#1An Exceptional Life Financial, LLC
AN EXCEPTIONAL LIFE FINANCIAL, LLC
Based in Indianapolis city (balance), IN
Retirement Plan Advisors in Marion County, IN
The top-ranked retirement plan advisors serving Marion County, IN are An Exceptional Life Financial, LLC, Axia Advisory and Bedel Financial Consulting Inc. We list 37 retirement plan advisors serving Marion County, IN. 30 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 Marion County, IN. 37 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 Marion County
#2Axia Advisory
AXIA ADVISORY, LLCBased in Indianapolis city (balance), IN#3Bedel Financial Consulting Inc
BEDEL FINANCIAL CONSULTING INCBased in Indianapolis city (balance), IN#4Bookends Financial Planning
WETZEL INVESTMENT ADVISORS, INC.Based in Indianapolis city (balance), IN#5Capital Cities Investments
CAPITAL CITIES INVESTMENTSBased in Indianapolis city (balance), IN#6Capital Cities, LLC
CAPITAL CITIES, LLCBased in Indianapolis city (balance), IN#7Fi3 Financial Advisors, LLC
FI3 FINANCIAL ADVISORS, LLCBased in Indianapolis city (balance), IN#8Invst, LLC
INVST, LLCBased in Indianapolis city (balance), IN#9Monon Wealth Management
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLCBased in Indianapolis city (balance), IN#10Pile Wealth Management
RJP INVESTMENT ADVISORS, LLPBased in Indianapolis city (balance), IN
20 more providers serving this area
- Quantum Financial Services Inc., Indianapolis city (balance), IN
- Titan Investment Management LLC, Indianapolis city (balance), IN
- Wallington Asset Management, Indianapolis city (balance), IN
- Werner Financial, Indianapolis city (balance), IN
- Elevated Financial Group, Carmel, IN (10 mi)
- Market Street Wealth Management Advisors, LLC, Carmel, IN (10 mi)
- Meridian Investment Advisors, Inc., Carmel, IN (11 mi)
- Cfg Wealth Management Services Inc, Fishers, IN (12 mi)
- Fortitude Private Wealth, Carmel, IN (12 mi)
- Shepherd Financial Investment Advisory LLC, Carmel, IN (12 mi)
- Archer Investment Corporation, Carmel, IN (12 mi)
- Oxford Financial Group, Ltd, Carmel, IN (12 mi)
- Genesis Advisors, LLC, Fishers, IN (12 mi)
- Integrated Planning & Wealth Management, LLC, Carmel, IN (13 mi)
- Mj Retirement, Carmel, IN (13 mi)
- Goelzer Investment Management, Carmel, IN (14 mi)
- Hobbs Wealth Management, Zionsville, IN (14 mi)
- Indie Asset Partners, LLC, Carmel, IN (14 mi)
- Storen Financial, Zionsville, IN (14 mi)
- Gimbal Financial, LLC, Carmel, IN (14 mi)
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Frequently asked questions
How many retirement plan advisors serve Marion County?
We list 37 retirement plan advisors serving Marion County, IN: 14 based there and 23 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 Marion County?
The top-ranked retirement plan advisors serving Marion County, IN are An Exceptional Life Financial, LLC, Axia Advisory, Bedel Financial Consulting Inc, Bookends Financial Planning and Capital Cities Investments. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Marion County are verified against official records?
10 of the top 10 match an active official record: An Exceptional Life Financial, LLC (U.S. Securities and Exchange Commission), Axia Advisory (U.S. Securities and Exchange Commission), Bedel Financial Consulting Inc (U.S. Securities and Exchange Commission), Bookends Financial Planning (U.S. Securities and Exchange Commission) and Capital Cities Investments (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 .
Cities in Marion County
Communities served
Beech Grove, Speedway, Southport, Meridian Hills, Warren Park, Clermont, Homecroft, Rocky Ripple, Williams Creek, Wynnedale, Spring Hill, Crows Nest, North Crows Nest