# Pettinga Financial Advisors

Pettinga Financial Advisors is a Bank / Wealth / Trust based in Evansville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Evansville, United States
- **Region:** North America
- **Address:** Evansville, IN, United States
- **Founded:** 1994
- **Assets under management:** $1.279 billion
- **Website:** pettinga.com
- **LinkedIn:** https://www.linkedin.com/company/pettinga-financial-advisors

## Regulatory record

- **CRD number:** 156369
- **SEC file number:** 801-72154
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-29T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156369

## About

Pettinga Financial Advisors is an SEC-registered investment adviser in Evansville, IN, registered since 2011. The firm manages $1.3 billion in regulatory assets under management and $1.3 billion on a discretionary basis. It has 11 employees and 7 investment advisers.

## Sectors

- Wealth Management

## Questions

### What investment services does Pettinga Financial Advisors provide?

Pettinga Financial Advisors provides wealth management services centered on financial planning, retirement income strategies, and investment management. The firm serves individuals and families, with an emphasis on goal-based asset allocation rather than transactional brokerage. Its independence allows for an open-architecture approach to selecting investments without pushing proprietary products.

### Is Pettinga Financial Advisors a fiduciary?

As a registered investment advisor, Pettinga Financial Advisors is held to a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. This contrasts with broker-dealer firms that operate under a suitability standard. The firm's independent structure further supports this posture by removing conflicts associated with selling in-house products.

### How does Pettinga Financial Advisors construct client portfolios?

Pettinga Financial Advisors uses a goal-based asset allocation framework that incorporates public equities, fixed income, and mutual fund or ETF structures. The firm's independence means it selects third-party managers and securities based on each client's specific risk tolerance, tax situation, and retirement timeline rather than a centralized house view or proprietary product shelf.

## Related profiles

- [Petro Hunt](https://altss.com/profile/petro-hunt)
- [PFA Group](https://altss.com/profile/pfa-group)

---

Last updated: 2026-07-08T22:21:39.617Z

Canonical page: https://altss.com/profile/pettinga-financial-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology