{ "path": "/advisors/in", "url": "https://advisorcensus.com/advisors/in/page/5", "page_type": "state", "title": "Financial advisors in Indiana", "filters": {}, "scope_total": 417, "faq": [ { "q": "How many financial advisory firms are there in Indiana?", "a": "AdvisorCensus lists 417 investment advisory firms with a principal office in Indiana, from Form ADV filings as of October 2026: 153 SEC-registered, 243 state-registered, and 21 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Indiana?", "a": "171 of the 417 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Indiana offer financial planning?", "a": "295 of the 396 firms in Indiana that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Indiana fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 171 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 417 investment advisory firms with a principal office in Indiana, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Indiana: 417 firms from Form ADV filings as of October 2026.", "total_firms": 417, "page": 5, "total_pages": 9, "sort": "name", "registration_types": { "sec": 153, "state": 243, "exempt": 21 }, "fee_model_mix": [ { "code": "fee-only", "count": 171 }, { "code": "percentage_of_aum", "count": 352 }, { "code": "hourly", "count": 218 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 242 }, { "code": "commissions", "count": 15 }, { "code": "performance_based", "count": 21 }, { "code": "other", "count": 47 }, { "code": "not_reported", "count": 21 } ], "years_registered_distribution": [ { "code": "under_5", "count": 155 }, { "code": "5_to_9", "count": 79 }, { "code": "10_to_19", "count": 99 }, { "code": "20_plus", "count": 84 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 131 }, { "code": "25m_100m", "count": 74 }, { "code": "100m_500m", "count": 87 }, { "code": "500m_1b", "count": 31 }, { "code": "1b_5b", "count": 26 }, { "code": "over_5b", "count": 9 }, { "code": "not_reported", "count": 59 } ], "firms": [ { "crd_number": 131043, "name": "Kiel Investment Company", "name_as_filed": "KIEL INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/kiel-investment-company-131043", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 156805, "name": "Kinder Financial Services", "name_as_filed": "KINDER FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/kinder-financial-services-nashville-in-156805", "city": "Nashville", "state": "IN", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 328544, "name": "Kingdom Financial", "name_as_filed": "KINGDOM FINANCIAL", "url": "https://advisorcensus.com/firm/kingdom-financial-south-bend-in-328544", "city": "South Bend", "state": "IN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104634, "name": "Kirr, Marbach & Company, LLC", "name_as_filed": "KIRR, MARBACH & COMPANY, LLC", "url": "https://advisorcensus.com/firm/kirr-marbach-and-company-llc-columbus-in-104634", "city": "Columbus", "state": "IN", "years_registered": 51, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126051, "name": "Koon Financial Planning & CONSULTING/KFP&C", "name_as_filed": "KOON FINANCIAL PLANNING & CONSULTING/KFP&C", "url": "https://advisorcensus.com/firm/koon-financial-planning-and-consulting-kfp-and-c-greenwood-in-126051", "city": "Greenwood", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128606, "name": "Korhorn Financial Group", "name_as_filed": "KORHORN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/korhorn-financial-group-granger-in-128606", "city": "Granger", "state": "IN", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168156, "name": "Kotys Wealth Professionals", "name_as_filed": "KOTYS WEALTH PROFESSIONALS", "url": "https://advisorcensus.com/firm/kotys-wealth-professionals-valparaiso-in-168156", "city": "Valparaiso", "state": "IN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 130679, "name": "Krouse Stureman & Associates, Inc.", "name_as_filed": "KROUSE STUREMAN & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/krouse-stureman-and-associates-inc-fort-wayne-in-130679", "city": "Fort Wayne", "state": "IN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158978, "name": "Lakeland Investment Advisors, LLC.", "name_as_filed": "LAKELAND INVESTMENT ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/lakeland-investment-advisors-llc-158978", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289763, "name": "Lauer Wealth Management", "name_as_filed": "LAUER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lauer-wealth-management-valparaiso-in-289763", "city": "Valparaiso", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165105, "name": "Laughlin Financial LLC", "name_as_filed": "LAUGHLIN FINANCIAL LLC", "url": "https://advisorcensus.com/firm/laughlin-financial-llc-bloomington-in-165105", "city": "Bloomington", "state": "IN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122921, "name": "Legacy Financial Planners LLC", "name_as_filed": "LEGACY FINANCIAL PLANNERS LLC", "url": "https://advisorcensus.com/firm/legacy-financial-planners-llc-carmel-in-122921", "city": "Carmel", "state": "IN", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 332364, "name": "Lever Wealth Management", "name_as_filed": "LEVER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lever-wealth-management-332364", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289065, "name": "Lewis Wealth Management, LLC", "name_as_filed": "LEWIS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lewis-wealth-management-llc-carmel-in-289065", "city": "Carmel", "state": "IN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 