The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

24. Phillips Financial

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Phillips Financial, based in Fort Wayne, IN, is ranked No. 24 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.5B

Years in Business: 18

Accounts Under Management: 2,166

Previous appearances on FA 100 List: 1 (No. 71 in 2021)

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