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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
317 advisers found
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
QBOX FIDUCIARY SOLUTIONS, LLC
Fort Wayne, IN
AUM
$429.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
260-328-1889
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
FORUM PRIVATE CLIENT GROUP
Fishers, IN
AUM
$403.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
317-558-6322
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
MARIPAU WEALTH MANAGEMENT LLC
Fort Wayne, IN
AUM
$363.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
260-493-3930
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
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
GAP ASSET MANAGEMENT, LLC
South Bend, IN
AUM
$287.0M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
574-485-2146
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