AdvisorGrade

Financial advisers in Valparaiso, IN

2 registered investment adviser firms in Valparaiso managing $469M in assets, based on public SEC Form ADV filings.

Kotys Wealth Professionals

Valparaiso, IN · Est. 2020

Local
Fee-only
AUM
$308M
Per adviser
$77M
Advisers
4

No reported disclosures

Lauer Wealth Management

Valparaiso, IN · Est. 2021

Local
Fee-based
AUM
$161M
Per adviser
$54M
Advisers
3

No reported disclosures