Investment advisers in Fort Wayne, IN
15 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Phillips Financial | $2.64 billion | 32 | 0 |
| Wealth Advisors Group | $1.34 billion | 16 | 0 |
| Vestia Personal Wealth Advisors | $1.06 billion | 31 | 0 |
| Galecki Financial Management Inc | $929.5 million | 15 | 0 |
| Atlas Capital Management Corp | $869.8 million | 9 | 3 |
| Howard Bailey Securities, LLC | $582.8 million | 46 | 2 |
| Monarch Capital Management Inc | $495.7 million | 8 | 0 |
| Dickmeyer Boyce Financial Management, Inc | $438.5 million | 8 | 0 |
| Qbox Fiduciary Solutions, LLC | $429.2 million | 2 | 1 |
| Maripau Wealth Management LLC | $363.8 million | 24 | 0 |
| Compass Financial Advisors LLC | $282.5 million | 9 | 0 |
| Tradewell Tax & Financial | $275.8 million | 9 | 0 |
| Financial Planning Services | $212.6 million | 7 | 2 |
| Apple Tree Asset Management, LLC | $151.9 million | 7 | 0 |
| Foster Financial Services, LLC | $0 | 3 | 0 |