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.

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.

Based in Bloomington, IN, Laughlin Financial LLC is a small investment advisory firm providing personalized financial solutions to a diverse clientele. With a team of one dedicated professional, Laughlin Financial specializes in investment advisory services, catering to high net worth individuals seeking expert guidance. Their exceptional track record is reflected in their impressive average assets under management, with approximately $78,020,000 per investment advisor. While this figure aligns with the industry average, Laughlin Financial stands out for their ability to tailor their compensation structure to meet clients' needs. This includes fixed fees and performance-based fees, ensuring a fair and transparent arrangement. Laughlin Financial manages over $130,831,000 in assets for more than 40 individual clients. The majority of these clients are high net worth individuals, although the firm also possesses the expertise to handle employer funds. While 401K and individual accounts make up less than 30% of their assets under management, their comprehensive services encompass the management of these accounts as well. One of the firm's key strengths lies in their discretionary management of assets, which constitutes an impressive 74% of their total assets under management. In addition to their investment advisory services, Laughlin Financial offers the expertise of an accountant or accounting firm, providing a holistic approach to financial planning. Under the leadership of John Laughlin, one of the firm's longest-tenured registered advisors, Laughlin Financial LLC has been serving clients since 2012. With a focus on personalized financial solutions and a commitment to exceeding client expectations, Laughlin Financial stands as a trusted partner in helping clients achieve their financial goals.

Wabash Capital, Inc. is a highly esteemed investment advisory firm based out of Terre Haute, Indiana. With a team of four dedicated professionals, they offer top-notch investment advisory services to a diverse clientele. Wabash Capital's average assets under management per investment advisor stand at an impressive $1,728,380,000, surpassing the industry average by a significant margin. Their compensation structure is designed to align their interests with their clients, incorporating various types of fees such as a percentage of assets under management and performance-based fees. Wabash Capital manages over $131,593,000 in assets for more than 500 individual clients, displaying their competence and expertise in the field. A notable aspect of Wabash Capital's portfolio is that approximately half of their assets under management originate from employer 401Ks and individual accounts, indicating their substantial experience in this domain. Moreover, all of the assets managed by the firm are discretionary, demonstrating the trust and confidence their clients place in their expertise. Wabash Capital, Inc. operates as a small yet influential investment advisory firm, with three offices strategically positioned across Terre Haute. Among their team, several of the longest-tenured advisors include Ginger Scott, Donald Edwards, and James Exline, who bring extensive knowledge and industry experience to the table. With their strong track record, commitment to excellence, and personalized approach to client services, Wabash Capital, Inc. continues to make its mark in the investment advisory landscape, earning the trust and loyalty of its esteemed clientele.

Bookends Financial Planning is a small investment advisory firm based out of Indianapolis, IN, with three offices strategically located in the city. With a total of six dedicated employees, the firm specializes in providing comprehensive financial planning and investment advisory services to individuals and employer-sponsored 401K plans. Robert Wetzel and Sarah Boston, two of the longest-tenured registered advisors with the firm, bring their extensive experience and expertise to assist clients in achieving their financial goals. As a trusted financial partner, Bookends Financial Planning manages over 460 individual client relationships, overseeing an impressive $206,400,000 in assets under management. The firm's commitment to excellence is evident in their average asset under management per investment advisor, which stands at approximately $96,960,000, in line with the industry average. Moreover, 95% of the assets they manage are under a discretionary arrangement, highlighting their clients' confidence in their investment strategies. Bookends Financial Planning's compensation structure is flexible and diverse, offering clients a variety of options that include a percentage of assets under management and hourly charges. This approach ensures that clients can select the most suitable compensation arrangement that aligns with their financial needs and objectives. With a substantial portion of their assets under management stemming from employer 401Ks and individual accounts, Bookends Financial Planning possesses significant expertise in this space. Their deep understanding of retirement planning and investment management allows them to guide clients through the complexities of building and preserving wealth. Bookends Financial Planning stands out as a reliable and experienced investment advisory firm, dedicated to helping clients secure their financial futures and make informed decisions for long-term success.

