Top 10 advisors in Carmel
We’ve curated a list of the best financial advisors in Carmel, take a look at it below
Find an advisor in Carmel| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $6,537,286,549 | 159 advisors | ||
| 2 | $2,831,362,654 | 26 advisors | ||
| 3 | $1,130,650,740 | 14 advisors | ||
| 4 | $725,036,045 | 14 advisors | ||
| 5 | $602,923,205 | 87 advisors | ||
| 6 | $533,838,591 | 29 advisors | ||
| 7 | $320,088,006 | 9 advisors | ||
| 8 | $266,577,116 | 9 advisors | ||
| 9 | $246,025,287 | 8 advisors | ||
| 10 | $185,068,142 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Carmel, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Carmel. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Oxford Financial Group, Ltd
Assets under management
$6,537,286,549
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Winthrop Capital Management
Assets under management
$2,831,362,654
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Procourse Fiduciary Advisors, LLC
Assets under management
$1,130,650,740
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
4. Indie Asset Partners, LLC
Assets under management
$725,036,045
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
ASSET-BASED PERCENTAGE OR HOURLY FEES FOR FAMILY OFFICE SERVICES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Family Office Services
5. Archer Investment Corporation
Assets under management
$602,923,205
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
6. Shepherd Financial Investment Advisory LLC
Assets under management
$533,838,591
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Cid Capital Ii, Inc.
Assets under management
$320,088,006
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Halter Ferguson Financial Inc
Assets under management
$266,577,116
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
9. Monon Wealth Management
Assets under management
$246,025,287
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Truedge Asset Management LLC
Assets under management
$185,068,142
Fee structure
A percentage of assets under your management
MINIMUM ACCOUNT FEES
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Advisory Operations For Other Ria's
Your first meeting is free.