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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Portage, MI

Every SEC-registered investment adviser representative at a firm office in Portage, with the firms that employ the most of them.

193 registered advisors work in Portage; the most are at Zhang Financial (19). 0 list the CFP designation and 125 are also registered broker representatives.

Firms with the most advisors in Portage

FirmAdvisors in Portage
Zhang Financial19
Ameriprise Financial Services, LLC news18
Pfs Investments Inc.15
Oppenheimer & Co. Inc. news11
Wells Fargo Clearing Services, LLC news11
Raymond James & Associates, Inc. news10
Plante Moran Financial Advisors9
Stifel, Nicolaus & Company, Incorporated news9
Merrill Lynch, Pierce, Fenner & Smith Incorporated news8
Edward Jones news6
Lvm Capital Management Ltd.6
Mercer Global Advisors Inc.6
626 Financial, LLC5
Cetera Investment Advisers LLC news5
LPL Financial LLC news5
Bright Financial Advisors, Inc.3
Cambridge Investment Research Advisors, Inc. news3
Commonwealth Financial Network news3
Docsa Capital Management, Inc.3
Infinity Advisory Group3
J.P. Morgan Securities LLC news3
Raymond James Financial Services Advisors, Inc. news3
Bankers Life Advisory Services, Inc.2
Edelman Financial Engines news2
Fifth Third Securities, Inc.2

Advisors in Portage, A to Z

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Other cities in Michigan

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Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Birmingham 486Farmington Hills 416Traverse City 244Novi 212Holland 209Kalamazoo 174Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108Okemos 94

Questions

How many financial advisors are in Portage, MI?

193 investment adviser representatives are registered at firm offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 125 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Portage?

Zhang Financial, with 19 registered advisors in Portage, followed by Ameriprise Financial Services, LLC with 18.

How do I check a financial advisor in Portage?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.