Company lists · Data refreshed September 2026
Top 16 Wealth management consultants based in Fort Wayne, United States
RevenueBase identified 32 wealth management consultants headquartered in Fort Wayne, United States as of September 2026 and tracks 263 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (537 companies); Fort Wayne has 32.
This list covers wealth management consultants headquartered in Fort Wayne, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 16 largest wealth management consultants based in Fort Wayne, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 39 contacts → | ||||
Indirect evidence “Summit Financial Group is a firm of Northwestern Mutual, with a dedicated team of professionals that are passionate about helping their clients achieve their dreams.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 22 contacts → | ||||
Indirect evidence “At Phillips Financial, we believe financial clarity leads to confident action.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 21 contacts → | ||||
Partial evidence “At Galecki Financial Management, we help individuals and families achieve their financial goals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 16 contacts → | ||||
Indirect evidence “At Compass Financial Advisors, we have a very clear mission: Help clients understand and manage the pieces of their financial puzzle to pursue their financial goals through…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Strong evidence “At Wealth Advisors Group, we make your wealth management experience personal- and we make it our priority.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Partial evidence “Founded in 1990, Collier Financial is a full service investment advisory firm that educates clients on how to create, preserve, and share wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Strong evidence “Wealth Management Accounting (WMA) is more than just accounting.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Indirect evidence “Working with any of our advisors means you are working with our entire team.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “TradeWell is a boutique financial planning and professional services firm that has the unique advantage of offering a wide variety of collaborative services all under one roof!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “We are wealth advisors for a select group of successful professionals and business owners that aspire to a "Work-Optional" lifestyle.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Strong evidence “Financial Planning and asset management for Fort Wayne area families to help clients build wealth, protect your family, plan for retirement, and create a lasting legacy.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Encompassing the many facets of sound, comprehensive financial planning, our knowledgeable and experienced team of advisors strives to create a relationship with our clients that…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Have you asked one question and received three different answers from your Financial Advisor, Accountant, and Attorney?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “Luminary Wealth provides you with a pathway to financial security while navigating all of life's transitions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “Gilbert Wealth serves individuals and small business owners through comprehensive financial planning and investment management services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management consultants.
- Partial evidence
- Its own public description names part of wealth management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 16 of 32 wealth management consultants based in Fort Wayne, United States
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Wealth management consultants based in Fort Wayne, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Fort Wayne, so it is reported there. Company counts and contact totals on this page are exact for Fort Wayne, over 32 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Fort Wayne, United States whose own description of what they do matches “wealth management consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among wealth management consultants, and records with no verified work email. Companies headquartered outside Fort Wayne are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 105 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Wealth management consultants by metro in the United States
- Wealth management consultants in New York537
- Wealth management consultants in Atlanta257
- Wealth management consultants in Houston246
- Wealth management consultants in Dallas238
- Wealth management consultants in Chicago220
- Wealth management consultants in San Diego208
- Wealth management consultants in Austin177
- Wealth management consultants in Scottsdale171
- Wealth management consultants in San Francisco164
- Wealth management consultants in Charlotte161
- Wealth management consultants in Boston155
- Wealth management consultants in Denver154
- Wealth management consultants in Miami150
- Wealth management consultants in Los Angeles136
- Wealth management consultants in Tampa135
- Wealth management consultants in Cincinnati113
- Wealth management consultants in Portland106
- Wealth management consultants in Columbus100
- Wealth management consultants in Phoenix99
- Wealth management consultants in Irvine98
- Wealth management consultants in Seattle97
- Wealth management consultants in Overland Park96
- Wealth management consultants in Indianapolis95
- Wealth management consultants in Newport Beach93
- Wealth management consultants in Raleigh91
- Wealth management consultants in Minneapolis89
- Wealth management consultants in St. Louis87
- Wealth management consultants in Boca Raton85
- Wealth management consultants in Omaha83
- Wealth management consultants in San Antonio82
- Wealth management consultants in Pittsburgh80
- Wealth management consultants in Bellevue79
- Wealth management consultants in Birmingham79
- Wealth management consultants in Columbia77
