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Find Retirement Advisors for Retirement Planning in Indianapolis, 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.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. 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.

Finding the Best Retirement Planners in Indianapolis, Indiana

Last Updated - May 23, 2024

Indianapolis has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 50 non-vetted advisors in your local area. These retirement advisors in Indianapolis, Indiana have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Indianapolis, Indiana

advisor-photo

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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
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)
2
SANCTUARY ADVISORS, LLC
3815 River Crossing Pkwy, Suite 200
Indianapolis, IN, 46240
$16,220,200,00038933560
A Percentage of AUM, Hourly charges, Fixed Fees
3
SAPIENT CAPITAL LLC
310 E 96th Street, Suite 200
Indianapolis, IN, 46240
$6,528,809,536382835
A Percentage of AUM, Fixed Fees
4
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC
One American Square,
Indianapolis, IN, 46206
$5,613,160,4592366
A Percentage of AUM
5
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
10 West Market Street, Suite 2300
Indianapolis, IN, 46204
$2,863,035,7571615
A Percentage of AUM
6
GOELZER INVESTMENT MANAGEMENT
111 Monument Circle, Suite 500,
Indianapolis, IN, 46204-2990
$2,360,180,745157937
A Percentage of AUM, Fixed Fees
7
BEDEL FINANCIAL CONSULTING INC
8940 River Crossing Blvd., Suite 120
Indianapolis, IN, 46240
$1,809,355,091458514
A Percentage of AUM, Fixed Fees
8
BAXTER CAPITAL MANAGEMENT INC
9247 North Meridian Street Ste. 103,
Indianapolis, IN, 46260-1824
$1,783,757,336143
A Percentage of AUM, Fixed Fees
9
WOODLEY FARRA
8555 N. River Road, Suite 400
Indianapolis, IN, 46240
$1,496,770,479127011
A Percentage of AUM, Fixed Fees
10
ELSER FINANCIAL PLANNING, INC.
8900 Keystone Crossing, Suite 450
Indianapolis, IN, 46240
$1,379,851,158131112
A Percentage of AUM, Hourly charges, Fixed Fees
11
THURSTON SPRINGER ADVISORS
9000 Keystone Crossing, Seventh Floor
Indianapolis, IN, 46240
$1,353,974,492385951
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
12
AXIA ADVISORY
20 E. 91st St, Ste 202
Indianapolis, IN, 46240
$1,296,178,6381536
A Percentage of AUM, Hourly charges, Fixed Fees
13
COLUMN CAPITAL ADVISORS, LLC
9100 Keystone Crossing, Suite 700
Indianapolis, IN, 46240
$1,259,029,913163422
A Percentage of AUM, Hourly charges, Fixed Fees
14
SHEAFF BROCK INVESTMENT ADVISORS, LLC
8801 River Crossing Blvd, Suite 100
Indianapolis, IN, 46240
$1,049,676,930202125
A Percentage of AUM, Hourly charges, Fixed Fees
15
INVST, LLC
3625 E 96th St,
Indianapolis, IN, 46240
$961,070,072500859
A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS)

Information on Top Retirement Planning firms in Indianapolis, Indiana

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
View Full Profile

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# 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
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# 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

QualificationsFirm CRD# 105653

Assets Under Management $1,809,355,091

No. Of Clients4585

Clients Per Financial Advisor328

BEDEL FINANCIAL CONSULTING INC 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 4585 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
View Full Profile

QualificationsFirm CRD# 105123

Assets Under Management $1,783,757,336

No. Of Clients14

Clients Per Financial Advisor5

BAXTER CAPITAL MANAGEMENT INC 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 14 clients. The team consists of 3 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

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107660

Assets Under Management $1,496,770,479

No. Of Clients1270

Clients Per Financial Advisor115

WOODLEY FARRA is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1270 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

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 143311

Assets Under Management $1,379,851,158

No. Of Clients1311

Clients Per Financial Advisor109

ELSER FINANCIAL PLANNING, INC. is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1311 clients. The team consists of 12 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
View Full Profile

QualificationsFirm CRD# 299201

Assets Under Management $1,353,974,492

No. Of Clients3859

Clients Per Financial Advisor76

THURSTON SPRINGER ADVISORS is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3859 clients. The team consists of 51 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
View Full Profile

QualificationsFirm CRD# 107571

Assets Under Management $1,296,178,638

No. Of Clients153

Clients Per Financial Advisor26

AXIA ADVISORY is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 153 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
  • Hourly charges
  • 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
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 135118

Assets Under Management $1,259,029,913

No. Of Clients1634

Clients Per Financial Advisor74

COLUMN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1634 clients. The team consists of 22 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 118739

Assets Under Management $1,049,676,930

No. Of Clients2021

Clients Per Financial Advisor81

SHEAFF BROCK INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2021 clients. The team consists of 25 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
View Full Profile

QualificationsFirm CRD# 282863

Assets Under Management $961,070,072

No. Of Clients5008

Clients Per Financial Advisor85

INVST, LLC is a financial advisory firm situated in Indianapolis, Indiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5008 clients. The team consists of 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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