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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
317 advisers found
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
442 CAPITAL PTY LTD
South Melbourne, IN
AUM
$150.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
0400 581 801
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
ELPIS CAPITAL GROUP, LLC
Fishers, IN
AUM
$126.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-690-8938
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
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
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
ROSENTHAL | HENRY CAPITAL ADVISORS, INC.
Mishawaka, IN
AUM
$114.9M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
574-243-6502
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