BISCHOFF WEALTH MANAGEMENT GROUP, LLC
Greenwood, IN
AUM
$222.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(317) 851-9718
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in IN
134 advisers found
FINANCIAL PLANNING SERVICES
Fort Wayne, IN
AUM
$212.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
260-469-3218
GEHRIG CAPITAL MANAGEMENT, INC.
Merrillville, IN
AUM
$203.9M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
219-663-8005
COMPREHENSIVE FINANCIAL CONSULTANTS
Cicero, IN
AUM
$187.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-984-7693
DAVID P. GILLIAM & ASSOCIATES, INC.
Muncie, IN
AUM
$186.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
765-281-0012
WABASH CAPITAL, INC.
Terre Haute, IN
AUM
$173.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
812-242-9113
ALDEBARAN CAPITAL, LLC
Carmel, IN
AUM
$166.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
317-818-7827
LAUER WEALTH MANAGEMENT
Valparaiso, IN
AUM
$160.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
219-243-8129
SPYGLASS INVESTMENT MANAGEMENT
Terre Haute, IN
AUM
$156.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(812) 238-8484
WERNER FINANCIAL
Indianapolis, IN
AUM
$152.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
317-735-9202
442 CAPITAL PTY LTD
South Melbourne, IN
AUM
$150.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
0400 581 801
KESTREL WEALTH MANAGEMENT, LLC
South Bend, IN
AUM
$143.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(574) 233-2200
AUM
$139.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
317-570-1800
MFG WEALTH MANAGEMENT, INC.
Indianapolis, IN
AUM
$138.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
317-780-1006
FNEX WEALTH, LLC
Indianapolis, IN
AUM
$122.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
317-445-7676
GENESIS ADVISORS, LLC
Fishers, IN
AUM
$121.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
317-577-6900
AUM
$115.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
901-421-6300
CFG WEALTH MANAGEMENT SERVICES INC
Indianapolis, IN
AUM
$110.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-841-7959
WWA PLANNING & INVESTMENTS
Columbus, IN
AUM
$105.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-379-1120
PAMPEL & ASSOCIATES, INC.
Monticello, IN
AUM
$104.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
574-583-7333
BROOKSTONE FINANCIAL
Jeffersonville, IN
AUM
$103.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
812-288-9000
CAPSTONE WEALTH ADVISORS,INC.
Indianpolis, IN
AUM
$100.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-577-8233
USA FIRST FINANCIAL
Indianapolis, IN
AUM
$91.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-886-0182
PARK + ELM INVESTMENT ADVISERS
Carmel, IN
AUM
$88.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-727-5356