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.

Creative Financial Designs, Inc. is a reputable regional investment advisory firm headquartered in Kokomo, IN. With a total of 145 employees, the majority of whom specialize in investment advisory services, the company prides itself on providing exceptional financial guidance to its clients. Each investment advisor at Creative Financial Designs manages an average of $34,640,000 in assets under management, showcasing their expertise and ability to handle substantial portfolios. The firm's compensation structure encompasses various types, ensuring flexibility and tailored solutions for their diverse clientele. Advisors may receive compensation based on a percentage of assets under management, hourly charges, or fixed fees, depending on the specific requirements and preferences of the client. Creative Financial Designs boasts an impressive track record, serving over 7,780 individual clients with assets under management exceeding $1,710,359,000. Their extensive experience in managing employer 401Ks and individual assets contributes to their deep understanding of this specialized sector. Notably, the firm manages all of its clients' assets on a discretionary basis, granting them the authority to make investment decisions autonomously. With a widespread presence, Creative Financial Designs operates through 95 offices across the region, ensuring accessibility and personalized service for their clients. The firm is home to several highly experienced and respected advisors, including Kregg Rooze, Justin Keeling, and Brent Owens, who have demonstrated their commitment to providing outstanding financial guidance over many years. Overall, Creative Financial Designs, Inc. is dedicated to helping individuals and businesses achieve their financial goals through their comprehensive investment advisory services, expert team, and extensive industry knowledge.

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.

CBG & Company, Inc. is a respected investment advisory firm headquartered in Fishers, IN, with two offices strategically located to serve their clientele. With a total of 10 dedicated professionals, including four investment advisors, CBG & Company, Inc. offers comprehensive financial services to individuals and businesses alike. Their commitment to excellence is evident in their average assets under management, which stands at approximately $48,990,000 per investment advisor, aligning with industry standards. At CBG & Company, Inc., their compensation structure is designed to accommodate diverse client needs, offering options such as a percentage of assets under management, fixed fees, and hourly charges. All of the assets managed by CBG & Company, Inc. are under discretionary management, enabling their skilled advisors to make informed decisions aligned with their clients' financial objectives. Catering predominantly to high-net-worth individuals, CBG & Company, Inc. expertly manages a substantial portfolio of assets, with over 30 valued clients entrusting them with more than $195,967,000. This track record of success has been built on the expertise of their longest tenured advisors, including Nicholas Catlin, Roy Bodinus, and James Clark, who bring a wealth of experience and market knowledge to the table. Beyond their investment advisory services, CBG & Company, Inc. further extends its offerings with accounting services provided by their experienced team. Clients can rely on the firm's comprehensive approach to financial management, ensuring their needs are met holistically. With a commitment to client satisfaction, CBG & Company, Inc. stands as a trusted partner for individuals and businesses seeking expert financial guidance, tailored strategies, and reliable results.

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.

Intrepid Financial Planning Group, LLC is a small investment advisory firm based out of Carmel, IN, with a strong presence in the industry. With eight offices strategically located, they provide investment advisory services to a wide range of clients. The firm consists of two dedicated employees, each offering comprehensive financial planning solutions. With an impressive track record, Intrepid Financial Planning Group, LLC manages a substantial amount of assets under management, averaging around $136,580,000 per investment advisor. This figure surpasses the industry average, showcasing their expertise in handling client portfolios. Their compensation structure is diverse, including a percentage of assets under management, ensuring a mutually aligned approach to financial success. Notably, approximately half of their assets under management originate from employer 401Ks or individuals, demonstrating their proficiency in this specialized area. The firm boasts a remarkable 100% discretion over the assets they manage, providing clients with a hands-on, personalized approach. Intrepid Financial Planning Group, LLC has fostered a loyal client base, serving over 1,190 individual clients with a combined $273,166,000 in assets under management. The team at Intrepid Financial Planning Group, LLC comprises experienced professionals, with Robert Wagler, Thomas Adamczyk, and Greg Haney being among the firm's longest-tenured advisors. Their deep expertise and commitment to client satisfaction have earned them a reputation for excellence in the financial planning industry.

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.

Oxford Financial Group, Ltd, headquartered in Carmel, IN, is a reputable regional investment advisory firm that caters to a diverse clientele. With over 50 individual clients, they currently oversee an impressive $15,587,909,000 in assets under management. The company's extensive network comprises seven offices strategically located across the region. As an investment advisory firm, Oxford Financial Group, Ltd offers a range of compensation structures tailored to meet the unique needs of their clients. These structures include a percentage of assets under management, as well as fixed fees, ensuring flexibility and transparency in their client relationships. With a strong focus on providing exceptional service, Oxford Financial Group, Ltd takes pride in their dedicated team of professionals. They employ a total of 159 employees, with 33 of them specifically dedicated to offering investment advisory services. Remarkably, each investment advisor manages an average of approximately $472,360,000 in assets under management, well above the industry average, showcasing their expertise and ability to deliver outstanding results. A notable aspect of Oxford Financial Group, Ltd is the tenure and experience of their advisors. Notable names such as Charles Davis, Jeffrey Thomasson, and Jeffery Stroman have been part of the firm for an extended period, bringing a wealth of knowledge and expertise to the table. Overall, Oxford Financial Group, Ltd has built a solid reputation within the investment advisory industry, combining their extensive client base, impressive assets under management, and a team of experienced professionals to offer comprehensive financial solutions to their clients.

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.

Gimbal Financial, LLC is a highly regarded investment advisory firm based in Carmel, Indiana. With a team of five dedicated professionals, including two experienced investment advisors, Gimbal Financial delivers exceptional financial services to its clients. Impressively, each investment advisor at Gimbal Financial oversees an average of approximately $295,210,000 in assets under management, surpassing the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring a client-centric approach to wealth management. Gimbal Financial boasts a substantial client base, serving over 220 individual clients who collectively entrust the firm with more than $135,018,000 in assets under management. Notably, almost half of these assets originate from employer 401Ks or individual investors, underscoring the firm's extensive expertise in this domain. A remarkable 96% of the assets managed by Gimbal Financial are handled on a discretionary basis, reflecting the high level of trust clients place in the firm's capabilities. Operating out of their office in Carmel, Indiana, Gimbal Financial serves as a beacon of excellence within the investment advisory industry. The firm takes pride in its team of highly experienced professionals, with some of the longest-tenured advisors including Philip Byers, Douglas Shrieve, and Keith Tyner. Through their unwavering dedication and commitment to their clients' financial success, Gimbal Financial continues to solidify its reputation as a leading investment advisory firm in the region.

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.