A complete list of active advisors currently associated with Nearside Advisors, LLC
Warmer can help you find a great advisor at Nearside Advisors, LLC or one who fits your needs even better.
Nearside Advisors, LLC is an SEC-registered investment adviser founded in April 2026 that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. As of July 31, 2026 the firm reported approximately $188.6 million in discretionary assets across about 113 client accounts and constructs individualized investment policy statements to guide portfolio construction. The firm primarily practices passive investment management, assembling portfolios of index mutual funds and exchange-traded funds to achieve target asset-allocation relationships among correlation, risk, and return, and implements client mandates on a discretionary basis via a limited power of attorney. Financial planning is integrated into the advisory relationship and covers a broad range of topics, including retirement projections, estate planning, tax considerations, insurance review, college savings, and divorce planning. Several operational features in the brochure distinguish Nearside: it states it does not participate in wrap fee programs, it requires clients to use its recommended custodian (Schwab) rather than permitting client-directed brokerage, and it discloses that it will not provide written reports to investment management clients. The firm also describes the use of standing letters of authorization for third-party transfers and notes it is deemed to have custody solely through fee withdrawals and SLOAs, which clients should reconcile with custodian statements.
To learn more about the advisors currently working at Nearside Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 11
| |
Indianapolis, IN
| 18
| |
Indianapolis, IN
| 9
|
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