Top Investment Firms in Indiana
55 Companies
List of the Top Indiana Investment Management Firms
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$5,000+$25 - $49 / hr10 - 49Lafayette, IN
Services provided
50% Funding & Investment50% Commercial FinancingChampion Cash Loans is a small Commercial Financing and Funding & Investment company established in 2006. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Hammond, IN
Services provided
20% Funding & Investment20% Business Valuation Services20% Digital Asset Management +2 services20% Financial Advising & Planning20% Financial ConsultingWisely Advised, LLC is a small Financial Advising & Planning company located in Hammond, Indiana. The team specializes in Financial Advising & Planning and Digital Asset Management.
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UndisclosedUndisclosed50 - 249Indianapolis, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningInvst, a Funding & Investment company, specialize in Funding & Investment and Financial Advising & Planning. They were founded in 2003.
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UndisclosedUndisclosed250 - 999Chicago, IL
Services provided
100% Funding & InvestmentFounded in 1948, WestPoint Financial Group is a midsize Indianapolis, Indiana-based Funding & Investment company. Their services include Funding & Investment.
Read moreSee All Locations (3)Chicago, IL
300 South Wacker Drive, Suite 2000
Chicago, IL 60606301 - 400
(312) 347-1660
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningEstablished in 2001, Sheaff Brock Investment Advisors is a Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
100% Funding & InvestmentFounded in 1969, Goelzer Investment Management is a small Funding & Investment company. Their services include Funding & Investment.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
50% Funding & Investment25% Accounting25% Financial Advising & PlanningColumn Capital, a small Funding & Investment company, is based in Indianapolis, Indiana. Their services include Funding & Investment and Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
100% Funding & InvestmentCenterfield Capital Partners is a Funding & Investment company. Launched in 2000, their team provides Funding & Investment.
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UndisclosedUndisclosed10 - 49Carmel, IN
Services provided
70% Funding & Investment30% Commercial FinancingPericulum is a small Funding & Investment company launched in 1998. Their team specializes in Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
100% Funding & InvestmentFunding & Investment company HKW was founded in 1903. Headquartered in Indianapolis, Indiana and New York, New York, the team offers Funding & Investment.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningWallington Asset Management, a Funding & Investment company, was established in 1988. The small team focuses on Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningFinancial Advising & Planning and Funding & Investment company Woodley Farra Manion Portfolio Management was founded in 1995. The team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Carmel, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningIndie Asset Partners, LLC is a Funding & Investment company. Based in Carmel, Indiana, the firm offers Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Ann Arbor, MI
Services provided
100% Funding & InvestmentCollier Financial is a Funding & Investment company. The agency is located in Fort Wayne, Indiana and Ann Arbor, Michigan. Their services include Funding & Investment.
Read moreSee All Locations (2)Ann Arbor, MI
315 East Eisenhower Parkway Suite 303
Ann Arbor, MI 4810810 - 15
734.389.7575
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UndisclosedUndisclosed10 - 49Muncie, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningCardinal Capital Management is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment and were established in 1999.
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UndisclosedUndisclosed10 - 49Kokomo, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningIn Kokomo, Indiana, Creative Financial Designs is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Carmel, IN
Services provided
40% Funding & Investment30% Financial Advising & Planning30% Financial ConsultingValeo Financial Advisors LLC is a Funding & Investment company. The Carmel, Indiana-based agency was launched in 2003. Their services include Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
50% Funding & Investment50% Commercial FinancingNorthern Commercial, a Commercial Financing and Funding & Investment company, was established in 1990. Located in Carmel, Indiana, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningFounded in 2021, Meridian Investment Advisors, Inc. Is a small Indianapolis, Indiana-based Funding & Investment company. Their services include Funding & Investment and Financial Advising &
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
100% Funding & InvestmentTrust Investment Advisors is a Funding & Investment company. The Indianapolis, Indiana-based company was founded in 1987. Their services include Funding & Investment.
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UndisclosedUndisclosed2 - 9Zionsville, IN
Services provided
100% Funding & InvestmentIn Zionsville, Indiana, Canterbury Investment Management is a small Funding & Investment company. The team focuses on Funding & Investment.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
100% Funding & InvestmentEstablished in 1993, Cardinal Equity Partners is a Funding & Investment company. The firm provides Funding & Investment.
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UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningFinancial Advising & Planning and Funding & Investment company Barrington Investment Company, LLC focuses on Financial Advising & Planning and Funding & Investment. They are in Carmel, Indiana.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningIn Indianapolis, Indiana, Hoover Financial Advisors is a Financial Advising & Planning and Funding & Investment company. They offer Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningTitan Investment Management is a Funding & Investment company in Indianapolis, Indiana. They specialize in Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
100% Funding & InvestmentXCap Angels is a Funding & Investment company headquartered in Indianapolis, Indiana. The team specializes in Funding & Investment.
