Investment adviser firms in PORTAGE, Michigan
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- 626 FINANCIAL, LLCCRD 306474 · PORTAGE, MI$379,600,318.00Regulatory AUM · August 2026
- BRIGHT FINANCIAL ADVISORS, INC.CRD 107931 · PORTAGE, MI$725,469,127.00Regulatory AUM · August 2026
- HAVERDINK FINANCIAL MANAGEMENT, L.L.C.CRD 131236 · PORTAGE, MI$220,425,000.00Regulatory AUM · August 2026
- INFINITY ADVISORY GROUP, LLCCRD 324723 · PORTAGE, MI$128,916,906.00Regulatory AUM · August 2026
- JOHN A. WOLFE & ASSOCIATES, INC.CRD 110799 · PORTAGE, MI$560,663,000.00Regulatory AUM · August 2026
- LVM CAPITAL MANAGEMENT LTDCRD 111039 · PORTAGE, MI$1,314,451,711.00Regulatory AUM · August 2026
- PPS & V ASSET MANAGEMENT CONSULTANTS INCCRD 110491 · PORTAGE, MI$253,685,075.00Regulatory AUM · August 2026
- ZHANG FINANCIAL LLCCRD 159257 · PORTAGE, MI$8,370,163,197.00Regulatory AUM · August 2026