Search Results

140 advisors in indiana
FirmFeeAUMMin.Clients

MJ RETIREMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #164328
Typical Fee--
AUM$5.1B
Minimum--
Clients323

MONARCH CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #106244
Typical Fee--
AUM$476M
Minimum--
Clients365

MONON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #289413
Typical Fee--
AUM$452M
Minimum--
Clients1,629

NORTHWEST FINANCIAL SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #106805
Typical Fee--
AUM$551M
Minimum--
Clients375

ONEAMERICA ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #165929
Typical Fee--
AUM$26.2B
Minimum--
Clients10

ONEAMERICA SECURITIES, INC.

Also Compensated via Brokerage
Indianapolis, IndianaCRD #4173
Typical Fee--
AUM$300M
Minimum--
Clients2,118

OXFORD FINANCIAL GROUP, LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #105303
Typical Fee--
AUM$19.7B
Minimum--
Clients6,467

OXINAS PARTNERS WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Jeffersonville, IndianaCRD #297462
Typical Fee--
AUM$391M
Minimum--
Clients1,738

PATHWAY FINANCIAL ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Auburn, IndianaCRD #166237
Typical Fee--
AUM$443M
Minimum--
Clients1,690

PELOTON CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #109775
Typical Fee--
AUM$280M
Minimum--
Clients352

PETTINGA FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Evansville, IndianaCRD #156369
Typical Fee--
AUM$1.1B
Minimum--
Clients2,184

PHILLIPS FINANCIAL

Clean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #131344
Typical Fee--
AUM$2.2B
Minimum--
Clients3,084

PILE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #111536
Typical Fee--
AUM$189M
Minimum--
Clients205

PRAXIS INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Goshen, IndianaCRD #105675
Typical Fee--
AUM$2.8B
Minimum--
Clients8

PROTEUS, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #164085
Typical Fee--
AUM$218M
Minimum--
Clients23

PROVIDER FINANCIAL, INC.

Clean RecordAlso Compensated via Brokerage
Indianapolis, IndianaCRD #168964
Typical Fee--
AUM$304M
Minimum--
Clients735

QBOX FIDUCIARY SOLUTIONS, LLC

Fee-OnlyAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #167622
Typical Fee--
AUM$434M
Minimum--
Clients378

QUANTUM FINANCIAL SERVICES INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #121631
Typical Fee--
AUM$591M
Minimum--
Clients96

REIFY WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #121978
Typical Fee--
AUM$524M
Minimum--
Clients877

SAPIENT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #324899
Typical Fee--
AUM$11.4B
Minimum--
Clients5,947

SBAUER FUNDS, LLC

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #144782
Typical Fee--
AUM$61M
Minimum--
Clients1

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #288623
Typical Fee--
AUM$4.9B
Minimum--
Clients2,231

SMI ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, IndianaCRD #137872
Typical Fee--
AUM$949M
Minimum--
Clients1,083

SMITH FINANCIAL INVESTMENT ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Kokomo, IndianaCRD #154022
Typical Fee--
AUM$378M
Minimum--
Clients613

SPYGLASS INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Terre Haute, IndianaCRD #122594
Typical Fee--
AUM$140M
Minimum--
Clients749

STRIVE FINANCIAL GROUP, LLC

Clean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #333298
Typical Fee--
AUM$188M
Minimum--
Clients1,765

SYCAMORE FINANCIAL GROUP

Also Compensated via Brokerage
Kokomo, IndianaCRD #14143
Typical Fee--
AUM$681M
Minimum--
Clients1,937

SYM FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winona Lake, IndianaCRD #107517
Typical Fee--
AUM$4.9B
Minimum--
Clients5,993

TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brownsburg, IndianaCRD #147676
Typical Fee--
AUM$287M
Minimum--
Clients2,118

THE FINANCIAL RESOURCE CENTER

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #316747
Typical Fee--
AUM$407M
Minimum--
Clients361
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