California · 3 advisers
Financial Advisors in Indian Wells, California
Looking for a financial advisor in Indian Wells, California? Falists indexes 3 SEC-registered and state-registered investment advisers in Indian Wells — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $532.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$532.1M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Indian Wells
Ranked by AUM · Fees, team & specialties at a glance
DST WEALTH MANAGEMENT LLC
Indian Wells, CA
AUM
$532.1M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
760-340-1448
M PREMIER PARTNERS
Indian Wells, CA
AUM
$251.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
442-274-5300
MACLEAN CAPITAL ADVISORS, LLC
Indian Wells, CA
AUM
$222.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
760-636-4593
More cities in California
Common questions
- How many financial advisors are in Indian Wells, California?
- 3 registered investment advisers are listed in our Indian Wells directory, sourced from public SEC filings.
- What types of advisors are in Indian Wells?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Indian Wells?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.