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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 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 - April 14, 2025Indiana has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 141 non-vetted advisors in your local area. These retirement advisors in Indiana have an average of 23 years of experience.
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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
VERIFIEDDavid Wilder
MST, CTFA, CEPA®, CFP®, AIF®
Total Wealth Planning
Qualifications
CRD# 2063597
Firm CRD# 174434
Minimum Assets Required
$500,000
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
CRD# 7292118
Firm CRD# 306691
Series 65
Minimum Assets Required
$350,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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 | 11299 Illinois Street, Suite 200 Carmel, IN, 46032 | $26,678,534,447 | 15 | 78 | A percentage of AUM, Performance Based |
| 2 | One American Square, Indianapolis, IN, 46206 | $25,872,395,406 | 10 | 37 | A percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA) |
| 3 | 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240 | $22,024,300,000 | 49099 | 643 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 11711 North Meridian Street, Suite 600 Carmel, IN, 46032 | $18,201,054,484 | 6270 | 150 | A percentage of AUM, Fixed fees |
| 5 | 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280 | $11,439,805,300 | 5947 | 56 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357 | $8,944,535,606 | 18918 | 155 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH) |
| 7 | 111 Congressional Blvd.,, Suite 100 Carmel, IN, 46032 | $4,946,760,100 | 2231 | 42 | A percentage of AUM, Fixed fees |
| 8 | 571 Monon Blvd, Suite 400 Carmel, IN, 46032 | $4,412,477,143 | 314 | 11 | A percentage of AUM, Fixed fees |
| 9 | 801 Park Ave, Winona Lake, IN, 46590 | $4,055,387,303 | 5346 | 75 | A percentage of AUM, Fixed fees |
| 10 | 9000 Keystone Crossing, Seventh Floor Indianapolis, IN, 46240 | $3,957,978,217 | 4342 | 68 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 11 | 10201 N Illinois Street, Suite 450 Carmel, IN, 46290 | $3,796,591,805 | 790 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 200 East 7th Street, Auburn, IN, 46706 | $3,337,998,958 | 10518 | 92 | A percentage of AUM, Fixed fees |
| 13 | 10 East Main Street, Carmel, IN, 46032 | $3,159,426,779 | 1690 | 36 | A percentage of AUM, Fixed fees |
| 14 | 10 West Market Street, Suite 2300 Indianapolis, IN, 46204 | $2,897,334,642 | 16 | 15 | A percentage of AUM |
| 15 | 20 Northwest First Street, Fifth Floor Evansville, IN, 47708 | $2,677,442,196 | 1716 | 61 | A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT) |
Information on Top Retirement Planning firms in Indiana
QualificationsFirm CRD# 107740
Assets Under Management $26,678,534,447
No. Of Clients15
Clients Per Financial Advisor0
40/86 ADVISORS, INC. is a financial advisory firm situated in Carmel, Indiana. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 78 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 165929
Assets Under Management $25,872,395,406
No. Of Clients10
Clients Per Financial Advisor0
ONEAMERICA ASSET MANAGEMENT, LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $26B 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 vehicles
- Selection for other advisors
- Publication of periodicals and newsletters
- Security ratings or pricing services
- Education seminars/workshops
- Other (THIRD PARTY INVESTMENT ADVISER SERVICES AND PRIVATE PLACEMENT CO-PARTICIPATION)
QualificationsFirm CRD# 226606
Assets Under Management $22,024,300,000
No. Of Clients49099
Clients Per Financial Advisor76
SANCTUARY ADVISORS, LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 49099 clients. The team consists of 643 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 105303
Assets Under Management $18,201,054,484
No. Of Clients6270
Clients Per Financial Advisor42
OXFORD FINANCIAL GROUP, LTD is a financial advisory firm situated in Carmel, Indiana. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6270 clients. The team consists of 150 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 324899
Assets Under Management $11,439,805,300
No. Of Clients5947
Clients Per Financial Advisor106
SAPIENT CAPITAL LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5947 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 127132
Assets Under Management $8,944,535,606
No. Of Clients18918
Clients Per Financial Advisor122
VALEO FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18918 clients. The team consists of 155 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 288623
Assets Under Management $4,946,760,100
No. Of Clients2231
Clients Per Financial Advisor53
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2231 clients. The team consists of 42 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 164328
Assets Under Management $4,412,477,143
No. Of Clients314
Clients Per Financial Advisor29
MJ RETIREMENT 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 314 clients. The team consists of 11 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 107517
Assets Under Management $4,055,387,303
No. Of Clients5346
Clients Per Financial Advisor71
SYM FINANCIAL ADVISORS is a financial advisory firm situated in Winona Lake, Indiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5346 clients. The team consists of 75 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 299201
Assets Under Management $3,957,978,217
No. Of Clients4342
Clients Per Financial Advisor64
THURSTON SPRINGER ADVISORS is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4342 clients. The team consists of 68 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 145216
Assets Under Management $3,796,591,805
No. Of Clients790
Clients Per Financial Advisor29
WINTHROP CAPITAL MANAGEMENT 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 790 clients. The team consists of 27 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 292627
Assets Under Management $3,337,998,958
No. Of Clients10518
Clients Per Financial Advisor114
CX INSTITUTIONAL, LLC is a financial advisory firm situated in Auburn, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10518 clients. The team consists of 92 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 44402
Assets Under Management $3,159,426,779
No. Of Clients1690
Clients Per Financial Advisor47
GOELZER INVESTMENT 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 1690 clients. The team consists of 36 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (PORTFOLIO MONITORING/CONSULTING)
QualificationsFirm CRD# 167429
Assets Under Management $2,897,334,642
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 companies
- Selection for other advisors
QualificationsFirm CRD# 106131
Assets Under Management $2,677,442,196
No. Of Clients1716
Clients Per Financial Advisor28
DONALDSON CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Evansville, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1716 clients. The team consists of 61 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (A PERCENTAGE OF FEES UNDER MANAGEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (PORTFOLIO AND INVESTMENT CONSULTATION SERVICES.)
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.