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.

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.

Thurston Springer Advisors is a leading regional investment advisory firm headquartered in Indianapolis, IN, with a network of 24 offices. With a dedicated team of 67 professionals, 55 of whom specialize in providing comprehensive investment advisory services, Thurston Springer Advisors delivers exceptional financial guidance to a diverse client base. Leveraging their expertise, the firm manages an impressive average of approximately $20,240,000 in assets under management per investment advisor. The firm's compensation structure reflects their commitment to meeting client needs, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. While Thurston Springer Advisors primarily manages discretionary assets, they also possess the capability to oversee employer funds, despite 401K and individual accounts constituting less than 30% of their total assets under management. Focusing on high net worth individuals, the firm boasts an extensive roster of over 1,460 individual clients, entrusting them with more than $1,112,976,000 in assets under management. The seasoned team at Thurston Springer Advisors includes several of the firm's longest-tenured advisors, such as Kevin McDougall, Andrew Southworth, and Jon Stucker. Their experience and dedication contribute to the firm's reputation for delivering trusted and personalized financial advice. Thurston Springer Advisors prides itself on its commitment to excellence, client-centric approach, and comprehensive investment advisory services. By combining their extensive knowledge, strong track record, and tailored strategies, the firm continues to build enduring relationships while helping clients achieve their financial goals.

Centerpoint Wealth Management, LLC, based out of Zionsville, IN, is a reputable small investment advisory firm with a strong presence in the financial industry. With four dedicated employees, including two experienced investment advisors, they offer a personalized approach to managing their clients' assets. Centerpoint Wealth Management maintains an impressive average of approximately $156,030,000 in assets under management per investment advisor, surpassing the industry average and demonstrating their expertise in handling substantial portfolios. With over $225,844,000 in assets under management and more than 40 individual clients, Centerpoint Wealth Management primarily serves high net worth individuals, focusing on maximizing their financial growth and security. While their main concentration lies within managing assets for high net worth clients, they also possess the capability to oversee employer funds, although these represent a smaller portion of their assets under management. Centerpoint Wealth Management's compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests are aligned with their clients' investment goals. Additionally, the firm's services extend beyond investment advisory to include the expertise of an accountant or accounting firm, providing a comprehensive approach to financial management. Operating from their office in Zionsville, IN, Centerpoint Wealth Management has cultivated a team of dedicated professionals, including long-tenured advisors like Patrick Hoehne, Gery Sadzewicz, and Brian Brunner. These experienced advisors contribute to the firm's outstanding reputation for delivering exceptional service and tailored financial strategies to their esteemed clientele.

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.

Shepherd Financial Investment Advisory LLC, based out of Carmel, IN, is a reputable local investment advisory firm serving a diverse clientele. With over 440 individual clients, they manage an impressive portfolio of assets, totaling more than $3,184,318,000. The firm operates from two offices, providing accessible financial services to their clients. As a trusted advisor, Shepherd Financial Investment Advisory LLC offers a comprehensive range of investment services to meet their clients' diverse needs. Seventeen percent of the assets they manage are discretionary, demonstrating their expertise in making informed investment decisions. With a team of 29 dedicated employees, including 13 experienced investment advisors, Shepherd Financial Investment Advisory LLC ensures personalized attention and tailored investment strategies. Their advisors boast an impressive average of approximately $244,950,000 in assets under management per advisor, surpassing industry standards. Leah Sylvester and Charles Clem are two of the firm's longest-tenured registered advisors, reflecting their commitment to building lasting relationships with clients. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests with their clients. Shepherd Financial Investment Advisory LLC prioritizes client satisfaction by delivering strategic financial advice and expert guidance. With their extensive industry knowledge, personalized approach, and exceptional track record, the firm has established itself as a leading investment advisory service provider in Carmel, IN, and beyond.

Financial Enhancement Group, based out of Anderson, IN, is a leading investment advisory firm serving over 1,120 individual clients with an impressive $635,756,000 in assets under management. With five offices, they offer a range of comprehensive financial services, including serving as a registered representative of a broker-dealer and insurance broker or agent. Boasting a diverse client base, Financial Enhancement Group manages over 80% of their assets under management for employer 401K plans and individuals. Their extensive experience and expertise make them well-suited to effectively oversee 401K plans for both employers and employees. Notably, all the assets they manage are discretionary, ensuring a flexible and tailored approach to each client's unique financial needs. Financial Enhancement Group's compensation structure is designed to align with their clients' goals. They offer various options, such as a percentage of assets under management and hourly charges, providing flexibility and transparency in their fee structure. With a team of 20 dedicated professionals, including 18 investment advisors, Financial Enhancement Group delivers personalized service and expertise to their clients. Each investment advisor manages an average of approximately $35,320,000 in assets, demonstrating their commitment to individualized attention and comprehensive wealth management. The firm takes pride in its seasoned advisors, with notable names such as Matthew Robertson, Richard Middleton, and Andrew Thrasher among its longest-tenured professionals. These experienced advisors contribute to the firm's reputation for delivering exceptional financial guidance and superior client outcomes. Overall, Financial Enhancement Group is a trusted partner for individuals and employers seeking comprehensive investment advisory services in Anderson, IN, and beyond. With their client-focused approach and extensive expertise, they provide valuable solutions tailored to meet the financial objectives of their diverse clientele.

