#1Donaldson Capital Management LLC
DONALDSON CAPITAL MANAGEMENT LLC
Based in Evansville, IN
Retirement Plan Advisors in Evansville, IN
The top-ranked retirement plan advisors serving Evansville, IN are Donaldson Capital Management LLC, Freeman, Will & Niemeier, Inc. and Pettinga Financial Advisors, LLC. We list 4 retirement plan advisors serving Evansville, IN. 4 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 Evansville, IN (Vanderburgh County). 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Evansville
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Donaldson Capital Management LLC | SEC-registered investment adviser (CRD)#106131 | Evansville, IN | (812) 421-3211 |
| 2 | Freeman, Will & Niemeier, Inc. | SEC-registered investment adviser (CRD)#121628 | Evansville, IN | (812) 425-1030 |
| 3 | Pettinga Financial Advisors, LLC | SEC-registered investment adviser (CRD)#156369 | Evansville, IN | (812) 436-4000 |
| 4 | Lynch & Associates | SEC-registered investment adviser (CRD)#108326 | IN | (812) 853-0878 |
#2Freeman, Will & Niemeier, Inc.
FREEMAN, WILL & NIEMEIER, INC.Based in Evansville, IN#3Pettinga Financial Advisors, LLC
PETTINGA FINANCIAL ADVISORS, LLCBased in Evansville, IN#4Lynch & Associates
LYNCH & ASSOCIATES INCServes this area from IN
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Frequently asked questions
How many retirement plan advisors serve Evansville?
We list 4 retirement plan advisors serving Evansville, IN: 3 based there and 1 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Evansville?
The top-ranked retirement plan advisors serving Evansville, IN are Donaldson Capital Management LLC, Freeman, Will & Niemeier, Inc., Pettinga Financial Advisors, LLC and Lynch & Associates. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Evansville are verified against official records?
4 of the top 4 match an active official record: Donaldson Capital Management LLC (U.S. Securities and Exchange Commission), Freeman, Will & Niemeier, Inc. (U.S. Securities and Exchange Commission), Pettinga Financial Advisors, LLC (U.S. Securities and Exchange Commission) and Lynch & Associates (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 .