Financial advisers in Greenwood, IN
3 registered investment adviser firms in Greenwood managing $980M in assets, based on public SEC Form ADV filings.
Financial Plans & Strategies, INC.
Greenwood, IN · Est. 2016
Local
- AUM
- $611M
- Per adviser
- $122M
- Advisers
- 5
No reported disclosures
Bischoff Wealth Management Group, LLC
Greenwood, IN · Est. 2015
Local
- AUM
- $222M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Koon Financial Planning & Consulting/Kfp&C
Greenwood, IN · Est. 2025
Local
- AUM
- $147M
- Per adviser
- $147M
- Advisers
- 1
No reported disclosures