291165, "name": "Lifecare Retirement Solutions Inc.", "name_as_filed": "LIFECARE RETIREMENT SOLUTIONS INC.", "url": "https://advisorcensus.com/firm/lifecare-retirement-solutions-inc-291165", "city": null, "state": null, "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 129306, "name": "Lifelong Investsments", "name_as_filed": "LIFELONG INVESTSMENTS", "url": "https://advisorcensus.com/firm/lifelong-investsments-west-lafayette-in-129306", "city": "West Lafayette", "state": "IN", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 165640, "name": "Lilly Ventures", "name_as_filed": "LILLY VENTURES", "url": "https://advisorcensus.com/firm/lilly-ventures-indianapolis-in-165640", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 122167, "name": "Linda Zimmermann Financial Planning and Counseling", "name_as_filed": "LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING", "url": "https://advisorcensus.com/firm/linda-zimmermann-financial-planning-and-counseling-122167", "city": null, "state": null, "years_registered": 35, "raum_band": "25m_100m", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 174054, "name": "Lindsey Wealth Management", "name_as_filed": "LINDSEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lindsey-wealth-management-vincennes-in-174054", "city": "Vincennes", "state": "IN", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305163, "name": "Lion Quest LLC", "name_as_filed": "LION QUEST LLC", "url": "https://advisorcensus.com/firm/lion-quest-llc-305163", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145399, "name": "LJI Wealth Management, LLC", "name_as_filed": "LJI WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399", "city": "Indianapolis", "state": "IN", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 284421, "name": "Lorenz Financial", "name_as_filed": "LORENZ FINANCIAL", "url": "https://advisorcensus.com/firm/lorenz-financial-284421", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116484, "name": "Luminary Wealth", "name_as_filed": "LUMINARY WEALTH", "url": "https://advisorcensus.com/firm/luminary-wealth-fort-wayne-in-116484", "city": "Fort Wayne", "state": "IN", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108326, "name": "Lynch & Associates", "name_as_filed": "LYNCH & ASSOCIATES", "url": "https://advisorcensus.com/firm/lynch-and-associates-newburgh-in-108326", "city": "Newburgh", "state": "IN", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300368, "name": "Mabry Wealth Management, LLC", "name_as_filed": "MABRY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mabry-wealth-management-llc-fort-wayne-in-300368", "city": "Fort Wayne", "state": "IN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146350, "name": "Mackhouse Capital", "name_as_filed": "MACKHOUSE CAPITAL", "url": "https://advisorcensus.com/firm/mackhouse-capital-clarksville-in-146350", "city": "Clarksville", "state": "IN", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152951, "name": "Marian Investor Coaching, Inc.", "name_as_filed": "MARIAN INVESTOR COACHING, INC.", "url": "https://advisorcensus.com/firm/marian-investor-coaching-inc-greenwood-in-152951", "city": "Greenwood", "state": "IN", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311934, "name": "Maripau Wealth Management LLC", "name_as_filed": "MARIPAU WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/maripau-wealth-management-llc-fort-wayne-in-311934", "city": "Fort Wayne", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122212, "name": "Market Street Wealth Management Advisors, LLC", "name_as_filed": "MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212", "city": "Indianapolis", "state": "IN", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122084, "name": "McAvoy Kemp Wealth Management, LLC", "name_as_filed": "MCAVOY KEMP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mcavoy-kemp-wealth-management-llc-columbus-in-122084", "city": "Columbus", "state": "IN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109140, "name": "McMahan Capital Management", "name_as_filed": "MCMAHAN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mcmahan-capital-management-carmel-in-109140", "city": "Carmel", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292885, "name": "Mehta Money, LLC", "name_as_filed": "MEHTA MONEY, LLC", "url": "https://advisorcensus.com/firm/mehta-money-llc-292885", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 107593, "name": "Meridian Investment Advisors, Inc.", "name_as_filed": "MERIDIAN INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/meridian-investment-advisors-inc-indianapolis-in-107593", "city": "Indianapolis", "state": "IN", "years_registered": 32, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125963, "name": "MFG Wealth Management, Inc.", "name_as_filed": "MFG WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mfg-wealth-management-inc-indianapolis-in-125963", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 128905, "name": "Michael Associates, LLC", "name_as_filed": "MICHAEL ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/michael-associates-llc-indianapolis-in-128905", "city": "Indianapolis", "state": "IN", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 307447, "name": "Midwest Capital Financial Advisors, LLC", "name_as_filed": "MIDWEST CAPITAL FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/midwest-capital-financial-advisors-llc-decatur-in-307447", "city": "Decatur", "state": "IN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129945, "name": "Midwest Investment and Retirement