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Find Retirement Advisors for Retirement Planning in Indiana, Evansville

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 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.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

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)
2

519 Main Street, Ste 100,
Evansville, IN, 47708
$1,002,465,901212010
A percentage of AUM, Fixed fees
3

1919 West Franklin Street,
Evansville, IN, 47712
$231,239,1973537
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 $2,677,442,196

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.)
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QualificationsFirm CRD# 156369

Assets Under Management $1,002,465,901

No. Of Clients2120

Clients Per Financial Advisor212

PETTINGA FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Evansville, Indiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2120 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 121628

Assets Under Management $231,239,197

No. Of Clients353

Clients Per Financial Advisor50

FREEMAN, WILL & NIEMEIER, INC. is a financial advisory firm situated in Evansville, Indiana. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 353 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

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