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.
FA 100

71. Phillips Financial

Phillips Financial, based in Fort Wayne, IN, is ranked No. 71 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.2B+

Years in Business: 17

Accounts Under Management: 1,996

Previous appearances on FA 100 List: 0

Principals:

Rick Phillips, Chief Executive Officer

Shannon Hardiek, Managing Member

Contact:

1phillips.com

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

(260) 420-7732