Investment advisers in Portage, MI
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Zhang Financial | $8.37 billion | 50 | 0 |
| Lvm Capital Management Ltd | $1.31 billion | 15 | 0 |
| Bright Financial Advisors, Inc. | $725.5 million | 12 | 0 |
| John a. Wolfe & Associates, Inc. | $560.7 million | 3 | 0 |
| 626 Financial, LLC | $379.6 million | 5 | 0 |
| Pps & V Asset Management Consultants Inc | $253.7 million | 4 | 0 |
| Haverdink Financial Management, LLC | $220.4 million | 3 | 0 |
| Infinity Advisory Group | $128.9 million | 5 | 0 |