Search Results

140 advisors in indiana
FirmFeeAUMMin.Clients

THE WELLINGTON GRP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #332803
Typical Fee--
AUM$136M
Minimum--
Clients240

THOMAS STORY AND SON LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plymouth, IndianaCRD #148774
Typical Fee--
AUM$309M
Minimum--
Clients159

THURSTON SPRINGER ADVISORS

Clean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #299201
Typical Fee--
AUM$3.7B
Minimum--
Clients6,759

TRADEWELL SECURITIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #332473
Typical Fee--
AUM$267M
Minimum--
Clients1,080

TRUEDGE ASSET MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #323442
Typical Fee--
AUM$306K
Minimum--
Clients1

TRUST INVESTMENT ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Indianapolis, IndianaCRD #309233
Typical Fee--
AUM$208M
Minimum--
Clients389

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #329218
Typical Fee--
AUM$23M
Minimum--
Clients54

US AGRICULTURE

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #282576
Typical Fee--
AUM$750M
Minimum--
Clients4

VALEO FINANCIAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #127132
Typical Fee--
AUM$10.6B
Minimum--
Clients23,718

VESTIA PERSONAL WEALTH ADVISORS

Clean RecordAlso Compensated via Brokerage
Fort Wayne, IndianaCRD #290565
Typical Fee0.50%
AUM$827M
Minimum--
Clients3,829

VISTA INVESTMENT PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Richmond, IndianaCRD #327983
Typical Fee--
AUM$322M
Minimum--
Clients1,427

WABASH CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Terre Haute, IndianaCRD #107932
Typical Fee--
AUM$158M
Minimum--
Clients490

WALLINGTON ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #143360
Typical Fee--
AUM$1.2B
Minimum--
Clients853

WALTER KEENAN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Bend, IndianaCRD #104838
Typical Fee--
AUM$845M
Minimum--
Clients418

WEALTH ADVISORS GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #122050
Typical Fee--
AUM$1.1B
Minimum--
Clients2,848

WEALTH ADVISORY SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Zionsville, IndianaCRD #288903
Typical Fee--
AUM$560M
Minimum--
Clients1,723

WELLINGTON INVESTMENT ADVISORS

Clean RecordAlso Compensated via Brokerage
Bloomington, IndianaCRD #283853
Typical Fee--
AUM$233M
Minimum--
Clients984

WERNER FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #315220
Typical Fee--
AUM$152M
Minimum--
Clients1,262

WINTHROP CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #145216
Typical Fee--
AUM$3.9B
Minimum--
Clients517

WOODLEY FARRA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #107660
Typical Fee--
AUM$2.1B
Minimum--
Clients1,529
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