#1Cxi Advisors, LLC
CXI ADVISORS, LLC
Based in Auburn, IN
Retirement Plan Advisors in DeKalb County, IN
The top-ranked retirement plan advisors serving DeKalb County, IN are Cxi Advisors, LLC, Cx Institutional, LLC and Pathway Financial Advisers, LLC. We list 13 retirement plan advisors serving DeKalb County, IN. 13 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 DeKalb County, IN. 13 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 DeKalb County
#2Cx Institutional, LLC
CX INSTITUTIONAL, LLCBased in Auburn, IN#3Pathway Financial Advisers, LLC
PATHWAY FINANCIAL ADVISERS, LLCBased in Auburn, IN#4Ami Investment Management Inc
AMI INVESTMENT MANAGEMENT INCServes this area from Kendallville, IN (14 mi)#5Compass Financial Advisors LLC
COMPASS FINANCIAL ADVISORS LLCServes this area from Fort Wayne, IN (18 mi)#6Apple Tree Asset Management, LLC
APPLE TREE ASSET MANAGEMENT, LLCServes this area from Fort Wayne, IN (19 mi)#7Qbox Fiduciary Solutions, LLC
QBOX FIDUCIARY SOLUTIONS, LLCServes this area from Fort Wayne, IN (21 mi)#8Phillips Financial
PHILLIPS FINANCIAL MANAGEMENT, LLCServes this area from Fort Wayne, IN (25 mi)#9Dickmeyer Boyce Financial Management, Inc
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INCServes this area from Fort Wayne, IN (26 mi)#10Howard Bailey Securities, LLC
HOWARD BAILEY SECURITIES, LLCServes this area from Fort Wayne, IN (26 mi)
3 more providers serving this area
- Vestia Personal Wealth Advisors, Fort Wayne, IN (26 mi)
- Galecki Financial Management Inc, IN
- Blue Jay Financial Group, LLC, Defiance, OH (34 mi)
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Frequently asked questions
How many retirement plan advisors serve DeKalb County?
We list 13 retirement plan advisors serving DeKalb County, IN: 3 based there and 10 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 DeKalb County?
The top-ranked retirement plan advisors serving DeKalb County, IN are Cxi Advisors, LLC, Cx Institutional, LLC, Pathway Financial Advisers, LLC, Ami Investment Management Inc and Compass Financial Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving DeKalb County are verified against official records?
10 of the top 10 match an active official record: Cxi Advisors, LLC (U.S. Securities and Exchange Commission), Cx Institutional, LLC (U.S. Securities and Exchange Commission), Pathway Financial Advisers, LLC (U.S. Securities and Exchange Commission), Ami Investment Management Inc (U.S. Securities and Exchange Commission) and Compass Financial Advisors 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 .
Communities served
Auburn, Garrett, Butler, Waterloo, Ashley, St. Joe, Corunna, Altona, Spencerville