
800-796-4975
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
US AGRICULTURE
Carmel, IN
AUM
$759.1M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-678-0700
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