WALSH ADVISORS
Crown Point, IN
AUM
$82.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
517-231-1152
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in IN
134 advisers found
FORSYTHE WEALTH MANAGEMENT, INC.
Crown Point, IN
AUM
$79.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(219) 213-2537
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
MCAVOY KEMP WEALTH MANAGEMENT, LLC
Columbus, IN
AUM
$70.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-376-6463
CANTERBURY INVESTMENT MANAGEMENT, LLC
Zionsville, IN
AUM
$69.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
317-732-2075
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
BRIGHTSTONE ADVISORS LLP
Fishers, IN
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-576-8544
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
NORTHBOUND WEALTH
Indianapolis, IN
AUM
$43.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-399-1107
CATALYZE WEALTH MANAGEMENT
Carmel, IN
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(317) 537-7526
REGAL CAPITAL MANAGEMENT, INC.
Bedford, IN
AUM
$43.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
812-275-8808
LEWIS WEALTH MANAGEMENT, LLC
Carmel, IN
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(317) 503-3680
CAPITAL STRATEGIES, INC.
Indianapolis, IN
AUM
$41.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
317-262-1700
MWM ADVISORY GROUP, LLC
Valparaiso, IN
AUM
$39.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
219-510-5069
CREATIVE FINANCIAL PLANNING ADVISORS, INC.
South Bend, IN
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(574) 232-8000
LINDSEY WEALTH MANAGEMENT
Vincennes, IN
AUM
$23.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
812-316-2079
GATES INVESTMENT ADVISORS, LLC
Evansville, IN
AUM
$22.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
812-464-2837
VALENTINE WEALTH MANAGEMENT
Seymour, IN
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(812) 329-0902
SEEK & FIND FINANCIAL
Chesterton, IN
AUM
$13.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
219-316-9839
MONUMENT ADVISERS
Carmel, IN
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
317-210-1051
PILLAR WEALTH LLC
Franklin, IN
AUM
$8.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
317-998-3264
MY-FINANCIAL-ADVOCATE
Indianapolis, IN
AUM
$8.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
866-734-9688
SDM INVESTMENTS, LLC
Merrillville, IN
AUM
$7.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8889880858