#1Hilltop Wealth & Tax Solutions
HILTOP PARTNERS, LLC
Serves this area from Mishawaka, IN (18 mi)
Retirement Plan Advisors in Elkhart County, IN
The top-ranked retirement plan advisors serving Elkhart County, IN are Hilltop Wealth & Tax Solutions, Sym Financial Advisors and Ami Investment Management Inc. We list 3 retirement plan advisors serving Elkhart County, IN. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Elkhart County, IN. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Elkhart County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Hilltop Wealth & Tax Solutions | SEC-registered investment adviser (CRD)#290981 | Mishawaka, IN (18 mi) | (574) 889-7526 |
| 2 | Sym Financial Advisors | SEC-registered investment adviser (CRD)#107517 | Winona Lake, IN (26 mi) | (800) 888-7968 |
| 3 | Ami Investment Management Inc | SEC-registered investment adviser (CRD)#106321 | Kendallville, IN (33 mi) | (260) 347-1281 |
#2Sym Financial Advisors
SYM FINANCIAL CORPORATIONServes this area from Winona Lake, IN (26 mi)#3Ami Investment Management Inc
AMI INVESTMENT MANAGEMENT INCServes this area from Kendallville, IN (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Elkhart County?
We list 3 retirement plan advisors serving Elkhart County, IN: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Elkhart County?
The top-ranked retirement plan advisors serving Elkhart County, IN are Hilltop Wealth & Tax Solutions, Sym Financial Advisors and Ami Investment Management Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Elkhart County are verified against official records?
3 of the top 3 match an active official record: Hilltop Wealth & Tax Solutions (U.S. Securities and Exchange Commission), Sym Financial Advisors (U.S. Securities and Exchange Commission) and Ami Investment Management Inc (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Elkhart, Goshen, Nappanee, Dunlap, Simonton Lake, Middlebury, Wakarusa, Bristol, New Paris, Millersburg, Vistula, Benton