#1Teeple Snyder Newsome Wealth & Tax Management
TEEPLE WEALTH MANAGEMENT, LLC
Serves this area from Brownsburg, IN (10 mi)
Retirement Plan Advisors in Plainfield, IN
The top-ranked retirement plan advisors serving Plainfield, IN are Teeple Snyder Newsome Wealth & Tax Management, Bookends Financial Planning and Pile Wealth Management. We list 18 retirement plan advisors serving Plainfield, IN. 18 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 Plainfield, IN (Hendricks County). 18 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 Plainfield
#2Bookends Financial Planning
WETZEL INVESTMENT ADVISORS, INC.Serves this area from Indianapolis city (balance), IN (12 mi)#3Pile Wealth Management
RJP INVESTMENT ADVISORS, LLPServes this area from Indianapolis city (balance), IN (13 mi)#4Capital Cities Investments
CAPITAL CITIES INVESTMENTSServes this area from Indianapolis city (balance), IN (13 mi)#5Capital Cities, LLC
CAPITAL CITIES, LLCServes this area from Indianapolis city (balance), IN (13 mi)#6Werner Financial
JCM STRATEGIC WEALTH PARTNERS LLCServes this area from Indianapolis city (balance), IN (15 mi)#7An Exceptional Life Financial, LLC
AN EXCEPTIONAL LIFE FINANCIAL, LLCServes this area from Indianapolis city (balance), IN (16 mi)#8Wealth Advisory Solutions, LLC
WEALTH ADVISORY SOLUTIONS, LLCServes this area from Zionsville, IN (18 mi)#9Storen Financial
STOREN LEGACY PARTNERS, LLCServes this area from Zionsville, IN (19 mi)#10Hobbs Wealth Management
HOBBS WEALTH MANAGEMENT, LLCServes this area from Zionsville, IN (19 mi)
8 more providers serving this area
- Axia Advisory, Indianapolis city (balance), IN (19 mi)
- Monon Wealth Management, Indianapolis city (balance), IN (20 mi)
- Fi3 Financial Advisors, LLC, Indianapolis city (balance), IN (21 mi)
- Wallington Asset Management, Indianapolis city (balance), IN (21 mi)
- Bedel Financial Consulting Inc, Indianapolis city (balance), IN (21 mi)
- Invst, LLC, Indianapolis city (balance), IN (22 mi)
- Titan Investment Management LLC, Indianapolis city (balance), IN (22 mi)
- Quantum Financial Services Inc., Indianapolis city (balance), IN (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Plainfield?
We list 18 retirement plan advisors serving Plainfield, IN: 0 based there and 18 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 Plainfield?
The top-ranked retirement plan advisors serving Plainfield, IN are Teeple Snyder Newsome Wealth & Tax Management, Bookends Financial Planning, Pile Wealth Management, Capital Cities Investments and Capital Cities, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Plainfield are verified against official records?
10 of the top 10 match an active official record: Teeple Snyder Newsome Wealth & Tax Management (U.S. Securities and Exchange Commission), Bookends Financial Planning (U.S. Securities and Exchange Commission), Pile Wealth Management (U.S. Securities and Exchange Commission), Capital Cities Investments (U.S. Securities and Exchange Commission) and Capital Cities, 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 .