40/86 ADVISORS, INC.
Carmel, IN
AUM
$30.50B
Wealth MgmtInstitutional
Team
84 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-817-4086
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IN
275 advisers found
ONEAMERICA ASSET MANAGEMENT, LLC
Indianapolis, IN
AUM
$24.42B
Wealth Mgmt
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
317-285-1877
OXFORD FINANCIAL GROUP, LTD
Carmel, IN
AUM
$23.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
317-843-5678
SAPIENT CAPITAL LLC
Indianapolis, IN
AUM
$13.76B
Financial PlanningWealth MgmtTrusts & Estates
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(317) 719-0157
VALEO FINANCIAL ADVISORS, LLC
Carmel, IN
AUM
$12.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
119 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
317.218.6000
AUM
$6.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
317-975-5033
SYM FINANCIAL ADVISORS
Winona Lake, IN
AUM
$5.81B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
800-888-7968
MJ RETIREMENT
Carmel, IN
AUM
$5.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-805-7500
GOELZER INVESTMENT MANAGEMENT
Carmel, IN
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
317-264-2600
CX INSTITUTIONAL, LLC
Auburn, IN
AUM
$4.46B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
73 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
260-927-1830
BAXTER CAPITAL MANAGEMENT INC
Indianapolis, IN
AUM
$4.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
317-706-0041
WINTHROP CAPITAL MANAGEMENT
Carmel, IN
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-663-7500
THURSTON SPRINGER ADVISORS
Indianapolis, IN
AUM
$3.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
86 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317.581.4000
DONALDSON CAPITAL MANAGEMENT LLC
Evansville, IN
AUM
$3.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
812-421-3211
PRAXIS INVESTMENT MANAGEMENT, INC.
Goshen, IN
AUM
$3.30B
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM
574-533-9511
CREATIVE FINANCIAL DESIGNS, INC.
Kokomo, IN
AUM
$2.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
155 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
765-453-9600
BEDEL FINANCIAL CONSULTING INC
Indianapolis, IN
AUM
$2.92B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
317-843-1358
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
Indianapolis, IN
AUM
$2.70B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
317-223-2708
PHILLIPS FINANCIAL
Fort Wayne, IN
AUM
$2.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
260-420-7732
WOODLEY FARRA
Indianapolis, IN
AUM
$2.32B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
317-269-0224
ELSER FINANCIAL PLANNING, INC.
Indianapolis, IN
AUM
$2.11B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-731-5615
CERES PARTNERS, LLC
South Bend, IN
AUM
$1.96B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(855) 242-3737
AXIA ADVISORY
Indianapolis, IN
AUM
$1.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-630-2800
INVST, LLC
Indianapolis, IN
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317-202-1891
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