Freeman, Will & Niemeier, Inc. is a small investment advisory firm based out of Evansville, IN, dedicated to providing comprehensive financial services to individuals and employers. With a history dating back to 2007, Patrick Freeman, one of the firm's longest-tenured registered advisors, has been instrumental in establishing their reputation for professionalism and expertise. Operating from a single office, Freeman, Will & Niemeier, Inc. boasts a team of seven dedicated professionals. Two of these individuals specialize in investment advisory services, offering personalized guidance to clients seeking to grow and protect their wealth. The firm manages an average of $102,260,000 in assets per investment advisor, positioning them on par with industry standards. With a well-rounded compensation structure that includes a percentage of assets under management, hourly charges, fixed fees, and commissions, Freeman, Will & Niemeier, Inc. caters to a diverse range of client needs. Their experience in managing employer 401Ks and individual accounts has allowed them to amass approximately $204,528,000 in assets under management, with nearly half originating from these sources. In addition to investment advisory services, Freeman, Will & Niemeier, Inc. extends its expertise as an insurance broker or agent. Their commitment to holistic financial solutions has attracted a substantial client base, which now exceeds 290 individuals. Through a combination of comprehensive strategies, personalized attention, and industry knowledge, Freeman, Will & Niemeier, Inc. has earned the trust and loyalty of their clientele, establishing themselves as a reliable presence in the Evansville community.

Hilltop Wealth Solutions, based in Mishawaka, IN, is a reputable local investment advisory firm. With five offices strategically located in the area, the company is well-positioned to serve its clients effectively. Comprising a dedicated team of 10 professionals, with seven of them specializing in investment advisory services, Hilltop Wealth Solutions brings a wealth of knowledge and expertise to their clients. The firm boasts an impressive average of approximately $45,330,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, commissions, and hourly charges, ensuring flexibility to meet clients' individual needs. Hilltop Wealth Solutions has established a strong foothold in managing employer 401Ks and individual accounts, which together make up around half of their assets under management. With extensive experience in this domain, the firm has earned a stellar reputation for delivering outstanding results and guiding clients toward their financial goals. Notably, 91% of the assets under their management are discretionary, reflecting the high level of trust and confidence their clients have in their expertise. In addition to investment advisory services, Hilltop Wealth Solutions also operates as a registered representative of a broker-dealer, further expanding their capabilities to provide comprehensive financial solutions. With an impressive client base of over 670 individuals, the firm manages more than $317,322,000 in assets, exemplifying their strong presence in the market. Hilltop Wealth Solutions takes pride in its experienced team of advisors, including William Davis, Elizabeth Foley, and Erik Brenner, who have demonstrated exceptional dedication and longevity within the company. Overall, Hilltop Wealth Solutions stands as a reliable partner for individuals and businesses seeking expert financial guidance, backed by a proven track record of success.

Thomas Story And Son LLC is a reputable investment advisory firm based in Plymouth, IN, boasting a single office location. With a dedicated team of two experienced professionals, they specialize in providing top-notch investment advisory services. Each investment advisor at Thomas Story And Son LLC manages an average of $125,990,000 in assets under management, which aligns with the industry average. Their compensation structure is diverse, including a percentage of assets under management. As a discretionary asset manager, Thomas Story And Son LLC handles 100% of the assets they manage, ensuring full control and flexibility in decision-making. The firm primarily focuses on serving high-net-worth individuals, catering to their unique investment needs and goals. In fact, Thomas Story And Son LLC currently manages assets worth over $251,981,000 for more than 10 individual clients. Boasting a history of tenure and expertise, David Story and Thomas Story have established themselves as some of the longest-serving registered advisors within the firm. Their commitment to providing exceptional advisory services has earned Thomas Story And Son LLC a solid reputation in the industry. With a customer-centric approach and a track record of success, they strive to help their clients achieve their financial objectives and secure their financial future.

Lauer Wealth Management, based in Valparaiso, IN, is a small investment advisory firm with a team of three dedicated employees. With a focus on investment advisory services, the firm has built a reputation for providing exceptional financial guidance to their clients. Their investment advisors boast an average of $58,410,000 in assets under management, which aligns with the industry average. Lauer Wealth Management's compensation structure is diverse, encompassing a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients. With over 290 individual clients, Lauer Wealth Management manages an impressive $120,592,000 in assets. Notably, nearly half of these assets originate from employer 401Ks or individual sources, showcasing the firm's expertise and experience in this area. A key differentiator for Lauer Wealth Management is that all the assets they manage are under discretionary control, allowing them to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Lauer Wealth Management also offers the expertise of an accountant or accounting firm, further enhancing their holistic approach to financial management. With two offices to serve their clientele, the firm has established a strong local presence. Gene Hamstra and John Lauer, two of the firm's longest tenured registered advisors, bring a wealth of knowledge and expertise to the team. Overall, Lauer Wealth Management's commitment to personalized financial guidance, diverse compensation options, and extensive experience in managing assets make them a trusted partner for individuals and employers seeking sound investment strategies in Valparaiso, IN, and beyond.

