Search Results

140 advisors in indiana
FirmFeeAUMMin.Clients

3FOURTEEN & SMI ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, IndianaCRD #331301
Typical Fee--
AUM$723M
Minimum--
Clients2

40/86 ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #107740
Typical Fee--
AUM$29.2B
Minimum--
Clients16

ALDEBARAN CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #122360
Typical Fee--
AUM$162M
Minimum--
Clients339

AMI INVESTMENT MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kendallville, IndianaCRD #106321
Typical Fee--
AUM$839M
Minimum--
Clients711

AN EXCEPTIONAL LIFE FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #288742
Typical Fee--
AUM$218M
Minimum--
Clients782

APPLE TREE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #298437
Typical Fee--
AUM$130M
Minimum--
Clients1,095

ARCHER INVESTMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #136403
Typical Fee--
AUM$901M
Minimum--
Clients5,640

ASSET MANAGEMENT STRATEGIES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #135173
Typical Fee--
AUM$207M
Minimum--
Clients2,038

ATLAS CAPITAL MANAGEMENT CORP

Fee-OnlyAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #106107
Typical Fee--
AUM$563M
Minimum--
Clients3,261

AXIA ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #107571
Typical Fee--
AUM$1.8B
Minimum--
Clients193

AXIOM FINANCIAL STRATEGIES GROUP, LLC

Clean RecordAlso Compensated via Brokerage
New Albany, IndianaCRD #306618
Typical Fee--
AUM$373M
Minimum--
Clients1,414

BANKER INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Lafayette, IndianaCRD #109650
Typical Fee--
AUM$260M
Minimum--
Clients966

BAXTER CAPITAL MANAGEMENT INC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #105123
Typical Fee--
AUM$3.0B
Minimum--
Clients13

BEDEL FINANCIAL CONSULTING INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #105653
Typical Fee--
AUM$2.9B
Minimum--
Clients5,435

BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood, IndianaCRD #171652
Typical Fee--
AUM$222M
Minimum--
Clients713

BOOKENDS FINANCIAL PLANNING

Clean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #305301
Typical Fee--
AUM$289M
Minimum--
Clients1,304

CANTERBURY INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Zionsville, IndianaCRD #125680
Typical Fee--
AUM$65M
Minimum--
Clients105

CAPITAL ADVISOR NETWORK

Fee-OnlyAlso Compensated via Product Sales
Lafayette, IndianaCRD #297578
Typical Fee--
AUM$99M
Minimum--
Clients1,153

CAPITAL CITIES INVESTMENTS

Clean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #116185
Typical Fee--
AUM$251M
Minimum--
Clients1,319

CAPITAL CITIES, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #122916
Typical Fee--
AUM--
Minimum--
Clients--

CBG & COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fishers, IndianaCRD #149225
Typical Fee--
AUM$252M
Minimum--
Clients543

CENTERFIELD CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #161504
Typical Fee--
AUM$125M
Minimum--
Clients6

CERES PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Bend, IndianaCRD #290937
Typical Fee--
AUM$1.8B
Minimum--
Clients5

CFCI

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, IndianaCRD #128257
Typical Fee--
AUM$596M
Minimum--
Clients1,083

CH DOUGLAS & GRAY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #142352
Typical Fee--
AUM$187M
Minimum--
Clients523

CHARTER ADVISORY CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #113390
Typical Fee--
AUM$366M
Minimum--
Clients1,002

CID CAPITAL II, INC.

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #160776
Typical Fee--
AUM$564M
Minimum--
Clients9

COMPASS FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #109131
Typical Fee--
AUM$265M
Minimum--
Clients750

COMPREHENSIVE FINANCIAL CONSULTANTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cicero, IndianaCRD #310603
Typical Fee2.00%
AUM$140M
Minimum--
Clients904

CORE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #157436
Typical Fee--
AUM$125M
Minimum--
Clients146
Browse Fiduciary Financial Advisors | FiduciaryListings