Top financial advisors in Evansville, IN
We’ve curated a list of the best financial advisors in Evansville, take a look at it below
Find an advisor in Evansville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,310,717,134 | 58 advisors |
How we came up with this list
To generate our top financial advisors list in Evansville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Evansville. 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.
Donaldson Capital Management LLC
Donaldson Capital Management LLC is a financial advisory firm based in Evansville, Indiana. It currently has approximately $2,310,717,134 of assets under management and employs about 58 people. Donaldson Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and a percentage of fees under management.
Assets under management
$2,310,717,134
Headcount
58 advisors
Fee structure
A percentage of assets under your management
Hourly charges
A PERCENTAGE OF FEES UNDER MANAGEMENT
SEC number
801-48479
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Portfolio And Investment Consultation Services.
Your first meeting is free.