Bright Financial Advisors, Inc., based out of Portage, MI, is a reputable investment advisory firm serving over 480 individual clients. With assets under management totaling over $398,593,000, they specialize in providing personalized financial solutions. Operating from a single office, they also offer insurance brokerage services, catering to a diverse range of client needs. As experts in the field, Bright Financial Advisors, Inc. has extensive experience managing employer 401Ks and individual investments, which account for approximately half of their assets under management. They have developed a strong reputation for their expertise and professionalism in this space. Notably, all of the assets they manage are under their discretion, providing clients with peace of mind. The firm employs a team of 12 professionals, with three dedicated investment advisors. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment arrangement that aligns with their preferences and goals. One standout aspect of Bright Financial Advisors, Inc. is their exceptional average of approximately $132,860,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting their ability to effectively handle substantial portfolios. Furthermore, Andrew Price and Brookes Welc, two of the firm's longest-tenured registered advisors, bring valuable experience and insights to the table. Clients can trust Bright Financial Advisors, Inc. to deliver expert financial guidance and tailored investment strategies that help them achieve their long-term objectives. With a track record of success and a commitment to client satisfaction, they have established themselves as a leading presence in the financial advisory industry.

Walter Keenan Wealth Management, a small investment advisory firm based out of South Bend, IN, is dedicated to providing exceptional financial services to its clients. With a team of four skilled professionals, each specializing in investment advisory services, the firm offers comprehensive solutions tailored to meet the unique needs and goals of their clients. With an average of $119,450,000 in assets under management per investment advisor, Walter Keenan Wealth Management maintains a solid position within the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees, ensuring a flexible approach that aligns with their clients' preferences. The firm boasts an impressive portfolio, managing over $717,483,000 in assets for more than 20 individual clients. Of these assets, a significant 79% are under discretionary management, allowing Walter Keenan Wealth Management to make informed investment decisions on behalf of their clients. The expertise of the firm is further exemplified by their long-tenured advisors. James Sawdon, Charles Crabill, and James Keenan are among the seasoned professionals who have played instrumental roles in the firm's success. Their wealth of experience and extensive knowledge enable them to guide clients through various market conditions, ensuring sound financial strategies are implemented. With a commitment to excellence, Walter Keenan Wealth Management continues to deliver top-tier financial guidance to its clients from its South Bend office. By combining personalized service, a strong track record, and a client-centric approach, the firm remains a trusted partner for individuals seeking to grow and preserve their wealth.

Hilltop Wealth Solutions, based in Mishawaka, IN, is a reputable local investment advisory firm. With five offices strategically located in the area, the company is well-positioned to serve its clients effectively. Comprising a dedicated team of 10 professionals, with seven of them specializing in investment advisory services, Hilltop Wealth Solutions brings a wealth of knowledge and expertise to their clients. The firm boasts an impressive average of approximately $45,330,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, commissions, and hourly charges, ensuring flexibility to meet clients' individual needs. Hilltop Wealth Solutions has established a strong foothold in managing employer 401Ks and individual accounts, which together make up around half of their assets under management. With extensive experience in this domain, the firm has earned a stellar reputation for delivering outstanding results and guiding clients toward their financial goals. Notably, 91% of the assets under their management are discretionary, reflecting the high level of trust and confidence their clients have in their expertise. In addition to investment advisory services, Hilltop Wealth Solutions also operates as a registered representative of a broker-dealer, further expanding their capabilities to provide comprehensive financial solutions. With an impressive client base of over 670 individuals, the firm manages more than $317,322,000 in assets, exemplifying their strong presence in the market. Hilltop Wealth Solutions takes pride in its experienced team of advisors, including William Davis, Elizabeth Foley, and Erik Brenner, who have demonstrated exceptional dedication and longevity within the company. Overall, Hilltop Wealth Solutions stands as a reliable partner for individuals and businesses seeking expert financial guidance, backed by a proven track record of success.

Gasaway Investment Advisors, Inc. is a well-established investment advisory firm headquartered in Kalamazoo, MI. With a team of 10 dedicated professionals, including 5 experienced investment advisors, they provide comprehensive financial guidance to a diverse clientele. Leveraging their expertise, Gasaway Investment Advisors manages an impressive average of $104,610,000 in assets per investment advisor, aligning with industry standards. The compensation structure at Gasaway Investment Advisors caters to clients' needs, offering flexibility and transparency. Clients can choose from various options, including a percentage of assets under management and hourly charges. This allows clients to select the most suitable arrangement for their financial goals. Gasaway Investment Advisors boasts a robust client base, serving over 370 individual clients and overseeing more than $134,453,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, reflecting their strong expertise in this area. A significant portion, 89%, of the assets they manage is under discretionary control, demonstrating their clients' trust in their judgment and decision-making. In addition to their investment advisory services, Gasaway Investment Advisors also serves as an insurance broker or agent, providing comprehensive coverage options to protect their clients' financial interests. As a local firm, Gasaway Investment Advisors has deep roots in the Kalamazoo community. They operate from a single office, and their long-tenured advisors, such as Chase Imberger, James Gasaway, and Charles Gasaway, bring a wealth of experience and expertise to their clients' financial journeys. With their commitment to personalized service and sound investment strategies, Gasaway Investment Advisors is dedicated to helping clients achieve their financial objectives and secure their future.

