Top advisors in South Bend
We’ve curated a list of the best financial advisors in South Bend, take a look at it below
Find an advisor in South Bend| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,549,184,975 | 21 advisors | ||
| 2 | $569,016,755 | 4 advisors | ||
| 3 | $127,826,000 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in South Bend, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case South Bend. 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. Ceres Partners, LLC
Assets under management
$1,549,184,975
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Walter Keenan Wealth Management
Assets under management
$569,016,755
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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Kestrel Wealth Management, LLC
Assets under management
$127,826,000
Fee structure
A percentage of assets under your management
Services offered
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)
Your first meeting is free.