Top financial advisors in Lafayette, IN
We’ve curated a list of the best financial advisors in Lafayette, take a look at it below
Find an advisor in Lafayette| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $261,258,434 | 5 advisors | ||
| 2 | $79,416,482 | 11 advisors |
How we came up with this list
To generate our top financial advisors list in Lafayette, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lafayette. 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.
Gettings Reed Financial
Gettings Reed Financial is a financial advisory firm based in Lafayette, Indiana. It currently has approximately $261,258,434 of assets under management and employs about 5 people. Gettings Reed Financial uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$261,258,434
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-117868
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Capital Advisor Network
Capital Advisor Network is a financial advisory firm based in Lafayette, Indiana. It currently has approximately $79,416,482 of assets under management and employs about 11 people. Capital Advisor Network uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$79,416,482
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-123345
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Consulting
Your first meeting is free.