Horizon Investment Services, LLC., headquartered in Hammond, IN, is a well-established local investment advisory firm catering to a diverse clientele. With over 220 individual clients and a staggering $224,030,000 in assets under management, Horizon Investment Services has built a reputation for excellence and trust in the financial industry. The firm's success can be attributed to their expertise in managing employer 401Ks and individual investments, which collectively account for approximately half of their impressive assets under management. This experience has allowed Horizon Investment Services to develop a deep understanding of the unique needs and challenges faced by both employers and individuals, enabling them to provide tailored investment strategies. Horizon Investment Services operates with the utmost discretion, as they exclusively manage 100% of their clients' assets on a discretionary basis. This approach grants them the freedom to make informed decisions based on their clients' financial goals and market conditions. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees. This ensures that clients have choices that align with their preferences and requirements. With a total of 14 dedicated employees, Horizon Investment Services boasts a team of experienced professionals, including six investment advisors. Each investment advisor oversees an average of approximately $37,340,000 in assets under management, a testament to their individual competence and commitment to delivering exceptional service. At Horizon Investment Services, clients benefit from the expertise of their longest-tenured advisors, such as Margaret Blackman, Charles Carlson, and Richard Moroney. These seasoned professionals bring a wealth of knowledge and insight to the table, further enhancing the firm's ability to meet clients' investment objectives. Overall, Horizon Investment Services, LLC. stands as a trusted partner for individuals and employers in the Hammond, IN area, offering comprehensive investment advisory services and a track record of success.

Strategiq Financial Group, LLC, headquartered in Merrillville, IN, is a distinguished investment advisory firm with a local presence and six offices. With a team of 29 dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Out of their talented workforce, 22 individuals are devoted to offering personalized investment strategies and guidance. Strategiq Financial Group, LLC manages a substantial amount of assets, with an average of approximately $86,850,000 under the purview of each investment advisor. Their total assets under management amount to an impressive $1,518,782,000, serving over 750 individual clients. Notably, the firm focuses primarily on managing the assets of high net worth individuals, although they also possess the expertise to manage employer funds. With a compensation structure that includes various models, such as a percentage of assets under management, Strategiq Financial Group, LLC ensures that their interests are aligned with those of their clients. An overwhelming 99% of the assets they manage are under discretionary authority, showcasing their expertise and trustworthiness in making investment decisions. Strategiq Financial Group, LLC takes pride in its experienced team, including Sandra Dudash, Michael Jankowske, and Chad Hassinger, among others, who have been integral members of the firm for many years. Their tenure and commitment to providing exceptional financial guidance demonstrate the firm's dedication to building long-term relationships with their clients. Overall, Strategiq Financial Group, LLC is a reputable and client-focused investment advisory firm that excels in managing significant assets while delivering personalized financial strategies tailored to the unique needs of their discerning clientele.

Walter Keenan Wealth Management, a small investment advisory firm based out of South Bend, IN, is dedicated to providing exceptional financial services to its clients. With a team of four skilled professionals, each specializing in investment advisory services, the firm offers comprehensive solutions tailored to meet the unique needs and goals of their clients. With an average of $119,450,000 in assets under management per investment advisor, Walter Keenan Wealth Management maintains a solid position within the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees, ensuring a flexible approach that aligns with their clients' preferences. The firm boasts an impressive portfolio, managing over $717,483,000 in assets for more than 20 individual clients. Of these assets, a significant 79% are under discretionary management, allowing Walter Keenan Wealth Management to make informed investment decisions on behalf of their clients. The expertise of the firm is further exemplified by their long-tenured advisors. James Sawdon, Charles Crabill, and James Keenan are among the seasoned professionals who have played instrumental roles in the firm's success. Their wealth of experience and extensive knowledge enable them to guide clients through various market conditions, ensuring sound financial strategies are implemented. With a commitment to excellence, Walter Keenan Wealth Management continues to deliver top-tier financial guidance to its clients from its South Bend office. By combining personalized service, a strong track record, and a client-centric approach, the firm remains a trusted partner for individuals seeking to grow and preserve their wealth.

