Indiana · 3 advisers
Financial Advisors in West Lafayette, Indiana
Looking for a financial advisor in West Lafayette, Indiana? Falists indexes 3 SEC-registered and state-registered investment advisers in West Lafayette — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $260.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
1
Largest AUM
$260.2M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in West Lafayette
Ranked by AUM · Fees, team & specialties at a glance
BANKER INVESTMENT GROUP
West Lafayette, IN
AUM
$260.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
765-497-0197
OXFORD CAPITAL
West Lafayette, IN
AUM
$1.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
313-475-2013
LIFELONG INVESTSMENTS
West Lafayette, IN
AUM
—
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
765-838-2602
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Common questions
- How many financial advisors are in West Lafayette, Indiana?
- 3 registered investment advisers are listed in our West Lafayette directory, sourced from public SEC filings.
- What types of advisors are in West Lafayette?
- 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 West Lafayette?
- 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.