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.

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.

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.

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.

CH Douglas & Gray Wealth Management is a leading investment advisory firm based out of Indianapolis, IN. With over 80 individual clients and an impressive $132,665,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from a single office, CH Douglas & Gray Wealth Management offers comprehensive financial services to meet their clients' diverse needs. As an insurance broker or agent, the firm provides additional value by offering comprehensive insurance solutions. While they excel in managing employer funds, they also handle 401K and individual accounts, although these represent less than 30% of their assets under management. Remarkably, 94% of the assets they manage are discretionary, reflecting their expertise in personalized investment strategies. CH Douglas & Gray Wealth Management caters predominantly to high net worth individuals, managing the majority of their assets. With a team of six dedicated professionals, including five investment advisors, the firm maintains a high level of client satisfaction and individualized attention. On average, each investment advisor oversees approximately $26,530,000 in assets under management. The company's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have choices that align with their preferences and financial goals. Notably, some of the longest-tenured advisors at CH Douglas & Gray Wealth Management include Christopher Douglas, Thomas Gray, and Doris Roberts, further reinforcing the firm's stability and expertise.

Wealthpoint Advisors LLC, based out of Indianapolis, IN, is a small investment advisory firm dedicated to providing exceptional financial guidance and investment management services. With a team of six highly skilled professionals, four of whom specialize in investment advisory services, Wealthpoint Advisors is committed to helping clients achieve their financial goals. With an impressive average of approximately $161,150,000 in assets under management per investment advisor, Wealthpoint Advisors stands out as a leader in the industry. Their compensation structure is diverse and flexible, offering clients options such as a percentage of assets under management, fixed fees, and hourly charges. Boasting a robust client base of over 100 individuals, Wealthpoint Advisors manages more than $271,922,000 in assets. While the majority of their managed assets cater to high net worth individuals, the firm also possesses the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Wealthpoint Advisors LLC operates with complete discretion, managing 100% of their assets on a discretionary basis. Their commitment to personalized service is evident in their long-standing relationships with clients. Notable advisors at the firm include Nathan Eix, Brent Walker, and Michael Skehan, who have been instrumental in delivering comprehensive financial solutions to their clients. With their single office location, Wealthpoint Advisors LLC is deeply rooted in the Indianapolis community, providing local clients with expert financial advice and a tailored approach to wealth management. Their dedication to excellence and their track record of success make them a trusted partner for individuals seeking professional financial guidance.

Woodley Farra is a local investment advisory firm based out of Indianapolis, IN. With 11 employees, including 7 dedicated investment advisors, the firm provides comprehensive investment advisory services to its clients. Their expertise and commitment to client success have earned them a reputation as a trusted financial partner in the industry. Woodley Farra manages an impressive portfolio of assets, with an average of approximately $104,190,000 in assets under management per investment advisor. This figure aligns with the industry average, showcasing their proficiency in delivering consistent results to their clients. Their compensation structure is diverse, incorporating various types such as a percentage of assets under management, hourly charges, fixed fees, and commissions. The firm boasts an extensive client base, serving over 510 individual clients with a combined total of more than $1,496,770,000 in assets under management. Woodley Farra primarily focuses on managing assets for high-net-worth individuals, reflecting their specialization in catering to the unique financial needs and goals of affluent clientele. With 99% of the assets they manage being discretionary, Woodley Farra exhibits a high level of expertise in making strategic investment decisions on behalf of their clients. This discretionary approach allows them to proactively navigate market trends and seize opportunities to maximize returns. Woodley Farra operates from a single office location, and their team includes seasoned advisors like Donald Woodley, George Farra, and Michael Manion, who have contributed to the firm's success over the years. Their collective experience and deep understanding of the financial landscape further enhance the firm's ability to deliver personalized and effective investment strategies to their 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.

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.