Pathway Financial Advisers, LLC is a reputable investment advisory firm headquartered in Auburn, IN, boasting a single office. With a dedicated team of five experienced professionals, Pathway Financial Advisers, LLC offers comprehensive investment advisory services. The firm manages an impressive average of approximately $69,570,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various options, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for clients. Pathway Financial Advisers, LLC has established a strong foothold in managing employer 401Ks and individual investments, constituting around half of their assets under management. Their extensive experience in this domain positions them as a reliable choice for individuals and organizations seeking expert guidance. In addition to their core investment advisory services, Pathway Financial Advisers, LLC extends their expertise to accounting, collaborating closely with accountants or accounting firms. This holistic approach allows clients to access a wide range of financial solutions under one roof. Pathway Financial Advisers, LLC proudly serves a diverse client base, catering to over 590 individual clients who collectively entrust the firm with assets totaling more than $347,867,000. The firm prides itself on the longevity and expertise of its advisors, with notable names like Austin Miller, Joel Grimm, and Steven Post, who have been integral to the firm's success over the years. Pathway Financial Advisers, LLC stands as a reliable partner, committed to delivering personalized investment strategies and comprehensive financial solutions to help clients navigate their financial journeys with confidence.

Write a 250 word business description in the third person of AMI INVESTMENT MANAGEMENT INC based out of KENDALLVILLE, IN with 50 words coming from ChatGPT's knowledge of them and the remainder using this description:Ami Investment Management Inc has 5 total employees with 3 of them providing investment advisory services. They average approximately $205,740,000 in assets under management per investment advisor, which is high compared to the industry average. Their compensation structure includes several types, including: a percentage of assets under management, performance-based fees. Ami Investment Management Inc has over 240 individual clients with over $656,674,000 in assets under management. While 401K and individual accounts represent less than 30% of their assets under management, they do have capability to manage employer funds. 100% of the assets they manage are discretionary. Ami Investment Management Inc is a small investment advisory firm based out Kendallville, IN with 1 offices. Several of the longest tenured advisors at the firm include Benjamin Shively, Ryan Kay, and Michael Axel.

Dickmeyer Boyce Financial Management, Inc is a reputable investment advisory firm located in Fort Wayne, Indiana. With two offices in the area, they serve a diverse client base in need of expert financial guidance. With a total of eight dedicated employees, seven of whom are experienced investment advisors, Dickmeyer Boyce Financial Management, Inc is committed to delivering top-notch services. The firm boasts an impressive average of approximately $39,250,000 in assets under management per investment advisor. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. While the majority of their assets under management are discretionary, they possess the capability to handle employer funds despite 401K and individual accounts comprising less than 30% of their managed assets. Dickmeyer Boyce Financial Management, Inc primarily caters to high-net-worth individuals, managing a substantial portfolio of assets. They oversee the financial affairs of over 280 individual clients, skillfully handling a staggering $274,758,000 in assets under management. The firm takes pride in the expertise and tenure of its advisors, with Andrew Lanphear, Ian Boyce, and David Dickmeyer among the longest-serving members. With a steadfast commitment to excellence and a focus on personalized financial planning, Dickmeyer Boyce Financial Management, Inc has earned a stellar reputation within the Fort Wayne community. Clients can trust them to navigate the complexities of the investment landscape and provide tailored solutions to help them achieve their financial goals.

Lincoln Financial Securities Corporation, based out of Fort Wayne, Indiana, is a reputable regional investment advisory firm with a robust presence in the financial services industry. With over 275 offices, they have established themselves as a trusted partner for over 17,800 individual clients, managing an impressive $3,944,710,000 in assets. As an accomplished investment advisory firm, Lincoln Financial Securities Corporation specializes in providing comprehensive financial solutions, including insurance brokerage services. With their deep expertise and experience, they have become a go-to resource for managing employer 401(k) plans, serving both employers and individuals. In fact, more than 80% of their assets under management are dedicated to 401(k) plans or individual clients. Boasting a talented team of 726 employees, with 386 dedicated to investment advisory services, Lincoln Financial Securities Corporation ensures that each client receives personalized attention and sound financial guidance. Their advisors average around $10,220,000 in assets under management, a testament to their ability to handle substantial portfolios effectively. Among their team of accomplished advisors, Lincoln Financial Securities Corporation counts on the expertise of industry veterans such as Frederick Prelle, John Cozart, and Michael Johnson. With their extensive knowledge and proven track records, these advisors contribute to the firm's strong reputation and client satisfaction. In terms of compensation, Lincoln Financial Securities Corporation offers a variety of options, including a percentage of assets under management, fixed fees, commissions, and even hourly charges. This flexible approach ensures that clients can choose the most suitable compensation structure for their specific needs. Overall, Lincoln Financial Securities Corporation stands as a reliable and experienced partner, dedicated to helping individuals and employers achieve their financial goals through sound investment strategies and exceptional advisory services.

