Top Picks · Fort Wayne
Best Financial Advisors in Fort Wayne, IN
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Fort Wayne, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Troyer Retirement with a 5.0-star rating from 55 Google reviews and an RNM Score of 80/100. Also in the top tier: Howard Bailey Financial, Inc. and Wealth Advisors Group. The average rating across all listed financial advisors in Fort Wayne is 4.9 stars from 14 reviews per business on average.
Financial advisors in Fort Wayne typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Foster Financial Services
Foster Financial Services stands out as the top-ranked advisor due to their strong local reputation and comprehensive financial planning services.
Most Reviewed
Howard Bailey Financial, Inc.
A high number of reviews indicates long-standing client trust and proven experience in the Fort Wayne market.
When choosing a financial advisor in Fort Wayne, verify their fiduciary status and fee structure, and schedule initial consultations with at least two firms to find the best fit for your financial goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
14
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 55 Google reviews, this Fort Wayne financial advisor is highly trusted.
9921 Dupont Cir Dr W STE 100, Fort Wayne, IN 46825, USATrusted by dozens of local clients with an exceptional 4.8-star rating.
5916 Covington Rd, Fort Wayne, IN 46804, USA5.0 stars from 27 reviews, reflecting exceptional client satisfaction in Fort Wayne.
12726 Coldwater Rd, Fort Wayne, IN 46845, USAFinancial Advisors Rankings in Fort Wayne, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Troyer Retirement9921 Dupont Cir Dr W STE 100, Fort Wayne, IN 46825, USA | 5.0★ | 55 |
| #2 | Howard Bailey Financial, Inc.5916 Covington Rd, Fort Wayne, IN 46804, USA | 4.8★ | 41 |
| #3 | Wealth Advisors Group12726 Coldwater Rd, Fort Wayne, IN 46845, USA | 5.0★ | 27 |
| #4 | Reynolds Wealth Management10211 Auburn Park Dr, Fort Wayne, IN 46825, USA | 5.0★ | 3 |
| #5 | Summit Financial Group3302 Mallard Cove Ln, Fort Wayne, IN 46804, USA | 5.0★ | 1 |
| #6 | Tradewell Tax & Financial130 W Main St #100, Fort Wayne, IN 46802, USA | 4.4★ | 29 |
| #7 | Unified Wealth & Retirement Planning1910 St Joe Center Rd STE 45, Fort Wayne, IN 46825, USA | 5.0★ | 18 |
| #8 | Summit Consultants, Inc.7912 Carnegie Blvd, Fort Wayne, IN 46804, USA | 4.9★ | 18 |
| #9 | Collier Financial4509 Maplecrest Rd, Fort Wayne, IN 46835, USA | 4.8★ | 18 |
| #10 | Foxworthy Wealth Advisors7230 Engle Rd Suite 207, Fort Wayne, IN 46804, USA | 4.6★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Fort Wayne
Earns a perfect 5.0-star rating from a handful of local clients.
10211 Auburn Park Dr, Fort Wayne, IN 46825, USA
Rated 5.0 stars from one Google review for financial advising in Fort Wayne.
3302 Mallard Cove Ln, Fort Wayne, IN 46804, USA
Rated 4.4 stars from 29 Google reviews, this Fort Wayne advisor is well-regarded.
130 W Main St #100, Fort Wayne, IN 46802, USA
Exceptional 5.0-star rating from 18 reviews from local clients in Fort Wayne.
1910 St Joe Center Rd STE 45, Fort Wayne, IN 46825, USA
Known for exceptional 4.9-star service from dozens of client reviews in Fort Wayne.
7912 Carnegie Blvd, Fort Wayne, IN 46804, USA
Top-rated Fort Wayne financial advisor with 4.8 stars from 18 glowing reviews.
4509 Maplecrest Rd, Fort Wayne, IN 46835, USA
4.6 stars from 11 Google reviews shows strong local client approval.
7230 Engle Rd Suite 207, Fort Wayne, IN 46804, USA
Rated 5.0 stars from 4 reviews, this Fort Wayne financial advisor earns exceptional client feedback.
7635 W Jefferson Blvd, Fort Wayne, IN 46804, USA
Exceptional 5.0-star rating from 4 reviews.
6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804, USA
Exceptional 5.0-star rating from 3 Google reviews for a Fort Wayne financial advisor.
5732 Coventry Ln, Fort Wayne, IN 46804, USA
Rated 5.0 stars from 3 Google reviews, this Fort Wayne financial advisor is highly regarded.
9602 Coldwater Rd Suite 204, Fort Wayne, IN 46825, USA
Exceptional 5.0-star rating from a handful of client reviews.
409 E Cook Rd Ste 300, Fort Wayne, IN 46825, USA
5.0 stars from 1 review reflects exceptional client satisfaction.
10431 Illinois Rd, Fort Wayne, IN 46814, USA
4.8-star rating across dozens of reviews highlights trusted financial guidance in Fort Wayne.
7743 W Jefferson Blvd, Fort Wayne, IN 46804, USA
Trusted by a few clients for top-rated financial guidance in Fort Wayne.
7030 Pointe Inverness Way #100, Fort Wayne, IN 46804, USA
4.6 stars from 19 reviews, consistently high client satisfaction in Fort Wayne.
2720 Dupont Commerce Ct Ste 170, Fort Wayne, IN 46825, USA
4.8-star rating from 4 Google reviews reflects strong client satisfaction.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, USA
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Financial Advisors in Fort Wayne, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Troyer Retirement | 80/100 | 5.0 ★ | 55 |
| 2 | Howard Bailey Financial, Inc. | 75/100 | 4.8 ★ | 41 |
| 3 | Wealth Advisors Group | 76/100 | 5.0 ★ | 27 |
| 4 | Reynolds Wealth Management | 66/100 | 5.0 ★ | 3 |
| 5 | Summit Financial Group | 62/100 | 5.0 ★ | 1 |
| 6 | Tradewell Tax & Financial | 67/100 | 4.4 ★ | 29 |
| 7 | Unified Wealth & Retirement Planning | 74/100 | 5.0 ★ | 18 |
| 8 | Summit Consultants, Inc. | 73/100 | 4.9 ★ | 18 |
| 9 | Collier Financial | 71/100 | 4.8 ★ | 18 |
| 10 | Foxworthy Wealth Advisors | 65/100 | 4.6 ★ | 11 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Fort Wayne
What is a fiduciary financial advisor and why does it matter in Fort Wayne?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Fort Wayne, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Fort Wayne?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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