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.

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.

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.

David P. Gilliam & Associates, Inc., based out of Muncie, IN, is a reputable small investment advisory firm that has been serving clients since 2019. With over 300 individual clients, they manage an impressive $108,072,000 in assets. The firm operates from a single office and offers a range of services, including being a registered representative of a broker-dealer and an insurance broker or agent. Specializing in employer 401Ks and individual investments, David P. Gilliam & Associates, Inc. has gained substantial expertise in this field. All the assets under their management, totaling 100%, are handled on a discretionary basis. The compensation structure they employ involves different types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to suit their clients' needs. The firm's team consists of two dedicated employees, all of whom provide investment advisory services. Their average assets under management per investment advisor amount to approximately $54,040,000, which is on par with industry standards. Notably, Chad Gilliam, one of the registered advisors, has been with the company since its inception, bringing extensive experience and stability to the team. David P. Gilliam & Associates, Inc. takes pride in their commitment to providing personalized investment solutions tailored to each client's goals and risk tolerance. With a strong track record and a focus on client satisfaction, they continue to solidify their position as a trusted partner in the financial advisory space.

Cypress Capital Group, a prominent investment advisory firm based in Palm Beach, FL, is dedicated to providing exceptional financial management services. With a solid track record and a strong presence in the industry, Cypress Capital Group has successfully attracted over 10 high-net-worth individual clients, entrusting the firm with a staggering $150,051,000 in assets under management. As a small but highly reputable firm, Cypress Capital Group operates from seven offices strategically located in Palm Beach, ensuring accessibility and convenience for their esteemed clientele. Specializing in discretionary asset management, the firm's expertise lies in crafting personalized investment strategies tailored to the unique financial goals and risk tolerance of each client. With a team of eight highly skilled professionals, including four experienced investment advisors, Cypress Capital Group delivers unparalleled expertise and guidance to their discerning clients. With an average of $37,510,000 in assets under management per investment advisor, their clients benefit from focused attention and comprehensive portfolio oversight. Notably, Cypress Capital Group boasts a team of seasoned advisors, some of whom have been with the firm for many years. Joseph Pauldine, Theresa Strickland, and Brian Skarbek, among others, bring their extensive industry knowledge and unwavering commitment to client success, further solidifying the firm's reputation for excellence. In terms of compensation, Cypress Capital Group offers various structures, including a percentage of assets under management, ensuring alignment with client interests and the potential for mutual growth. With a client-centric approach and a steadfast commitment to delivering superior financial management, Cypress Capital Group continues to be a trusted partner in helping clients achieve their long-term investment objectives.

SBC Wealth Management, headquartered in Indianapolis, IN, is a local investment advisory firm with a team of 18 dedicated professionals. Out of these, nine specialize in providing investment advisory services to their diverse clientele. With an average of approximately $52,090,000 in assets under management per investment advisor, SBC Wealth Management falls within the industry average. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, commissions, and hourly charges, ensuring flexibility to suit individual client needs. Currently, SBC Wealth Management serves over 650 individual clients, managing a substantial total of $878,350,000 in assets. While their primary focus lies in catering to high net worth individuals, the firm also possesses the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. SBC Wealth Management prides itself on providing a discretionary management approach, with 100% of the assets they oversee falling under this category. Established in Indianapolis, IN, SBC Wealth Management operates out of a single office, conveniently serving their local client base. The firm boasts a team of experienced advisors, including long-tenured professionals such as Erin Pentz, Scott Holley, and Patrick Morrow, who contribute to its solid reputation. With their comprehensive range of services and commitment to tailored financial solutions, SBC Wealth Management remains a trusted partner in helping clients achieve their investment goals.

HALTER FERGUSON FINANCIAL INC, based out of Carmel, IN, is a local investment advisory firm catering to high net worth individuals. With over 180 individual clients and assets under management totaling over $266,707,000, the firm offers comprehensive financial services to meet the diverse needs of its clientele. As an established player in the financial industry, Halter Ferguson Financial Inc has built a strong reputation for its expertise in managing discretionary assets. While the firm primarily focuses on high net worth individuals, it also possesses the capability to effectively handle employer funds, although such accounts represent less than 30% of their assets under management. With one office location in Carmel, IN, Halter Ferguson Financial Inc is well-positioned to serve its local community. The firm employs a dedicated team of nine professionals, with eight of them specializing in investment advisory services. These experienced advisors offer personalized financial guidance and develop tailored investment strategies to help clients achieve their financial goals. Halter Ferguson Financial Inc boasts an attractive compensation structure, which includes various types of fees such as a percentage of assets under management and hourly charges. This flexibility ensures that clients can choose the payment method that best suits their preferences and financial circumstances. The firm takes pride in its team of highly qualified advisors, including Anthony Hutton, Tiffany White, and Bradford Ferguson, who have been with the company for an extended period. With an average of approximately $33,340,000 in assets under management per investment advisor, Halter Ferguson Financial Inc demonstrates its commitment to delivering exceptional service and maximizing client returns.

