Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Raymond James & Associates, Inc. financial advisors in Portage, MI

Every SEC-registered investment adviser representative at a Raymond James & Associates, Inc. office in Portage, A to Z.

The short answer

8 registered advisors work at Raymond James & Associates, Inc. in Portage, out of 5,233 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

Raymond James & Associates, Inc. advisors in Portage, A to Z

Every Raymond James & Associates, Inc. advisor →

Raymond James & Associates, Inc. advisors in every city and state →Raymond James & Associates, Inc.: assets, clients and custodians →Raymond James news and advisor moves →Raymond James & Associates, Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →

Raymond James & Associates, Inc. advisors in other cities

St. Petersburg, FL 614Memphis, TN 112New York, NY 107Houston, TX 88Atlanta, GA 82Coral Gables, FL 81Chicago, IL 70Boca Raton, FL 58St Louis, MO 58Tampa, FL 56Miami, FL 55Birmingham, MI 54Dallas, TX 54Birmingham, AL 53Louisville, KY 53

Other firms in Portage

All Portage advisors →

Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6626 Financial, LLC 5

Questions

How many financial advisors does Raymond James & Associates, Inc. have in Portage?

8 investment adviser representatives are registered at Raymond James & Associates, Inc. offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 5,233 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is Raymond James & Associates, Inc. one of the largest advisor employers in Portage?

Raymond James & Associates, Inc. ranks number 9 in Portage by registered advisors; Zhang Financial has the most, with 19.

How do I check a Raymond James & Associates, Inc. advisor in Portage?

Each advisor below links to a profile with their registrations, exams, designations 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 Raymond James & Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.