Indiana · 27 advisers
Financial Advisors in Fort Wayne, Indiana
Looking for a financial advisor in Fort Wayne, Indiana? Falists indexes 27 SEC-registered and state-registered investment advisers in Fort Wayne — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 26 firms list a website you can visit directly. Firms in this directory manage up to $2.64B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
27
With website
26
Largest AUM
$2.64B
Financial planning
23
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Fort Wayne
Ranked by AUM · Fees, team & specialties at a glance
PHILLIPS FINANCIAL
Fort Wayne, IN
AUM
$2.64B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
260-420-7732
WEALTH ADVISORS GROUP
Fort Wayne, IN
AUM
$1.34B
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
260-619-3100
VESTIA PERSONAL WEALTH ADVISORS
Fort Wayne, IN
AUM
$1.06B
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
877-669-1126
GALECKI FINANCIAL MANAGEMENT INC
Fort Wayne, IN
AUM
$929.5M
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
260-436-8525
HOWARD BAILEY SECURITIES, LLC
Fort Wayne, IN
AUM
$582.8M
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
260-482-9559
MONARCH CAPITAL MANAGEMENT INC
Fort Wayne, IN
AUM
$495.7M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
260-422-2765
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
Fort Wayne, IN
AUM
$438.5M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
260-436-2051
QBOX FIDUCIARY SOLUTIONS, LLC
Fort Wayne, IN
AUM
$429.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
260-328-1889
MARIPAU WEALTH MANAGEMENT LLC
Fort Wayne, IN
AUM
$363.8M
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
260-493-3930
COMPASS FINANCIAL ADVISORS LLC
Fort Wayne, IN
AUM
$282.5M
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
260-490-7878
TRADEWELL TAX & FINANCIAL
Fort Wayne, IN
AUM
$275.8M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
260-490-2084
FINANCIAL PLANNING SERVICES
Fort Wayne, IN
AUM
$212.6M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
260-469-3218
APPLE TREE ASSET MANAGEMENT, LLC
Fort Wayne, IN
AUM
$151.9M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
260-637-7278
LUMINARY WEALTH
Fort Wayne, IN
AUM
$90.9M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-420-2500
MOUNTAIN PEAK WEALTH ADVISORS, LLC
Fort Wayne, IN
AUM
$84.5M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(260) 435-1200
ARENA WEALTH MANAGEMENT LLC
Fort Wayne, IN
AUM
$79.8M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(260) 321-7694
HALEY & SUMMERS WEALTH MANAGEMENT, INC.
Fort Wayne, IN
AUM
$67.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
260-437-0254
SOLVE CONSULTING GROUP, LLC
Fort Wayne, IN
AUM
$54.4M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
260-418-9150
HOULIHAN ASSET MANAGEMENT LLC
Fort Wayne, IN
AUM
$52.0M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(260) 422-2929
BASSETT FINANCIAL ADVISORS
Fort Wayne, IN
AUM
$51.6M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
260-432-6555
MABRY WEALTH MANAGEMENT, LLC
Fort Wayne, IN
AUM
$12.2M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(260) 600-0123
WISE WEALTH MANAGEMENT
Fort Wayne, IN
AUM
$6.4M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
260-704-7168
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT
Fort Wayne, IN
AUM
$463K
Team
1 advisors
Clients
0
Fees
Percentage of AUM
212-814-8650
FOXWORTHY WEALTH ADVISORS, LLC
Fort Wayne, IN
AUM
—
Team
2 advisors
Clients
26-50
Fees
Fixed fees
(260) 489-0303
More cities in Indiana
Common questions
- How many financial advisors are in Fort Wayne, Indiana?
- 27 registered investment advisers are listed in our Fort Wayne directory, sourced from public SEC filings.
- What types of advisors are in Fort Wayne?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Fort Wayne?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.