Financial advisers in South Bend, IN
4 registered investment adviser firms in South Bend managing $3.4B in assets, based on public SEC Form ADV filings.
Ceres Partners, LLC
South Bend, IN · Est. 2018
Local
- AUM
- $2.0B
- Per adviser
- $122M
- Advisers
- 16
No reported disclosures
Walter Keenan Wealth Management
South Bend, IN · Est. 1984
LocalInternational
- AUM
- $983M
- Per adviser
- $197M
- Advisers
- 5
No reported disclosures
Gap Asset Management, LLC
South Bend, IN · Est. 2025
Local
- AUM
- $287M
- Per adviser
- $22M
- Advisers
- 13
No reported disclosures
Kestrel Wealth Management, LLC
South Bend, IN · Est. 2022
Local
- AUM
- $144M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures