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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 - 13-Jun-2023

If you’re looking for qualified financial advisors in South Bend, Indiana, is a useful resource. We've compiled a list of the 2 vetted financial advisors and 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


Edward Camp

CFD Investments, Inc



Wesley Kotys

Kotys Wealth Professionals


Top Financial Advisor Firms in South Bend, Indiana (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
806 Howard St, Suite 200
South Bend, IN, 46617
290937 $1,549,184,975 5 A Percentage of AUM, Performance Based
202 S. Michigan St., Suite 910
South Bend, IN, 46601
104838 $717,482,609 324 A Percentage of AUM, Hourly charges, Fixed Fees
201 S. Main Street, Suite 503
South Bend, IN, 46601
153503 $108,416,064 67 A Percentage of AUM

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