Top Financial Advisors in Fort Wayne, Indiana
Finding the right financial advisor in Fort Wayne is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Fort Wayne, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Fort Wayne, IN.
Find the Best Financial Advisor Firms in Fort Wayne:
LINCOLN FINANCIAL ADVISORS CORPORATION
CRD#: 3978
Address: 1301 South Harrison Street, Fort Wayne, IN 46802
Clients: 96,501
In Business for: 58 Years
Average Clients per Advisor: 97
AUM: $ 32.6B
Disclosures: 20
PHILLIPS FINANCIAL
CRD#: 131344
Address: 6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804
Clients: 486
Average Clients per Advisor: 32
AUM: $ 1.7B
WEALTH ADVISORS GROUP
CRD#: 122050
Address: 12726 Coldwater Road, Fort Wayne, IN 46845
Clients: 745
Average Clients per Advisor: 149
AUM: $ 934M
GALECKI FINANCIAL MANAGEMENT INC
CRD#: 107218
Address: 7743 West Jefferson Blvd, Fort Wayne, IN 46804
AUM: $ 563M
VESTIA PERSONAL WEALTH ADVISORS
CRD#: 290565
Address: 9121 Illinois Road Suite 51, Fort Wayne, IN 46804
Clients: 1,217
Average Clients per Advisor: 81
AUM: $ 514M
MONARCH CAPITAL MANAGEMENT INC
CRD#: 106244
Address: 127 W Berry Street Suite 402, Fort Wayne, IN 46802
Clients: 85
Average Clients per Advisor: 21
AUM: $ 409M
How We Chose the Top Financial Advisors in Fort Wayne, Indiana
To create this list of top financial advisor firms in Fort Wayne, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Fort Wayne has to offer.
Search Financial Advisors in Fort Wayne, Indiana
David Reynolds Tracey
Registered Affiliation(s):PATHWAY FINANCIAL ADVISERS, LLC
Lisa Lynn Waterman
Registered Affiliation(s):OSAIC WEALTH, INC.
Christine L Hall
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Stephen Jon Pilger
Registered Affiliation(s):FIRST PALLADIUM, LLC
Michelle Lynn Wood
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Lionel Lauture
Registered Affiliation(s):FIRST PALLADIUM, LLC
Catherine S. Henschen Garcia
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
George Robert Donner
Registered Affiliation(s):MONARCH CAPITAL MANAGEMENT INC
Matthew Louis Henry
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Amber Michele Askew
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Martha Kathryn Troutner
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Theresa Marie Patron
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Carol Sue Mincoff
Registered Affiliation(s):NEXT FINANCIAL GROUP, INC.
Reginald Bradley Stiles
Registered Affiliation(s):NEXT FINANCIAL GROUP, INC.
Jeremy Dale Swonger
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Matthew Robin Vincent
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Scott Edgar Davis
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH, INC.
Dupree Ballew
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
John Bether Mailey
Registered Affiliation(s):FIRST PALLADIUM, LLC
Jeffrey Lee Hamilton
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Kristine Kay Mcgill
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Lynn Diane Gump
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Leigh Ann Coffee
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Lynn Marie Hundersmarck
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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