Investment adviser firms in FORT WAYNE, Indiana
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
13 firms · Source months shown: August 2026
- APPLE TREE ASSET MANAGEMENT, LLCCRD 298437 · FORT WAYNE, IN$151,850,105.00Regulatory AUM · August 2026
- COMPASS FINANCIAL ADVISORS LLCCRD 109131 · FORT WAYNE, IN$282,474,625.00Regulatory AUM · August 2026
- DICKMEYER BOYCE FINANCIAL MANAGEMENT, INCCRD 124281 · FORT WAYNE, IN$438,508,287.00Regulatory AUM · August 2026
- GALECKI FINANCIAL MANAGEMENT INCCRD 107218 · FORT WAYNE, IN$929,463,266.00Regulatory AUM · August 2026
- HOWARD BAILEY SECURITIES, LLCCRD 282712 · FORT WAYNE, IN$582,792,249.00Regulatory AUM · August 2026
- MARIPAU WEALTH MANAGEMENT LLCCRD 311934 · FORT WAYNE, IN$363,768,300.00Regulatory AUM · August 2026
- MONARCH CAPITAL MANAGEMENT INCCRD 106244 · FORT WAYNE, IN$495,651,343.00Regulatory AUM · August 2026
- PHILLIPS FINANCIAL MANAGEMENT, LLCCRD 131344 · FORT WAYNE, IN$2,636,493,500.00Regulatory AUM · August 2026
- QBOX FIDUCIARY SOLUTIONS, LLCCRD 167622 · FORT WAYNE, IN$429,174,633.00Regulatory AUM · August 2026
- SCHMIDT, JACOB AARONCRD 121034 · FORT WAYNE, IN$212,629,231.00Regulatory AUM · August 2026
- SECURITY FINANCIAL SERVICES, INC.CRD 122050 · FORT WAYNE, IN$1,342,010,836.00Regulatory AUM · August 2026
- TRADEWELL SECURITIES, LLCCRD 332473 · FORT WAYNE, IN$275,849,950.00Regulatory AUM · August 2026
- VESTIA ADVISORS, LLCCRD 290565 · FORT WAYNE, IN$1,061,324,126.00Regulatory AUM · August 2026