Top financial advisors in Evansville, IN
We’ve curated a list of the best financial advisors in Evansville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,310,717,134
Number of advisors
58 advisors
| $2,310,717,134 | 58 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Evansville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Evansville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Donaldson Capital Management LLC
Donaldson Capital Management LLC is a financial advisory firm based in Evansville, Indiana. It currently has approximately $2,310,717,134 of assets under management and employs about 58 people. Donaldson Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and a percentage of fees under management.
$2,310,717,134 under management
58 advisors
Fee structure
A percentage of assets under your management
Hourly charges
A PERCENTAGE OF FEES UNDER MANAGEMENT
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesPublication Of Periodicals Or NewslettersEducational Seminars/workshopsPortfolio And Investment Consultation Services.
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Evansville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Evansville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.