Top 6 financial advisors in Fort Wayne, IN
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.
Phillips Financial
Phillips Financial is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $1,743,392,135 of assets under management and employs about 31 people. Phillips Financial uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$1,743,392,135
Headcount
31 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-63343
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
Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $514,035,632 of assets under management and employs about 23 people. Vestia Personal Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$514,035,632
Headcount
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112175
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
Monarch Capital Management Inc
Monarch Capital Management Inc is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $409,117,743 of assets under management and employs about 9 people. Monarch Capital Management Inc uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$409,117,743
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-46796
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)
Compass Financial Advisors LLC
Compass Financial Advisors LLC is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $197,824,727 of assets under management and employs about 9 people. Compass Financial Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$197,824,727
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-56002
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
Financial Planning Services
Financial Planning Services is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $94,391,712 of assets under management and employs about 5 people. Financial Planning Services uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$94,391,712
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-123630
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Mountain Peak Wealth Advisors, LLC
Mountain Peak Wealth Advisors, LLC is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $54,235,976 of assets under management and employs about 2 people. Mountain Peak Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$54,235,976
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-108534
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.