Best Financial Advisors in FORT WAYNE, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in FORT WAYNE
GALECKI FINANCIAL MANAGEMENT INC
FORT WAYNE, IN · Since 1994
WEALTH ADVISORS GROUP
FORT WAYNE, IN · Since 2009
QBOX FIDUCIARY SOLUTIONS, LLC
FORT WAYNE, IN · Since 2016
APPLE TREE ASSET MANAGEMENT, LLC
FORT WAYNE, IN · Since 2024
TRADEWELL TAX & FINANCIAL
FORT WAYNE, IN · Since 2024
MONARCH CAPITAL MANAGEMENT INC
FORT WAYNE, IN · Since 1994
COMPASS FINANCIAL ADVISORS LLC
FORT WAYNE, IN · Since 1998
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
FORT WAYNE, IN · Since 2005
PHILLIPS FINANCIAL
FORT WAYNE, IN · Since 2004
HOWARD BAILEY SECURITIES, LLC
FORT WAYNE, IN · Since 2019
MARIPAU WEALTH MANAGEMENT LLC
FORT WAYNE, IN · Since 2021
FINANCIAL PLANNING SERVICES
FORT WAYNE, IN · Since 2022
VESTIA PERSONAL WEALTH ADVISORS
FORT WAYNE, IN · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in FORT WAYNE?
The median advisory fee in FORT WAYNE, IN is 0.95% of assets under management per year, based on Form ADV filings from 13 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.