Investment advisers in Zionsville, IN
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Wealth Advisory Solutions, LLC | $599.1 million | 11 | 0 |
| Storen Financial | $438.3 million | 14 | 0 |
| Hobbs Wealth Management | $146.7 million | 6 | 0 |
| Canterbury Investment Management, LLC | $69.8 million | 2 | 0 |
| Wealthtrace Advisors, Inc. | $0 | 2 | 1 |