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Find Retirement Advisors for Retirement Planning in Indiana
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Indiana, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Indiana
Last Updated - October 6, 2024Indiana has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 140 non-vetted advisors in your local area. These retirement advisors in Indiana have an average of 22 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Indiana
VERIFIEDEdward Camp
CFP®, CLU®, ChFC®
CFD Investments, Inc
Qualifications
CRD# 2052301
Firm CRD# 25427
Series 6, 7, 24, 63
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDRyan Veldhuizen
CFP®
Catalyze Wealth Management
Qualifications
CRD# 5316123
Firm CRD# 300078
Series 66
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDWesley Kotys
CFP®, AAMS®
Kotys Wealth Professionals
Qualifications
CRD# 4051934
Firm CRD# 168156
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Indiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street, Fort Wayne, IN, 46802 | $32,602,597,413 | 98199 | 1690 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 2 | 40/86 ADVISORS, INC. 535 N. College Drive, Carmel, IN, 46032 | $24,468,049,188 | 15 | 77 | A Percentage of AUM, Performance Based |
| 3 | ONEAMERICA ASSET MANAGEMENT, LLC One American Square, Indianapolis, IN, 46206 | $23,853,429,616 | 10 | 37 | A Percentage of AUM, Fixed Fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA) |
| 4 | SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240 | $16,220,200,000 | 38933 | 560 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032 | $15,587,908,593 | 5947 | 159 | A Percentage of AUM, Fixed Fees |
| 6 | VALEO FINANCIAL ADVISORS, LLC 10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357 | $7,103,709,028 | 15757 | 161 | A Percentage of AUM, Fixed Fees, Other (PERCENTAGE OF CLIENT NET WORTH) |
| 7 | SAPIENT CAPITAL LLC 310 E 96th Street, Suite 200 Indianapolis, IN, 46240 | $6,528,809,536 | 3828 | 35 | A Percentage of AUM, Fixed Fees |
| 8 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC One American Square, Indianapolis, IN, 46206 | $5,613,160,459 | 236 | 6 | A Percentage of AUM |
| 9 | LINCOLN FINANCIAL SECURITIES CORPORATION 1301 South Harrison Street, Fort Wayne, IN, 46802 | $3,944,710,100 | 18171 | 726 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 10 | PROCOURSE FIDUCIARY ADVISORS, LLC 571 Monon Blvd, Suite 400 Carmel, IN, 46032 | $3,930,426,041 | 308 | 14 | A Percentage of AUM, Fixed Fees |
| 11 | SYM FINANCIAL ADVISORS 801 Park Ave, Winona Lake, IN, 46590 | $3,330,241,056 | 4634 | 67 | A Percentage of AUM, Fixed Fees |
| 12 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd.,, Suite 100 Carmel, IN, 46032 | $3,184,317,975 | 1319 | 29 | A Percentage of AUM, Fixed Fees |
| 13 | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC 10 West Market Street, Suite 2300 Indianapolis, IN, 46204 | $2,863,035,757 | 16 | 15 | A Percentage of AUM |
| 14 | WINTHROP CAPITAL MANAGEMENT 10201 N Illinois Street, Suite 275 Carmel, IN, 46290 | $2,833,486,915 | 751 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | GOELZER INVESTMENT MANAGEMENT 111 Monument Circle, Suite 500, Indianapolis, IN, 46204-2990 | $2,360,180,745 | 1579 | 37 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Indiana
QualificationsFirm CRD# 3978
Assets Under Management $32,602,597,413
No. Of Clients98199
Clients Per Financial Advisor58
LINCOLN FINANCIAL ADVISORS CORPORATION is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 98199 clients. The team consists of 1690 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 107740
Assets Under Management $24,468,049,188
No. Of Clients15
Clients Per Financial Advisor0
40/86 ADVISORS, INC. is a financial advisory firm situated in Carmel, Indiana. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 77 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 165929
Assets Under Management $23,853,429,616
No. Of Clients10
Clients Per Financial Advisor0
ONEAMERICA ASSET MANAGEMENT, LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)
Financial Planning Services
- Portfolio Management for pooled Investment
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Security Rating
- Educational Seminars/ Workshops
QualificationsFirm CRD# 226606
Assets Under Management $16,220,200,000
No. Of Clients38933
Clients Per Financial Advisor70
SANCTUARY ADVISORS, LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 38933 clients. The team consists of 560 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105303
Assets Under Management $15,587,908,593
No. Of Clients5947
Clients Per Financial Advisor37
OXFORD FINANCIAL GROUP, LTD is a financial advisory firm situated in Carmel, Indiana. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5947 clients. The team consists of 159 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 127132
Assets Under Management $7,103,709,028
No. Of Clients15757
Clients Per Financial Advisor98
VALEO FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15757 clients. The team consists of 161 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (PERCENTAGE OF CLIENT NET WORTH)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 324899
Assets Under Management $6,528,809,536
No. Of Clients3828
Clients Per Financial Advisor109
SAPIENT CAPITAL LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3828 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 285390
Assets Under Management $5,613,160,459
No. Of Clients236
Clients Per Financial Advisor39
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Pension Consulting Services
QualificationsFirm CRD# 3870
Assets Under Management $3,944,710,100
No. Of Clients18171
Clients Per Financial Advisor25
LINCOLN FINANCIAL SECURITIES CORPORATION is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18171 clients. The team consists of 726 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 164328
Assets Under Management $3,930,426,041
No. Of Clients308
Clients Per Financial Advisor22
PROCOURSE FIDUCIARY ADVISORS, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 308 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 107517
Assets Under Management $3,330,241,056
No. Of Clients4634
Clients Per Financial Advisor69
SYM FINANCIAL ADVISORS is a financial advisory firm situated in Winona Lake, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4634 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 288623
Assets Under Management $3,184,317,975
No. Of Clients1319
Clients Per Financial Advisor45
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1319 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 167429
Assets Under Management $2,863,035,757
No. Of Clients16
Clients Per Financial Advisor1
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Selection of Other Advisors
QualificationsFirm CRD# 145216
Assets Under Management $2,833,486,915
No. Of Clients751
Clients Per Financial Advisor29
WINTHROP CAPITAL MANAGEMENT is a financial advisory firm situated in Carmel, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 751 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 44402
Assets Under Management $2,360,180,745
No. Of Clients1579
Clients Per Financial Advisor43
GOELZER INVESTMENT MANAGEMENT is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1579 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Carmel, Indiana
- Retirement Planners in Evansville, Indiana
- Retirement Planners in Fort Wayne, Indiana
- Retirement Planners in Greenwood, Indiana
- Retirement Planners in Indianapolis, Indiana
- Retirement Planners in Mishawaka, Indiana
- Retirement Planners in Valparaiso, Indiana
Looking for more choices? Use our free match service to compare retirement planners serving your area.