Best Financial Advisors in PORTAGE, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PORTAGE
BRIGHT FINANCIAL ADVISORS, INC.
PORTAGE, MI · Since 2000
ZHANG FINANCIAL
PORTAGE, MI · Since 2012
INFINITY ADVISORY GROUP
PORTAGE, MI · Since 2025
LVM CAPITAL MANAGEMENT LTD
PORTAGE, MI · Since 1988
PPS & V ASSET MANAGEMENT CONSULTANTS INC
PORTAGE, MI · Since 1991
JOHN A. WOLFE & ASSOCIATES, INC.
PORTAGE, MI · Since 1990
HAVERDINK FINANCIAL MANAGEMENT, LLC
PORTAGE, MI · Since 2018
626 FINANCIAL, LLC
PORTAGE, MI · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PORTAGE?
The median advisory fee in PORTAGE, MI is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.