Home
Financial Advisor
Indiana
Carmel
GOELZER INVESTMENT MANAGEMENT

GOELZER INVESTMENT MANAGEMENT

Tel: 317-264-2600 10 East Main Street Carmel, Indiana 46032

About GOELZER INVESTMENT MANAGEMENT

GOELZER INVESTMENT MANAGEMENT is a Carmel, Indiana based financial advisory firm with nearly $3,159,426,779 in assets under management and provides investment advisory services for 1690 clients. There are currently 36 financial advisors at the firm.

General Information
Firm CRD#:

44402

Firm SEC#:

801-55588

Assets Under Management:

$3,159,426,779

No. of Clients:

1690

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (PORTFOLIO MONITORING/CONSULTING)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Indiana?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Indiana, Carmel

FirmCRD#:107740
SEC#:801-17857
No. of Advisors:78
No. of Clients:15
AUM:$26,678,534,447
FirmCRD#:165929
SEC#:801-77572
No. of Advisors:37
No. of Clients:10
AUM:$25,872,395,406
FirmCRD#:226606
SEC#:801-99364
No. of Advisors:643
No. of Clients:49099
AUM:$22,024,300,000
FirmCRD#:105303
SEC#:801-20692
No. of Advisors:150
No. of Clients:6270
AUM:$18,201,054,484
FirmCRD#:324899
SEC#:801-127298
No. of Advisors:56
No. of Clients:5947
AUM:$11,439,805,300
FirmCRD#:127132
SEC#:801-66402
No. of Advisors:155
No. of Clients:18918
AUM:$8,944,535,606
FirmCRD#:288623
SEC#:801-112009
No. of Advisors:42
No. of Clients:2231
AUM:$4,946,760,100
FirmCRD#:164328
SEC#:801-76741
No. of Advisors:11
No. of Clients:314
AUM:$4,412,477,143
FirmCRD#:107517
SEC#:801-23944
No. of Advisors:75
No. of Clients:5346
AUM:$4,055,387,303
FirmCRD#:299201
SEC#:801-114256
No. of Advisors:68
No. of Clients:4342
AUM:$3,957,978,217
FirmCRD#:145216
SEC#:801-71321
No. of Advisors:27
No. of Clients:790
AUM:$3,796,591,805
FirmCRD#:292627
SEC#:801-112742
No. of Advisors:92
No. of Clients:10518
AUM:$3,337,998,958
FirmCRD#:167429
SEC#:801-78132
No. of Advisors:15
No. of Clients:16
AUM:$2,897,334,642
FirmCRD#:106131
SEC#:801-48479
No. of Advisors:61
No. of Clients:1716
AUM:$2,677,442,196

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.