Indiana · 275 firms
Wealth Managers in Indiana
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 275 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
Wealth Management firms in Indiana
40/86 ADVISORS, INC.
Carmel, IN
AUM
$30.50B
Team
84 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
317-817-4086
ONEAMERICA ASSET MANAGEMENT, LLC
Indianapolis, IN
AUM
$24.42B
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
317-285-1877
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
PRAXIS INVESTMENT MANAGEMENT, INC.
Goshen, IN
AUM
$3.30B
Team
5 advisors
Clients
0
Fees
Percentage of AUM
574-533-9511
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
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
Indianapolis, IN
AUM
$2.70B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
317-223-2708
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
CERES PARTNERS, LLC
South Bend, IN
AUM
$1.96B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(855) 242-3737
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
317 total advisers in Indiana. Browse all Indiana advisors