THE SCHAMBER GROUP, INC.
Lafayette, IN
AUM
$52.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
765-807-0683
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IN
237 advisers found
HOULIHAN ASSET MANAGEMENT LLC
Fort Wayne, IN
AUM
$52.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(260) 422-2929
BASSETT FINANCIAL ADVISORS
Fort Wayne, IN
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
260-432-6555
TRUE WEALTH STEWARDS
Carmel, IN
AUM
$47.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-567-9008
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
SUNRIFT CAPITAL PARTNERS LLC
Plainfield, IN
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
317-272-5810
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
RELEVANT FINANCIAL ADVISORS LLC
Elkhart, IN
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees; PERCENTAGE OF CLIENT NET WORTH
574-206-4454
DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS
Indianapolis, IN
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
765-479-2568
MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.
St.. John, IN
AUM
$34.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
219-322-9932
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
Indianapolis, IN
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
317-253-2000
VERTICAL WEALTH, LLC
Indianapolis, IN
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
317-456-5444
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
ON TARGET WEALTH PARTNERS, LLC
Greenwood, IN
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
317-731-7243
AUM
$25.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
646-360-3574
PATRICIA HEATON PARKER, CFP
Zionsville, IN
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
8122410002
TRUE NORTH WEALTH
Parker City, IN
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
765-896-4480
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