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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IN
275 advisers found
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
AUM
$631.2M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-590-7401
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
CFCI
Bloomington, IN
AUM
$595.6M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
812-334-3190
KIRR, MARBACH & COMPANY, LLC
Columbus, IN
AUM
$587.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM
812-376-9444
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
IMC ADVISORS, LLC
Columbus, IN
AUM
$540.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-376-3331
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
REIFY WEALTH ADVISORS, INC.
Indianapolis, IN
AUM
$524.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
317-872-5090
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
CID CAPITAL II, INC.
Carmel, IN
AUM
$515.8M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
317-818-5030
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
THE WELLINGTON GRP LLC
Indianapolis, IN
AUM
$473.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; ONBOARDING FEES
317-846-5055
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