Sycamore Financial Group, headquartered in Kokomo, IN, is a reputable investment advisory firm catering to a diverse clientele. With over 760 individual clients and an impressive $573,133,000 in assets under management, they have established themselves as a reliable partner in the financial services industry. Sycamore Financial Group operates from three offices, strategically positioned to serve their clients effectively. One of the firm's key strengths lies in their expertise in managing employer 401Ks and individual assets, which together account for approximately half of their assets under management. With a profound understanding of this space, Sycamore Financial Group has developed comprehensive strategies to help clients maximize their investments. Sycamore Financial Group follows a compensation structure that includes various types, such as a percentage of assets under management. This approach ensures that their interests align with those of their clients, fostering a strong sense of trust and accountability. With a total of four employees, all of whom provide investment advisory services, Sycamore Financial Group maintains an exceptional average of approximately $143,280,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting the firm's ability to deliver personalized attention and high-quality service to each client. The team at Sycamore Financial Group includes seasoned advisors, such as Brent Yard, Craig Smith, and Allison Rumschik, who have demonstrated their commitment and expertise over the years. Their long tenure further exemplifies the firm's stability and dedication to building lasting client relationships. In addition to investment advisory services, Sycamore Financial Group also offers insurance brokerage and agent services, providing clients with a comprehensive suite of financial solutions.

Smith Financial Investment Advisors, Inc. is a leading local investment advisory firm headquartered in Kokomo, IN. With a solid presence in the community, the company operates out of a single office, serving clients with a team of five dedicated professionals who specialize in providing top-notch investment advisory services. Drawing on their extensive knowledge and experience, Smith Financial Investment Advisors, Inc. offers comprehensive financial guidance tailored to meet the unique goals and needs of each client. The firm manages an impressive portfolio, boasting an average of $57,520,000 in assets under management per investment advisor, aligning well with the industry average. Smith Financial Investment Advisors, Inc. adopts a flexible compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees. While they manage less than 30% of their assets under management through 401K and individual accounts, the company also possesses the capability to efficiently handle employer funds. Approximately 44% of the assets entrusted to Smith Financial Investment Advisors, Inc. are managed on a discretionary basis, reflecting their expertise and ability to make informed investment decisions. The firm proudly serves over 180 individual clients, who collectively entrust more than $287,589,000 in assets under management to their care. Smith Financial Investment Advisors, Inc. takes pride in their team of highly experienced advisors, with Blake Brutus, Aaron Smith, and Richard Smith being some of the longest tenured members of the firm. Their unwavering commitment to excellence and client satisfaction has solidified their reputation as a trusted source of financial advice and investment management expertise in the Kokomo area.

Banker Investment Group, a small investment advisory firm based out of West Lafayette, IN, has been a trusted partner for high net worth individuals seeking expert financial guidance. With 4 dedicated professionals, including William Banker, Seth Parker, and Joshua Loggins, the firm offers a range of investment advisory services. Banker Investment Group boasts an average of $74,890,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure encompasses various types, including a percentage of assets under management. While Banker Investment Group predominantly manages assets for individual clients, they also possess the capability to oversee employer funds. Notably, 100% of the assets they manage are discretionary, showcasing their expertise in making informed investment decisions on behalf of their clients. With over 400 individual clients and an impressive $224,683,000 in assets under management, Banker Investment Group has established a strong presence in the financial services sector. The firm's commitment to transparency, integrity, and personalized service has garnered a loyal client base. Banker Investment Group strives to understand each client's unique financial goals and tailor their investment strategies accordingly. Their expertise extends to managing various account types, with less than 30% of their assets under management allocated to 401K and individual accounts. As Banker Investment Group continues to provide exceptional financial advisory services, they remain dedicated to helping their clients achieve long-term financial success and security.

Korhorn Financial Group is a reputable regional investment advisory firm headquartered in Granger, IN, serving clients across five offices. With a total of 74 dedicated employees, 34 of whom specialize in providing expert investment advisory services, the firm boasts a strong team of financial professionals. Leveraging their extensive knowledge and experience, they strive to optimize their clients' financial portfolios. The average assets under management per investment advisor at Korhorn Financial Group stand at an impressive $17,450,000, demonstrating their ability to handle significant wealth portfolios. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and client satisfaction. Korhorn Financial Group has established a strong presence in the employer 401K and individual investment sectors, with approximately half of their assets under management originating from these sources. Their expertise in managing such funds has garnered them a noteworthy reputation, further enhancing their credibility in the industry. Boasting a remarkable 98% of discretionary assets under management, Korhorn Financial Group demonstrates their clients' confidence in their ability to make informed investment decisions. With over 1,650 individual clients and an impressive $593,297,000 in assets under management, the firm has solidified its position as a trusted advisor in the financial services industry. The firm is distinguished by its dedicated and experienced team, with renowned advisors such as Amy Masters, Joshua Korhorn, and Joshua Gregory, who have been with the company for an extended period. Their commitment to providing exceptional service and delivering optimal financial outcomes sets Korhorn Financial Group apart as a reliable and trustworthy partner for individuals and organizations seeking sound investment guidance.