#1Vestia Personal Wealth Advisors
VESTIA ADVISORS, LLC
Serves this area from Fort Wayne, IN (13 mi)
Retirement Plan Advisors in Whitley County, IN
The top-ranked retirement plan advisors serving Whitley County, IN are Vestia Personal Wealth Advisors, Phillips Financial and Dickmeyer Boyce Financial Management, Inc. We list 10 retirement plan advisors serving Whitley County, IN. 10 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 Whitley County, IN. 10 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 Whitley County
#2Phillips Financial
PHILLIPS FINANCIAL MANAGEMENT, LLCServes this area from Fort Wayne, IN (15 mi)#3Dickmeyer Boyce Financial Management, Inc
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INCServes this area from Fort Wayne, IN (15 mi)#4Galecki Financial Management Inc
GALECKI FINANCIAL MANAGEMENT INCServes this area from IN#5Howard Bailey Securities, LLC
HOWARD BAILEY SECURITIES, LLCServes this area from Fort Wayne, IN (16 mi)#6Sym Financial Advisors
SYM FINANCIAL CORPORATIONServes this area from Winona Lake, IN (18 mi)#7Compass Financial Advisors LLC
COMPASS FINANCIAL ADVISORS LLCServes this area from Fort Wayne, IN (20 mi)#8Qbox Fiduciary Solutions, LLC
QBOX FIDUCIARY SOLUTIONS, LLCServes this area from Fort Wayne, IN (23 mi)#9Apple Tree Asset Management, LLC
APPLE TREE ASSET MANAGEMENT, LLCServes this area from Fort Wayne, IN (25 mi)#10Ami Investment Management Inc
AMI INVESTMENT MANAGEMENT INCServes this area from Kendallville, IN (25 mi)
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Frequently asked questions
How many retirement plan advisors serve Whitley County?
We list 10 retirement plan advisors serving Whitley County, IN: 0 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 Whitley County?
The top-ranked retirement plan advisors serving Whitley County, IN are Vestia Personal Wealth Advisors, Phillips Financial, 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 Whitley County are verified against official records?
10 of the top 10 match an active official record: Vestia Personal Wealth Advisors (U.S. Securities and Exchange Commission), Phillips Financial (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 .
Communities served
Columbia City, Churubusco, South Whitley, Tri-Lakes, Larwill, Coesse, Laud