Financial advisers in Carmel, IN
25 registered investment adviser firms in Carmel managing $94.7B in assets, based on public SEC Form ADV filings.
40/86 Advisors, INC.
Carmel, IN · Est. 1982
- AUM
- $30.5B
- Per adviser
- $363M
- Advisers
- 84
No reported disclosures
Oxford Financial Group, Ltd
Carmel, IN · Est. 1984
- AUM
- $23.3B
- Per adviser
- $648M
- Advisers
- 36
No reported disclosures
Valeo Financial Advisors, LLC
Carmel, IN · Est. 2006
- AUM
- $13.0B
- Per adviser
- $109M
- Advisers
- 119
No reported disclosures
Shepherd Financial Investment Advisory LLC
Carmel, IN · Est. 2017
- AUM
- $6.2B
- Per adviser
- $199M
- Advisers
- 31
No reported disclosures
Mj Retirement
Carmel, IN · Est. 2012
- AUM
- $5.5B
- Per adviser
- $785M
- Advisers
- 7
No reported disclosures
Goelzer Investment Management
Carmel, IN · Est. 1998
- AUM
- $4.5B
- Per adviser
- $205M
- Advisers
- 22
No reported disclosures
Winthrop Capital Management
Carmel, IN · Est. 2010
- AUM
- $4.0B
- Per adviser
- $442M
- Advisers
- 9
No reported disclosures
Archer Investment Corporation
Carmel, IN · Est. 2005
- AUM
- $1.0B
- Per adviser
- $13M
- Advisers
- 80
No reported disclosures
Evernest Financial Advisors
Carmel, IN · Est. 2023
- AUM
- $963M
- Per adviser
- $193M
- Advisers
- 5
No reported disclosures
US Agriculture
Carmel, IN · Est. 2016
- AUM
- $759M
- Per adviser
- $152M
- Advisers
- 5
No reported disclosures
Halter Ferguson Financial INC
Carmel, IN · Est. 2000
- AUM
- $705M
- Per adviser
- $101M
- Advisers
- 7
No reported disclosures
Indie Asset Partners, LLC
Carmel, IN · Est. 2010
- AUM
- $685M
- Per adviser
- $228M
- Advisers
- 3
No reported disclosures
The Financial Resource Center
Carmel, IN · Est. 2021
- AUM
- $642M
- Per adviser
- $161M
- Advisers
- 4
No reported disclosures
Monon Wealth Management
Carmel, IN · Est. 2018
- AUM
- $547M
- Per adviser
- $78M
- Advisers
- 7
No reported disclosures
Cid Capital II, INC.
Carmel, IN · Est. 2014
- AUM
- $516M
- Per adviser
- $43M
- Advisers
- 12
No reported disclosures
Intrepid Financial Planning Group, LLC
Carmel, IN · Est. 2002
- AUM
- $390M
- Per adviser
- $130M
- Advisers
- 3
No reported disclosures
Gimbal Financial, LLC
Carmel, IN · Est. 2017
- AUM
- $290M
- Per adviser
- $73M
- Advisers
- 4
No reported disclosures
Strive Financial Group, LLC
Carmel, IN · Est. 2024
- AUM
- $247M
- Per adviser
- $27M
- Advisers
- 9
No reported disclosures
Four Quadrant Wealth Advisors, INC.
Carmel, IN · Est. 2022
- AUM
- $219M
- Per adviser
- $37M
- Advisers
- 6
No reported disclosures
Greenleaf Financial Group
Carmel, IN · Est. 2019
- AUM
- $175M
- Per adviser
- $88M
- Advisers
- 2
No reported disclosures
Aldebaran Capital, LLC
Carmel, IN · Est. 2021
- AUM
- $167M
- Per adviser
- $83M
- Advisers
- 2
No reported disclosures
Mcmahan Capital Management
Carmel, IN · Est. 2024
- AUM
- $136M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Fortitude Private Wealth
Carmel, IN · Est. 2025
- AUM
- $126M
- Per adviser
- $126M
- Advisers
- 1
No reported disclosures
Integrated Investment Strategies,INC.
Carmel, IN · Est. 2026
- AUM
- $105M
- Per adviser
- $35M
- Advisers
- 3
Sbauer Funds, LLC
Carmel, IN · Est. 2007
- AUM
- $61M
- Per adviser
- $20M
- Advisers
- 3
No reported disclosures