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.

Based in Carmel, IN, Winthrop Capital Management is a local investment advisory firm with a team of 26 dedicated professionals. Among them, 8 specialize in providing top-notch investment advisory services to their esteemed clients. With an average of approximately $113,870,000 in assets under management per investment advisor, Winthrop Capital Management's performance aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring a fair and transparent approach. Winthrop Capital Management proudly serves over 360 individual clients, expertly managing their assets, which total an impressive $2,833,487,000. The firm's investment strategies are fully discretionary, providing clients with the peace of mind that their assets are in capable hands. With a single office in Carmel, Winthrop Capital Management has established strong roots within the local community. The firm boasts a team of highly experienced advisors, including Adam Coons, Lance Bertsch, and Gregory Hahn, who have demonstrated their dedication and expertise over many years. Their long-standing commitment to client success sets Winthrop Capital Management apart in the investment advisory industry. Overall, Winthrop Capital Management combines personalized service, sound investment strategies, and a deep understanding of the market to help clients achieve their financial goals. Whether individuals are seeking advice for wealth management, retirement planning, or other investment needs, Winthrop Capital Management is committed to delivering exceptional service and value.

INVST, LLC is a highly regarded regional investment advisory firm headquartered in Indianapolis, IN, with a strong presence across the region through its 13 offices. With a team of 59 dedicated professionals, including 28 experienced investment advisors, they offer comprehensive investment advisory services to a diverse client base. As an industry leader, INVST, LLC demonstrates an impressive track record, managing an average of $34,320,000 in assets under management per investment advisor. Their compensation structure encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible and transparent approach for their clients. Notably, INVST, LLC has established itself as a trusted partner in the management of employer 401Ks and individual investments, comprising approximately half of their total assets under management. Their extensive expertise in this area has earned them a stellar reputation. With 82% of the assets they manage being discretionary, INVST, LLC has proven adept at developing tailored investment strategies aligned with their clients' goals and risk tolerance. Their client base boasts over 2,250 individuals, whose collective assets under management exceed an impressive $961,070,000. The firm takes pride in its team of seasoned advisors, some of whom have been with the company for many years. Notable among them are Phillip Clark, Scott Jarred, and Jonathan Mccarty, whose extensive experience and dedication have contributed to INVST, LLC's continued success. Overall, INVST, LLC stands as a respected investment advisory firm, committed to delivering exceptional service, personalized solutions, and prudent financial management to their valued clients throughout the region.

SMI Advisory Services, LLC is a reputable investment advisory firm based out of Columbus, IN. With over 850 individual clients and more than $668,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from a single office and focuses on providing personalized investment advisory services. Serving both employer 401Ks and individual clients, SMI Advisory Services possesses extensive expertise in this specialized area. All of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. The compensation structure at SMI Advisory Services includes various types, such as a percentage of assets under management, ensuring alignment with their clients' best interests. With a team of four dedicated professionals, all of whom are investment advisors, SMI Advisory Services offers a high level of personalized attention to their clients. Each investment advisor manages an average of approximately $167,000,000 in assets, surpassing the industry average and reflecting their deep commitment to providing tailored financial solutions. Notably, SMI Advisory Services boasts a roster of experienced advisors, including Eric Collier, Bryce Fathauer, and Sandra Morrison, who have been with the firm for a significant period. Their collective knowledge and tenure contribute to the firm's ability to deliver reliable and comprehensive investment strategies. Overall, SMI Advisory Services, LLC stands out as a small yet highly capable investment advisory firm, dedicated to helping clients achieve their financial goals through prudent wealth management and personalized service.

LJI Wealth Management, LLC, based out of Indianapolis, IN, is a local investment advisory firm with a reputation for providing exceptional financial services. With a team of 15 experienced professionals, they specialize in offering comprehensive investment advisory services to their clients. Each investment advisor at LJI Wealth Management, LLC handles an average of $88,810,000 in assets under management, which is on par with the industry average. The firm's compensation structure is flexible, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, and fixed fees. LJI Wealth Management, LLC caters to a diverse client base, boasting over 1,160 individual clients and managing a total of $647,249,000 in assets. While 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise to effectively manage employer funds. With a 71% discretionary asset management ratio, LJI Wealth Management, LLC holds significant trust from their clients who rely on their expertise and judgment. In addition to their investment advisory services, the firm also serves as an insurance broker or agent, further expanding their range of financial offerings. LJI Wealth Management, LLC has established itself as a prominent presence in the Indianapolis area, operating from three conveniently located offices. The firm takes pride in their dedicated team of advisors, some of whom have been with the company for an extended period. Notable long-term advisors include Joshua John, James Morrow, and Layton John, who bring a wealth of experience and expertise to their clients.