- Wealth management consultants in Grand Rapids76
- Wealth management consultants in Greenville72
- Wealth management consultants in Richmond69
- Wealth management consultants in Rochester69
- Wealth management consultants in Las Vegas68
- Wealth management consultants in Louisville68
- Wealth management consultants in Fort Worth67
- Wealth management consultants in Sarasota65
- Wealth management consultants in Wilmington65
- Wealth management consultants in Nashville64
- Wealth management consultants in Greenwood Village63
- Wealth management consultants in Jacksonville63
- Wealth management consultants in Madison63
- Wealth management consultants in Salt Lake City63
- Wealth management consultants in Colorado Springs62
- Wealth management consultants in Lexington58
- Wealth management consultants in Troy58
- Wealth management consultants in Tulsa57
- Wealth management consultants in Cleveland56
- Wealth management consultants in Fort Lauderdale56
- Wealth management consultants in Orlando56
- Wealth management consultants in Plano56
- Wealth management consultants in Springfield55
- Wealth management consultants in Washington55
- Wealth management consultants in Pasadena54
- Wealth management consultants in Walnut Creek53
- Wealth management consultants in Naples52
- Wealth management consultants in Memphis51
- Wealth management consultants in Philadelphia50
- Wealth management consultants in Alpharetta48
- Wealth management consultants in Coral Gables48
- Wealth management consultants in Franklin48
- Wealth management consultants in Melville45
- Wealth management consultants in Lake Oswego44
- Wealth management consultants in San Jose44
- Wealth management consultants in Tucson44
- Wealth management consultants in Knoxville43
- Wealth management consultants in Baton Rouge42
- Wealth management consultants in Oklahoma City42
- Wealth management consultants in The Woodlands42
- Wealth management consultants in Greensboro41
- Wealth management consultants in Virginia Beach41
- Wealth management consultants in Bethesda40
- Wealth management consultants in West Des Moines40
- Wealth management consultants in Plymouth39
- Wealth management consultants in Westlake Village39
- Wealth management consultants in Beverly Hills38
- Wealth management consultants in Bloomington38
- Wealth management consultants in Charleston38
- Wealth management consultants in Fort Collins38
- Wealth management consultants in Kansas City38
- Wealth management consultants in Brentwood37
- Wealth management consultants in Frisco37
- Wealth management consultants in Lafayette37
- Wealth management consultants in Westport37
- Wealth management consultants in Mclean35
- Wealth management consultants in Roseville35
- Wealth management consultants in Boulder34
- Wealth management consultants in Buffalo34
- Wealth management consultants in Lincoln34
- Wealth management consultants in Princeton34
- Wealth management consultants in Santa Barbara34
- Wealth management consultants in Chattanooga33
- Wealth management consultants in Englewood33
- Wealth management consultants in Minnetonka33
- Wealth management consultants in Wichita33
- Wealth management consultants in Woodbury33
- Wealth management consultants in Ann Arbor32
- Wealth management consultants in Chesterfield32
- Wealth management consultants in Jackson32
- Wealth management consultants in Little Rock32
- Wealth management consultants in Red Bank32
- Wealth management consultants in Reno32
- Wealth management consultants in Reston32
- Wealth management consultants in Alexandria31
- Wealth management consultants in West Chester31
- Wealth management consultants in Bloomfield Hills30
- Wealth management consultants in Lancaster30
- Wealth management consultants in Naperville30
- Wealth management consultants in Pittsford30
- Wealth management consultants in Sacramento30
- Wealth management consultants in Southfield30
- Wealth management consultants in Tempe29
- Wealth management consultants in Albany28
- Wealth management consultants in Annapolis28
- Wealth management consultants in Arlington28
- Wealth management consultants in Carlsbad28
- Wealth management consultants in Dublin28
- Wealth management consultants in Marietta28
- Wealth management consultants in Rockville28
- Wealth management consultants in Stamford28
- Wealth management consultants in Baltimore27
- Wealth management consultants in Bend27
- Wealth management consultants in Carmel27
- Wealth management consultants in Edina27
- Wealth management consultants in Lakewood27
- Wealth management consultants in Littleton27
- Wealth management consultants in Salem27
- Wealth management consultants in Towson27
- Wealth management consultants in Wayne27
- Wealth management consultants in Honolulu26
- Wealth management consultants in Northbrook26
- Wealth management consultants in Providence26
- Wealth management consultants in San Ramon26
- Wealth management consultants in Southlake26
- Wealth management consultants in Toledo26
- Wealth management consultants in Vienna26
- Wealth management consultants in Westlake26
- Wealth management consultants in Winter Park26
- Wealth management consultants in Albuquerque25
- Wealth management consultants in Boise25
- Wealth management consultants in Clearwater25
- Wealth management consultants in Morristown25
- Wealth management consultants in Spokane25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many wealth management consultants are there based in Fort Wayne, United States?
RevenueBase identified 32 wealth management consultants headquartered in Fort Wayne, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Summit Financial Group, headquartered in Fort Wayne, tops this list with the largest team on record.
Which city in the United States has the most wealth management consultants?
New York leads the United States with 537 headquartered companies, followed by Atlanta (257) and Houston (246). Fort Wayne has 32.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 105 verified decision-maker contacts tracked across these 32 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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