Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Indiana, Vincennes
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.
HELP ME FIND MY PLANNER
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Vincennes, Indiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 11299 Illinois Street, Suite 200 Carmel, IN, 46032 | $26,678,534,447 | 15 | 78 | A percentage of AUM, Performance Based |
| 2 | 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) |
| 3 | 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240 | $22,024,300,000 | 49099 | 643 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 11711 North Meridian Street, Suite 600 Carmel, IN, 46032 | $18,201,054,484 | 6270 | 150 | A percentage of AUM, Fixed fees |
| 5 | 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280 | $11,439,805,300 | 5947 | 56 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357 | $8,944,535,606 | 18918 | 155 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH) |
| 7 | 111 Congressional Blvd.,, Suite 100 Carmel, IN, 46032 | $4,946,760,100 | 2231 | 42 | A percentage of AUM, Fixed fees |
| 8 | 571 Monon Blvd, Suite 400 Carmel, IN, 46032 | $4,412,477,143 | 314 | 11 | A percentage of AUM, Fixed fees |
| 9 | 801 Park Ave, Winona Lake, IN, 46590 | $4,055,387,303 | 5346 | 75 | A percentage of AUM, Fixed fees |
| 10 | 9000 Keystone Crossing, Seventh Floor Indianapolis, IN, 46240 | $3,957,978,217 | 4342 | 68 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 11 | 10201 N Illinois Street, Suite 450 Carmel, IN, 46290 | $3,796,591,805 | 790 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 200 East 7th Street, Auburn, IN, 46706 | $3,337,998,958 | 10518 | 92 | A percentage of AUM, Fixed fees |
| 13 | 10 East Main Street, Carmel, IN, 46032 | $3,159,426,779 | 1690 | 36 | A percentage of AUM, Fixed fees |
| 14 | 10 West Market Street, Suite 2300 Indianapolis, IN, 46204 | $2,897,334,642 | 16 | 15 | A percentage of AUM |
| 15 | 20 Northwest First Street, Fifth Floor Evansville, IN, 47708 | $2,677,442,196 | 1716 | 61 | A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT) |
Information on Top Retirement Planning firms in Vincennes, Indiana
QualificationsFirm CRD# 107740
Assets Under Management $26,678,534,447
No. Of Clients15
Clients Per Financial Advisor0
40/86 ADVISORS, INC. is a financial advisory firm situated in Carmel, Indiana. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 78 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
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# 105303
Assets Under Management $18,201,054,484
No. Of Clients6270
Clients Per Financial Advisor42
OXFORD FINANCIAL GROUP, LTD is a financial advisory firm situated in Carmel, Indiana. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6270 clients. The team consists of 150 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
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# 127132
Assets Under Management $8,944,535,606
No. Of Clients18918
Clients Per Financial Advisor122
VALEO FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18918 clients. The team consists of 155 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PERCENTAGE OF CLIENT NET WORTH)
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
- Selection for other advisors
QualificationsFirm CRD# 288623
Assets Under Management $4,946,760,100
No. Of Clients2231
Clients Per Financial Advisor53
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2231 clients. The team consists of 42 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
- Pesnsion consulting services
QualificationsFirm CRD# 164328
Assets Under Management $4,412,477,143
No. Of Clients314
Clients Per Financial Advisor29
MJ RETIREMENT is a financial advisory firm situated in Carmel, Indiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 314 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
- 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# 107517
Assets Under Management $4,055,387,303
No. Of Clients5346
Clients Per Financial Advisor71
SYM FINANCIAL ADVISORS is a financial advisory firm situated in Winona Lake, Indiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5346 clients. The team consists of 75 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
- Education seminars/workshops
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# 145216
Assets Under Management $3,796,591,805
No. Of Clients790
Clients Per Financial Advisor29
WINTHROP CAPITAL MANAGEMENT is a financial advisory firm situated in Carmel, Indiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 790 clients. The team consists of 27 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
- Selection for other advisors
QualificationsFirm CRD# 292627
Assets Under Management $3,337,998,958
No. Of Clients10518
Clients Per Financial Advisor114
CX INSTITUTIONAL, LLC is a financial advisory firm situated in Auburn, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10518 clients. The team consists of 92 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
QualificationsFirm CRD# 44402
Assets Under Management $3,159,426,779
No. Of Clients1690
Clients Per Financial Advisor47
GOELZER INVESTMENT MANAGEMENT is a financial advisory firm situated in Carmel, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1690 clients. The team consists of 36 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
- Selection for other advisors
- Other (PORTFOLIO MONITORING/CONSULTING)
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# 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.)
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 Fort Wayne, Indiana
- Retirement Planners in Greenwood, 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.