AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Indiana / Indianapolis, IN / Wells Fargo Clearing Services, LLC

Financial advisors in Indianapolis, IN using Wells Fargo Clearing Services, LLC

3 SEC-registered investment advisory firms headquartered in the Indianapolis, IN metro area name Wells Fargo Clearing Services, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Indianapolis, IN ยท How this list is built

FirmCityRegistrationAssets band
Bischoff Wealth Management Group, LLCGreenwoodSEC-registered investment adviser$100 million to $500 million
Thurston Springer AdvisorsIndianapolisSEC-registered investment adviserOver $5 billion
Wealth Advisory Solutions, LLCZionsvilleSEC-registered investment adviser$500 million to $1 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Wells Fargo Clearing Services, LLC nationwide

Cite this page

AdvisorCensus. Financial advisors in Indianapolis, IN using Wells Fargo Clearing Services, LLC. https://advisorcensus.com/advisors/in/indianapolis/custodians/wells-fargo-clearing-services
https://advisorcensus.com/advisors/in/indianapolis/custodians/wells-fargo-clearing-services