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 Trusts & Estates advisors in IN
237 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
FNEX WEALTH, LLC
Indianapolis, IN
AUM
$122.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
317-445-7676
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
PRIVATE COUNSEL GROUP, LTD.
Indianapolis, IN
AUM
$116.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
317-627-8957
AUM
$115.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
901-421-6300
PRECEDENT FINANCIAL STRATEGIES
Indianapolis, IN
AUM
$111.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-264-9908
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
SECURESTATE
Pendleton, IN
AUM
$106.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
765-778-7415
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
INTEGRATED INVESTMENT STRATEGIES,INC.
Carmel, IN
AUM
$104.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-843-5577
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
SERVANT CAPITAL ADVISORS
Fishers, IN
AUM
$102.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
317-258-7815
CORWIN COMPANY LLC
Indianapolis, IN
AUM
$101.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
317-706-0818
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
AMERICAN CAPITAL MANAGEMENT, INC.
New Albany, IN
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-945-9888
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
CIRCLE CITY WEALTH MANAGEMENT LLC
Carmel, IN
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Fixed fees; FLAT DOLLAR AMOUNT
(317) 734-0375
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
BENHAM ADVISORY GROUP
Greenwood, IN
AUM
$94.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
317-300-1674
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