Sym Financial Advisors

Registered investment advisor · Winona Lake, Indiana · CRD #107517

Assets Under Management

$5.8B

Client Accounts

6,673

Employees

CRD Number

107517

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., National Financial Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Sym Financial Advisors

SYM Financial Advisors is an independent, employee-owned Registered Investment Advisor (RIA) firm based in Winona Lake, Indiana. Founded in 1968, the firm specializes in fiduciary wealth management and manages over $1.8 billion in assets for more than 850 clients. With a team of over 40 credentialed professionals across five offices in Indiana and Michigan, SYM emphasizes a client-centric approach, prioritizing personalized service and goal-based strategies. As a fee-only firm, SYM operates wit

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Sym Financial Advisors

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Frequently Asked Questions

What is Sym Financial Advisors's AUM?

Sym Financial Advisors reports approximately $5.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Sym Financial Advisors headquartered?

Sym Financial Advisors is headquartered in Winona Lake, Indiana.

What is Sym Financial Advisors's CRD number?

Sym Financial Advisors's CRD number is 107517. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.