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
Jeffrey M Hess
Registered Affiliation(s):BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.
Sarah Marie Bussard
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Tracy Christianson Mchale
Registered Affiliation(s):BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.
David Andrew Dickmeyer
Registered Affiliation(s):DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
Allison Siegel
Registered Affiliation(s):PNC INVESTMENTS
Michael T Cottier
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Michael Osborne Jenkins
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Matthew Peter Paonessa
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Michael Joseph Boger
Registered Affiliation(s):EAGLE STRATEGIES LLC
Danny Yick Wing Lai
Registered Affiliation(s):BANKERS LIFE ADVISORY SERVICES, INC.
Tony S Choi
Registered Affiliation(s):LPL FINANCIAL LLC
Seth Sebastian Hicks
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Matthew Dennis Guilford
Registered Affiliation(s):LPL FINANCIAL LLC
Stanley Michael Koehl
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Casey Bailey Weade
Registered Affiliation(s):HOWARD BAILEY SECURITIES, LLC
Linda Marie Speith
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Lee Halperin
Registered Affiliation(s):FIRST PALLADIUM, LLC
Michelle Ann Massey
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
David Scott Henschen
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Rayna Leigh Holmberg
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Amy Elizabeth Goodale
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Tamara Rene Andrews
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Alan Lloyd Shenker
Registered Affiliation(s):FIRST PALLADIUM, LLC
Colleen Nichole Munro
Registered Affiliation(s):FIRST PALLADIUM, LLC
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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