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Find Retirement Advisors for Retirement Planning in Evansville, Indiana

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Top 3 Retirement Planning firms in Evansville, Indiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DONALDSON CAPITAL MANAGEMENT LLC
20 Northwest First Street, Fifth Floor
Evansville, IN, 47708
$2,310,717,134146958
A Percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT)
2
PETTINGA FINANCIAL ADVISORS, LLC
519 Main Street, Ste 100,
Evansville, IN, 47708
$866,824,440205210
A Percentage of AUM, Fixed Fees
3
FREEMAN, WILL & NIEMEIER, INC.
1919 West Franklin Street,
Evansville, IN, 47712
$204,527,7783467
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based

Information on Top Retirement Planning firms in Evansville, Indiana

QualificationsFirm CRD# 106131

Assets Under Management $2,310,717,134

No. Of Clients1469

Clients Per Financial Advisor25

DONALDSON CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Evansville, Indiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1469 clients. The team consists of 58 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 156369

Assets Under Management $866,824,440

No. Of Clients2052

Clients Per Financial Advisor205

PETTINGA FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Evansville, Indiana. With a nearly $867M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2052 clients. The team consists of 10 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
View Full Profile

QualificationsFirm CRD# 121628

Assets Under Management $204,527,778

No. Of Clients346

Clients Per Financial Advisor49

FREEMAN, WILL & NIEMEIER, INC. is a financial advisory firm situated in Evansville, Indiana. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 346 clients. The team consists of 7 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
  • Pension Consulting Services
View Full Profile

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