Top financial advisors in South Bend, IN
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.
Ceres Partners, LLC
Ceres Partners, LLC is a financial advisory firm based in South Bend, Indiana. It currently has approximately $1,549,184,975 of assets under management and employs about 21 people. Ceres Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,549,184,975
Headcount
21 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-114192
Services offered
Portfolio Management For Pooled Investment Vehicles
Walter Keenan Wealth Management
Walter Keenan Wealth Management is a financial advisory firm based in South Bend, Indiana. It currently has approximately $569,016,755 of assets under management and employs about 4 people. Walter Keenan Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$569,016,755
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-22367
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)
Kestrel Wealth Management, LLC
Kestrel Wealth Management, LLC is a financial advisory firm based in South Bend, Indiana. It currently has approximately $127,826,000 of assets under management and employs about 1 people. Kestrel Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$127,826,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-123414
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.