Top 6 advisors in Fort Wayne
We’ve curated a list of the best financial advisors in Fort Wayne, take a look at it below
Find an advisor in Fort Wayne| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,743,392,135 | 31 advisors | ||
| 2 | $514,035,632 | 23 advisors | ||
| 3 | $409,117,743 | 9 advisors | ||
| 4 | $197,824,727 | 9 advisors | ||
| 5 | $94,391,712 | 5 advisors | ||
| 6 | $54,235,976 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Fort Wayne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fort Wayne. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Phillips Financial
Assets under management
$1,743,392,135
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
2. Vestia Personal Wealth Advisors
Assets under management
$514,035,632
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
3. Monarch Capital Management Inc
Assets under management
$409,117,743
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Compass Financial Advisors LLC
Assets under management
$197,824,727
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
5. Financial Planning Services
Assets under management
$94,391,712
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
6. Mountain Peak Wealth Advisors, LLC
Assets under management
$54,235,976
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.