Investment Advisors in Indiana
722 advisors · 141 firms
Cities in Indiana
Top Firms in Indiana
| Firm | AUM | Advisors |
|---|---|---|
| OXFORD FINANCIAL GROUP, LTD. LLC | $10.6B | 4 |
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | $3.9B | 2 |
| PROCOURSE FIDUCIARY ADVISORS, LLC | $3.4B | 1 |
| VALEO FINANCIAL ADVISORS, LLC | $3.3B | 4 |
| BAXTER CAPITAL MANAGEMENT INC | $3.0B | 0 |
| SAPIENT CAPITAL LLC | $1.9B | 2 |
| ELSER FINANCIAL PLANNING, INC. | $1.0B | 2 |
| AXIA ADVISORY CORP | $752.0M | 0 |
| SYM FINANCIAL CORPORATION | $642.5M | 1 |
| QUANTUM FINANCIAL SERVICES INC. | $590.8M | 0 |
Advisors in Indiana
Michael Anthony Zahm
ActiveCRD# 6381591
VOYA FINANCIAL ADVISORS, INC.
Fishers, IN
Michael D. Zick
ActiveCRD# 2466419
J.P. MORGAN SECURITIES LLC
Indianapolis, IN
Chris Y Statz
ActiveCRD# 4737844
MERRILL LYNCH, PIERCE, FENNER & SMITH IN...
Zionsville, IN
Dawn Y Shull
ActiveCRD# 4590679
Fort Wayne, IN
Quentin Xavier Sampson
ActiveCRD# 5866598
CHARLES SCHWAB & CO., INC.
Indianapolis, IN
Donald W Dormeier
ActiveCRD# 70557
KINGSVIEW WEALTH MANAGEMENT, LLC
Fort Wayne, IN
William W Ternet
ActiveCRD# 8090720
CX INSTITUTIONAL, LLC
Auburn, IN
Brian W Rose
ActiveCRD# 7023108
CHARLES SCHWAB & CO., INC.
Indianapolis, IN
Nathan W Eix
ActiveCRD# 6789252
TRUEPOINT, INC.
Bargersville, IN
Rebecca W Jacklin
ActiveCRD# 4557830
GOELZER INVESTMENT MANAGEMENT, INC.
Carmel, IN
John W Vidal
ActiveCRD# 1001616
AMERIPRISE FINANCIAL SERVICES, LLC
Crown Point, IN
David W Pleiss
ActiveCRD# 4575716
FIFTH THIRD SECURITIES, INC.
Evansville, IN
Jerry W Koontz
ActiveCRD# 6806639
EDWARD D. JONES & CO., L.P.
Warsaw, IN
David W Deahl
ActiveCRD# 4108445
&PARTNERS
Mishawaka, IN
Matthew W Stolle
ActiveCRD# 2601202
LPL FINANCIAL LLC
Fishers, IN
Raymond W Mark
ActiveCRD# 5152555
Carmel, IN
Andrew W Young
ActiveCRD# 5953280
GALECKI FINANCIAL MANAGEMENT INC
Fort Wayne, IN
Edward W Mccoy
ActiveCRD# 6956309
CHARLES SCHWAB & CO., INC.
Indianapolis, IN
James W Peller
ActiveCRD# 1335047
MERRILL LYNCH, PIERCE, FENNER & SMITH IN...
Merrillville, IN
Luke W Lambeck
ActiveCRD# 7796345
VALEO FINANCIAL ADVISORS, LLC
Carmel, IN
Layne W Vanstone
ActiveCRD# 2862542
J.P. MORGAN SECURITIES LLC
Fort Wayne, IN
Morris W Hancock
ActiveCRD# 4514188
MERRILL LYNCH, PIERCE, FENNER & SMITH IN...
Indianapolis, IN
Thomas W Foster
ActiveCRD# 4371266
MORGAN STANLEY SMITH BARNEY LLC
Indianapolis, IN
Andrew W Roller
ActiveCRD# 4440500
LPL FINANCIAL LLC
Kokomo, IN
Jared W Holcomb
ActiveCRD# 8039832
EDWARD D. JONES & CO., L.P.
Greensburg, IN
Taylor W Lionberger
ActiveCRD# 5931321
ONEAMERICA SECURITIES, INC.
Indianapolis, IN
Trennis Lloyd Xanders
ActiveCRD# 6176170
EDWARD D. JONES & CO., L.P.
Santa Claus, IN
Xiao Li
ActiveCRD# 7461610
TRANSAMERICA FINANCIAL ADVISORS, LLC
Fishers, IN
Xuan Wang
ActiveCRD# 7082807
Munster, IN
Xavier Rafael Williams
ActiveCRD# 7289491
CHARLES SCHWAB & CO., INC.
Carmel, IN