Top financial advisors in Merrillville, IN
We’ve curated a list of the best financial advisors in Merrillville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,503,607,277
Number of advisors
28 advisors
| $1,503,607,277 | 28 advisors | |
| 2 |
Assets under management
$138,000,000
Number of advisors
4 advisors
| $138,000,000 | 4 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 Merrillville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Merrillville. 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.
Strategiq Financial Group, LLC
Strategiq Financial Group, LLC is a financial advisory firm based in Merrillville, Indiana. It currently has approximately $1,503,607,277 of assets under management and employs about 28 people. Strategiq Financial Group, LLC uses a fee structure of a percentage of assets under your management, fixed fees and subscription fee - interactive wealth management portal service.
$1,503,607,277 under management
28 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SUBSCRIPTION FEE - INTERACTIVE WEALTH MANAGEMENT PORTAL SERVICE
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsGehrig Capital Management, Inc.
Gehrig Capital Management, Inc. is an SEC-registered investment adviser established in 2008, located in Indiana. The firm offers investment supervisory services and individual portfolio management on a discretionary basis. They tailor investment strategies based on client goals, risk tolerance, and liquidity needs. The firm manages $177,380,330.00 of client assets as of 12/31/2024. Fees are charged as a percentage of assets under management, starting at 1.00%. Clients can impose restrictions on investments, and the firm does not charge performance-based fees. Gehrig Capital Management, Inc. serves individuals, high net worth individuals, and trusts. Their investment analysis methods include charting, fundamental analysis, and mutual fund/ETF analysis. Investment strategies include long-term and short-term purchases. The firm does not engage in principal transactions and has a Code of Ethics in place. Clients have discretion over their accounts, and the firm does not vote on proxies. Gehrig Capital Management, Inc. does not have financial conditions that would impair meeting obligations and has not been subject to bankruptcy in the past ten years.
$138,000,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Merrillville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Merrillville. 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.
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