FOUR QUADRANT WEALTH ADVISORS, INC.
Carmel, IN
AUM
$219.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
877-441-5144
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IN
237 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
AUM
$204.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
866-729-6552
GEHRIG CAPITAL MANAGEMENT, INC.
Merrillville, IN
AUM
$203.9M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
219-663-8005
LAUGHLIN FINANCIAL LLC
Bloomington, IN
AUM
$200.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
812-552-2113
PILE WEALTH MANAGEMENT
Indianapolis, IN
AUM
$188.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
(317) 269-3454
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
GREENLEAF FINANCIAL GROUP
Carmel, IN
AUM
$175.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
317-993-3384
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
APPLE TREE ASSET MANAGEMENT, LLC
Fort Wayne, IN
AUM
$151.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
260-637-7278
KOON FINANCIAL PLANNING & CONSULTING/KFP&C
Greenwood, IN
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-887-1714
HOBBS WEALTH MANAGEMENT
Zionsville, IN
AUM
$146.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-559-2940
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
CORE WEALTH ADVISORS
Indianapolis, IN
AUM
$143.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
317-497-0569
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
MCMAHAN CAPITAL MANAGEMENT
Carmel, IN
AUM
$135.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
317-573-2202
HENTHORN AGENCY, INC.
Beech Grove, IN
AUM
$130.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Hourly charges · Fixed fees +1 more
317-788-9931
FORTITUDE PRIVATE WEALTH
Carmel, IN
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-819-8550