Phillips Financial, based in Fort Wayne, IN, is ranked No. 15 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1.7B
Years in Business: 19
Accounts Under Management: 2,648
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Previous appearances on FA 100 List: 2 (No. 24 in 2022)
Principals:
Rick Phillips, Chief Executive Officer
Money Report
Shannon Hardiek, Managing Member
Contact:
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
(260) 420-7732
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