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Find The Best Financial Advisors in South Bend, Indiana

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in South Bend is a tedious task to do. give you extensive options to compare best advisors in South Bend & pick the one as per your needs

How To Find The Best Financial Advisors in South Bend, Indiana

Last Updated - 31-May-2023

If you’re looking for qualified financial advisors in South Bend, Indiana, is a useful resource. We've compiled a list of the 3 vetted financial advisors and 18 non-vetted financial advisors in South Bend, Indiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in South Bend, Indiana have an average of 26 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in South Bend, Indiana


Robb A DeJonge

Private Member Group at Notre Dame FCU

2025 Edison Rd
Suite A

South Bend, IN 46637



Edward Camp

CFD Investments, Inc

3835 Edison Lakes Parkway Suite 300

Mishawaka, IN 46545



Wesley Kotys

Kotys Wealth Professionals

1111 Glendale Blvd.
Suite 105

Valparaiso, IN 46383


Top Financial Advisor Firms in Indiana (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
202 S. Michigan St., Suite 910 South Bend, IN 46601
104838 $771,214,421 297 A percentage of AUM, Hourly charges, Fixed fees
806 Howard St, Suite 200 South Bend, IN 46617
290937 $250,098,000 3 A percentage of AUM, Performance Based
105 E. Jefferson Blvd., Suite 224 South Bend, IN 46601
153503 $117,361,000 161 A percentage of AUM

Additional Financial Advisors in Indiana

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Scott Smith
Inquire with Scott
205 W Jefferson Blvd, Ste 402 South Bend, IN 46601 574-273-8680
Shirley Myers
Inquire with Shirley
511 E Colfax Ave, South Bend, IN 46617 574-234-0023
Melissa Eikens
Inquire with Melissa
800 E Jefferson Blvd, South Bend, IN 46617 574-277-7500
Marlin F Schmidt
Inquire with Marlin
1850 Ridgewood Cir, South Bend, IN 46617 800-842-5317
Edward Jones
Inquire with Edward
2515 N Bendix Dr, Ste 103 South Bend, IN 46628 574-283-0542
Edward Jones
Inquire with Edward
54520 Northern Ave, Suite A South Bend, IN 46635 574-345-0732
Edward Jones
Inquire with Edward
5838 W Brick Rd, Suite 105 South Bend, IN 46628 574-277-2267
Edward Jones
Inquire with Edward
1001 Hickory Rd, Ste 8B South Bend, IN 46615 574-246-1776
Edward Jones
Inquire with Edward
505 E Ireland Road, Unit 3 South Bend, IN 46614 574-291-4111
Edward Jones
Inquire with Edward
212 E Lasalle Ave, Suite 120 South Bend, IN 46617 574-287-8281

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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