Top 8 financial advisor firms in Portage

8 SEC-registered financial advisor firms are headquartered in Portage, MI, with $12.2B in combined regulatory assets under management. The largest by assets are Zhang Financial ($8.37B), LVM Capital Management ($1.56B) and Bright Financial Advisors ($725M).

8
Financial advisor firms: $12.2B
Their combined AUM: $470M
Median firm AUM: 5,949
Clients of the top 8

The 8 largest by assets

1
Zhang Financial
RIA
$8.37B
0.80% to 1.00% a year
2
LVM Capital Management
RIA
$1.56B
1.00% to 1.25% a year
3
Bright Financial Advisors
RIA
$725M
0.50% to 1.00% a year
4
John A. Wolfe & Associates
RIA
$561M
0.15% to 0.75% a year
5
626 Financial
RIA
$380M
0.60% to 1.25% a year
6
PPS & V Asset Management Consultants
RIA
$254M
0.50% to 1.00% a year
7
Haverdink Financial Management
RIA
$220M
0.50% to 1.20% a year
8
Infinity Advisory Group
RIA
$129M
0.50% to 1.25% a year

Profiles of the top 8

No. 1 · RIA

Zhang Financial

Zhang Financial is an investment adviser based in Portage, MI, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and charitable organizations. Its regulatory assets under management total $8.37 billion, as filed on 31 March 2026.

Zhang Financial charges 0.80%–1.00% a year for its Asset Management.

Regulatory AUM: $8.37B
Clients: 2,331
Advisory staff: 19
Fee schedule: 0.80% to 1.00% a year
Custodians: LPL Financial, State Street Bank and Trust, Charles Schwab
Headquarters: 5931 Oakland DR., Portage, MI 49024
Phone: 269-385-5888
Website: zhangfinancial.com

No. 2 · RIA

LVM Capital Management

LVM Capital Management is an investment adviser based in Portage, MI, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $1.56 billion, as filed on 18 September 2026.

LVM Capital Management charges 1.00%–1.25% a year for its Wealth Management Fees.

Regulatory AUM: $1.56B
Clients: 1,416
Advisory staff: 8
Founded: 1988
Fee schedule: 1.00% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 7840 Moorsbridge Road, Portage, MI 49024
Phone: 269-321-8120
Website: lvmcapital.com

No. 3 · RIA

Bright Financial Advisors

Bright Financial Advisors is an investment adviser based in Portage, MI, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $725 million, as filed on 23 January 2026.

Bright Financial Advisors charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $725M
Clients: 665
Advisory staff: 2
Founded: 1996
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 450 W. Centre Avenue, Suite C, Portage, MI 49024
Phone: 269-373-2700
Website: brightfinancialadvisors.com

No. 4 · RIA

John A. Wolfe & Associates

John A. Wolfe & Associates is an investment adviser based in Portage, MI, registered with the SEC since 1990. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $561 million, as filed on 1 September 2026.

John A. Wolfe & Associates charges 0.15%–0.75% a year for its Asset Management Services.

Regulatory AUM: $561M
Clients: 450
Advisory staff: 1
Founded: 1989
Fee schedule: 0.15% to 0.75% a year
Custodians: Charles Schwab
Headquarters: 440 West Centre Avenue, Suite 4, Portage, MI 49024-5357
Phone: 269-324-1988

No. 5 · RIA

626 Financial

626 Financial is an investment adviser based in Portage, MI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $380 million, as filed on 18 August 2026.

626 Financial charges 0.60%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $380M
Clients: 451
Advisory staff: 5
Founded: 2010
Fee schedule: 0.60% to 1.25% a year
Custodians: LPL Financial
Headquarters: 7950 Moorsbridge Road, Suite 104, Portage, MI 49024
Phone: 269-321-5040
Website: 626financial.com

No. 6 · RIA

PPS & V Asset Management Consultants

PPS & V Asset Management Consultants is an investment adviser based in Portage, MI, registered with the SEC since 1991. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $254 million, as filed on 15 December 2025.

PPS & V Asset Management Consultants charges 0.50%–1.00% a year for its Investment advisory fees.

Regulatory AUM: $254M
Clients: 247
Advisory staff: 3
Founded: 1991
Fee schedule: 0.50% to 1.00% a year
Headquarters: 2750 Old Centre Ave, Suite 100, Portage, MI 49024
Phone: 269-321-4444

No. 7 · RIA

Haverdink Financial Management

Haverdink Financial Management is an investment adviser based in Portage, MI, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $220 million, as filed on 23 January 2026.

Haverdink Financial Management charges 0.50%–1.20% a year for its Investment Management Services.

Regulatory AUM: $220M
Clients: 181
Advisory staff: 2
Founded: 2004
Fee schedule: 0.50% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 440 W. Centre Avenue, Suite 5, Portage, MI 49024-5373
Phone: 269-321-5070

No. 8 · RIA

Infinity Advisory Group

Infinity Advisory Group is an investment adviser based in Portage, MI, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $129 million, as filed on 20 March 2026.

Infinity Advisory Group charges 0.50%–1.25% a year for its Advisory Fees.

Regulatory AUM: $129M
Clients: 208
Advisory staff: 3
Fee schedule: 0.50% to 1.25% a year
Custodians: Fidelity
Headquarters: 8105 Valleywood Lane, Suite A, Portage, MI 49024
Phone: 269-888-2301
Website: infinity-advisory.com

Questions about financial advisors in Portage

How many financial advisor firms are headquartered in Portage?

8 SEC-registered financial advisor firms report their principal office in Portage, MI, managing $12.2B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Portage?

Zhang Financial, with $8.37B in regulatory assets under management on its latest Form ADV. The next largest are LVM Capital Management ($1.56B) and Bright Financial Advisors ($725M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Portage?

The median firm manages $470M in regulatory assets. That is the midpoint of the 8 firms headquartered in Portage.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Portage charge?

Of the 8 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Portage?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Portage has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Portage

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