Investment advisers in Carmel, IN
22 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| 40/86 Advisors, Inc. | $30.50 billion | 84 | 0 |
| Oxford Financial Group, Ltd | $23.33 billion | 156 | 0 |
| Valeo Financial Advisors, LLC | $12.96 billion | 178 | 0 |
| Shepherd Financial | $7.47 billion | 55 | 0 |
| Mj Retirement | $5.49 billion | 11 | 0 |
| Goelzer Investment Management | $4.51 billion | 34 | 1 |
| Winthrop Capital Management | $3.97 billion | 29 | 0 |
| Archer Investment Corporation | $1.01 billion | 80 | 0 |
| US Agriculture | $759.1 million | 14 | 0 |
| Halter Ferguson Financial Inc | $705.0 million | 15 | 0 |
| The Financial Resource Center | $642.5 million | 5 | 0 |
| Cid Capital Ii, Inc. | $515.8 million | 12 | 0 |
| Intrepid Financial Planning Group, LLC | $390.4 million | 3 | 0 |
| Gimbal Financial, LLC | $290.0 million | 6 | 0 |
| Strive Financial Group, LLC | $246.7 million | 12 | 0 |
| Four Quadrant Wealth Advisors, Inc. | $219.0 million | 34 | 0 |
| Greenleaf Financial Group | $175.2 million | 2 | 0 |
| Aldebaran Capital, LLC | $166.9 million | 2 | 0 |
| Mcmahan Capital Management | $135.9 million | 2 | 0 |
| Fortitude Private Wealth | $126.5 million | 2 | 0 |
| Integrated Investment Strategies,inc. | $104.5 million | 3 | 2 |
| Sbauer Funds, LLC | $61.3 million | 7 | 0 |