WALSH ADVISORS
Crown Point, IN
AUM
$82.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
517-231-1152
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IN
275 advisers found
ARENA WEALTH MANAGEMENT LLC
Fort Wayne, IN
AUM
$79.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(260) 321-7694
FORSYTHE WEALTH MANAGEMENT, INC.
Crown Point, IN
AUM
$79.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(219) 213-2537
GENUINE WEALTH ADVISORS, LLC
Indianapolis, IN
AUM
$76.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-207-5596
SCHMIDT WEALTH MANAGEMENT, L.L.C.
Lawrenceburg, IN
AUM
$70.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(513)305-1896
MCAVOY KEMP WEALTH MANAGEMENT, LLC
Columbus, IN
AUM
$70.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-376-6463
CANTERBURY INVESTMENT MANAGEMENT, LLC
Zionsville, IN
AUM
$69.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
317-732-2075
FIERCE WEALTH MANAGEMENT GROUP LLC
Indianapolis, IN
AUM
$69.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
317-608-6545
HALEY & SUMMERS WEALTH MANAGEMENT, INC.
Fort Wayne, IN
AUM
$67.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
260-437-0254
INTEGRITY WEALTH ADVISORS
Granger, IN
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
574-703-3987
BBK WEALTH LLC
Fishers, IN
AUM
$62.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(317) 207 - 0730
TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C.
Zionsville, IN
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
317-217-1660
FUHRMANN CAPITAL
Indianapolis, IN
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-641-2827
BLEND WEALTH
Indianapolis, IN
AUM
$55.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(317) 854-5656
BRIGHTSTONE ADVISORS LLP
Fishers, IN
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-576-8544
SOLVE CONSULTING GROUP, LLC
Fort Wayne, IN
AUM
$54.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
260-418-9150
HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC
Brownsburg, IN
AUM
$53.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-852-8184
ARENA WEALTH ADVISORS LLC
Jeffersonville, IN
AUM
$52.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
502-396-7375
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
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