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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 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.
Finding the Best Retirement Planners in Indianapolis, Indiana
Last Updated - April 24, 2025Indianapolis has 7 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 22 years of experience.
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List of Qualified Retirement Planning Advisors in Indianapolis, Indiana
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRyan 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
VERIFIEDDavid 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
VERIFIEDQualifications
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Indianapolis, Indiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | One American Square, Indianapolis, IN, 46206 | $25,872,395,406 | 10 | 37 | A percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA) |
| 2 | 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240 | $22,024,300,000 | 49099 | 643 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280 | $11,439,805,300 | 5947 | 56 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 9000 Keystone Crossing, Seventh Floor Indianapolis, IN, 46240 | $3,957,978,217 | 4342 | 68 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 5 | 10 West Market Street, Suite 2300 Indianapolis, IN, 46204 | $2,897,334,642 | 16 | 15 | A percentage of AUM |
| 6 | 9247 North Meridian Street Ste. 103, Indianapolis, IN, 46260-1824 | $2,342,392,629 | 15 | 3 | A percentage of AUM, Fixed fees |
| 7 | 8940 River Crossing Blvd., Suite 120 Indianapolis, IN, 46240 | $2,137,382,356 | 4806 | 25 | A percentage of AUM, Fixed fees |
| 8 | 8900 Keystone Crossing, Suite 450 Indianapolis, IN, 46240 | $2,004,775,922 | 1661 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 8555 N. River Road, Suite 400 Indianapolis, IN, 46240 | $1,799,035,421 | 1375 | 13 | A percentage of AUM, Fixed fees |
| 10 | 20 E. 91st St, Ste 202 Indianapolis, IN, 46240 | $1,516,521,001 | 181 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 8801 River Crossing Blvd, Suite 100 Indianapolis, IN, 46240 | $1,350,940,663 | 1998 | 25 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 3625 E 96th St, Indianapolis, IN, 46240 | $1,347,246,943 | 5139 | 62 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS) |
| 13 | 6569 Carrollton Avenue, Indianapolis, IN, 46220 | $1,071,025,683 | 1613 | 13 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 14 | 8900 Keystone Crossing, Suite 1015 Indianapolis, IN, 46240-2134 | $1,050,668,660 | 839 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 600 East 96th Street, Suite 130, Indianapolis, IN, 46240 | $976,381,669 | 1263 | 13 | A percentage of AUM, Hourly charges, Fixed fees, Other (REV SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS) |
Information on Top Retirement Planning firms in Indianapolis, Indiana
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)
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
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)
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
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
QualificationsFirm CRD# 105123
Assets Under Management $2,342,392,629
No. Of Clients15
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 15 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 businesses or institutional clients
- Other (ASSET/LIABILITY MANAGEMENT & CREDIT LOSS PROJECTIONS)
QualificationsFirm CRD# 105653
Assets Under Management $2,137,382,356
No. Of Clients4806
Clients Per Financial Advisor192
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 4806 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
- 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
QualificationsFirm CRD# 143311
Assets Under Management $2,004,775,922
No. Of Clients1661
Clients Per Financial Advisor138
ELSER FINANCIAL PLANNING, 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 1661 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 107660
Assets Under Management $1,799,035,421
No. Of Clients1375
Clients Per Financial Advisor106
WOODLEY FARRA 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 1375 clients. The team consists of 13 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107571
Assets Under Management $1,516,521,001
No. Of Clients181
Clients Per Financial Advisor30
AXIA ADVISORY 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 181 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 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
- Education seminars/workshops
QualificationsFirm CRD# 118739
Assets Under Management $1,350,940,663
No. Of Clients1998
Clients Per Financial Advisor80
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 1998 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 282863
Assets Under Management $1,347,246,943
No. Of Clients5139
Clients Per Financial Advisor83
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 5139 clients. The team consists of 62 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 145399
Assets Under Management $1,071,025,683
No. Of Clients1613
Clients Per Financial Advisor124
LJI WEALTH MANAGEMENT, 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 1613 clients. The team consists of 13 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
QualificationsFirm CRD# 143360
Assets Under Management $1,050,668,660
No. Of Clients839
Clients Per Financial Advisor52
WALLINGTON ASSET MANAGEMENT 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 839 clients. The team consists of 16 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
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 323651
Assets Under Management $976,381,669
No. Of Clients1263
Clients Per Financial Advisor97
SPECTRUM WEALTH MANAGEMENT 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 1263 clients. The team consists of 13 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 (REV SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)
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
- Other (INSURANCE SOLUTIONS; CREDIT AND CASH MANAGEMENT SOLUTIONS)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Carmel, Indiana
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Looking for more choices? Use our free match service to compare retirement planners serving your area.