Teeple Wealth Management, LLC is a local investment advisory firm headquartered in Brownsburg, IN, with a strong presence in the financial industry. With a team of 8 dedicated employees, the firm specializes in providing comprehensive investment advisory services to a diverse client base. Each investment advisor at Teeple Wealth Management, LLC manages an average of $115,350,000 in assets under management, aligning with the industry average. The firm's compensation structure offers various options, including a percentage of assets under management and hourly charges, ensuring flexibility for clients' needs. Teeple Wealth Management, LLC caters to over 310 individual clients, effectively managing their combined assets valued at over $126,832,000. Notably, they have significant expertise in employer 401Ks and individual investment management, with these sources accounting for approximately half of their assets under management. With a well-established presence in the financial market, Teeple Wealth Management, LLC maintains seven office locations to better serve their clientele. The firm takes pride in its experienced team of advisors, including notable professionals such as Matthew Snyder, Mark Olsen, and Matthew Teeple, who have provided invaluable service to clients over their tenure. Teeple Wealth Management, LLC strives to deliver personalized investment strategies and sound financial advice, ensuring the long-term success and prosperity of their clients. Through their expertise and commitment to excellence, they have earned a reputation as a trusted partner in wealth management within the Brownsburg community and beyond.

Comprehensive Financial Consultants Institutional, Inc., based out of Bloomington, IN, is a reputable investment advisory firm that caters to institutional clients seeking comprehensive financial solutions. With a team of 20 dedicated professionals, 18 of whom specialize in investment advisory services, they possess the expertise and knowledge to guide their clients towards achieving their financial goals. The firm's investment advisors boast an impressive track record, managing an average of $99,160,000 in assets per advisor, aligning with the industry average. Their compensation structure is diverse, incorporating various models, including a percentage of assets under management. This ensures that their advisors are motivated to deliver exceptional results for their clients. Boasting a substantial client base of over 1,120 individuals, Comprehensive Financial Consultants Institutional, Inc. oversees more than $380,688,000 in assets under management. Notably, nearly half of these assets are derived from employer 401K plans and individual investors, reflecting the firm's extensive experience and success in this sector. With 100% of the assets they manage falling under the discretionary category, clients entrust Comprehensive Financial Consultants Institutional, Inc. with full authority to make investment decisions on their behalf. This demonstrates the high level of confidence clients have in the firm's expertise and ability to navigate the ever-changing financial landscape. Headquartered in Bloomington, IN, the firm operates from two offices, serving the local community and beyond. Notably, Comprehensive Financial Consultants Institutional, Inc. prides itself on the longevity of its advisory team, with esteemed professionals such as Joshua Norris, Daniel Hays, and Rodney Holloway holding significant tenures within the firm. Their expertise, combined with the firm's commitment to delivering tailored financial solutions, ensures that clients receive personalized and effective advice to meet their unique investment needs.

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.

Capital Cities Investments is a local investment advisory firm based out of Indianapolis, IN, with six offices strategically located to serve their clients' needs. With a dedicated team of 25 professionals, 19 of whom specialize in investment advisory services, the firm is well-equipped to provide personalized financial solutions. Known for their expertise in managing employer 401Ks and individual portfolios, Capital Cities Investments boasts an impressive track record in this sector. They have accumulated a substantial $211,707,000 in assets under management from over 490 individual clients. Their comprehensive compensation structure offers clients flexibility and includes options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. The firm takes pride in its knowledgeable and experienced advisors. Among their longest-tenured professionals are Bryan Alexander, William Mauger, and Joe Wiley, who have contributed significantly to the firm's success and earned the trust of their clients. With an average of approximately $11,140,000 in assets under management per investment advisor, Capital Cities Investments demonstrates their ability to handle substantial portfolios while delivering exceptional service. Furthermore, all of the assets they manage are discretionary, ensuring that clients can rely on their expertise to make informed investment decisions. Capital Cities Investments is committed to providing clients with the highest standard of financial guidance and remains a trusted partner for individuals and employers seeking reliable investment advisory services in the Indianapolis area.