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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 24, 2025

Indiana has 10 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

advisor
vector.svg VERIFIED

Edward 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

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advisor
vector.svg VERIFIED

Ryan 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

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advisor
vector.svg VERIFIED

Wesley 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

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advisor
vector.svg VERIFIED

David 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

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advisor

Qualifications
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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
CRD# 6440839
Firm CRD# 306298

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Not Specified

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 15 Retirement Planning firms in Indiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

11299 Illinois Street, Suite 200
Carmel, IN, 46032
$26,678,534,4471578
A percentage of AUM, Performance Based
2

One American Square,
Indianapolis, IN, 46206
$25,872,395,4061037
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
$22,024,300,00049099643
A percentage of AUM, Hourly charges, Fixed fees
4

11711 North Meridian Street, Suite 600
Carmel, IN, 46032
$18,201,054,4846270150
A percentage of AUM, Fixed fees
5

401 Pennsylvania Pkwy, Suite 100
Indianapolis, IN, 46280
$11,439,805,300594756
A percentage of AUM, Fixed fees, Performance Based
6

10 W. Carmel Dr Ste 400,
Carmel, IN, 46032-3357
$8,944,535,60618918155
A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)
7

111 Congressional Blvd.,, Suite 100
Carmel, IN, 46032
$4,946,760,100223142
A percentage of AUM, Fixed fees
8

571 Monon Blvd, Suite 400
Carmel, IN, 46032
$4,412,477,14331411
A percentage of AUM, Fixed fees
9

801 Park Ave,
Winona Lake, IN, 46590
$4,055,387,303534675
A percentage of AUM, Fixed fees
10

9000 Keystone Crossing, Seventh Floor
Indianapolis, IN, 46240
$3,957,978,217434268
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
11

10201 N Illinois Street, Suite 450
Carmel, IN, 46290
$3,796,591,80579027
A percentage of AUM, Hourly charges, Fixed fees
12

200 East 7th Street,
Auburn, IN, 46706
$3,337,998,9581051892
A percentage of AUM, Fixed fees
13

10 East Main Street,
Carmel, IN, 46032
$3,159,426,779169036
A percentage of AUM, Fixed fees
14

10 West Market Street, Suite 2300
Indianapolis, IN, 46204
$2,897,334,6421615
A percentage of AUM
15

20 Northwest First Street, Fifth Floor
Evansville, IN, 47708
$2,677,442,196171661
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
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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)
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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
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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
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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)
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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
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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
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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
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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
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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
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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
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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
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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)
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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
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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.)
View Full Profile

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