The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

44. Phillips Financial

CNBC.com staff@CNBC
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Phillips Financial, based in Fort Wayne, Indiana, is ranked No. 44 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $2B

Years in Business: 20

Accounts Under Management: 2,853

Previous appearances on FA 100 List: 3 (No. 15 in 2023)

Principals:

Ben Langel, Chief Executive Officer

Rick Phillips Jr., Managing Member

Contact:

1phillips.com

6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

(260) 420-7732

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