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.

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.

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.

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.

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.

Based in Roanoke, Indiana, ORG PARTNERS is a well-established local investment advisory firm with a wide-reaching presence. With 13 offices and a team of 22 dedicated professionals, 16 of whom provide investment advisory services, ORG PARTNERS offers comprehensive financial guidance and management to a diverse client base. With an average of approximately $55,940,000 in assets under management per investment advisor, ORG PARTNERS aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, providing flexibility for clients and ensuring transparency in the client-advisor relationship. Approximately half of the assets under management at ORG PARTNERS originate from employer 401Ks or individuals, showcasing their expertise and experience in this space. They have established a strong track record in managing these portfolios and delivering tailored solutions. As a discretionary asset manager, ORG PARTNERS assumes full responsibility for 98% of the assets entrusted to their care. With over 1,000 individual clients and an impressive $894,965,000 in assets under management, the firm's extensive client base reflects their reputation for delivering results and building trusted relationships. Jody Howard, Jeffrey Cismoski, and Julian Korber are among the longest-tenured advisors at ORG PARTNERS, showcasing their experience and commitment to client success. With a client-centric approach and a focus on personalized service, ORG PARTNERS strives to help clients achieve their financial goals and navigate the complexities of the investment landscape.

Vestia Personal Wealth Advisors, based out of Fort Wayne, IN, is a renowned local investment advisory firm. With a total of 23 employees, 15 of whom specialize in investment advisory services, Vestia offers expert financial guidance to a diverse range of clients. Their comprehensive compensation structure includes a percentage of assets under management and performance-based fees. The firm boasts an impressive average of approximately $82.2 million in assets under management per investment advisor, aligning closely with the industry average. Managing over $514 million in assets for more than 1,220 individual clients, Vestia primarily serves high net worth individuals, although they also possess the capability to manage employer funds. While 401K and individual accounts constitute less than 30% of their assets under management, Vestia Personal Wealth Advisors has demonstrated their proficiency in handling discretionary assets, managing 100% of the funds they oversee. In addition to their investment advisory services, Vestia serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. With a presence spanning 11 offices, the firm has deep roots in the local community. Notably, Vestia boasts a team of highly experienced advisors, including long-tenured professionals such as Kameron Helmuth, Thomas Martin, and Lauren Oschman. With their extensive industry expertise, commitment to personalized financial solutions, and strong local presence, Vestia Personal Wealth Advisors remains a trusted partner for individuals and businesses seeking sound investment strategies and comprehensive wealth management services.

Maripau Wealth Management LLC is a local investment advisory firm headquartered in Fort Wayne, IN, with eight offices serving a wide range of clients. With a total of 17 employees, Maripau Wealth Management LLC specializes in providing comprehensive investment advisory services to individuals and employer 401K plans. The firm boasts a team of 11 experienced investment advisors who collectively manage over $87,220,000 in assets on average per advisor, which aligns with industry standards. Maripau Wealth Management LLC caters to a diverse client base, serving over 680 individual clients with a combined total of $181,514,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, highlighting the firm's expertise in this particular area. Additionally, an impressive 99% of the assets they manage are under discretionary management, showcasing the trust and confidence clients place in the firm's investment strategies. With a compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, Maripau Wealth Management LLC strives to offer flexible and tailored solutions to meet their clients' unique financial goals. The firm takes pride in its experienced team of advisors, including some of the longest-tenured professionals in the industry such as John Gardner, Benjamin Collier, and Jonah Collier. Their deep expertise and commitment to providing personalized wealth management services make them invaluable assets to both the firm and its clients. Maripau Wealth Management LLC's dedication to delivering comprehensive investment advisory services and their reputation for success position them as a trusted partner for individuals and employers in Fort Wayne, IN, and beyond.

Qbox Fiduciary Solutions, LLC is a leading investment advisory firm headquartered in Fort Wayne, IN, boasting an impressive track record in providing comprehensive financial solutions. With a single office, this small yet dynamic firm is committed to delivering personalized and results-driven services to its esteemed clientele. Qbox Fiduciary Solutions, LLC prides itself on its team of highly skilled professionals, with a total of three dedicated employees. Among them, one expert advisor specializes in delivering top-notch investment advisory services. The firm's outstanding performance is reflected in its impressive assets under management, averaging approximately $335,600,000 per investment advisor, significantly surpassing industry standards. Qbox Fiduciary Solutions, LLC implements a diverse compensation structure that includes a percentage of assets under management and fixed fees, ensuring a flexible and transparent approach to client engagements. Notably, an astounding 99% of the assets under their management are handled on a discretionary basis, exemplifying the trust placed in the firm's expertise. With a client-centric approach, Qbox Fiduciary Solutions, LLC caters to over 110 individual clients, effectively managing their assets, which amount to a remarkable $335,598,000. Gregory Moerchen, a highly experienced registered advisor, has been a valuable member of the firm since 2015, consistently providing exceptional guidance and building long-lasting client relationships. As an investment advisory firm, Qbox Fiduciary Solutions, LLC excels in leveraging its expertise, resources, and client-centric focus to empower individuals and organizations in achieving their financial goals with confidence and precision. Through their strategic insights and commitment to excellence, they continue to set new benchmarks in the industry.

Lincoln Financial Advisors Corporation, headquartered in Fort Wayne, IN, is a prominent regional investment advisory firm with a vast network of 427 offices. With a dedicated team of 1,690 employees, including 986 skilled professionals offering investment advisory services, they excel in managing assets with precision and expertise. Their advisors have an impressive average of approximately $18,970,000 in assets under management per investment advisor. The firm's compensation structure encompasses a wide range of options to suit clients' needs, such as a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, and performance-based fees. Their comprehensive approach has attracted a significant client base, with over 96,500 individual clients and an impressive $32,602,597,000 in assets under management. Lincoln Financial Advisors Corporation excels in managing diverse portfolios, with over 80% of their assets under management originating from employer 401K plans or individual investors. Their extensive experience in overseeing 401K plans makes them highly qualified to serve both employers and employees seeking optimal retirement solutions. A substantial 25% of the assets they manage are discretionary, reflecting their capacity to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Lincoln Financial Advisors Corporation also operates as an insurance broker or agent, providing comprehensive coverage options to meet clients' risk management needs. The firm takes pride in their team of highly experienced advisors, including longstanding professionals like Amy Brocious, Tom Anselmi, and Joseph Moore, who contribute to the firm's exceptional reputation and client satisfaction.

Howard Bailey Securities, LLC is a prominent investment advisory firm headquartered in Fort Wayne, IN. With a team of 12 highly skilled professionals, they specialize in providing comprehensive investment advisory services. Each investment advisor at Howard Bailey Securities manages an impressive average of $212,760,000 in assets, surpassing the industry average. The firm's compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, ensuring flexibility and alignment with clients' needs. Howard Bailey Securities serves a diverse client base of over 2,190 individuals, overseeing a substantial $372,998,000 in assets. Notably, nearly half of their assets under management are sourced from employer 401Ks and individual clients, reflecting their expertise in this domain. A remarkable 96% of the assets entrusted to Howard Bailey Securities are under their discretionary management, demonstrating the high level of trust clients place in their expertise. The firm has built a strong local presence, operating from four strategically located offices. Among their accomplished team, some of the longest-serving advisors include Robert McCoy, Casey Weade, and John Nuechterlein. Howard Bailey Securities, LLC is recognized for its commitment to delivering exceptional service, personalized financial solutions, and prudent investment strategies. With their extensive experience and expertise, the firm stands as a trusted partner in helping clients achieve their financial goals.