INVESTMENT ADVISORS OF INDIANAPOLIS INC
Indianapolis, IN
AUM
$108.1M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING FEES BASED ON ASSETS AND NEGOTIATIONS
317-574-8005
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IN
275 advisers found
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
USA FIRST FINANCIAL
Indianapolis, IN
AUM
$91.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-886-0182
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
DYNAMIC LEGACY PLANNING
Greenfield, IN
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
3174777283
GINERIS WEALTH MANAGEMENT
Dyer, IN
AUM
$89.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
219-359-4205
SANTIAGO.LIFE
Fishers, IN
AUM
$88.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-593-9390
WISELY ADVISED
Dyer, IN
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
219-214-1212
PARK + ELM INVESTMENT ADVISERS
Carmel, IN
AUM
$88.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-727-5356
MOUNTAIN PEAK WEALTH ADVISORS, LLC
Fort Wayne, IN
AUM
$84.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(260) 435-1200