KESSLER INVESTMENT GROUP, LLC
Columbus, IN
AUM
$359.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
812-314-0083
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IN
237 advisers found
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
CHARTER ADVISORY CORPORATION
Indianapolis, IN
AUM
$333.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-844-7416
CURRY WEBB WEALTH MANAGEMENT LLC
Indianapolis, IN
AUM
$332.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
317-999-5323
THOMAS STORY AND SON LLC
Plymouth, IN
AUM
$328.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
630-878-0747
KOTYS WEALTH PROFESSIONALS
Valparaiso, IN
AUM
$308.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
219-465-6924
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
PROVIDER FINANCIAL, INC.
Indianapolis, IN
AUM
$304.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(317)706-0890
GIMBAL FINANCIAL, LLC
Carmel, IN
AUM
$290.0M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
317-578-1600
CAPITAL CITIES INVESTMENTS
Indianapolis, IN
AUM
$287.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
317-475-4500
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
TRADEWELL TAX & FINANCIAL
Fort Wayne, IN
AUM
$275.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
260-490-2084
CBG & COMPANY, INC.
Fishers, IN
AUM
$270.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-257-7400
WELLINGTON INVESTMENT ADVISORS
Bloomington, IN
AUM
$261.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
812-333-0874
BANKER INVESTMENT GROUP
West Lafayette, IN
AUM
$260.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
765-497-0197
AN EXCEPTIONAL LIFE FINANCIAL, LLC
Indianapolis, IN
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-941-6492
STRIVE FINANCIAL GROUP, LLC
Carmel, IN
AUM
$246.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(317) 590-0146
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
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
ASSET MANAGEMENT STRATEGIES, INC.
Indianapolis, IN
AUM
$220.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
3175776912