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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IN
275 advisers found
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
DEVOTION CAPITAL MANAGEMENT
South Bend, IN
AUM
$38.4M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
574-273-9846
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
VECTOR FINANCIAL SERVICES, LLC
Syracuse, IN
AUM
$19.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
855-932-2932
RATON WEALTH
Fishers, IN
AUM
$18.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
3179672010
FORTIFIED WEALTH
Elkhart, IN
AUM
$16.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 737-5307
MIDWEST CAPITAL FINANCIAL ADVISORS, LLC
Decatur, IN
AUM
$16.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
260-724-4472
SEEK & FIND FINANCIAL
Chesterton, IN
AUM
$13.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
219-316-9839