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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 - September 6, 2024Indianapolis 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
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 | ONEAMERICA ASSET MANAGEMENT, LLC One American Square, Indianapolis, IN, 46206 | $23,853,429,616 | 10 | 37 | 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 | $16,220,200,000 | 38933 | 560 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | SAPIENT CAPITAL LLC 310 E 96th Street, Suite 200 Indianapolis, IN, 46240 | $6,528,809,536 | 3828 | 35 | A Percentage of AUM, Fixed Fees |
| 4 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC One American Square, Indianapolis, IN, 46206 | $5,613,160,459 | 236 | 6 | A Percentage of AUM |
| 5 | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC 10 West Market Street, Suite 2300 Indianapolis, IN, 46204 | $2,863,035,757 | 16 | 15 | A Percentage of AUM |
| 6 | GOELZER INVESTMENT MANAGEMENT 111 Monument Circle, Suite 500, Indianapolis, IN, 46204-2990 | $2,360,180,745 | 1579 | 37 | A Percentage of AUM, Fixed Fees |
| 7 | BEDEL FINANCIAL CONSULTING INC 8940 River Crossing Blvd., Suite 120 Indianapolis, IN, 46240 | $1,809,355,091 | 4585 | 14 | A Percentage of AUM, Fixed Fees |
| 8 | BAXTER CAPITAL MANAGEMENT INC 9247 North Meridian Street Ste. 103, Indianapolis, IN, 46260-1824 | $1,783,757,336 | 14 | 3 | A Percentage of AUM, Fixed Fees |
| 9 | WOODLEY FARRA 8555 N. River Road, Suite 400 Indianapolis, IN, 46240 | $1,496,770,479 | 1270 | 11 | A Percentage of AUM, Fixed Fees |
| 10 | ELSER FINANCIAL PLANNING, INC. 8900 Keystone Crossing, Suite 450 Indianapolis, IN, 46240 | $1,379,851,158 | 1311 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | THURSTON SPRINGER ADVISORS 9000 Keystone Crossing, Seventh Floor Indianapolis, IN, 46240 | $1,353,974,492 | 3859 | 51 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 12 | AXIA ADVISORY 20 E. 91st St, Ste 202 Indianapolis, IN, 46240 | $1,296,178,638 | 153 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | COLUMN CAPITAL ADVISORS, LLC 9100 Keystone Crossing, Suite 700 Indianapolis, IN, 46240 | $1,259,029,913 | 1634 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | SHEAFF BROCK INVESTMENT ADVISORS, LLC 8801 River Crossing Blvd, Suite 100 Indianapolis, IN, 46240 | $1,049,676,930 | 2021 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | INVST, LLC 3625 E 96th St, Indianapolis, IN, 46240 | $961,070,072 | 5008 | 59 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
- Retirement Planners in Evansville, Indiana
- Retirement Planners in Indianapolis, Indiana
- Retirement Planners in Mishawaka, Indiana
- Retirement Planners in Valparaiso, Indiana
Looking for more choices? Use our free match service to compare retirement planners serving your area.