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UndisclosedUndisclosed2 - 9Bloomfield Hills, MI
Services provided
100% Funding & InvestmentMonument MicroCap Partners is a Funding & Investment company. Headquartered in Indianapolis, Indiana and Bloomfield Hills, Michigan, the team specializes in Funding & Investment.
Read moreSee All Locations (2)Bloomfield Hills, MI
40900 Woodward Avenue Suite 270
Bloomfield Hills, MI 483046 - 9
317-350-1186
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UndisclosedUndisclosed2 - 9South Bend, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningGolden Years Financial Advisors, Inc. Is a small South Bend, Indiana-based Funding & Investment company. The team provides Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Greenwood, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningKoon Financial, a Financial Advising & Planning and Funding & Investment company, was founded in 2002. The company specializes in Financial Advising & Planning and Funding & Investment, and is
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningGutwein Group is a Financial Advising & Planning and Funding & Investment company. Founded in 2011, the team focuses on Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Lafayette, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningFunding & Investment company McLaughlin Asset Management was founded in 2003. The company offers Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Zionsville, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningSmall Financial Advising & Planning and Funding & Investment company The Monument Circle Group, is based in Zionsville, Indiana. The team offers Financial Advising & Planning and Funding &
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UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningLangdon Shaw Associates, Inc. Is a Financial Advising & Planning and Funding & Investment company launched in 1983. The company provides Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
100% Funding & InvestmentFortitude Private Wealth is a Funding & Investment company established in 2014. The firm specializes in Funding & Investment, and is small.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningOtley Investment Fiduciary Solutions is a Funding & Investment company founded in 2019. Their services include Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Clarksville, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningMackHouse Capital, a Funding & Investment company, was launched in 2007. The team focuses on Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningWealth Advisory Solutions is a Funding & Investment company established in 2017. The team specializes in Funding & Investment and Financial Advising & Planning and is in Indianapolis, Indiana.
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UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
100% Funding & InvestmentRP Wealth Advisors is a Funding & Investment company launched in 2021. Their team specializes in Funding & Investment.
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UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
100% Funding & InvestmentIntrepid Financial Planning Group, LLC is a Funding & Investment company. Their small team of employees is located in Carmel, Indiana. Their team specializes in Funding & Investment.
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UndisclosedUndisclosed2 - 9Valparaiso, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningKotys Wealth Professionals is a Financial Advising & Planning and Funding & Investment company. They were established in 2007 and provide Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9South Bend, IN
Services provided
100% Funding & InvestmentLaunched in 1976, Healy Financial is a Funding & Investment company. The team specializes in Funding & Investment.
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UndisclosedUndisclosed2 - 9East Chicago, IN
Services provided
100% Funding & InvestmentIRA REALTY FUND is a small Funding & Investment company launched in 2015. Their services include Funding & Investment.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
Services provided
50% Funding & Investment50% Insurance Services & BrokersFounded in 2018, EverTrue Financial Services is an Insurance Services & Brokers and Funding & Investment company. The team focuses on Insurance Services & Brokers and Funding & Investment.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningAxia Advisory is a Financial Advising & Planning and Funding & Investment company launched in 1992. The company focuses on Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Kendallville, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningFounded in 1995, AMI Investment Management is a Funding & Investment company. The agency provides Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Muncie, IN
Services provided
30% Funding & Investment35% Financial Advising & Planning35% Insurance Services & BrokersWealth Strategies is a Muncie, Indiana-based Financial Advising & Planning company. Launched in 1997, the team specializes in Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Merrillville, IN
Services provided
30% Funding & Investment35% Financial Advising & Planning35% Financial ConsultingLaszlo Rigsby Advisory is a Financial Advising & Planning company founded in 1983. Their team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPetty & Co. Is a Financial Advising & Planning company. The Indianapolis, Indiana-based agency was founded in 2020. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBased in Fort Wayne, Indiana, Maple Seed Capital is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
70% Funding & Investment30% Insurance Services & BrokersPlanned Investment Company Inc. Is a Funding & Investment company launched in 1958. The team focuses on Funding & Investment and Insurance Services & Brokers and is in Indianapolis, Indiana.
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Focus (x-axis)
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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List of the Top Indiana Investment Management Firms
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$5,000+$25 - $49 / hr10 - 49Lafayette, IN
Ability to deliver
6.7/40.00/20 Reviews0/10 Clients & Experience6.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Hammond, IN
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed50 - 249Indianapolis, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Funding & Investment30% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49Carmel, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Funding & Investment30% Other -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Funding & Investment30% Other -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Carmel, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Funding & Investment30% Other -
UndisclosedUndisclosed10 - 49Fort Wayne, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49Muncie, IN
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other
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