Home
Financial Advisor
Indiana
Fort Wayne
COMPASS FINANCIAL ADVISORS LLC

COMPASS FINANCIAL ADVISORS LLC

Tel: 260-490-7878 9933 Dupont Circle Drive West Suite 100 Fort Wayne, Indiana 46825

About COMPASS FINANCIAL ADVISORS LLC

COMPASS FINANCIAL ADVISORS LLC is a Fort Wayne, Indiana based financial advisory firm with nearly $264,674,639 in assets under management and provides investment advisory services for 750 clients. There are currently 7 financial advisors at the firm.

General Information
Firm CRD#:

109131

Firm SEC#:

801-56002

Assets Under Management:

$264,674,639

No. of Clients:

750

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Indiana?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Indiana, Fort Wayne

FirmCRD#:131344
SEC#:801-63343
No. of Advisors:32
No. of Clients:2853
AUM:$2,057,903,619
FirmCRD#:122050
SEC#:801-69787
No. of Advisors:13
No. of Clients:2672
AUM:$995,850,684
FirmCRD#:107218
SEC#:801-47181
No. of Advisors:16
No. of Clients:2240
AUM:$767,645,040
FirmCRD#:290565
SEC#:801-112175
No. of Advisors:23
No. of Clients:3325
AUM:$668,440,248
FirmCRD#:106244
SEC#:801-46796
No. of Advisors:9
No. of Clients:365
AUM:$476,439,495
FirmCRD#:282712
SEC#:801-114636
No. of Advisors:15
No. of Clients:4344
AUM:$463,303,000
FirmCRD#:167622
SEC#:801-107788
No. of Advisors:2
No. of Clients:378
AUM:$434,023,165
FirmCRD#:124281
SEC#:801-64585
No. of Advisors:8
No. of Clients:1177
AUM:$322,591,007
FirmCRD#:311934
SEC#:801-120262
No. of Advisors:22
No. of Clients:1986
AUM:$235,008,470
FirmCRD#:121034
SEC#:801-123630
No. of Advisors:5
No. of Clients:872
AUM:$153,393,473
FirmCRD#:298437
SEC#:801-130668
No. of Advisors:6
No. of Clients:1095
AUM:$129,876,404
FirmCRD#:332473
SEC#:801-130935
No. of Advisors:3
No. of Clients:Not Disclosed
AUM:$0

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.