City
Wealth management firms in Valparaiso, Indiana
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Valparaiso, Indiana reported $592.7 million in regulatory assets under management; the largest by assets was Kotys Wealth Professionals, with $308.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $592.7 million
- Average per firm
- $98.8 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kotys Wealth Professionals | SEC | $308.0 million | 885 |
| 2 | Lauer Wealth Management | SEC | $160.9 million | 919 |
| 3 | Dunes Financial | State | $84.3 million | 159 |
| 4 | MWM Advisory Group, LLC | State | $39.4 million | 360 |
| 5 | Pinnacle Financial Group LLC | State | $83,415 | 1 |
| 6 | Blue Iguana Capital 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.