Lincoln Financial Advisors Corporation, headquartered in Fort Wayne, IN, is a prominent regional investment advisory firm with a vast network of 427 offices. With a dedicated team of 1,690 employees, including 986 skilled professionals offering investment advisory services, they excel in managing assets with precision and expertise. Their advisors have an impressive average of approximately $18,970,000 in assets under management per investment advisor. The firm's compensation structure encompasses a wide range of options to suit clients' needs, such as a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, and performance-based fees. Their comprehensive approach has attracted a significant client base, with over 96,500 individual clients and an impressive $32,602,597,000 in assets under management. Lincoln Financial Advisors Corporation excels in managing diverse portfolios, with over 80% of their assets under management originating from employer 401K plans or individual investors. Their extensive experience in overseeing 401K plans makes them highly qualified to serve both employers and employees seeking optimal retirement solutions. A substantial 25% of the assets they manage are discretionary, reflecting their capacity to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Lincoln Financial Advisors Corporation also operates as an insurance broker or agent, providing comprehensive coverage options to meet clients' risk management needs. The firm takes pride in their team of highly experienced advisors, including longstanding professionals like Amy Brocious, Tom Anselmi, and Joseph Moore, who contribute to the firm's exceptional reputation and client satisfaction.

Based in Roanoke, Indiana, ORG PARTNERS is a well-established local investment advisory firm with a wide-reaching presence. With 13 offices and a team of 22 dedicated professionals, 16 of whom provide investment advisory services, ORG PARTNERS offers comprehensive financial guidance and management to a diverse client base. With an average of approximately $55,940,000 in assets under management per investment advisor, ORG PARTNERS aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, providing flexibility for clients and ensuring transparency in the client-advisor relationship. Approximately half of the assets under management at ORG PARTNERS originate from employer 401Ks or individuals, showcasing their expertise and experience in this space. They have established a strong track record in managing these portfolios and delivering tailored solutions. As a discretionary asset manager, ORG PARTNERS assumes full responsibility for 98% of the assets entrusted to their care. With over 1,000 individual clients and an impressive $894,965,000 in assets under management, the firm's extensive client base reflects their reputation for delivering results and building trusted relationships. Jody Howard, Jeffrey Cismoski, and Julian Korber are among the longest-tenured advisors at ORG PARTNERS, showcasing their experience and commitment to client success. With a client-centric approach and a focus on personalized service, ORG PARTNERS strives to help clients achieve their financial goals and navigate the complexities of the investment landscape.

Vestia Personal Wealth Advisors, based out of Fort Wayne, IN, is a renowned local investment advisory firm. With a total of 23 employees, 15 of whom specialize in investment advisory services, Vestia offers expert financial guidance to a diverse range of clients. Their comprehensive compensation structure includes a percentage of assets under management and performance-based fees. The firm boasts an impressive average of approximately $82.2 million in assets under management per investment advisor, aligning closely with the industry average. Managing over $514 million in assets for more than 1,220 individual clients, Vestia primarily serves high net worth individuals, although they also possess the capability to manage employer funds. While 401K and individual accounts constitute less than 30% of their assets under management, Vestia Personal Wealth Advisors has demonstrated their proficiency in handling discretionary assets, managing 100% of the funds they oversee. In addition to their investment advisory services, Vestia serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. With a presence spanning 11 offices, the firm has deep roots in the local community. Notably, Vestia boasts a team of highly experienced advisors, including long-tenured professionals such as Kameron Helmuth, Thomas Martin, and Lauren Oschman. With their extensive industry expertise, commitment to personalized financial solutions, and strong local presence, Vestia Personal Wealth Advisors remains a trusted partner for individuals and businesses seeking sound investment strategies and comprehensive wealth management services.

