Biechele Royce Advisors, Inc.

Biechele Royce Advisors, Inc. (CRD# 120742) is a financial advisory firm headquartered in Fishers, IN. They manage $269,195,169 in 458 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8784 Station Street, Fishers, IN 46038
https://www.biechele-royce.com
By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $587,762
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, MO, OH

Financial Advisors at Biechele Royce Advisors, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Christopher Norwood, financial advisor Fishers IN
Christopher R. Norwood
CRD#: 2422919
8784 Station Street, Fishers, IN 46038
96
Wealthminder
score

Christopher Norwood (CRD# 2422919) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Fishers, IN and has over 21 years of experience in the finance industry.

2
Thomas Barrett, financial advisor Fishers IN
Thomas A. Barrett
CRD#: 4629336
8784 Station Street, Fishers, IN 46038
93
Wealthminder
score

Thomas Barrett (CRD# 4629336) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Fishers, IN and has over 15 years of experience in the finance industry.

3
Joseph Milburn, financial advisor Fishers IN
Joseph A. Milburn
CRD#: 5555577
8784 Station Street, Fishers, IN 46038
93
Wealthminder
score

Joseph Milburn (CRD# 5555577) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Fishers, IN and has over 9 years of experience in the finance industry.

4
Matthew Sanchez, financial advisor Fishers IN
Matthew C. Sanchez
CRD#: 6252899
8784 Station Street, Fishers, IN 46038
93
Wealthminder
score

Matthew Sanchez (CRD# 6252899) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Fishers, IN and has over 4 years of experience in the finance industry. Matthew Sanchez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kolena Bowman, financial advisor Fishers IN
Kolena M. Bowman
CRD#: 6074432
8784 Station Street, Fishers, IN 46038
89
Wealthminder
score

Kolena Bowman (CRD# 6074432) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Fishers, IN and has over 2 years of experience in the finance industry.

6
Stephen Allen, financial advisor Lexington KY
Stephen R. Allen
CRD#: 6589185
Tates Creek Road, Suite 102, Lexington, KY 40502
87
Wealthminder
score

Stephen Allen (CRD# 6589185) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Lexington, KY and has 1 year of experience in the finance industry.

7
Andrew Bertke, financial advisor Crestview Hills KY
Andrew J. Bertke
CRD#: 3143337
2617 Legends Way, Suite 100, Crestview Hills, KY 41017
87
Wealthminder
score

Andrew Bertke (CRD# 3143337) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Crestview Hills, KY and has 1 year of experience in the finance industry.

8
Justin Whelan, financial advisor Fishers IN
Justin B. Whelan
CRD#: 2053714
8784 Station Street, Fishers, IN 46038
76
Wealthminder
score

Justin Whelan (CRD# 2053714) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Fishers, IN and has over 28 years of experience in the finance industry. Justin Whelan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals