SEC-registered investment advisers in Portage
8 SEC-registered investment advisers are headquartered in Portage, MI, with $12.2B in combined regulatory assets under management. All of them are financial advisor firms.
- 8
- Investment advisers
- $12.2B
- Combined regulatory AUM
- 8
- Financial advisor firms
All 8 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Zhang Financial | RIA | $8.37B |
| LVM Capital Management | RIA | $1.56B |
| Bright Financial Advisors | RIA | $725M |
| John A. Wolfe & Associates | RIA | $561M |
| 626 Financial | RIA | $380M |
| PPS & V Asset Management Consultants | RIA | $254M |
| Haverdink Financial Management | RIA | $220M |
| Infinity Advisory Group | RIA | $129M |
Zhang Financial$8.37B
- Type
- RIA
LVM Capital Management$1.56B
- Type
- RIA
- Type
- RIA
- Type
- RIA
626 Financial$380M
- Type
- RIA
- Type
- RIA
- Type
- RIA
- Type
- RIA
Other cities in Michigan
- Grand Rapids30
- Bloomfield Hills26
- Troy22
- Ann Arbor15
- Birmingham15
- Southfield12
- Farmington Hills10
- Traverse City10
- Kalamazoo9
- Brighton7
- Novi7
- Plymouth7