Fiduciary advisors in Indiana

140registered advisers
122fee-only verified

Indiana's 140 SEC-registered fiduciary advisors are concentrated in Indianapolis, with smaller clusters in Fort Wayne and the South Bend-Elkhart corridor. Fee-only firms account for 122 of the total. Manufacturing and pharmaceutical wealth -- Eli Lilly being the most prominent example -- shape the typical client profile.

Cities

Anderson1Auburn3Bloomington4Brownsburg1Carmel24Cicero1Columbus5Evansville3Fishers4Fort Wayne14Goshen1Granger1Greenwood3Hammond1Indianapolis46Jeffersonville1Kendallville1Kokomo3Lafayette2Merrillville1Mishawaka1Muncie1New Albany1Newburgh1Plymouth1Richmond1Shelbyville1South Bend4Terre Haute2Valparaiso2West Lafayette1Winona Lake1Zionsville3

Top advisors

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

COREVISION FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelbyville, IndianaCRD #325310
Typical Fee--
AUM$352M
Minimum--
Clients1,082

CREATIVE FINANCIAL DESIGNS, INC.

Fee-OnlyAlso Compensated via Product Sales
Kokomo, IndianaCRD #109032
Typical Fee--
AUM$2.5B
Minimum--
Clients14,029

CRF FINANCIAL GROUP

Fee-Only, No Conflicts
Indianapolis, IndianaCRD #127388
Typical Fee--
AUM$279M
Minimum--
Clients37

CURRY WEBB WEALTH MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #168692
Typical Fee0.25%
AUM$290M
Minimum--
Clients841

CX INSTITUTIONAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Auburn, IndianaCRD #292627
Typical Fee--
AUM$4.1B
Minimum--
Clients14,284

CXI ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Auburn, IndianaCRD #301321
Typical Fee--
AUM--
Minimum--
Clients--

DAVID P. GILLIAM & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Muncie, IndianaCRD #285515
Typical Fee--
AUM$158M
Minimum--
Clients529

DEERFIELD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #104964
Typical Fee--
AUM$959M
Minimum--
Clients938

DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #124281
Typical Fee--
AUM$439M
Minimum--
Clients1,253

DONALDSON CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Evansville, IndianaCRD #106131
Typical Fee--
AUM$3.1B
Minimum--
Clients1,742

ELEVATED FINANCIAL GROUP

Fee-OnlyAlso Compensated via Product Sales
Indianapolis, IndianaCRD #334353
Typical Fee--
AUM$399M
Minimum--
Clients1,045

ELSER FINANCIAL PLANNING, INC.

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #143311
Typical Fee--
AUM$2.0B
Minimum--
Clients1,661

EVERNEST FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #328161
Typical Fee--
AUM$905M
Minimum--
Clients1,261

FI3 FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indianapolis, IndianaCRD #168005
Typical Fee--
AUM$928M
Minimum--
Clients1,597

FINANCIAL ENHANCEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Anderson, IndianaCRD #159017
Typical Fee--
AUM$987M
Minimum--
Clients3,599

FINANCIAL PLANNING SERVICES

Also Compensated via Brokerage
Fort Wayne, IndianaCRD #121034
Typical Fee--
AUM$179M
Minimum--
Clients957

FINANCIAL PLANS & STRATEGIES, INC.

Clean RecordAlso Compensated via Product Sales
Greenwood, IndianaCRD #123793
Typical Fee--
AUM$460M
Minimum--
Clients827

FNEX WEALTH, LLC

Fee-Only, No ConflictsClean Record
Indianapolis, IndianaCRD #334569
Typical Fee--
AUM$102M
Minimum--
Clients84

FORTITUDE PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #290074
Typical Fee--
AUM$103M
Minimum--
Clients326

FORUM PRIVATE CLIENT GROUP

Clean RecordAlso Compensated via Product Sales
Fishers, IndianaCRD #143075
Typical Fee--
AUM$403M
Minimum--
Clients1,490
View all 140 advisors in Indiana
Fiduciary Financial Advisors in Indiana | FiduciaryListings