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Find Retirement Advisors for Retirement Planning in Columbia City, Indiana

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
LINCOLN FINANCIAL ADVISORS CORPORATION
1301 South Harrison Street,
Fort Wayne, IN, 46802
$32,602,597,413981991690
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
2
40/86 ADVISORS, INC.
535 N. College Drive,
Carmel, IN, 46032
$24,468,049,1881577
A Percentage of AUM, Performance Based
3
ONEAMERICA ASSET MANAGEMENT, LLC
One American Square,
Indianapolis, IN, 46206
$23,853,429,6161037
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
$16,220,200,00038933560
A Percentage of AUM, Hourly charges, Fixed Fees
5
OXFORD FINANCIAL GROUP, LTD
11711 North Meridian Street, Suite 600
Carmel, IN, 46032
$15,587,908,5935947159
A Percentage of AUM, Fixed Fees
6
VALEO FINANCIAL ADVISORS, LLC
10 W. Carmel Dr Ste 400,
Carmel, IN, 46032-3357
$7,103,709,02815757161
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
$6,528,809,536382835
A Percentage of AUM, Fixed Fees
8
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC
One American Square,
Indianapolis, IN, 46206
$5,613,160,4592366
A Percentage of AUM
9
LINCOLN FINANCIAL SECURITIES CORPORATION
1301 South Harrison Street,
Fort Wayne, IN, 46802
$3,944,710,10018171726
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
10
PROCOURSE FIDUCIARY ADVISORS, LLC
571 Monon Blvd, Suite 400
Carmel, IN, 46032
$3,930,426,04130814
A Percentage of AUM, Fixed Fees
11
SYM FINANCIAL ADVISORS
801 Park Ave,
Winona Lake, IN, 46590
$3,330,241,056463467
A Percentage of AUM, Fixed Fees
12
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
111 Congressional Blvd.,, Suite 100
Carmel, IN, 46032
$3,184,317,975131929
A Percentage of AUM, Fixed Fees
13
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
10 West Market Street, Suite 2300
Indianapolis, IN, 46204
$2,863,035,7571615
A Percentage of AUM
14
WINTHROP CAPITAL MANAGEMENT
10201 N Illinois Street, Suite 275
Carmel, IN, 46290
$2,833,486,91575126
A Percentage of AUM, Hourly charges, Fixed Fees
15
GOELZER INVESTMENT MANAGEMENT
111 Monument Circle, Suite 500,
Indianapolis, IN, 46204-2990
$2,360,180,745157937
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Columbia City, 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
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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
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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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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