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.

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.

Thurston Springer Advisors is a leading regional investment advisory firm headquartered in Indianapolis, IN, with a network of 24 offices. With a dedicated team of 67 professionals, 55 of whom specialize in providing comprehensive investment advisory services, Thurston Springer Advisors delivers exceptional financial guidance to a diverse client base. Leveraging their expertise, the firm manages an impressive average of approximately $20,240,000 in assets under management per investment advisor. The firm's compensation structure reflects their commitment to meeting client needs, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. While Thurston Springer Advisors primarily manages discretionary assets, they also possess the capability to oversee employer funds, despite 401K and individual accounts constituting less than 30% of their total assets under management. Focusing on high net worth individuals, the firm boasts an extensive roster of over 1,460 individual clients, entrusting them with more than $1,112,976,000 in assets under management. The seasoned team at Thurston Springer Advisors includes several of the firm's longest-tenured advisors, such as Kevin McDougall, Andrew Southworth, and Jon Stucker. Their experience and dedication contribute to the firm's reputation for delivering trusted and personalized financial advice. Thurston Springer Advisors prides itself on its commitment to excellence, client-centric approach, and comprehensive investment advisory services. By combining their extensive knowledge, strong track record, and tailored strategies, the firm continues to build enduring relationships while helping clients achieve their financial goals.

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.

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.

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.

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.

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.

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.

Sheaff Brock Investment Advisors, LLC is a highly regarded local investment advisory firm headquartered in Indianapolis, IN, with one office serving clients nationwide. With a team of 25 dedicated professionals, 14 of whom specialize in providing exceptional investment advisory services, Sheaff Brock is committed to delivering personalized financial solutions to its clientele. With an average of $74,980,000 in assets under management per investment advisor, Sheaff Brock performs at an industry-standard level. Their comprehensive compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges. While less than 30% of their assets under management come from 401K and individual accounts, Sheaff Brock possesses the expertise to effectively manage employer funds. Impressively, 100% of the assets they oversee are discretionary, affording clients a hands-off investment experience. Sheaff Brock primarily serves high-net-worth individuals, with a client base exceeding 550 individuals who have entrusted the firm with over $1,049,677,000 in assets under management. Notably, the firm boasts a team of seasoned advisors, including Teresa Kane, Ronald Brock, and David Gilreath, who have demonstrated exceptional expertise and dedication throughout their tenure. By combining their extensive knowledge, personalized approach, and commitment to financial excellence, Sheaff Brock Investment Advisors, LLC has established itself as a trusted partner for clients seeking expert guidance and comprehensive wealth management solutions.

Financial Enhancement Group, based out of Anderson, IN, is a leading investment advisory firm serving over 1,120 individual clients with an impressive $635,756,000 in assets under management. With five offices, they offer a range of comprehensive financial services, including serving as a registered representative of a broker-dealer and insurance broker or agent. Boasting a diverse client base, Financial Enhancement Group manages over 80% of their assets under management for employer 401K plans and individuals. Their extensive experience and expertise make them well-suited to effectively oversee 401K plans for both employers and employees. Notably, all the assets they manage are discretionary, ensuring a flexible and tailored approach to each client's unique financial needs. Financial Enhancement Group's compensation structure is designed to align with their clients' goals. They offer various options, such as a percentage of assets under management and hourly charges, providing flexibility and transparency in their fee structure. With a team of 20 dedicated professionals, including 18 investment advisors, Financial Enhancement Group delivers personalized service and expertise to their clients. Each investment advisor manages an average of approximately $35,320,000 in assets, demonstrating their commitment to individualized attention and comprehensive wealth management. The firm takes pride in its seasoned advisors, with notable names such as Matthew Robertson, Richard Middleton, and Andrew Thrasher among its longest-tenured professionals. These experienced advisors contribute to the firm's reputation for delivering exceptional financial guidance and superior client outcomes. Overall, Financial Enhancement Group is a trusted partner for individuals and employers seeking comprehensive investment advisory services in Anderson, IN, and beyond. With their client-focused approach and extensive expertise, they provide valuable solutions tailored to meet the financial objectives of their diverse clientele.