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Top RIA Firms in Fort Wayne, Indiana
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Fort Wayne, Indiana. This hub covers 13 matching firms with $9.2B in total reported AUM and median AUM of $438.5M.
Firms
13
Matching current profiles
Total AUM
$9.2B
Reported regulatory AUM
Median AUM
$438.5M
Across firms with AUM
Largest firm
$2.6B
Phillips Financial
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Phillips Financial CRD 131344 · Limited Liability Company | FORT WAYNE, IN | $2.6B Mar 2026 | +$578.6M+28.1% | +$1.1B+71.1% | +$1.5B+138.3% | +$2.2B+485.2% | +2 employees+6.7% over 3Y | +1,098 accounts+50.7% over 3Y |
| 2. Wealth Advisors Group CRD 122050 · Corporation | FORT WAYNE, IN | $1.3B Mar 2026 | +$214.5M+19.0% | +$557.2M+71.0% | +$681.8M+103.3% | +$1.2B+765.8% | +5 employees+45.5% over 3Y | +1,016 accounts+44.5% over 3Y |
| 3. Vestia Personal Wealth Advisors CRD 290565 · Limited Liability Company | FORT WAYNE, IN | $1.1B Mar 2026 | +$234.0M+28.3% | +$484.5M+84.0% | +$721.7M+212.5% | — | +9 employees+40.9% over 3Y | +1,222 accounts+44.2% over 3Y |
| 4. Galecki Financial Management INC CRD 107218 · Corporation | FORT WAYNE, IN | $929.5M Feb 2026 | +$297.2M+47.0% | +$366.4M+65.1% | +$376.9M+68.2% | +$652.2M+235.3% | -2 employees-11.8% over 3Y | +463 accounts+23.4% over 3Y |
| 5. Howard Bailey Securities, LLC CRD 282712 · Limited Liability Company | FORT WAYNE, IN | $582.8M Jul 2026 | +$97.9M+20.2% | +$209.8M+56.2% | +$336.3M+136.4% | +$466.5M+401.3% | +34 employees+283.3% over 3Y | -26 accounts-0.6% over 3Y |
| 6. Monarch Capital Management INC CRD 106244 · Corporation | FORT WAYNE, IN | $495.7M Jul 2026 | +$19.2M+4.0% | +$86.5M+21.2% | +$86.6M+21.2% | +$241.0M+94.6% | -1 employees-11.1% over 3Y | +27 accounts+7.8% over 3Y |
| 7. Dickmeyer Boyce Financial Management, INC CRD 124281 · Corporation | FORT WAYNE, IN | $438.5M Feb 2026 | +$115.9M+35.9% | +$143.0M+48.4% | +$219.8M+100.5% | +$353.5M+415.9% | 0 employees+0.0% over 3Y | +164 accounts+15.1% over 3Y |
| 8. Qbox Fiduciary Solutions, LLC CRD 167622 · Limited Liability Company | FORT WAYNE, IN | $429.2M Mar 2026 | -$4.8M-1.1% | +$110.4M+34.6% | +$115.4M+36.8% | +$353.5M+467.3% | -1 employees-33.3% over 3Y | -72 accounts-17.2% over 3Y |
| 9. Maripau Wealth Management LLC CRD 311934 · Limited Liability Company | FORT WAYNE, IN | $363.8M Apr 2026 | +$67.7M+22.8% | +$182.3M+100.4% | — | — | +7 employees+41.2% over 3Y | +1,685 accounts+119.8% over 3Y |
| 10. Compass Financial Advisors LLC CRD 109131 · Limited Liability Company | FORT WAYNE, IN | $282.5M Mar 2026 | +$17.8M+6.7% | +$83.6M+42.0% | +$72.8M+34.7% | +$113.2M+66.9% | 0 employees+0.0% over 3Y | +17 accounts+2.4% over 3Y |
| 11. Tradewell Tax & Financial CRD 332473 · Limited Liability Company | FORT WAYNE, IN | $275.8M May 2026 | +$8.8M+3.3% | — | — | — | +1 employees+12.5% over 1Y | +3 accounts+0.3% over 1Y |
| 12. Financial Planning Services CRD 121034 · Sole Proprietorship | FORT WAYNE, IN | $212.6M Mar 2026 | +$33.4M+18.7% | +$114.3M+116.3% | — | +$97.5M+84.8% | +3 employees+75.0% over 3Y | +390 accounts+57.6% over 3Y |
| 13. Apple Tree Asset Management, LLC CRD 298437 · Limited Liability Company | FORT WAYNE, IN | $151.9M Mar 2026 | +$22.0M+16.9% | — | — | +$36.7M+31.9% | +1 employees+16.7% over 1Y | +335 accounts+30.6% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.