Top Financial Advisors in Portage, Michigan
Finding the right financial advisor in Portage is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Portage, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Portage, MI.
Find the Best Financial Advisor Firms in Portage:
ZHANG FINANCIAL
CRD#: 159257
Address: 5931 Oakland Dr., Portage, MI 49024
Clients: 981
Average Clients per Advisor: 61
AUM: $ 4.8B
LVM CAPITAL MANAGEMENT LTD
CRD#: 111039
Address: 7840 Moorsbridge Road, Portage, MI 49024
AUM: $ 999M
BRIGHT FINANCIAL ADVISORS, INC.
CRD#: 107931
Address: 450 W. Centre Avenue Suite C, Portage, MI 49024
Clients: 481
Average Clients per Advisor: 160
AUM: $ 399M
CAHILL WEALTH MANAGEMENT, LLC
CRD#: 134508
Address: 5831 Oakland Drive, Portage, MI 49024
Clients: 40
Average Clients per Advisor: 20
AUM: $ 321M
626 FINANCIAL, LLC
CRD#: 306474
Address: 7950 Moorsbridge Road Suite 104, Portage, MI 49024
Clients: 371
Average Clients per Advisor: 74
AUM: $ 261M
HAVERDINK FINANCIAL MANAGEMENT, LLC
CRD#: 131236
Address: 440 W. Centre Avenue Suite 5, Portage, MI 49024-5373
Clients: 110
Average Clients per Advisor: 110
AUM: $ 140M
How We Chose the Top Financial Advisors in Portage, Michigan
To create this list of top financial advisor firms in Portage, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Portage has to offer.
Search Financial Advisors in Portage, Michigan
Ryan Devlin Cahill
Registered Affiliation(s):CAHILL WEALTH MANAGEMENT, LLC
Scott Matthew Hewitt
Registered Affiliation(s):MORGAN STANLEY
Dennis Michael Duval
Registered Affiliation(s):GLOBAL RETIREMENT PARTNERS LLC
Lori Jo Bumgart
Registered Affiliation(s):SANFORD ADVISORY
Ryan Ziad Alkhamis
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas David Perrone
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
James Michael Reslock
Registered Affiliation(s):EDWARD JONES
Roger D Severance
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Travis Glenn Morse
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Gary Mark Eshleman
Registered Affiliation(s):CROWN CAPITAL SECURITIES, L.P.
Michael Sean Dugan
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
David Lee Veenstra
Registered Affiliation(s):EQUITY SERVICES, INC.
Jill Ann Ingersoll
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Danny William George
Registered Affiliation(s):B. RILEY WEALTH MANAGEMENT
Thomas William Anderton
Registered Affiliation(s):626 FINANCIAL, LLC
Sarah Jongeward
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jo Ellen Robinson
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
April Anne Lesicki
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Karla Marie Reno
Registered Affiliation(s):HARBOUR INVESTMENTS, INC.
Deborah Lee Clark
Registered Affiliation(s):OSAIC WEALTH, INC.
Sandy Kaye Derby
Registered Affiliation(s):HARBOUR INVESTMENTS, INC.
David John Knibbe
Registered Affiliation(s):HARBOUR INVESTMENTS, INC.
Daniel Wayne Doerr
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Curtis Jacob Spaulding
Registered Affiliation(s):PFS INVESTMENTS INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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