#1Hobbs Wealth Management
HOBBS WEALTH MANAGEMENT, LLC
Based in Zionsville, IN
Retirement Plan Advisors in Zionsville, IN
The top-ranked retirement plan advisors serving Zionsville, IN are Hobbs Wealth Management, Storen Financial and Wealth Advisory Solutions, LLC. We list 36 retirement plan advisors serving Zionsville, 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 Zionsville, IN (Boone County). 36 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 Zionsville
#2Storen Financial
STOREN LEGACY PARTNERS, LLCBased in Zionsville, IN#3Wealth Advisory Solutions, LLC
WEALTH ADVISORY SOLUTIONS, LLCBased in Zionsville, IN#4An Exceptional Life Financial, LLC
AN EXCEPTIONAL LIFE FINANCIAL, LLCServes this area from Indianapolis city (balance), IN (7 mi)#5Oxford Financial Group, Ltd
OXFORD FINANCIAL GROUP, LTD. LLCServes this area from Carmel, IN (9 mi)#6Shepherd Financial Investment Advisory LLC
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCServes this area from Carmel, IN (9 mi)#7Integrated Planning & Wealth Management, LLC
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLCServes this area from Carmel, IN (9 mi)#8Archer Investment Corporation
ARCHER INVESTMENT CORPORATIONServes this area from Carmel, IN (10 mi)#9Meridian Investment Advisors, Inc.
MERIDIAN INVESTMENT ADVISORS, INC.Serves this area from Carmel, IN (10 mi)#10Axia Advisory
AXIA ADVISORY, LLCServes this area from Indianapolis city (balance), IN (10 mi)
20 more providers serving this area
- Elevated Financial Group, Carmel, IN (10 mi)
- Gimbal Financial, LLC, Carmel, IN (10 mi)
- Mj Retirement, Carmel, IN (10 mi)
- Goelzer Investment Management, Carmel, IN (10 mi)
- Indie Asset Partners, LLC, Carmel, IN (10 mi)
- Fortitude Private Wealth, Carmel, IN (11 mi)
- Teeple Snyder Newsome Wealth & Tax Management, Brownsburg, IN (11 mi)
- Monon Wealth Management, Indianapolis city (balance), IN (12 mi)
- Market Street Wealth Management Advisors, LLC, Carmel, IN (12 mi)
- Invst, LLC, Indianapolis city (balance), IN (12 mi)
- Fi3 Financial Advisors, LLC, Indianapolis city (balance), IN (12 mi)
- Wallington Asset Management, Indianapolis city (balance), IN (12 mi)
- Bedel Financial Consulting Inc, Indianapolis city (balance), IN (13 mi)
- Titan Investment Management LLC, Indianapolis city (balance), IN (14 mi)
- Cfg Wealth Management Services Inc, Fishers, IN (16 mi)
- Quantum Financial Services Inc., Indianapolis city (balance), IN (16 mi)
- Cbg & Company, Inc., Fishers, IN (17 mi)
- Genesis Advisors, LLC, Fishers, IN (17 mi)
- Pile Wealth Management, Indianapolis city (balance), IN (18 mi)
- Capital Cities Investments, Indianapolis city (balance), IN (18 mi)
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Frequently asked questions
How many retirement plan advisors serve Zionsville?
We list 36 retirement plan advisors serving Zionsville, IN: 3 based there and 33 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 Zionsville?
The top-ranked retirement plan advisors serving Zionsville, IN are Hobbs Wealth Management, Storen Financial, Wealth Advisory Solutions, LLC, An Exceptional Life Financial, LLC and Oxford Financial Group, Ltd. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Zionsville are verified against official records?
10 of the top 10 match an active official record: Hobbs Wealth Management (U.S. Securities and Exchange Commission), Storen Financial (U.S. Securities and Exchange Commission), Wealth Advisory Solutions, LLC (U.S. Securities and Exchange Commission), An Exceptional Life Financial, LLC (U.S. Securities and Exchange Commission) and Oxford Financial Group, Ltd (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 .