Vault-13

Managers in Fishers, IN

United States · 76 asset managers within 25 km (3 in Fishers itself) · 147 wealth managers, banks and others

FishersCincinnatiWest ChesterLovelandCovingtonIndianapolisZionsvilleDublinHilliardBellbrook
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Indianapolis, IN 53 · Carmel, IN 18 · Cicero, IN 1 · Zionsville, IN 1 · Greenwood, IN 1 · Danville, IN 1

Asset managers in and around Fishers

#Manager People here Assets Visa salary
1 CHARLES SCHWAB & CO., INC. Indianapolis SCHWAB WEALTH ADVISORY, INC., CHARLES SCHWAB & CO., INC. 165
2 Capital Group Companies, Inc. public funds (AU), private equity, institutions, futures and 2 more · Carmel CAPITAL CLIENT GROUP, INC. · 7 related pages $58.2bn 130 $58.2bn
3 CNO Financial Group, Inc. structured credit, institutions, wealth · Carmel 40/86 ADVISORS, INC., CNO Financial Group, Inc., 40|86 Advisors, Inc. · 4 related pages $30.5bn about 84main office $30.5bn
4 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Indianapolis SCOUT INVESTMENTS, INC. · 70 related pages $368.7bn 36 $368.7bn
5 JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Indianapolis J.P. MORGAN INVESTMENT MANAGEMENT INC. · 21 related pages $3.5tn 34 $3.5tn
6 ONEAMERICA ASSET MANAGEMENT, LLC institutions · Indianapolis $24.4bn about 25main office $24.4bn
7 SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC institutions · Carmel $6.2bn about 21main office $6.2bn
8 CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Indianapolis $1.2tn 17 $1.2tn
9 GLOBAL RETIREMENT PARTNERS LLC institutions · Indianapolis GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 13 $169.6bn
10 AMBROSE CAPITAL ADVISORS, LLC real estate · Indianapolis $228.2m about 13main office $228.2m
11 CID CAPITAL II, INC. private equity · Indianapolis $515.8m about 12main office $515.8m
12 CAPITAL CITIES, LLC Indianapolis about 10main office
13 Winthrop Capital Management, LLC institutions · Indianapolis $4.0bn about 9main office $4.0bn
14 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Carmel OPPENHEIMER ASSET MANAGEMENT, OPPENHEIMER INVESTMENT MANAGEMENT LLC · 5 related pages $36.7bn 7 $36.7bn
15 MJ RETIREMENT institutions · Carmel $5.5bn about 7main office $5.5bn
16 Allspring Global Investments Holdings, LLC mutual funds, institutions, futures, FCA fund manager · Indianapolis Allspring Global Investments, LLC · 6 related pages $475.8bn 5 $475.8bn
17 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Indianapolis $5.2bn 5 $5.2bn
18 US AGRICULTURE real estate, institutions · Carmel $759.1m about 5main office $759.1m
19 MERCHANTS INVESTMENT PARTNERS, LLC private equity, real estate · Carmel $607.9m 5 $607.9m
20 FIDUCIENT ADVISORS LLC institutions · Indianapolis AXIA ADVISORY · 3 related pages $97.5bn about 4main office $97.5bn
21 OLD NATIONAL BANCORP /IN/ institutions, bank or insurer · Indianapolis 1834 INVESTMENT ADVISORS CO · 2 related pages $5.0bn 4 $5.0bn
22 THE FINANCIAL RESOURCE CENTER institutions · Carmel $642.5m about 4main office $642.5m
23 MINDSET ASSET MANAGEMENT, LLC Indianapolis about 4main office
24 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Indianapolis GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC, Global Atlantic Investment Advisors, LLC · 17 related pages $2.6tn about 3main office $2.6tn
25 Fund Evaluation Group, LLC hedge funds, private equity, institutions, futures · Indianapolis Fund Evaluation Group, LLC, FEG PRIVATE INVESTORS, LLC, FEG INVESTMENT SERVICES, LLC $23.9bn 3 $23.9bn
26 BAXTER CAPITAL MANAGEMENT INC institutions · Indianapolis $4.2bn about 3main office $4.2bn
27 SBAUER FUNDS, LLC mutual funds · Carmel $61.3m about 3main office $61.3m
28 CBIZ Investment Advisory Services, LLC institutions · Indianapolis $12.8bn 2 $12.8bn
29 PROTEUS, LLC hedge funds · Indianapolis $259.8m about 2main office $259.8m
30 M25 venture · Indianapolis 2
31 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Indianapolis 50 SOUTH CAPITAL ADVISORS, LLC · 4 related pages $859.8bn 1 $859.8bn
32 RFG Advisory, LLC mutual funds · Indianapolis $8.0bn 1 $8.0bn
33 CRF FINANCIAL GROUP Indianapolis $279.5m about 1main office $279.5m
34 TRUEDGE ASSET MANAGEMENT LLC real estate · Indianapolis about 1main office
35 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Indianapolis ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
36 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Indianapolis RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn office $590.8bn
37 PNC Financial Services Group, Inc. private equity, institutions, wealth · Carmel PNC Wealth Management LLC · 6 related pages $201.8bn office $201.8bn
38 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Indianapolis STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
39 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Indianapolis COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
40 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Indianapolis Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
41 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Carmel Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
42 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Carmel VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
43 LILLY ENDOWMENT INC asset owner · Indianapolis $108.4bn based here $108.4bn
44 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Indianapolis W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
45 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Carmel Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
46 Sanctuary Advisors, LLC Indianapolis $21.5bn based here $21.5bn
47 SAPIENT CAPITAL LLC Indianapolis $7.6bn based here $7.6bn
48 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC Indianapolis $2.1bn based here $2.1bn
49 Sheaff Brock Investment Advisors, LLC Indianapolis $1.1bn based here $1.1bn
50 CENTERFIELD CAPITAL PARTNERS private equity, futures · Indianapolis $1.1bn office $1.1bn

76 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.