City
Wealth management firms in Fort Wayne, Indiana
As of October 2, 2026, 30 wealth management firms, including broker-dealer firms, with their main office in Fort Wayne, Indiana reported $9.3 billion in regulatory assets under management; the largest by assets was Phillips Financial, with $2.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 30
- Regulatory assets under management
- $9.3 billion
- Average per firm
- $310.5 million
- SEC-registered, of those listed
- 13 of 30 (43.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Phillips Financial | SEC | $2.6 billion | 3,264 |
| 2 | Wealth Advisors Group | SEC | $1.3 billion | 3,297 |
| 3 | Vestia Personal Wealth Advisors | SEC | $1.1 billion | 3,987 |
| 4 | Galecki Financial Management Inc | SEC | $929.5 million | 2,440 |
| 5 | Howard Bailey Securities, LLC | SEC | $582.8 million | 4,056 |
| 6 | Monarch Capital Management Inc | SEC | $495.7 million | 373 |
| 7 | Dickmeyer Boyce Financial Management, Inc | SEC | $438.5 million | 1,253 |
| 8 | Maripau Wealth Management LLC | SEC | $363.8 million | 3,092 |
| 9 | Tradewell Tax & Financial | SEC | $320.4 million | 1,147 |
| 10 | Compass Financial Advisors LLC | SEC | $282.5 million | 730 |
| 11 | Financial Planning Services | SEC | $212.6 million | 1,067 |
| 12 | Apple Tree Asset Management, LLC | SEC | $151.9 million | 1,430 |
| 13 | Luminary Wealth | State | $90.9 million | 292 |
| 14 | Arena Wealth Management LLC | State | $79.8 million | 353 |
| 15 | Haley & Summers Wealth Management, Inc. | State | $67.0 million | 45 |
| 16 | Krouse Stureman & Associates, Inc. | State | $56.4 million | 133 |
| 17 | Solve Consulting Group, LLC | State | $54.4 million | 108 |
| 18 | Houlihan Asset Management LLC | State | $52.0 million | 90 |
| 19 | Bassett Financial Advisors | State | $51.6 million | 487 |
| 20 | Gilbert Wealth | State | $23.3 million | 86 |
| 21 | Mabry Wealth Management, LLC | State | $12.2 million | 217 |
| 22 | Wise Wealth Management | State | $6.4 million | 94 |
| 23 | Dentvest LLC | State | $1.7 million | 10 |
| 24 | Yackee Potempa & Smalley Asset Management | State | $463,321 | 6 |
| 25 | Bond Bell & Co. | State | $0 | 0 |
| 26 | Buffalo Capital Advisors LLC | State | $0 | 0 |
| 27 | Diem Wealth Management | State | $0 | 0 |
| 28 | Foster Financial Services, LLC | SEC | $0 | 0 |
| 29 | Foxworthy Wealth Advisors, LLC | State | $0 | 0 |
| 30 | Summit Consultants, Inc. | State | $0 | 0 |
Wealth management firms in Indiana, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.