Top financial advisors in Merrillville, IN
We’ve curated a list of the best financial advisors in Merrillville, take a look at it below
Find an advisor in Merrillville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,503,607,277 | 28 advisors | ||
| 2 | $138,000,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Merrillville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Merrillville. 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.
Strategiq Financial Group, LLC
Strategiq Financial Group, LLC is a financial advisory firm based in Merrillville, Indiana. It currently has approximately $1,503,607,277 of assets under management and employs about 28 people. Strategiq Financial Group, LLC uses a fee structure of a percentage of assets under your management, fixed fees and subscription fee - interactive wealth management portal service.
Assets under management
$1,503,607,277
Headcount
28 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SUBSCRIPTION FEE - INTERACTIVE WEALTH MANAGEMENT PORTAL SERVICE
SEC number
801-68171
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
Gehrig Capital Management, Inc.
Gehrig Capital Management, Inc. is a financial advisory firm based in Merrillville, Indiana. It currently has approximately $138,000,000 of assets under management and employs about 4 people. Gehrig Capital Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$138,000,000
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-120868
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.