626 Financial, LLC is a reputable investment advisory firm based in Portage, MI. With over 370 individual clients and an impressive $260,978,000 in assets under management, they have established themselves as a trusted financial partner. 626 Financial, LLC operates from a single office, catering to clients in the local area. Dedicated to providing personalized investment solutions, 626 Financial, LLC boasts expertise in managing employer 401Ks and individual assets, accounting for roughly half of their assets under management. The firm's approach revolves around discretionary management, ensuring that all investment decisions are made by their experienced advisors. The compensation structure at 626 Financial, LLC encompasses various models, including a percentage of assets under management. This incentivizes the team to deliver excellent results while aligning their interests with the clients'. With a team of five skilled professionals, all fully committed to delivering exceptional investment advisory services, 626 Financial, LLC maintains an average of approximately $52,200,000 in assets under management per advisor. This figure aligns with industry standards, demonstrating their competence in handling a diverse range of client portfolios. At 626 Financial, LLC, clients can rely on the expertise of their longest-tenured advisors, including Ryan Howard, Ann Davis, and Karen Morse. Their collective experience and in-depth knowledge of the financial market contribute to the firm's solid reputation. Overall, 626 Financial, LLC stands as a trusted partner for individuals and businesses seeking comprehensive investment advisory services. With their strong track record, commitment to client satisfaction, and dedicated team, they strive to help clients achieve their financial goals and secure a prosperous future.

Korhorn Financial Group is a reputable regional investment advisory firm headquartered in Granger, IN, serving clients across five offices. With a total of 74 dedicated employees, 34 of whom specialize in providing expert investment advisory services, the firm boasts a strong team of financial professionals. Leveraging their extensive knowledge and experience, they strive to optimize their clients' financial portfolios. The average assets under management per investment advisor at Korhorn Financial Group stand at an impressive $17,450,000, demonstrating their ability to handle significant wealth portfolios. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and client satisfaction. Korhorn Financial Group has established a strong presence in the employer 401K and individual investment sectors, with approximately half of their assets under management originating from these sources. Their expertise in managing such funds has garnered them a noteworthy reputation, further enhancing their credibility in the industry. Boasting a remarkable 98% of discretionary assets under management, Korhorn Financial Group demonstrates their clients' confidence in their ability to make informed investment decisions. With over 1,650 individual clients and an impressive $593,297,000 in assets under management, the firm has solidified its position as a trusted advisor in the financial services industry. The firm is distinguished by its dedicated and experienced team, with renowned advisors such as Amy Masters, Joshua Korhorn, and Joshua Gregory, who have been with the company for an extended period. Their commitment to providing exceptional service and delivering optimal financial outcomes sets Korhorn Financial Group apart as a reliable and trustworthy partner for individuals and organizations seeking sound investment guidance.

Guidance Investment Advisors, LLC, located in Elkhart, IN, is a well-established small investment advisory firm serving over 220 individual clients. With more than $283,456,000 in assets under management, their expertise lies in discretionary asset management. Although 401K and individual accounts constitute less than 30% of their portfolio, they possess the capability to effectively handle employer funds. The firm operates from a single office in Elkhart. Guidance Investment Advisors, LLC employs a team of five dedicated professionals, four of whom specialize in providing comprehensive investment advisory services. With an average of $70,860,000 in assets under management per investment advisor, they maintain a performance level on par with industry standards. The compensation structure at Guidance Investment Advisors, LLC offers various options, including a percentage of assets under management, fixed fees, and hourly charges, providing flexibility to clients. One of the firm's distinguishing qualities is the presence of experienced advisors who have been with the company for a significant period. Notable among them are Bryan Focht, Michael Griggs, and John Mcsorley, who bring valuable expertise and knowledge to their client relationships. Guidance Investment Advisors, LLC is committed to delivering personalized and tailored investment strategies to meet the unique goals and objectives of each client. With a focus on providing discretionary management services, they have earned a solid reputation for their professionalism and commitment to excellence in the field of investment advisory.

Lauer Wealth Management, based in Valparaiso, IN, is a small investment advisory firm with a team of three dedicated employees. With a focus on investment advisory services, the firm has built a reputation for providing exceptional financial guidance to their clients. Their investment advisors boast an average of $58,410,000 in assets under management, which aligns with the industry average. Lauer Wealth Management's compensation structure is diverse, encompassing a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients. With over 290 individual clients, Lauer Wealth Management manages an impressive $120,592,000 in assets. Notably, nearly half of these assets originate from employer 401Ks or individual sources, showcasing the firm's expertise and experience in this area. A key differentiator for Lauer Wealth Management is that all the assets they manage are under discretionary control, allowing them to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Lauer Wealth Management also offers the expertise of an accountant or accounting firm, further enhancing their holistic approach to financial management. With two offices to serve their clientele, the firm has established a strong local presence. Gene Hamstra and John Lauer, two of the firm's longest tenured registered advisors, bring a wealth of knowledge and expertise to the team. Overall, Lauer Wealth Management's commitment to personalized financial guidance, diverse compensation options, and extensive experience in managing assets make them a trusted partner for individuals and employers seeking sound investment strategies in Valparaiso, IN, and beyond.

Thomas Story And Son LLC is a reputable investment advisory firm based in Plymouth, IN, boasting a single office location. With a dedicated team of two experienced professionals, they specialize in providing top-notch investment advisory services. Each investment advisor at Thomas Story And Son LLC manages an average of $125,990,000 in assets under management, which aligns with the industry average. Their compensation structure is diverse, including a percentage of assets under management. As a discretionary asset manager, Thomas Story And Son LLC handles 100% of the assets they manage, ensuring full control and flexibility in decision-making. The firm primarily focuses on serving high-net-worth individuals, catering to their unique investment needs and goals. In fact, Thomas Story And Son LLC currently manages assets worth over $251,981,000 for more than 10 individual clients. Boasting a history of tenure and expertise, David Story and Thomas Story have established themselves as some of the longest-serving registered advisors within the firm. Their commitment to providing exceptional advisory services has earned Thomas Story And Son LLC a solid reputation in the industry. With a customer-centric approach and a track record of success, they strive to help their clients achieve their financial objectives and secure their financial future.