Financial advisers in Portage, MI

8 registered investment adviser firms in Portage managing $12.0B in assets, based on public SEC Form ADV filings.

Zhang Financial

Portage, MI · Est. 2012

RegionalInternational

Fee-based

AUM: $8.4B
Per adviser: $441M
Advisers: 19

No reported disclosures

Lvm Capital Management Ltd

Portage, MI · Est. 1988

Local

Fee-based

AUM: $1.3B
Per adviser: $164M
Advisers: 8

No reported disclosures

Bright Financial Advisors, INC.

Portage, MI · Est. 2000

Local

Fee-based

AUM: $725M
Per adviser: $363M
Advisers: 2

No reported disclosures

John A. Wolfe & Associates, INC.

Portage, MI · Est. 1990

Local

Fee-based

AUM: $561M
Per adviser: $561M
Advisers: 1

No reported disclosures

626 Financial, LLC

Portage, MI · Est. 2021

Local

Fee-only

AUM: $380M
Per adviser: $76M
Advisers: 5

No reported disclosures

Pps & V Asset Management Consultants INC

Portage, MI · Est. 1991

Local

Fee-only

AUM: $254M
Per adviser: $85M
Advisers: 3

No reported disclosures

Haverdink Financial Management, LLC

Portage, MI · Est. 2018

Local

Fee-based

AUM: $220M
Per adviser: $110M
Advisers: 2

No reported disclosures

Infinity Advisory Group

Portage, MI · Est. 2025

Local

Fee-only

AUM: $129M
Per adviser: $43M
Advisers: 3

No reported disclosures