#1Apple Tree Asset Management, LLC
APPLE TREE ASSET MANAGEMENT, LLC
Based in Fort Wayne, IN
Retirement Plan Advisors in Fort Wayne, IN
The top-ranked retirement plan advisors serving Fort Wayne, IN are Apple Tree Asset Management, LLC, Dickmeyer Boyce Financial Management, Inc and Howard Bailey Securities, LLC. We list 14 retirement plan advisors serving Fort Wayne, 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 Fort Wayne, IN (Allen County). 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 Fort Wayne
#2Dickmeyer Boyce Financial Management, Inc
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INCBased in Fort Wayne, IN#3Howard Bailey Securities, LLC
HOWARD BAILEY SECURITIES, LLCBased in Fort Wayne, IN#4Phillips Financial
PHILLIPS FINANCIAL MANAGEMENT, LLCBased in Fort Wayne, IN#5Vestia Personal Wealth Advisors
VESTIA ADVISORS, LLCBased in Fort Wayne, IN#6Qbox Fiduciary Solutions, LLC
QBOX FIDUCIARY SOLUTIONS, LLCServes this area from Fort Wayne, IN (5 mi)#7Compass Financial Advisors LLC
COMPASS FINANCIAL ADVISORS LLCServes this area from Fort Wayne, IN (5 mi)#8Galecki Financial Management Inc
GALECKI FINANCIAL MANAGEMENT INCServes this area from IN#9Cxi Advisors, LLC
CXI ADVISORS, LLCServes this area from Auburn, IN (20 mi)#10Cx Institutional, LLC
CX INSTITUTIONAL, LLCServes this area from Auburn, IN (20 mi)
4 more providers serving this area
- Pathway Financial Advisers, LLC, Auburn, IN (20 mi)
- Ami Investment Management Inc, Kendallville, IN (26 mi)
- Strategence Capital LLC, Van Wert, OH (33 mi)
- Blue Jay Financial Group, LLC, Defiance, OH (43 mi)
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Frequently asked questions
How many retirement plan advisors serve Fort Wayne?
We list 14 retirement plan advisors serving Fort Wayne, IN: 5 based there and 9 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 Fort Wayne?
The top-ranked retirement plan advisors serving Fort Wayne, IN are Apple Tree Asset Management, LLC, Dickmeyer Boyce Financial Management, Inc, Howard Bailey Securities, LLC, Phillips Financial and Vestia Personal Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Fort Wayne 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), Dickmeyer Boyce Financial Management, Inc (U.S. Securities and Exchange Commission), Howard Bailey Securities, LLC (U.S. Securities and Exchange Commission), Phillips Financial (U.S. Securities and Exchange Commission) and Vestia Personal Wealth Advisors (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 .