City
Wealth management firms in South Bend, Indiana
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in South Bend, Indiana reported $1.3 billion in regulatory assets under management; the largest by assets was Walter Keenan Wealth Management, with $983.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $141.3 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Walter Keenan Wealth Management | SEC | $983.3 million | 479 |
| 2 | Kestrel Wealth Management, LLC | SEC | $143.9 million | 214 |
| 3 | Pennfield Capital Corp | State | $68.1 million | 154 |
| 4 | Devotion Capital Management | State | $38.4 million | 73 |
| 5 | Creative Financial Planning Advisors, Inc. | State | $30.4 million | 78 |
| 6 | Kingdom Financial | State | $6.9 million | 23 |
| 7 | Mehta Money, LLC | State | $638,027 | 20 |
| 8 | Golden Years Financial Advisors, Inc. | State | $0 | 0 |
| 9 | Horoky Private Wealth, LLC | State | $0 | 0 |
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.