🤫 Directory · consent-first

Near 46614. South Bend.

19 financial advisors & firms and 0 insurance agents verified near South Bend, IN — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 46614

Creative Financial Planning Advisors, INC.0 mi

RIA firm · South Bend, IN 46614 · Registered investment adviser · $30M AUM

CRD 127878 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Golden Years Financial Advisors, INC.0 mi

RIA firm · South Bend, IN 46614 · Registered investment adviser

CRD 174275 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kingdom Financial0 mi

RIA firm · South Bend, IN 46614 · Registered investment adviser · $7M AUM

CRD 328544 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Walter Keenan Wealth Management4.7 mi

RIA firm · South Bend, IN 46601 · Registered investment adviser · $983M AUM

CRD 104838 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pennfield Capital Corp4.7 mi

RIA firm · South Bend, IN 46601 · Registered investment adviser · $68M AUM

CRD 111464 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kestrel Wealth Management, LLC4.7 mi

RIA firm · South Bend, IN 46601 · Registered investment adviser · $144M AUM

CRD 153503 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gap Asset Management, LLC4.7 mi

RIA firm · South Bend, IN 46601 · Registered investment adviser · $287M AUM

CRD 309925 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ceres Partners, LLC5.9 mi

RIA firm · South Bend, IN 46617 · Registered investment adviser · $2.0B AUM

CRD 290937 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Devotion Capital Management9 mi

RIA firm · South Bend, IN 46637 · Registered investment adviser · $38M AUM

CRD 122060 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rosenthal | Henry Capital Advisors, INC.9.2 mi

RIA firm · Mishawaka, IN 46545 · Registered investment adviser · $115M AUM

CRD 158537 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hilltop Wealth & Tax Solutions9.2 mi

RIA firm · Mishawaka, IN 46545 · Registered investment adviser · $616M AUM

CRD 290981 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Korhorn Financial Group12.2 mi

RIA firm · Granger, IN 46530 · Registered investment adviser · $1.2B AUM

CRD 128606 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Integrity Wealth Advisors12.2 mi

RIA firm · Granger, IN 46530 · Registered investment adviser · $65M AUM

CRD 323750 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fieldview Capital Management, LLC15.8 mi

RIA firm · Niles, MI 49120 · Registered investment adviser · $713M AUM

CRD 332308 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Thomas Story and Son LLC17.5 mi

RIA firm · Plymouth, IN 46563 · Registered investment adviser · $328M AUM

CRD 148774 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fortified Wealth17.7 mi

RIA firm · Elkhart, IN 46514 · Registered investment adviser · $17M AUM

CRD 332137 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pathway Asset & Tax Advisory17.7 mi

RIA firm · Elkhart, IN 46514 · Registered investment adviser

CRD 338876 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Relevant Financial Advisors LLC17.9 mi

RIA firm · Elkhart, IN 46516 · Registered investment adviser · $39M AUM

CRD 174465 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Integrated Financial Planning Solutions, LLC21.1 mi

RIA firm · Goshen, IN 46526 · Registered investment adviser

CRD 153824 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to South Bend, IN.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 46614. South Bend.

19 financial advisors & firms and 0 insurance agents verified near South Bend, IN — every one cited to the regulator, claimable and removable by the person named.

Find your person