Firms by city
Registered investment advisers in Fort Wayne, IN
13 SEC-registered advisers headquartered in Fort Wayne, listed by regulatory assets under management as reported on Form ADV.
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13 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Phillips Financial Management | Fort Wayne, IN | $2.64B |
| Security Financial Services | Fort Wayne, IN | $1.34B |
| Vestia Advisors | Fort Wayne, IN | $1.06B |
| Galecki Financial Management | Fort Wayne, IN | $929M |
| Howard Bailey Securities | Fort Wayne, IN | $583M |
| Monarch Capital Management | Fort Wayne, IN | $496M |
| Dickmeyer Boyce Financial Management | Fort Wayne, IN | $439M |
| QBOX Fiduciary Solutions | Fort Wayne, IN | $429M |
| MariPau Wealth Management | Fort Wayne, IN | $364M |
| TradeWell Securities | Fort Wayne, IN | $320M |
| Compass Financial Advisors | Fort Wayne, IN | $282M |
| Schmidt, Jacob Aaron | Fort Wayne, IN | $213M |
| Apple Tree Asset Management | Fort Wayne, IN | $152M |
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $2.64B
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $1.34B
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $1.06B
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $929M
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $583M
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $496M
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $439M
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $429M
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $364M
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $320M
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $282M
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $213M
- Headquarters
- Fort Wayne, IN
- Regulatory AUM
- $152M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Fort Wayne on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Indiana.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.