Sym Financial Advisors
Winona Lake, IN·SEC-registered · CRD #107517
Sym Financial Advisors is an SEC-registered investment advisory firm in Winona Lake, IN managing $5.8B across 6.7k client accounts, with 49 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.8B
Client accounts
6.7k
Advisory staff
49
Fee model
Fee-based
How Sym Financial Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sym Financial Advisors
How much does Sym Financial Advisors manage?
Per its most recent SEC Form ADV filing (03/31/2026), Sym Financial Advisors reports $5.8B in regulatory assets under management across roughly 6.7k client accounts.
How does Sym Financial Advisors charge?
Sym Financial Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sym Financial Advisors a fiduciary?
Yes. Sym Financial Advisors is registered with the U.S. Securities and Exchange Commission (CRD #107517), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sym Financial Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sym Financial Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Winona Lake, IN
Profile compiled from Sym Financial Advisors's public SEC Form ADV filing (CRD #107517, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sym Financial Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sym Financial Advisors? Claim this profile.