CAPITAL ADVISOR NETWORK
Lafayette, IN
AUM
$124.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
765-588-1647
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in IN
127 advisers found
TITAN INVESTMENT MANAGEMENT LLC
Indianapolis, IN
AUM
$123.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
765-418-8223
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
SANTEFORT INVESTMENT GROUP, LLC
Schererville, IN
AUM
$108.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; REFERRAL FEES
219-227-8548
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
NORWOOD ECONOMICS, INC.
Fishers, IN
AUM
$96.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
317-559-2333
ATIS
Highland, IN
AUM
$96.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
219-836-2102
CARDINAL CAPITAL MANAGEMENT, LLC
Muncie, IN
AUM
$94.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
765-289-8888
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
LUMINARY WEALTH
Fort Wayne, IN
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-420-2500
GINERIS WEALTH MANAGEMENT
Dyer, IN
AUM
$89.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
219-359-4205
WISELY ADVISED
Dyer, IN
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
219-214-1212
ARENA WEALTH MANAGEMENT LLC
Fort Wayne, IN
AUM
$79.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(260) 321-7694
SCHMIDT WEALTH MANAGEMENT, L.L.C.
Lawrenceburg, IN
AUM
$70.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(513)305-1896
HALEY & SUMMERS WEALTH MANAGEMENT, INC.
Fort Wayne, IN
AUM
$67.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
260-437-0254
BLEND WEALTH
Indianapolis, IN
AUM
$55.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(317) 854-5656
ARENA WEALTH ADVISORS LLC
Jeffersonville, IN
AUM
$52.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
502-396-7375
THE SCHAMBER GROUP, INC.
Lafayette, IN
AUM
$52.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
765-807-0683
TRUE WEALTH STEWARDS
Carmel, IN
AUM
$47.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-567-9008