Best Financial Advisors in PORTAGE, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in PORTAGE
BRIGHT FINANCIAL ADVISORS, INC.
PORTAGE, MI · Since 2000
INFINITY ADVISORY GROUP
PORTAGE, MI · Since 2025
PPS & V ASSET MANAGEMENT CONSULTANTS INC
PORTAGE, MI · Since 1991
JOHN A. WOLFE & ASSOCIATES, INC.
PORTAGE, MI · Since 1990
LVM CAPITAL MANAGEMENT LTD
PORTAGE, MI · Since 1988
HAVERDINK FINANCIAL MANAGEMENT, LLC
PORTAGE, MI · Since 2018
ZHANG FINANCIAL
PORTAGE, MI · Since 2012
626 FINANCIAL, LLC
PORTAGE, MI · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.