Falists

Michigan · 10 advisers

Financial Advisors in Portage, Michigan

Looking for a financial advisor in Portage, Michigan? Falists indexes 10 SEC-registered and state-registered investment advisers in Portage — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $8.37B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

10

With website

8

Largest AUM

$8.37B

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth10Planning8Trusts10Retirement5Institutional6

Top advisors in Portage

Ranked by AUM · Fees, team & specialties at a glance

View all 10 →

ZHANG FINANCIAL

Portage, MI

AUM

$8.37B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

19 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

269-385-5888

Full profileVisit site →

More cities in Michigan

Grand Rapids (56)Troy (46)Bloomfield Hills (45)Ann Arbor (40)Southfield (26)Birmingham (24)Traverse City (17)Lansing (16)Farmington Hills (15)Kalamazoo (15)Novi (15)Brighton (13)

Common questions

How many financial advisors are in Portage, Michigan?
10 registered investment advisers are listed in our Portage directory, sourced from public SEC filings.
What types of advisors are in Portage?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Portage?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.