Qbox Fiduciary Solutions, LLC is a leading investment advisory firm headquartered in Fort Wayne, IN, boasting an impressive track record in providing comprehensive financial solutions. With a single office, this small yet dynamic firm is committed to delivering personalized and results-driven services to its esteemed clientele. Qbox Fiduciary Solutions, LLC prides itself on its team of highly skilled professionals, with a total of three dedicated employees. Among them, one expert advisor specializes in delivering top-notch investment advisory services. The firm's outstanding performance is reflected in its impressive assets under management, averaging approximately $335,600,000 per investment advisor, significantly surpassing industry standards. Qbox Fiduciary Solutions, LLC implements a diverse compensation structure that includes a percentage of assets under management and fixed fees, ensuring a flexible and transparent approach to client engagements. Notably, an astounding 99% of the assets under their management are handled on a discretionary basis, exemplifying the trust placed in the firm's expertise. With a client-centric approach, Qbox Fiduciary Solutions, LLC caters to over 110 individual clients, effectively managing their assets, which amount to a remarkable $335,598,000. Gregory Moerchen, a highly experienced registered advisor, has been a valuable member of the firm since 2015, consistently providing exceptional guidance and building long-lasting client relationships. As an investment advisory firm, Qbox Fiduciary Solutions, LLC excels in leveraging its expertise, resources, and client-centric focus to empower individuals and organizations in achieving their financial goals with confidence and precision. Through their strategic insights and commitment to excellence, they continue to set new benchmarks in the industry.

Wealth Advisors Group, a local investment advisory firm based out of Fort Wayne, IN, is a trusted partner for over 750 individual clients seeking comprehensive wealth management solutions. With an impressive $934,064,000 in assets under management, the firm has established itself as a prominent player in the financial services industry. While employer funds constitute a significant portion of their managed assets, Wealth Advisors Group's expertise extends to 401K and individual accounts, which collectively represent less than 30% of their portfolio. The firm's commitment to discretionary management sets them apart, as an exceptional 99% of the assets they oversee are managed at their discretion. With a diverse compensation structure that includes a percentage of assets under management, fixed fees, and hourly charges, Wealth Advisors Group ensures alignment with their clients' unique needs and preferences. Their approach emphasizes transparency and personalized service, ensuring that each client receives tailored financial guidance. The firm boasts a team of 11 dedicated professionals, with 5 of them specializing in providing investment advisory services. Their seasoned team brings a wealth of experience and expertise to the table. Notably, Patrick O Connell, Joseph Dewald, and Mark Vanderhagen are among the longest-tenured advisors at Wealth Advisors Group, further solidifying the firm's reputation as a trusted financial partner. With an impressive average of approximately $186,810,000 in assets under management per investment advisor, Wealth Advisors Group surpasses the industry average, reflecting their commitment to delivering exceptional value and results to their clients. Through their comprehensive range of services, the firm strives to empower individuals and businesses to achieve their financial goals and build long-term wealth.

Maripau Wealth Management LLC is a local investment advisory firm headquartered in Fort Wayne, IN, with eight offices serving a wide range of clients. With a total of 17 employees, Maripau Wealth Management LLC specializes in providing comprehensive investment advisory services to individuals and employer 401K plans. The firm boasts a team of 11 experienced investment advisors who collectively manage over $87,220,000 in assets on average per advisor, which aligns with industry standards. Maripau Wealth Management LLC caters to a diverse client base, serving over 680 individual clients with a combined total of $181,514,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, highlighting the firm's expertise in this particular area. Additionally, an impressive 99% of the assets they manage are under discretionary management, showcasing the trust and confidence clients place in the firm's investment strategies. With a compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, Maripau Wealth Management LLC strives to offer flexible and tailored solutions to meet their clients' unique financial goals. The firm takes pride in its experienced team of advisors, including some of the longest-tenured professionals in the industry such as John Gardner, Benjamin Collier, and Jonah Collier. Their deep expertise and commitment to providing personalized wealth management services make them invaluable assets to both the firm and its clients. Maripau Wealth Management LLC's dedication to delivering comprehensive investment advisory services and their reputation for success position them as a trusted partner for individuals and employers in Fort Wayne, IN, and beyond.

Howard Bailey Securities, LLC is a prominent investment advisory firm headquartered in Fort Wayne, IN. With a team of 12 highly skilled professionals, they specialize in providing comprehensive investment advisory services. Each investment advisor at Howard Bailey Securities manages an impressive average of $212,760,000 in assets, surpassing the industry average. The firm's compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, ensuring flexibility and alignment with clients' needs. Howard Bailey Securities serves a diverse client base of over 2,190 individuals, overseeing a substantial $372,998,000 in assets. Notably, nearly half of their assets under management are sourced from employer 401Ks and individual clients, reflecting their expertise in this domain. A remarkable 96% of the assets entrusted to Howard Bailey Securities are under their discretionary management, demonstrating the high level of trust clients place in their expertise. The firm has built a strong local presence, operating from four strategically located offices. Among their accomplished team, some of the longest-serving advisors include Robert McCoy, Casey Weade, and John Nuechterlein. Howard Bailey Securities, LLC is recognized for its commitment to delivering exceptional service, personalized financial solutions, and prudent investment strategies. With their extensive experience and expertise, the firm stands as a trusted partner in helping clients achieve their financial goals.