Top financial advisors in Mishawaka, IN
We've curated a list of the best financial advisors in Mishawaka, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $289,845,696 Number of advisors 10 advisors | |||
| 2 | Assets under management $124,510,419 Number of advisors 3 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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Mishawaka, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mishawaka. 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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Hilltop Wealth Solutions
Hilltop Wealth Solutions is a financial advisory firm based in Mishawaka, Indiana. It currently has approximately $289,845,696 of assets under management and employs about 10 people. Hilltop Wealth Solutions uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
$289,845,696 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Rosenthal | Henry Capital Advisors, Inc.
Rosenthal | Henry Capital Advisors, Inc. is a financial advisory firm established in Mishawaka, Indiana. The firm, registered with the Indiana Securities Division, is owned by John William Rosenthal Sr., John William Rosenthal II, Nathaniel Drew Rosenthal, and Ashley Blair Rosenthal-Henry. As of December 31, 2024, the firm manages approximately $118 million in assets under management on a discretionary basis. RHCA provides investment supervisory services to three clients through pooled investment vehicles, focusing on generating income and long-term capital appreciation by investing in publicly traded bank and thrift holding companies and insured depository institutions. The firm charges management fees based on a percentage of the client's capital contributed, ranging from 0.66% to 2.00% for different investment levels. Additionally, performance-based fees of up to 17.5% for one client and up to 15.0% for the other two clients may apply. RHCA does not negotiate management fees with investors and generally does not charge additional commissions beyond the actual costs imposed by the custodian. RHCA has discretion over investment decisions and acts as both the investment adviser and general partner to the advised funds. The firm follows a Code of Ethics, ensuring compliance with securities laws and addressing conflicts of interest. John W. Rosenthal and Charles "Adam" Henry oversee the firm's operations, with John W. Rosenthal also involved in other related entities, potentially leading to conflicts of interest that are managed through the firm's policies and procedures.
$124,510,419 under management
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Mishawaka, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mishawaka. 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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