Investment adviser firms in CARMEL, Indiana
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
25 firms · Source months shown: August 2026
- 40/86 ADVISORS, INC.CRD 107740 · CARMEL, IN$30,495,148,307.00Regulatory AUM · August 2026
- ALDEBARAN CAPITAL, LLCCRD 122360 · CARMEL, IN$166,904,220.00Regulatory AUM · August 2026
- ARCHER INVESTMENT CORPORATIONCRD 136403 · CARMEL, IN$1,012,991,000.00Regulatory AUM · August 2026
- CID CAPITAL II, INC.CRD 160776 · CARMEL, IN$515,788,887.00Regulatory AUM · August 2026
- EVERNEST FINANCIAL ADVISORSCRD 328161 · CARMEL, IN$963,016,606.00Regulatory AUM · August 2026
- FORTITUDE PRIVATE WEALTH INC.CRD 290074 · CARMEL, IN$126,474,970.00Regulatory AUM · August 2026
- FOUR QUADRANT WEALTH ADVISORS, INC.CRD 130753 · CARMEL, IN$219,022,260.00Regulatory AUM · August 2026
- GIMBAL FINANCIAL, LLCCRD 159003 · CARMEL, IN$290,012,610.00Regulatory AUM · August 2026
- GOELZER INVESTMENT MANAGEMENT, INC.CRD 44402 · CARMEL, IN$4,510,923,289.00Regulatory AUM · August 2026
- GREENLEAF FINANCIAL GROUP, LLCCRD 137933 · CARMEL, IN$175,200,121.00Regulatory AUM · August 2026
- HALTER FERGUSON FINANCIAL INCCRD 109563 · CARMEL, IN$704,950,608.00Regulatory AUM · August 2026
- HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLCCRD 289413 · CARMEL, IN$546,819,721.00Regulatory AUM · August 2026
- INDIE ASSET PARTNERS, LLCCRD 154503 · CARMEL, IN$685,212,417.00Regulatory AUM · August 2026
- INTEGRATED INVESTMENT STRATEGIES,INC.CRD 122706 · CARMEL, IN$104,549,560.00Regulatory AUM · August 2026
- INTREPID FINANCIAL PLANNING GROUP, LLCCRD 112196 · CARMEL, IN$390,401,120.00Regulatory AUM · August 2026
- MCMAHAN CAPITAL MANAGEMENT LLCCRD 109140 · CARMEL, IN$135,878,250.00Regulatory AUM · August 2026
- OXFORD FINANCIAL GROUP, LTD. LLCCRD 105303 · CARMEL, IN$23,330,849,733.00Regulatory AUM · August 2026
- PROCOURSE FIDUCIARY ADVISORS, LLCCRD 164328 · CARMEL, IN$5,492,591,864.00Regulatory AUM · August 2026
- SBAUER FUNDS, LLCCRD 144782 · CARMEL, IN$61,336,188.00Regulatory AUM · August 2026
- SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCCRD 288623 · CARMEL, IN$6,177,640,329.00Regulatory AUM · August 2026
- STRIVE FINANCIAL GROUP, LLCCRD 333298 · CARMEL, IN$246,692,286.00Regulatory AUM · August 2026
- THE FINANCIAL RESOURCE CENTER, INC.CRD 316747 · CARMEL, IN$642,481,363.00Regulatory AUM · August 2026
- US AGRICULTURE, LLCCRD 282576 · CARMEL, IN$759,134,626.00Regulatory AUM · August 2026
- VALEO FINANCIAL ADVISORS, LLCCRD 127132 · CARMEL, IN$12,958,676,684.00Regulatory AUM · August 2026
- WINTHROP CAPITAL MANAGEMENT, LLCCRD 145216 · CARMEL, IN$3,973,913,830.00Regulatory AUM · August 2026