Indiana · 3 advisers
Financial Advisors in Auburn, Indiana
Looking for a financial advisor in Auburn, Indiana? Falists indexes 3 SEC-registered and state-registered investment advisers in Auburn — 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 $4.46B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$4.46B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Auburn
Ranked by AUM · Fees, team & specialties at a glance
CX INSTITUTIONAL, LLC
Auburn, IN
AUM
$4.46B
Team
73 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
260-927-1830
PATHWAY FINANCIAL ADVISERS, LLC
Auburn, IN
AUM
$524.2M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-925-2887
CXI ADVISORS, LLC
Auburn, IN
AUM
$0
Team
0 total employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
260-333-5123
More cities in Indiana
Common questions
- How many financial advisors are in Auburn, Indiana?
- 3 registered investment advisers are listed in our Auburn directory, sourced from public SEC filings.
- What types of advisors are in Auburn?
- 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 Auburn?
- 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.