Retirement Plan Advisors in Franklin County, IN
The top-ranked retirement plan advisors serving Franklin County, IN are Souders Financial Advisors, LLC, Rik Saylor Financial, Inc. and Johnson Investment Counsel, Inc.. We list 29 retirement plan advisors serving Franklin County, IN. 29 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 Franklin County, IN. 29 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Franklin County
- SOUDERS FINANCIAL ADVISORS, LLCServes this area from Bridgetown, OH (29 mi)
#2Rik Saylor Financial, Inc.
RIK SAYLOR FINANCIAL, INC.Serves this area from Fairfield, OH (29 mi)#3Johnson Investment Counsel, Inc.
JOHNSON INVESTMENT COUNSEL, INC.Serves this area from Monfort Heights, OH (29 mi)#4National Wealth Management Group, LLC
NATIONAL WEALTH MANAGEMENT GROUP, LLCServes this area from Sharonville, OH (35 mi)#5Barnes Dennig Private Wealth Management, LLC
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLCServes this area from Cincinnati, OH (37 mi)#6Constellation Wealth Advisors
QUADRANT CAPITAL GROUP LLCServes this area from Cincinnati, OH (37 mi)#7Feg
FUND EVALUATION GROUP, LLCServes this area from Cincinnati, OH (37 mi)#8Formidable Asset Management, LLC
FORMIDABLE ASSET MANAGEMENT, LLCServes this area from Cincinnati, OH (37 mi)#9Opus Capital Management
OPUS CAPITAL GROUP, LLCServes this area from Cincinnati, OH (37 mi)#10Queen City Capital Management, LLC
QUEEN CITY CAPITAL MANAGEMENT, LLCServes this area from Cincinnati, OH (37 mi)
19 more providers serving this area
- Pca Investment Advisory Services, Inc., Cincinnati, OH (37 mi)
- Crew Capital Management, Ltd., Norwood, OH (38 mi)
- Argentarii, LLC, Norwood, OH (38 mi)
- Arg Private Wealth, LLC, Norwood, OH (38 mi)
- Schear Investment Advisers, LLC, Blue Ash, OH (38 mi)
- Financial Rounds, Blue Ash, OH (38 mi)
- Octavia Wealth Advisors LLC, Blue Ash, OH (38 mi)
- Truepoint, Inc., Blue Ash, OH (38 mi)
- Wealthquest Corporation, Sharonville, OH (39 mi)
- Kellett Wealth Advisors, LLC, Rossmoyne, OH (39 mi)
- Hackman Financial Group, Brecon, OH (39 mi)
- Sims Investment Management LLC, Cincinnati, OH (39 mi)
- Shepherd Wealth Management, Cincinnati, OH (39 mi)
- Wealth Dimensions Group, Ltd., Brecon, OH (39 mi)
- Hauser Retirement Solutions 2 LLC, Kenwood, OH (40 mi)
- Gearhart & Associates, Kenwood, OH (40 mi)
- Horan Wealth, LLC, Kenwood, OH (40 mi)
- Kleinfelder Capital, Inc., Kenwood, OH (40 mi)
- Infinity Wealth Counsel, LLC, Loveland, OH (44 mi)
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Frequently asked questions
How many retirement plan advisors serve Franklin County?
We list 29 retirement plan advisors serving Franklin County, IN: 0 based there and 29 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Franklin County?
The top-ranked retirement plan advisors serving Franklin County, IN are Souders Financial Advisors, LLC, Rik Saylor Financial, Inc., Johnson Investment Counsel, Inc., National Wealth Management Group, LLC and Barnes Dennig Private Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Franklin County are verified against official records?
10 of the top 10 match an active official record: Souders Financial Advisors, LLC (U.S. Securities and Exchange Commission), Rik Saylor Financial, Inc. (U.S. Securities and Exchange Commission), Johnson Investment Counsel, Inc. (U.S. Securities and Exchange Commission), National Wealth Management Group, LLC (U.S. Securities and Exchange Commission) and Barnes Dennig Private Wealth Management, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. 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
Brookville, Oldenburg, Laurel, New Trenton, Metamora, Cedar Grove, Mount Carmel, Hamburg, Lakeshore Resort, Peppertown, Andersonville, Blooming Grove, Lake View