Vincere Wealth Management, LLC, a local investment advisory firm based in Indianapolis, IN, is renowned for its exceptional financial expertise and personalized wealth management services. With over 270 individual clients and more than $43,773,000 in assets under management, Vincere Wealth Management caters to a diverse range of clients, including employer 401Ks and individuals seeking comprehensive investment solutions. With six conveniently located offices, Vincere Wealth Management has established a strong presence in the Indianapolis area. The firm's commitment to excellence is reflected in its team of ten highly skilled professionals, with nine dedicated investment advisors. Their collective expertise and extensive experience allow them to effectively navigate the ever-changing financial landscape. Vincere Wealth Management operates under a discretionary model, managing 99% of the assets they oversee. This approach empowers their clients with the peace of mind that comes from knowing their investments are actively monitored and adjusted to align with their unique financial goals. The firm's compensation structure is designed to align their interests with those of their clients. They employ a variety of fee arrangements, including a percentage of assets under management and fixed fees, ensuring transparency and fairness. Notably, Vincere Wealth Management prides itself on the longevity of its advisors. Esteemed professionals such as Isaiah Douglass, Travis Buck, and Peter Uihlein have been with the firm for many years, contributing their expertise and fostering enduring client relationships. At Vincere Wealth Management, LLC, their dedication to providing personalized wealth management solutions and their proven track record of success make them a trusted partner for individuals and businesses alike.

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.

Fi3 Financial Advisors, LLC, based out of Indianapolis, IN, is a highly reputable local investment advisory firm providing expert financial guidance to a diverse clientele. With 14 dedicated professionals, including 6 experienced investment advisors, Fi3 offers a comprehensive range of services tailored to meet the unique needs of their clients. With an impressive average of $169,370,000 in assets under management per investment advisor, Fi3 Financial Advisors, LLC surpasses the industry average, reflecting their proficiency in generating successful investment outcomes. Their compensation structure includes a variety of types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' goals and interests. With over 40 individual clients and a remarkable $657,211,000 in assets under management, Fi3 Financial Advisors, LLC possesses extensive experience in managing substantial portfolios. The majority of their managed assets belong to high net worth individuals seeking personalized investment strategies and superior wealth management solutions. A notable distinction of Fi3 Financial Advisors, LLC is that 88% of the assets they manage are discretionary, demonstrating their expertise and trustworthiness in making informed investment decisions on behalf of their clients. With their headquarters located in Indianapolis, IN, Fi3 Financial Advisors, LLC operates from a single office, where clients can benefit from face-to-face interactions and personalized service. The firm takes pride in its team of seasoned advisors, including Matthew Simpson, Samuel Muse, and Ivan Hoffman, who bring a wealth of experience and knowledge to their clients' financial journeys. These long-tenured advisors have played a pivotal role in establishing Fi3's strong reputation and fostering enduring client relationships.

Bedel Financial Consulting Inc, based out of Indianapolis, IN, is a local investment advisory firm that caters to high net worth individuals. With over 470 individual clients and an impressive $1,809,355,000 in assets under management, they provide comprehensive financial solutions to help their clients achieve their goals. While employer funds comprise a significant portion of their assets under management, Bedel Financial Consulting Inc also specializes in managing 401K and individual accounts. All of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. The firm takes pride in its experienced team of 14 employees, with almost all of them dedicated to providing investment advisory services. With an average of approximately $139,180,000 in assets under management per investment advisor, they surpass the industry average, reflecting their commitment to personalized attention and exceptional client service. Bedel Financial Consulting Inc offers a variety of compensation structures tailored to their clients' needs, including a percentage of assets under management and fixed fees. This flexibility ensures that clients can choose the most suitable arrangement for their financial objectives. Noteworthy among the firm's team are Meredith Carbrey, Kathryn Hower, and Elaine Kops-Bedel, who boast an impressive tenure with the company. Their expertise and extensive experience contribute to the firm's reputation for providing reliable and trusted financial advice. Overall, Bedel Financial Consulting Inc stands out as a prominent local advisory firm, known for its comprehensive financial services, exceptional client care, and successful track record in managing substantial assets for high net worth individuals.