SEC-registered investment advisers in Zionsville
3 SEC-registered investment advisers are headquartered in Zionsville, IN, with $1.18B in combined regulatory assets under management. All of them are financial advisor firms.
- 3
- Investment advisers
- $1.18B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Wealth Advisory Solutions | RIA | $599M |
| Storen Legacy Partners | RIA | $438M |
| Hobbs Wealth Management | RIA | $147M |
- Type
- RIA
- Type
- RIA
- Type
- RIA
Other cities in Indiana
- Indianapolis46
- Carmel22
- Fort Wayne13
- Bloomington5
- Columbus4
- Fishers4
- South Bend4
- Evansville3
- Greenwood3
- Kokomo3
- Auburn2
- Lafayette2