Management, Inc.", "name_as_filed": "MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/midwest-investment-and-retirement-management-inc-st-john-in-129945", "city": "St. John", "state": "IN", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318660, "name": "Migration Wealth Management, LLC", "name_as_filed": "MIGRATION WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/migration-wealth-management-llc-318660", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338075, "name": "Millennial Financial Planning", "name_as_filed": "MILLENNIAL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/millennial-financial-planning-indianapolis-in-338075", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338530, "name": "Mindset Asset Management, LLC", "name_as_filed": "MINDSET ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mindset-asset-management-llc-indianapolis-in-338530", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 330384, "name": "Mindset Wealth Management, LLC", "name_as_filed": "MINDSET WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mindset-wealth-management-llc-indianapolis-in-330384", "city": "Indianapolis", "state": "IN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164328, "name": "MJ Retirement", "name_as_filed": "MJ RETIREMENT", "url": "https://advisorcensus.com/firm/mj-retirement-carmel-in-164328", "city": "Carmel", "state": "IN", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106244, "name": "Monarch Capital Management Inc", "name_as_filed": "MONARCH CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/monarch-capital-management-inc-fort-wayne-in-106244", "city": "Fort Wayne", "state": "IN", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289413, "name": "Monon Wealth Management", "name_as_filed": "MONON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/monon-wealth-management-indianapolis-in-289413", "city": "Indianapolis", "state": "IN", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331623, "name": "Monument Advisers", "name_as_filed": "MONUMENT ADVISERS", "url": "https://advisorcensus.com/firm/monument-advisers-carmel-in-331623", "city": "Carmel", "state": "IN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323313, "name": "Moore Private Wealth L.L.C.", "name_as_filed": "MOORE PRIVATE WEALTH L.L.C.", "url": "https://advisorcensus.com/firm/moore-private-wealth-l-l-c-323313", "city": null, "state": null, "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121706, "name": "Morris Group Advisory Service, Inc", "name_as_filed": "MORRIS GROUP ADVISORY SERVICE, INC", "url": "https://advisorcensus.com/firm/morris-group-advisory-service-inc-indianapolis-in-121706", "city": "Indianapolis", "state": "IN", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340681, "name": "Mosaic Wealth Management LLC", "name_as_filed": "MOSAIC WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mosaic-wealth-management-llc-bloomington-in-340681", "city": "Bloomington", "state": "IN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339504, "name": "MSFM LLC", "name_as_filed": "MSFM LLC", "url": "https://advisorcensus.com/firm/msfm-llc-fishers-in-339504", "city": "Fishers", "state": "IN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172259, "name": "Mulberry Capital Management", "name_as_filed": "MULBERRY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mulberry-capital-management-evansville-in-172259", "city": "Evansville", "state": "IN", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/in/indianapolis", "name": "Indianapolis", "msa_name": "Indianapolis-Carmel-Greenwood, IN", "state_code": "IN", "firm_count": 196 }, { "path": "/advisors/in/fort-wayne", "name": "Fort Wayne", "msa_name": "Fort Wayne, IN", "state_code": "IN", "firm_count": 30 }, { "path": "/advisors/in/south-bend", "name": "South Bend", "msa_name": "South Bend-Mishawaka, IN-MI", "state_code": "IN", "firm_count": 15 }, { "path": "/advisors/in/evansville", "name": "Evansville", "msa_name": "Evansville, IN", "state_code": "IN", "firm_count": 10 }, { "path": "/advisors/in/lafayette", "name": "Lafayette", "msa_name": "Lafayette-West Lafayette, IN", "state_code": "IN", "firm_count": 8 }, { "path": "/advisors/in/bloomington", "name": "Bloomington", "msa_name": "Bloomington, IN", "state_code": "IN", "firm_count": 7 }, { "path": "/advisors/in/columbus", "name": "Columbus", "msa_name": "Columbus, IN", "state_code": "IN", "firm_count": 7 }, { "path": "/advisors/in/elkhart", "name": "Elkhart", "msa_name": "Elkhart-Goshen, IN", "state_code": "IN", "firm_count": 5 }, { "path": "/advisors/in/kokomo", "name": "Kokomo", "msa_name": "Kokomo, IN", "state_code": "IN", "firm_count": 3 }, { "path": "/advisors/in/muncie", "name": "Muncie", "msa_name": "Muncie, IN", "state_code": "IN", "firm_count": 2 }, { "path": "/advisors/in/terre-haute", "name": "Terre Haute", "msa_name": "Terre Haute, IN", "state_code": "IN", "firm_count": 2 }, { "path": "/advisors/in/michigan-city", "name": "Michigan City", "msa_name": "Michigan City-La Porte, IN", "state_code": "IN", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/in", "label": "Financial advisors in Indiana" }, "fee_pages": [ { "path": "/advisors/in/fee-only", "label": "Fee-only financial advisors in Indiana", "firm_count": 171 }, { "path": "/advisors/in/flat-fee", "label": "Flat-fee financial advisors in Indiana", "firm_count": 242 }, { "path": "/advisors/in/hourly", "label": "Hourly financial advisors in Indiana", "firm_count": 218 } ] }, "csv": "https://advisorcensus.com/advisors/in.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }