#1Capital Advisor Network
CAPTIAL ADVISOR NETWORK
Serves this area from Lafayette, IN (26 mi)
Retirement Plan Advisors in Montgomery County, IN
The top-ranked retirement plan advisors serving Montgomery County, IN are Capital Advisor Network, Gettings Busch Wealth Management and Teeple Snyder Newsome Wealth & Tax Management. We list 6 retirement plan advisors serving Montgomery County, IN. 6 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 Montgomery County, IN. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Montgomery County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Capital Advisor Network | SEC-registered investment adviser (CRD)#297578 | Lafayette, IN (26 mi) | (765) 588-1647 |
| 2 | Gettings Busch Wealth Management | SEC-registered investment adviser (CRD)#306757 | Lafayette, IN (26 mi) | (765) 742-7366 |
| 3 | Teeple Snyder Newsome Wealth & Tax Management | SEC-registered investment adviser (CRD)#147676 | Brownsburg, IN (30 mi) | (317) 350-4255 |
| 4 | Wealth Advisory Solutions, LLC | SEC-registered investment adviser (CRD)#288903 | Zionsville, IN (33 mi) | (317) 559-2945 |
| 5 | Storen Financial | SEC-registered investment adviser (CRD)#339197 | Zionsville, IN (33 mi) | (317) 733-1000 |
| 6 | Hobbs Wealth Management | SEC-registered investment adviser (CRD)#325374 | Zionsville, IN (34 mi) | (317) 559-2940 |
#2Gettings Busch Wealth Management
BCGM WEALTH MANAGEMENT, LLCServes this area from Lafayette, IN (26 mi)#3Teeple Snyder Newsome Wealth & Tax Management
TEEPLE WEALTH MANAGEMENT, LLCServes this area from Brownsburg, IN (30 mi)#4Wealth Advisory Solutions, LLC
WEALTH ADVISORY SOLUTIONS, LLCServes this area from Zionsville, IN (33 mi)#5Storen Financial
STOREN LEGACY PARTNERS, LLCServes this area from Zionsville, IN (33 mi)#6Hobbs Wealth Management
HOBBS WEALTH MANAGEMENT, LLCServes this area from Zionsville, IN (34 mi)
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Frequently asked questions
How many retirement plan advisors serve Montgomery County?
We list 6 retirement plan advisors serving Montgomery County, IN: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Montgomery County?
The top-ranked retirement plan advisors serving Montgomery County, IN are Capital Advisor Network, Gettings Busch Wealth Management, Teeple Snyder Newsome Wealth & Tax Management, Wealth Advisory Solutions, LLC and Storen Financial. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Montgomery County are verified against official records?
6 of the top 6 match an active official record: Capital Advisor Network (U.S. Securities and Exchange Commission), Gettings Busch Wealth Management (U.S. Securities and Exchange Commission), Teeple Snyder Newsome Wealth & Tax Management (U.S. Securities and Exchange Commission), Wealth Advisory Solutions, LLC (U.S. Securities and Exchange Commission) and Storen Financial (U.S. Securities and Exchange Commission), and 1 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
Crawfordsville, Ladoga, Waynetown, Lake Holiday, Linden, Darlington, New Market, Waveland, New Richmond, New Ross, Wingate, Alamo, Linnsburg, Mace