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
Alex Joseph Budzon
Registered Affiliation(s):WEALTH ADVISORS GROUP
Jeramie Paul Shamp
Registered Affiliation(s):OSAIC WEALTH, INC.
Andrew Phillip Barthel
Registered Affiliation(s):THRIVENT ADVISOR NETWORK, LLC
Nora Lynn Beauchot
Registered Affiliation(s):FOUNDERS FINANCIAL SECURITIES LLC
Gregory Joseph Habig
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Matthew D Schweikhardt
Registered Affiliation(s):FBL MARKETING SERVICES, LLC
Paul Joseph Farrell
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Vincent Michael Reagan
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Marlene Ellen Hammond
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Margaret Ann Younis
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Michelle Lynn Lizotte
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Jennifer Dawn Krieg
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Kimberlee Ann Trask
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Bradley Louis Harruff
Registered Affiliation(s):ANNEXUS SECURITIES, LLC
Aaron Thomas Clinkenbeard
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Luz Marina Gonzales
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Dawn Marie Hartle
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Tara Karns Hanson
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Sherri Sue Chaney
Registered Affiliation(s):CETERA INVESTMENT SERVICES LLC
Shelly Marie Koenig
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Mildred Kaye Quackenbush
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Nola Louise Talauega
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Derrick J Miller
Registered Affiliation(s):OSAIC FS, INC.
Robert Edward Rachlow
Registered Affiliation(s):LUMINARY WEALTH
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
