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.

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.

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.

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.

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.

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.

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.

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.

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.