Financial advisers in Fort Wayne, IN
13 registered investment adviser firms in Fort Wayne managing $9.2B in assets, based on public SEC Form ADV filings.
Phillips Financial
Fort Wayne, IN · Est. 2004
RegionalInternational
- AUM
- $2.6B
- Per adviser
- $188M
- Advisers
- 14
No reported disclosures
Wealth Advisors Group
Fort Wayne, IN · Est. 2009
LocalInternational
- AUM
- $1.3B
- Per adviser
- $224M
- Advisers
- 6
No reported disclosures
Vestia Personal Wealth Advisors
Fort Wayne, IN · Est. 2017
Regional
- AUM
- $1.1B
- Per adviser
- $62M
- Advisers
- 17
No reported disclosures
Galecki Financial Management INC
Fort Wayne, IN · Est. 1994
Local
- AUM
- $929M
- Per adviser
- $155M
- Advisers
- 6
No reported disclosures
Howard Bailey Securities, LLC
Fort Wayne, IN · Est. 2019
Regional
- AUM
- $583M
- Per adviser
- $39M
- Advisers
- 15
Monarch Capital Management INC
Fort Wayne, IN · Est. 1994
LocalInternational
- AUM
- $496M
- Per adviser
- $124M
- Advisers
- 4
No reported disclosures
Dickmeyer Boyce Financial Management, INC
Fort Wayne, IN · Est. 2005
LocalInternational
- AUM
- $439M
- Per adviser
- $63M
- Advisers
- 7
No reported disclosures
Qbox Fiduciary Solutions, LLC
Fort Wayne, IN · Est. 2016
Local
- AUM
- $429M
- Per adviser
- $429M
- Advisers
- 1
No reported disclosures
Maripau Wealth Management LLC
Fort Wayne, IN · Est. 2021
Regional
- AUM
- $364M
- Per adviser
- $17M
- Advisers
- 21
No reported disclosures
Compass Financial Advisors LLC
Fort Wayne, IN · Est. 1998
RegionalInternational
- AUM
- $282M
- Per adviser
- $31M
- Advisers
- 9
No reported disclosures
Tradewell Tax & Financial
Fort Wayne, IN · Est. 2024
Local
- AUM
- $276M
- Per adviser
- $55M
- Advisers
- 5
No reported disclosures
Financial Planning Services
Fort Wayne, IN · Est. 2022
Local
- AUM
- $213M
- Per adviser
- $30M
- Advisers
- 7
No reported disclosures
Apple Tree Asset Management, LLC
Fort Wayne, IN · Est. 2024
Local
- AUM
- $152M
- Per adviser
- $25M
- Advisers
- 6
No reported disclosures