The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

62. Phillips Financial

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Phillips Financial, based in Fort Wayne, Indiana, is ranked No. 62 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2.2 billion
Accounts Under Management: 3,084
Years in Business: 21

  • Accepts clients in all 50 states
  • Physical offices in Indiana
  • No minimum asset threshold

Leadership and Contact Information:
Ben Langel, chief executive officer
Rick Phillips Jr., managing member

1phillips.com
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
(260) 420-7732

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