#1Apple Tree Asset Management, LLC
APPLE TREE ASSET MANAGEMENT, LLC
Based in Fort Wayne, IN
Retirement Plan Advisors in Allen County, IN
The top-ranked retirement plan advisors serving Allen County, IN are Apple Tree Asset Management, LLC, Compass Financial Advisors LLC and Dickmeyer Boyce Financial Management, Inc. We list 14 retirement plan advisors serving Allen County, IN. 14 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Allen County, IN. 14 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Allen County
#2Compass Financial Advisors LLC
COMPASS FINANCIAL ADVISORS LLCBased in Fort Wayne, IN#3Dickmeyer Boyce Financial Management, Inc
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INCBased in Fort Wayne, IN#4Galecki Financial Management Inc
GALECKI FINANCIAL MANAGEMENT INCBased in IN#5Howard Bailey Securities, LLC
HOWARD BAILEY SECURITIES, LLCBased in Fort Wayne, IN#6Phillips Financial
PHILLIPS FINANCIAL MANAGEMENT, LLCBased in Fort Wayne, IN#7Qbox Fiduciary Solutions, LLC
QBOX FIDUCIARY SOLUTIONS, LLCBased in Fort Wayne, IN#8Vestia Personal Wealth Advisors
VESTIA ADVISORS, LLCBased in Fort Wayne, IN#9Cxi Advisors, LLC
CXI ADVISORS, LLCServes this area from Auburn, IN (19 mi)#10Cx Institutional, LLC
CX INSTITUTIONAL, LLCServes this area from Auburn, IN (19 mi)
4 more providers serving this area
- Pathway Financial Advisers, LLC, Auburn, IN (19 mi)
- Ami Investment Management Inc, Kendallville, IN (27 mi)
- Strategence Capital LLC, Van Wert, OH (30 mi)
- Blue Jay Financial Group, LLC, Defiance, OH (39 mi)
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Frequently asked questions
How many retirement plan advisors serve Allen County?
We list 14 retirement plan advisors serving Allen County, IN: 8 based there and 6 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Allen County?
The top-ranked retirement plan advisors serving Allen County, IN are Apple Tree Asset Management, LLC, Compass Financial Advisors LLC, Dickmeyer Boyce Financial Management, Inc, Galecki Financial Management Inc and Howard Bailey Securities, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Allen County are verified against official records?
10 of the top 10 match an active official record: Apple Tree Asset Management, LLC (U.S. Securities and Exchange Commission), Compass Financial Advisors LLC (U.S. Securities and Exchange Commission), Dickmeyer Boyce Financial Management, Inc (U.S. Securities and Exchange Commission), Galecki Financial Management Inc (U.S. Securities and Exchange Commission) and Howard Bailey Securities, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Allen County
Communities served
New Haven, Huntertown, Leo-Cedarville, Woodburn, Harlan, Monroeville, Grabill, Hoagland, Hessen Cassel, Arcola, Lake Everett, Maples