RIAs in South Bend, Indiana
Explore 4 RIAs headquartered in South Bend, with $3.4B in combined reported AUM.
RIAs4Headquartered here
Total AUM$3.4BReported regulatory AUM
Total Employees44Reported by these RIAs
% of Total State AUM1.5%% Of total State AUM Reported
All RIAs in South Bend
4 RIAsShowing 1–4 of 4 RIAs
Ceres Partners, LLC
SOUTH BEND, INReported AUM$2B
Employees21
58.0% of city AUMView RIA ↗
Walter Keenan Wealth Management
SOUTH BEND, INReported AUM$983.3M
Employees7
29.2% of city AUMView RIA ↗
Gap Asset Management, LLC
SOUTH BEND, INReported AUM$287M
Employees14
8.5% of city AUMView RIA ↗
Kestrel Wealth Management, LLC
SOUTH BEND, INReported AUM$143.9M
Employees2
4.3% 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.