Vestia Personal Wealth Advisors, based out of Fort Wayne, IN, is a renowned local investment advisory firm. With a total of 23 employees, 15 of whom specialize in investment advisory services, Vestia offers expert financial guidance to a diverse range of clients. Their comprehensive compensation structure includes a percentage of assets under management and performance-based fees. The firm boasts an impressive average of approximately $82.2 million in assets under management per investment advisor, aligning closely with the industry average. Managing over $514 million in assets for more than 1,220 individual clients, Vestia primarily serves high net worth individuals, although they also possess the capability to manage employer funds. While 401K and individual accounts constitute less than 30% of their assets under management, Vestia Personal Wealth Advisors has demonstrated their proficiency in handling discretionary assets, managing 100% of the funds they oversee. In addition to their investment advisory services, Vestia serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. With a presence spanning 11 offices, the firm has deep roots in the local community. Notably, Vestia boasts a team of highly experienced advisors, including long-tenured professionals such as Kameron Helmuth, Thomas Martin, and Lauren Oschman. With their extensive industry expertise, commitment to personalized financial solutions, and strong local presence, Vestia Personal Wealth Advisors remains a trusted partner for individuals and businesses seeking sound investment strategies and comprehensive wealth management services.

Four Quadrant Wealth Advisors, Inc. is a reputable investment advisory firm located in Carmel, Indiana. With a total of 17 dedicated employees, including six highly skilled investment advisors, the company specializes in providing comprehensive wealth management solutions to a diverse range of clients. With an average of approximately $48,430,000 in assets under management per investment advisor, Four Quadrant Wealth Advisors maintains a competitive position in the industry. The firm's compensation structure is flexible and designed to suit clients' needs. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees. With over 60 individual clients and more than $126,069,000 in assets under management, Four Quadrant Wealth Advisors serves primarily high-net-worth individuals. While 401(k) and individual accounts account for less than 30% of their assets under management, the company possesses the expertise to effectively manage employer funds. Four Quadrant Wealth Advisors prides itself on providing personalized and discretionary services. They offer strategic investment advice, retirement planning, estate planning, risk management, and other comprehensive financial solutions tailored to each client's unique goals and circumstances. With a strong commitment to client satisfaction, the firm strives to build long-term relationships based on trust and integrity. Located in Carmel, Indiana, Four Quadrant Wealth Advisors operates from a single office. The firm boasts a team of experienced advisors, including Stacy Phillips, Brogan Baxter, and Jason Smith, who have garnered extensive industry knowledge and expertise over the years. Their tenure and expertise contribute to the firm's strong reputation and ability to meet the diverse needs of their valued clients.

Kirr, Marbach & Company, LLC is a highly regarded investment advisory firm based out of Columbus, IN. With a team of 7 dedicated professionals, they specialize in providing top-notch investment advisory services to a diverse range of clients. Their impressive average of approximately $378,370,000 in assets under management per investment advisor sets them apart from the industry average, reflecting their expertise and track record of success. Kirr, Marbach & Company, LLC boasts a comprehensive compensation structure that includes various types of payment, such as a percentage of assets under management. This ensures that their advisors are motivated to deliver exceptional results while aligning their interests with those of their clients. With over 150 individual clients and assets under management exceeding $381,608,000, Kirr, Marbach & Company, LLC has established a solid reputation for effectively managing their clients' wealth. Although 401K and individual accounts constitute less than 30% of their total assets under management, the firm possesses the expertise and capabilities to handle employer funds, showcasing their versatility and ability to cater to different investment needs. All of the assets managed by Kirr, Marbach & Company, LLC are handled on a discretionary basis, allowing them to make informed decisions and implement strategies that align with their clients' investment objectives. Their commitment to personalized and tailored investment solutions has earned them the trust and loyalty of their clients. Located in Columbus, IN, Kirr, Marbach & Company, LLC operates out of a single office, conveniently serving the local community. The firm takes pride in its team of seasoned advisors, including David Kirr, Mickey Kim, and Mark Foster, who bring extensive experience and knowledge to the table. With their combined expertise, Kirr, Marbach & Company, LLC continues to provide exceptional investment advisory services that empower their clients to achieve their financial goals.

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.

Lincoln Financial Advisors Corporation, headquartered in Fort Wayne, IN, is a prominent regional investment advisory firm with a vast network of 427 offices. With a dedicated team of 1,690 employees, including 986 skilled professionals offering investment advisory services, they excel in managing assets with precision and expertise. Their advisors have an impressive average of approximately $18,970,000 in assets under management per investment advisor. The firm's compensation structure encompasses a wide range of options to suit clients' needs, such as a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, and performance-based fees. Their comprehensive approach has attracted a significant client base, with over 96,500 individual clients and an impressive $32,602,597,000 in assets under management. Lincoln Financial Advisors Corporation excels in managing diverse portfolios, with over 80% of their assets under management originating from employer 401K plans or individual investors. Their extensive experience in overseeing 401K plans makes them highly qualified to serve both employers and employees seeking optimal retirement solutions. A substantial 25% of the assets they manage are discretionary, reflecting their capacity to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Lincoln Financial Advisors Corporation also operates as an insurance broker or agent, providing comprehensive coverage options to meet clients' risk management needs. The firm takes pride in their team of highly experienced advisors, including longstanding professionals like Amy Brocious, Tom Anselmi, and Joseph Moore, who contribute to the firm's exceptional reputation and client satisfaction.