Ranking tables

Wealth Managers | High Net Worth

Indiana

The Wealth Managers category covers firms whose main business is in helping wealthy individuals and families to manage their investments, organise their affairs, plan for the future and manage income, capital gains and wealth transfer taxes. Many of these firms will offer additional services, including advice on family governance and mediation of family disputes, concierge services and management of external professional advisers. 

Spotlight

  1. Oxford Financial Group
  2. Valeo Financial Advisors, LLC

Spotlight

  1. Oxford Financial Group
    Wealth Managers
    2024 | Spotlight
  2. Valeo Financial Advisors, LLC
    Wealth Managers
    2024 | Spotlight