Indiana · 3 advisers
Financial Advisors in Elkhart, Indiana
Looking for a financial advisor in Elkhart, Indiana? Falists indexes 3 SEC-registered and state-registered investment advisers in Elkhart — 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 $38.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$38.6M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Elkhart
Ranked by AUM · Fees, team & specialties at a glance
RELEVANT FINANCIAL ADVISORS LLC
Elkhart, IN
AUM
$38.6M
Team
1 advisors
Clients
11-25
Fees
Fixed fees; PERCENTAGE OF CLIENT NET WORTH
574-206-4454
FORTIFIED WEALTH
Elkhart, IN
AUM
$16.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 737-5307
PATHWAY ASSET & TAX ADVISORY
Elkhart, IN
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
574-264-0395
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Common questions
- How many financial advisors are in Elkhart, Indiana?
- 3 registered investment advisers are listed in our Elkhart directory, sourced from public SEC filings.
- What types of advisors are in Elkhart?
- 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 Elkhart?
- 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.