City
Wealth management firms in Evansville, Indiana
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Evansville, Indiana reported $5.2 billion in regulatory assets under management; the largest by assets was Donaldson Capital Management LLC, with $3.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $5.2 billion
- Average per firm
- $577.6 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Donaldson Capital Management LLC | SEC | $3.5 billion | 1,848 |
| 2 | Pettinga Financial Advisors, LLC | SEC | $1.3 billion | 2,267 |
| 3 | Freeman, Will & Niemeier, Inc. | SEC | $284.2 million | 1,295 |
| 4 | Lever Wealth Management | State | $50.0 million | 98 |
| 5 | Aydt Investment Management, Inc. | State | $46.8 million | 260 |
| 6 | Mulberry Capital Management | State | $27.5 million | 18 |
| 7 | Gates Investment Advisors, LLC | State | $22.8 million | 242 |
| 8 | Endress Capital Management, L.L.C. | State | $18.4 million | 96 |
| 9 | Dauble+worthington Equity Portfolios | State | $9.0 million | 60 |
Wealth management firms in Indiana, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.