Bischoff Wealth Management Group, LLC is a highly reputable and client-focused investment advisory firm based out of Greenwood, IN. With a team of six dedicated professionals, including two experienced investment advisors, they offer top-notch financial solutions to individuals and corporations alike. Known for their expertise in managing high net worth individuals' assets, the firm has consistently surpassed industry averages, boasting an impressive average of approximately $182,070,000 in assets under management per investment advisor. Bischoff Wealth Management Group, LLC caters to over 260 individual clients, successfully overseeing a substantial portfolio valued at over $183,177,000. Notably, they have developed extensive proficiency in managing assets from employer 401K plans and individual accounts, making them a sought-after choice in this sector. Their compensation structure reflects their commitment to delivering exceptional results, encompassing various types of fees such as a percentage of assets under management and performance-based fees. With a strong emphasis on discretion, Bischoff Wealth Management Group, LLC manages all of their clients' assets on a discretionary basis, ensuring efficient decision-making aligned with individual financial goals. Located in Greenwood, IN, the firm operates from a single office, which enhances their personalized approach and fosters strong client relationships. Brian Bischoff and Jonathan Benham, two of the firm's longest tenured registered advisors, contribute their extensive knowledge and expertise to deliver exceptional financial guidance and tailored investment strategies. Through their unwavering commitment to providing exceptional service, Bischoff Wealth Management Group, LLC has positioned itself as a trusted partner for individuals and corporations seeking comprehensive and personalized investment advisory solutions.

Monon Wealth Management, a local investment advisory firm headquartered in Carmel, IN, is dedicated to providing personalized wealth management solutions to its clients. With over 600 individual clients, Monon manages an impressive $277,572,000 in assets. The firm operates from three offices, strategically positioned to serve their clients efficiently. While employer funds form a significant portion of Monon's assets under management, comprising over 70%, the firm also offers expertise in managing 401K and individual accounts. With 89% of the assets managed being discretionary, Monon ensures a high degree of flexibility and customization in their investment strategies. Catering primarily to high net worth individuals, Monon Wealth Management has established itself as a trusted partner in achieving long-term financial goals. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring alignment with clients' interests. Monon Wealth Management takes pride in its team of professionals, with a total of eight dedicated employees. Among them, seven provide investment advisory services, each managing an average of approximately $39,650,000 in assets. The firm's commitment to expertise and stability is reflected in the presence of long-tenured advisors such as Stephanie Wilson, Raymond Kramer, and John Hutchens, who bring years of experience to the table. With a client-centric approach and a focus on delivering exceptional financial guidance, Monon Wealth Management continues to empower individuals and businesses in navigating the complexities of wealth management.

Pathway Financial Advisers, LLC is a reputable investment advisory firm headquartered in Auburn, IN, boasting a single office. With a dedicated team of five experienced professionals, Pathway Financial Advisers, LLC offers comprehensive investment advisory services. The firm manages an impressive average of approximately $69,570,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various options, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for clients. Pathway Financial Advisers, LLC has established a strong foothold in managing employer 401Ks and individual investments, constituting around half of their assets under management. Their extensive experience in this domain positions them as a reliable choice for individuals and organizations seeking expert guidance. In addition to their core investment advisory services, Pathway Financial Advisers, LLC extends their expertise to accounting, collaborating closely with accountants or accounting firms. This holistic approach allows clients to access a wide range of financial solutions under one roof. Pathway Financial Advisers, LLC proudly serves a diverse client base, catering to over 590 individual clients who collectively entrust the firm with assets totaling more than $347,867,000. The firm prides itself on the longevity and expertise of its advisors, with notable names like Austin Miller, Joel Grimm, and Steven Post, who have been integral to the firm's success over the years. Pathway Financial Advisers, LLC stands as a reliable partner, committed to delivering personalized investment strategies and comprehensive financial solutions to help clients navigate their financial journeys with confidence.

