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
Jeffrey Aaron Witt
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Steven Reynold Ryan
Registered Affiliation(s):MGO ONE SEVEN
Stan William Ledvina
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Patrick Michael Peterson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Robert A. Knapp
Registered Affiliation(s):EDWARD JONES
Clayton Arthur Edger
Registered Affiliation(s):SUMMIT ADVISORS, LLC
Kevin Scott Whiteford
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Richard James Barden
Registered Affiliation(s):ASSET ALLOCATION STRATEGIES, LLC
Carissa Deann Hagen
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Eric Stephen Miles
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Clifford B Hodgman
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Lori Ann Young
Registered Affiliation(s):KESTRA INVESTMENT SERVICES, LLC
Bryan Mark Davis JR.
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Duane Keith Corts
Registered Affiliation(s):EDWARD JONES
Lorie A Bowers
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Lucy Christel Matthews
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Matthew Rolland Wolff
Registered Affiliation(s):WOLFF FINANCIAL MANAGEMENT LLC
Karen Deborah Morse
Registered Affiliation(s):626 FINANCIAL, LLC
Andrew Michael Price
Registered Affiliation(s):BRIGHT FINANCIAL ADVISORS, INC.
Gregory Louis Mead
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Lewis Mueller
Registered Affiliation(s):ARCADIA INVESTMENT MANAGEMENT CORP
Matthew Lane Tiller
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jared Edward Hoffmaster
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Suzan Marie Horvatinovich
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
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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