Company lists · Data refreshed September 2026

Top 22 Pension and retirement consulting firms based in Indianapolis, United States

RevenueBase identified 41 pension and retirement consulting firms headquartered in Indianapolis, United States as of September 2026 and tracks 759 professional contacts across them, including 204 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Indianapolis has 41.

This list covers pension and retirement consulting firms headquartered in Indianapolis, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
41Companies
759Contacts tracked
204Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 22 largest pension and retirement consulting firms based in Indianapolis, United States

Ranked by team size
Top 22 of 41 pension and retirement consulting firms based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to pension and retirement consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 2026201-500390 contacts →

Indirect evidence

“Our mission at WestPoint Financial Group is simple.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 202651-200116 contacts →

Partial evidence

“At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20265,001-10,00083 contacts →

Partial evidence

“Nyhart, founded in 1943 by Howard Nyhart, is a distinguished national actuarial and retirement firm with a rich history of serving a diverse clientele.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 2026201-50041 contacts →

Indirect evidence

“For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 202611-5014 contacts →

Strong evidence

“CSi Advisory Services, a division of HUB Retirement & Private Wealth, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial…”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 202611-509 contacts →

Indirect evidence

“At EFP, we focus on building lasting relationships and changing lives with the power of financial planning.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 202651-2007 contacts →

Indirect evidence

“We're a diverse team who share a common goal: to help you pursue your dreams.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 202611-507 contacts →

Partial evidence

“Compensation Systems (CSi), a division of HUB International Midwest Limited, is a leading firm in designing and administering business retirement plans and employee benefits.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“At RDW Financial Group, we believe that, and with that comes peace of mind.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

“At Charter Advisory we assist our clients in a variety of areas.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 202611-505 contacts →

Strong evidence

“LHD Retirement is dedicated to enriching the lives of our clients, through our individual wealth management program and corporate retirement plan consulting.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Carlson Wealth Advisors is a full-service financial planning and investment management firm that helps individuals and business owners pursue their financial goals.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 202611-504 contacts →

Indirect evidence

“Thurston Springer was founded ‘by advisors for advisors’ in 1981 as a forum where experienced financial-services practitioners could practice their craft according to the highest…”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“We at Beck Financial Strategies believe every single person should have the opportunity to fulfill their own personal purpose.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Greenleaf Financial Group was founded to provide professional financial planning and investment management for individuals, businesses, and institutions seeking the highest levels…”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“At Perspective Financial Group, we believe that the best view comes after the hardest climb.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Weiss Financial is a Carmel-based company that began 34 years ago.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 202611-501 contacts →

Indirect evidence

“Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd Suite 130, Carmel, Indiana, United States.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Targeted Retirement Strategies, LLC is a company based out of Indianapolis, Indiana, United States.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Perry Financial Group is an independent, family-owned financial services firm located in Indianapolis.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 22 of 41 pension and retirement consulting firms based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 204 reachable decision-makers.

Free signup · no credit card

View the full list →

Pension and retirement consulting firms based in Indianapolis, United States at a glance

As of Sep 29, 2026
26.9%Verified-email coverage
18.5Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
10
51-200
2
201-500
2
5,001-10,000
1

Email recency for this list is measured across the whole United States list rather than for Indianapolis, so it is reported there. Company counts and contact totals on this page are exact for Indianapolis, over 41 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among pension and retirement consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Indianapolis, United States whose own description of what they do matches “pension and retirement consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names pension and retirement consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among pension and retirement consulting firms, and records with no verified work email. Companies headquartered outside Indianapolis are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 204 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Pension and retirement consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names pension and retirement consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many pension and retirement consulting firms are there based in Indianapolis, United States?

RevenueBase identified 41 pension and retirement consulting firms headquartered in Indianapolis, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Westpoint Financial Group, headquartered in Indianapolis, tops this list with the largest team on record.

Which city in the United States has the most pension and retirement consulting firms?

New York leads the United States with 160 headquartered companies, followed by Houston (128) and Atlanta (101). Indianapolis has 41.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 204 verified decision-maker contacts tracked across these 41 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 41 pension and retirement consulting firms based in Indianapolis, United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.