Oxinas Partners Wealth Management, a leading local investment advisory firm based out of Jeffersonville, IN, is dedicated to helping clients achieve their financial goals. With over 600 individual clients and an impressive $235,149,000 in assets under management, they have established themselves as trusted experts in the industry. With four offices strategically located, Oxinas Partners Wealth Management is easily accessible to their clients. They specialize in providing comprehensive investment advisory services, including insurance brokerage and agent services. Their expertise in managing employer 401Ks and individual assets is evident, as approximately half of their assets under management originate from these sources. A notable aspect of Oxinas Partners Wealth Management is their discretionary management approach, with a remarkable 97% of the assets they manage falling under this category. This enables them to make informed investment decisions on behalf of their clients, ensuring their portfolios align with their financial objectives. The firm's compensation structure is flexible and caters to diverse client needs. It includes various options such as a percentage of assets under management, fixed fees, and hourly charges. This allows clients to choose a payment arrangement that best suits their preferences. Employing a team of 11 professionals, with eight dedicated to investment advisory services, Oxinas Partners Wealth Management boasts an impressive average of $29,390,000 in assets under management per investment advisor. The firm's long-standing success is bolstered by the expertise and experience of advisors like Matthew Wagner, Gary Bouch, and Brian Coxon, who have been instrumental in serving their clients over the years. Overall, Oxinas Partners Wealth Management stands out as a reliable partner for individuals seeking expert guidance and personalized wealth management solutions in the Jeffersonville, IN area.

Archer Investment Corporation, a regional investment advisory firm headquartered in Carmel, IN, is renowned for its exceptional service in managing clients' financial assets. With a vast clientele of over 2,910 individuals, Archer Investment Corporation has amassed an impressive $602,923,000 in assets under management. The firm's commitment to providing personalized investment solutions has earned them a reputation as a trusted partner in wealth management. Operating from 85 offices, Archer Investment Corporation caters to a diverse range of clients, with approximately half of their assets under management originating from employer 401Ks or individual accounts. This extensive experience in handling retirement plans and individual portfolios has positioned them as experts in this field. Notably, all the assets managed by the firm are handled on a discretionary basis, showcasing their dedication to making informed investment decisions. The compensation structure at Archer Investment Corporation offers various options, including a percentage of assets under management, ensuring alignment with clients' financial goals. With a team of 87 employees solely focused on providing investment advisory services, the firm maintains an impressive average of $6,930,000 in assets under management per investment advisor. Among their highly esteemed advisors, Archer Investment Corporation boasts several long-tenured professionals, including John Rosebrough, Paul Sullivan, and Troy Patton. These experienced individuals contribute to the firm's success by offering valuable insights and strategic guidance to clients. Archer Investment Corporation's commitment to delivering tailored financial solutions, their extensive regional presence, and their seasoned team of advisors make them a reliable choice for individuals and organizations seeking expert investment advice and asset management.

Donaldson Capital Management LLC, headquartered in Evansville, IN, is a renowned regional investment advisory firm. With a dedicated team of 58 employees, including 30 experienced investment advisors, they provide exceptional financial services to a diverse clientele. The company manages an impressive $2,310,717,000 in assets under management (AUM), with an average of $652,840,000 per investment advisor—exceeding the industry standard. Donaldson Capital Management LLC's compensation structure offers various options, such as a percentage of AUM and fixed fees, ensuring a flexible approach that aligns with their clients' needs. While the majority of their AUM caters to high net worth individuals, they also handle 401K and individual accounts, accounting for less than 30% of their total AUM. Moreover, the firm possesses the expertise to manage employer funds, expanding their capabilities further. With five offices, Donaldson Capital Management LLC has established a strong presence in the region. They have garnered a stellar reputation through the contributions of their longest-tenured advisors, including Richard Roop, Michael Hull, and Gregory Donaldson. With their extensive industry knowledge and commitment to providing personalized investment advice, the firm has built lasting relationships with their 850+ individual clients. As a discretionary asset manager, Donaldson Capital Management LLC exercises full discretion over the assets they manage, allowing them to make informed decisions on behalf of their clients. Their dedication to excellence, combined with their impressive track record and experienced team, solidifies their position as a leading investment advisory firm in the industry.