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.

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.

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.

Canterbury Investment Management, LLC is a small investment advisory firm based out of Zionsville, IN, with one office. With a total of four dedicated employees, three of whom provide investment advisory services, Canterbury Investment Management aims to deliver professional and personalized financial guidance to its clients. With an average of approximately $114,240,000 in assets under management per investment advisor, Canterbury Investment Management's performance aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a flexible approach to meet client needs. Serving over 40 individual clients, Canterbury Investment Management currently manages more than $90,500,000 in assets. Although 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise and capability to handle employer funds as well. Impressively, 97% of the assets they manage are discretionary, emphasizing their clients' trust in their investment decisions. Canterbury Investment Management takes pride in their experienced team, including some of the longest-tenured advisors at the firm such as Brandon Bischof, Kimberly Custer, and Thomas Hardin. Their collective expertise and deep knowledge of the financial industry enable them to provide comprehensive investment advice tailored to individual client goals. As a dedicated investment advisory firm, Canterbury Investment Management strives to build lasting relationships with its clients, offering reliable financial guidance and a commitment to their long-term success.

Banker Investment Group, a small investment advisory firm based out of West Lafayette, IN, has been a trusted partner for high net worth individuals seeking expert financial guidance. With 4 dedicated professionals, including William Banker, Seth Parker, and Joshua Loggins, the firm offers a range of investment advisory services. Banker Investment Group boasts an average of $74,890,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure encompasses various types, including a percentage of assets under management. While Banker Investment Group predominantly manages assets for individual clients, they also possess the capability to oversee employer funds. Notably, 100% of the assets they manage are discretionary, showcasing their expertise in making informed investment decisions on behalf of their clients. With over 400 individual clients and an impressive $224,683,000 in assets under management, Banker Investment Group has established a strong presence in the financial services sector. The firm's commitment to transparency, integrity, and personalized service has garnered a loyal client base. Banker Investment Group strives to understand each client's unique financial goals and tailor their investment strategies accordingly. Their expertise extends to managing various account types, with less than 30% of their assets under management allocated to 401K and individual accounts. As Banker Investment Group continues to provide exceptional financial advisory services, they remain dedicated to helping their clients achieve long-term financial success and security.