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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in IN
134 advisers found
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
MINDSET WEALTH MANAGEMENT, LLC
Indianapolis, IN
AUM
$445.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
317-348-4655
HOLISTIC FINANCIAL PARTNERS, LLC
Indianapolis, IN
AUM
$444.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
317-550-3400
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
AXIOM FINANCIAL STRATEGIES GROUP, LLC
New Albany, IN
AUM
$404.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
812-913-7701
OXINAS PARTNERS WEALTH MANAGEMENT
Jeffersonville, IN
AUM
$391.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(812) 725-8649
INTREPID FINANCIAL PLANNING GROUP, LLC
Carmel, IN
AUM
$390.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
317-818-1776
VISTA INVESTMENT PARTNERS
Richmond, IN
AUM
$383.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
765-962-5153
HORIZON INVESTMENT SERVICES, LLC.
Hammond, IN
AUM
$363.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
219-852-3215
BOOKENDS FINANCIAL PLANNING
Indianapolis, IN
AUM
$338.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
317-859-2502
ONEAMERICA SECURITIES, INC.
Indianapolis, IN
AUM
$306.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
306 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-285-3863
HENDERSHOTT WEALTH MANAGEMENT, LLC
Fishers, IN
AUM
$305.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-743-6500
GIMBAL FINANCIAL, LLC
Carmel, IN
AUM
$290.0M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
317-578-1600
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
Brownsburg, IN
AUM
$287.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-350-4255
FREEMAN, WILL & NIEMEIER, INC.
Evansville, IN
AUM
$284.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
812-425-1030
COMPASS FINANCIAL ADVISORS LLC
Fort Wayne, IN
AUM
$282.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
260-490-7878
PELOTON CAPITAL MANAGEMENT
Indianapolis, IN
AUM
$282.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-559-1700
BANKER INVESTMENT GROUP
West Lafayette, IN
AUM
$260.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
765-497-0197
TRUST INVESTMENT ADVISORS
Indianapolis, IN
AUM
$238.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; SPECIAL PROJECT FEES
317-253-2000