Best Financial Advisors in SOUTH BEND, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SOUTH BEND
KESTREL WEALTH MANAGEMENT, LLC
SOUTH BEND, IN · Since 2022
CERES PARTNERS, LLC
SOUTH BEND, IN · Since 2018
WALTER KEENAN WEALTH MANAGEMENT
SOUTH BEND, IN · Since 1984
GAP ASSET MANAGEMENT, LLC
SOUTH BEND, IN · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SOUTH BEND?
The median advisory fee in SOUTH BEND, IN is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.