RIAs in Carmel, Indiana
Explore 23 RIAs headquartered in Carmel, with $94.5B in combined reported AUM.
RIAs23Headquartered here
Total AUM$94.5BReported regulatory AUM
Total Employees755Reported by these RIAs
% of Total State AUM41.5%% Of total State AUM Reported
All RIAs in Carmel
23 RIAsShowing 1–23 of 23 RIAs
40/86 Advisors, Inc.
CARMEL, INReported AUM$30.5B
Employees84
32.3% of city AUMView RIA ↗
Oxford Financial Group, Ltd
CARMEL, INReported AUM$23.3B
Employees156
24.7% of city AUMView RIA ↗
Valeo Financial Advisors, LLC
CARMEL, INReported AUM$13B
Employees178
13.7% of city AUMView RIA ↗
Shepherd Financial
CARMEL, INReported AUM$7.5B
Employees55
7.9% of city AUMView RIA ↗
Mj Retirement
CARMEL, INReported AUM$5.5B
Employees11
5.8% of city AUMView RIA ↗
Goelzer Investment Management
CARMEL, INReported AUM$4.5B
Employees34
4.8% of city AUMView RIA ↗
Winthrop Capital Management
CARMEL, INReported AUM$4B
Employees29
4.2% of city AUMView RIA ↗
Archer Investment Corporation
CARMEL, INReported AUM$1B
Employees80
1.1% of city AUMView RIA ↗
Us Agriculture
CARMEL, INReported AUM$759.1M
Employees14
0.8% of city AUMView RIA ↗
Halter Ferguson Financial Inc
CARMEL, INReported AUM$705M
Employees15
0.7% of city AUMView RIA ↗
Indie Asset Partners, LLC
CARMEL, INReported AUM$685.2M
Employees9
0.7% of city AUMView RIA ↗
The Financial Resource Center
CARMEL, INReported AUM$642.5M
Employees5
0.7% of city AUMView RIA ↗
Cid Capital Ii, Inc.
CARMEL, INReported AUM$515.8M
Employees12
0.5% of city AUMView RIA ↗
Intrepid Financial Planning Group, LLC
CARMEL, INReported AUM$390.4M
Employees3
0.4% of city AUMView RIA ↗
Gimbal Financial, LLC
CARMEL, INReported AUM$290M
Employees6
0.3% of city AUMView RIA ↗
Strive Financial Group, LLC
CARMEL, INReported AUM$246.7M
Employees12
0.3% of city AUMView RIA ↗
Four Quadrant Wealth Advisors, Inc.
CARMEL, INReported AUM$219M
Employees34
0.2% of city AUMView RIA ↗
Greenleaf Financial Group
CARMEL, INReported AUM$175.2M
Employees2
0.2% of city AUMView RIA ↗
Aldebaran Capital, LLC
CARMEL, INReported AUM$166.9M
Employees2
0.2% of city AUMView RIA ↗
Mcmahan Capital Management
CARMEL, INReported AUM$135.9M
Employees2
0.1% of city AUMView RIA ↗
Fortitude Private Wealth
CARMEL, INReported AUM$126.5M
Employees2
0.1% of city AUMView RIA ↗
Integrated Investment Strategies,Inc.
CARMEL, INReported AUM$104.5M
Employees3
0.1% of city AUMView RIA ↗
Sbauer Funds, LLC
CARMEL, INReported AUM$61.3M
Employees7
0.1% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.