Top financial advisors in Mishawaka, IN
We’ve curated a list of the best financial advisors in Mishawaka, take a look at it below
Find an advisor in Mishawaka| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $289,845,696 | 10 advisors | ||
| 2 | $124,510,419 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Mishawaka, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mishawaka. 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.
Hilltop Wealth Solutions
Hilltop Wealth Solutions is a financial advisory firm based in Mishawaka, Indiana. It currently has approximately $289,845,696 of assets under management and employs about 10 people. Hilltop Wealth Solutions uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$289,845,696
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-115255
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Rosenthal | Henry Capital Advisors, Inc.
Rosenthal | Henry Capital Advisors, Inc. is a financial advisory firm based in Mishawaka, Indiana. It currently has approximately $124,510,419 of assets under management and employs about 3 people. Rosenthal | Henry Capital Advisors, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$124,510,419
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
802-110063
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.