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Top 3 financial advisor firms in Greenwood

3 SEC-registered financial advisor firms are headquartered in Greenwood, IN, with $980M in combined regulatory assets under management. The largest by assets are Financial Plans & Strategies ($611M), Bischoff Wealth Management Group ($222M) and Koon Financial Planning & Consulting ($147M).

3
Financial advisor firms
$980M
Their combined AUM
$222M
Median firm AUM
1,622
Clients of the top 3

The 3 largest by assets

  1. 1
    Financial Plans & Strategies

    RIA

    $611M

  2. 2
    Bischoff Wealth Management Group

    RIA

    $222M

  3. 3
    Koon Financial Planning & Consulting

    RIA

    $147M

Profiles of the top 3

No. 1 · RIA

Financial Plans & Strategies

Financial Plans & Strategies is an investment adviser based in Greenwood, IN, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $611 million, as filed on 29 July 2026.

Financial Plans & Strategies charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM
$611M
Clients
1,081
Advisory staff
5
Fee schedule
Up to 1.50% a year
Custodians
Charles Schwab, Altruist
Headquarters
375 N. Madison Avenue, Greenwood, IN 46142-3636
Phone
317-882-7675

No. 2 · RIA

Bischoff Wealth Management Group

Bischoff Wealth Management Group is an investment adviser based in Greenwood, IN, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $222 million, as filed on 25 February 2026.

Bischoff Wealth Management Group charges 0.20%–1.50% a year for its Wealth Management Fees.

Regulatory AUM
$222M
Clients
378
Advisory staff
2
Fee schedule
0.20% to 1.50% a year
Custodians
Wells Fargo Clearing Services
Headquarters
107 North State Road 135, Suite 207, Greenwood, IN 46142
Phone
317-851-9718

No. 3 · RIA

Koon Financial Planning & Consulting

Koon Financial Planning & Consulting is an investment adviser based in Greenwood, IN, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $147 million, as filed on 10 March 2026.

Koon Financial Planning & Consulting charges 0.50%–1.00% a year for its Investment advisory fee.

Regulatory AUM
$147M
Clients
163
Advisory staff
1
Fee schedule
0.50% to 1.00% a year
Headquarters
384 N Madison Ave Ste. 200, Greenwood, IN 46142
Phone
317-887-1714
Website
koonfinancial.com

Questions about financial advisors in Greenwood

How many financial advisor firms are headquartered in Greenwood?

3 SEC-registered financial advisor firms report their principal office in Greenwood, IN, managing $980M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Greenwood?

Financial Plans & Strategies, with $611M in regulatory assets under management on its latest Form ADV. The next largest are Bischoff Wealth Management Group ($222M) and Koon Financial Planning & Consulting ($147M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Greenwood?

The median firm manages $222M in regulatory assets. That is the midpoint of the 3 firms headquartered in Greenwood.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Greenwood charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Greenwood?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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