Top financial advisors in Lafayette, IN
We’ve curated a list of the best financial advisors in Lafayette, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$261,258,434
Number of advisors
5 advisors
| $261,258,434 | 5 advisors | |
| 2 |
Assets under management
$79,416,482
Number of advisors
11 advisors
| $79,416,482 | 11 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 Lafayette, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lafayette. 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.
Gettings Reed Financial
Gettings Reed Financial is a financial advisory firm based in Lafayette, Indiana. It currently has approximately $261,258,434 of assets under management and employs about 5 people. Gettings Reed Financial uses a fee structure of a percentage of assets under your management and fixed fees.
$261,258,434 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersCapital Advisor Network
Capital Advisor Network is a financial advisory firm based in Lafayette, Indiana. It currently has approximately $79,416,482 of assets under management and employs about 11 people. Capital Advisor Network uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$79,416,482 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersConsulting
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 Lafayette, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lafayette. 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.