Top financial advisors in Portage, MI
We’ve curated a list of the best financial advisors in Portage, take a look at it below
Find an advisor in Portage| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $498,417,000 | 3 advisors | ||
| 2 | $398,593,407 | 12 advisors | ||
| 3 | $259,905,922 | 5 advisors | ||
| 4 | $184,356,778 | 4 advisors | ||
| 5 | $171,296,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Portage, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Portage. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
John A. Wolfe & Associates, Inc.
John A. Wolfe & Associates, Inc. is a financial advisory firm based in Portage, Michigan. It currently has approximately $498,417,000 of assets under management and employs about 3 people. John A. Wolfe & Associates, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$498,417,000
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-36076
Services offered
Portfolio Management For Individuals And/or Small Businesses
Bright Financial Advisors, Inc.
Bright Financial Advisors, Inc. is a financial advisory firm based in Portage, Michigan. It currently has approximately $398,593,407 of assets under management and employs about 12 people. Bright Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$398,593,407
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-57192
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
626 Financial, LLC
626 Financial, LLC is a financial advisory firm based in Portage, Michigan. It currently has approximately $259,905,922 of assets under management and employs about 5 people. 626 Financial, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$259,905,922
Headcount
5 advisors
Fee structure
A percentage of assets under your management
SEC number
801-120219
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Pps & V Asset Management Consultants Inc
Pps & V Asset Management Consultants Inc is a financial advisory firm based in Portage, Michigan. It currently has approximately $184,356,778 of assets under management and employs about 4 people. Pps & V Asset Management Consultants Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$184,356,778
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-40057
Services offered
Portfolio Management For Individuals And/or Small Businesses
Haverdink Financial Management, LLC
Haverdink Financial Management, LLC is a financial advisory firm based in Portage, Michigan. It currently has approximately $171,296,000 of assets under management and employs about 2 people. Haverdink Financial Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$171,296,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112557
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Consultation Services, Educational Workshops And Seminars
Your first meeting is free.