Indiana · 237 firms
Trust & Estate Advisors in Indiana
Advisers working with trusts, estates, and charitable organizations. Browse 237 advisers in Indiana matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Indiana
OXFORD FINANCIAL GROUP, LTD
Carmel, IN
AUM
$23.33B
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
317-843-5678
SAPIENT CAPITAL LLC
Indianapolis, IN
AUM
$13.76B
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(317) 719-0157
VALEO FINANCIAL ADVISORS, LLC
Carmel, IN
AUM
$12.96B
Team
119 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
317.218.6000
AUM
$6.18B
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
317-975-5033
SYM FINANCIAL ADVISORS
Winona Lake, IN
AUM
$5.81B
Team
49 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
800-888-7968
MJ RETIREMENT
Carmel, IN
AUM
$5.49B
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-805-7500
GOELZER INVESTMENT MANAGEMENT
Carmel, IN
AUM
$4.51B
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
317-264-2600
CX INSTITUTIONAL, LLC
Auburn, IN
AUM
$4.46B
Team
73 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
260-927-1830
BAXTER CAPITAL MANAGEMENT INC
Indianapolis, IN
AUM
$4.19B
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
317-706-0041
WINTHROP CAPITAL MANAGEMENT
Carmel, IN
AUM
$3.97B
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-663-7500
THURSTON SPRINGER ADVISORS
Indianapolis, IN
AUM
$3.68B
Team
86 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317.581.4000
DONALDSON CAPITAL MANAGEMENT LLC
Evansville, IN
AUM
$3.46B
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
812-421-3211
CREATIVE FINANCIAL DESIGNS, INC.
Kokomo, IN
AUM
$2.94B
Team
155 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
765-453-9600
BEDEL FINANCIAL CONSULTING INC
Indianapolis, IN
AUM
$2.92B
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
317-843-1358
PHILLIPS FINANCIAL
Fort Wayne, IN
AUM
$2.64B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
260-420-7732
WOODLEY FARRA
Indianapolis, IN
AUM
$2.32B
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
317-269-0224
ELSER FINANCIAL PLANNING, INC.
Indianapolis, IN
AUM
$2.11B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-731-5615
AXIA ADVISORY
Indianapolis, IN
AUM
$1.88B
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-630-2800
INVST, LLC
Indianapolis, IN
AUM
$1.57B
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317-202-1891
LJI WEALTH MANAGEMENT, LLC
Indianapolis, IN
AUM
$1.37B
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
317-466-9702
WEALTH ADVISORS GROUP
Fort Wayne, IN
AUM
$1.34B
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
260-619-3100
WALLINGTON ASSET MANAGEMENT
Indianapolis, IN
AUM
$1.32B
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-575-8670
PETTINGA FINANCIAL ADVISORS, LLC
Evansville, IN
AUM
$1.28B
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
812-436-4000
DEERFIELD
Indianapolis, IN
AUM
$1.18B
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
317-469-2455
317 total advisers in Indiana. Browse all Indiana advisors