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AdvisorCensus / Financial advisors / Indiana / Fort Wayne, IN / Branch offices

Advisory firms with an office in Fort Wayne, IN, headquartered elsewhere

29 investment advisory firms with a principal office outside the Fort Wayne, IN metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.

All firms headquartered in Fort Wayne, IN ยท How this list is built

FirmOfficeHeadquartersRegistration
Advisory Advocates LLCFort Wayne, INGrand Rapids, MISEC-registered investment adviser
Bankers Life Advisory Services, Inc.Fort Wayne, INChicago, ILSEC-registered investment adviser
Brookstone Capital Management LLCFort Wayne, INWheaton, ILSEC-registered investment adviser
Concorde Asset Management, LLCFort Wayne, INAnn Arbor, MISEC-registered investment adviser
Creative Financial Designs, Inc.Ft. Wayne, INKokomo, INSEC-registered investment adviser
Creative PlanningFort Wayne, INOverland Park, KSSEC-registered investment adviser
Creative Planning Institutional Advisors, LLCFort Wayne, INNewport Beach, CASEC-registered investment adviser
First Trust Capital Management L.P.Fort Wayne, INChicago, ILSEC-registered investment adviser
Forvis Mazars Wealth Advisors, LLCFort Wayne, INSpringfield, MOSEC-registered investment adviser
Gibbs Wealth Management, LLCFort Wayne, INAlpharetta, GASEC-registered investment adviser
Harbour Investments, Inc.Fort Wayne, INMadison, WISEC-registered investment adviser
Horace Mann Investors, Inc.Fort Wayne, INSpringfield, ILSEC-registered investment adviser
Impact Partnership Wealth, LLCFort Wayne, INMarietta, GASEC-registered investment adviser
Independent Wealth Network, Inc.Ft Wayne, INUrbandale, IASEC-registered investment adviser
Invst, LLCFort Wayne, INIndianapolis, INSEC-registered investment adviser
Kestra Advisory Services, LLCFort Wayne, INAustin, TXSEC-registered investment adviser
Kingsview Wealth Management, LLCFort Wayne, INGrants Pass, ORSEC-registered investment adviser
Larson Financial Group, LLCFort Wayne, INSaint Louis, MOSEC-registered investment adviser
Lasalle ST. Investment Advisors, L.L.C.Fort Wayne, INElmhurst, ILSEC-registered investment adviser
Lincoln Financial Investments CorporationFort Wayne, INRadnor, PASEC-registered investment adviser
MarinerFort Wayne, INOverland Park, KSSEC-registered investment adviser
NWF Advisory Services IncFort Wayne, INLos Angeles, CASEC-registered investment adviser
Oneascent Financial Services LLCBluffton, INBirmingham, ALSEC-registered investment adviser
Raymond James & Associates, Inc.Fort Wayne, INSt. Petersburg, FLSEC-registered investment adviser
San Blas Advisory, Inc.Fort Wayne, INAtlanta, GASEC-registered investment adviser
SYM Financial AdvisorsFort Wayne, INWinona Lake, INSEC-registered investment adviser
Thrivent Advisor Network, LLCHoagland, INMinneapolis, MNSEC-registered investment adviser
United Planners' Financial Services of America a Limited PartnerFort Wayne, INScottsdale, AZSEC-registered investment adviser
W&S Brokerage Services, Inc.Fort Wayne, INCincinnati, OHSEC-registered investment adviser

Firms with an office here that publish no principal office location

This firm lists an office in Fort Wayne, IN on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.

FirmOfficeRegistration
Wellth Advisory Services, LLCFort Wayne, INSEC-registered investment adviser

Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.

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AdvisorCensus. Advisory firms with an office in Fort Wayne, IN, headquartered elsewhere. https://advisorcensus.com/advisors/in/fort-wayne/branch-offices
https://advisorcensus.com/advisors/in/fort-wayne/branch-offices