Top financial advisors in West Lafayette, IN
We've curated a list of the best financial advisors in West Lafayette, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $224,683,074 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in West Lafayette, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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.
Banker Investment Group
Banker Investment Group Inc. (BIG) is an SEC-registered investment adviser based in Indiana, established in 1998 by William Gilbert Banker. The firm specializes in providing investment supervisory services and individual portfolio management on a discretionary basis. BIG manages client assets totaling $259,619,658 as of December 31, 2024. Fees for investment supervisory services are charged as a percentage of assets under management, ranging from 1.00% to 0.50%. Clients may impose restrictions on investments, and fees are billed quarterly based on the account value. BIG may negotiate fees based on client circumstances. The firm does not charge performance-based fees and serves individuals, charitable organizations, and corporations. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. BIG uses fundamental, technical, and cyclical analysis methods. The firm does not have any disciplinary events to report and does not engage in soft-dollar arrangements. Clients have the discretion to choose the broker-dealer for transactions. BIG may recommend Charles Schwab & Co., Inc. for custody and trading services. The firm reviews accounts quarterly and does not vote proxies on behalf of clients. BIG has no financial circumstances to report and does not require prepayment of fees.
$224,683,074 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 find the top financial advisors in West Lafayette, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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