City
Wealth management firms in Portage, Michigan
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Portage, Michigan reported $11.8 billion in regulatory assets under management; the largest by assets was Zhang Financial, with $8.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $11.8 billion
- Average per firm
- $1.1 billion
- SEC-registered, of those listed
- 7 of 11 (63.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Zhang Financial | SEC | $8.4 billion | 7,855 |
| 2 | LVM Capital Management Ltd | SEC | $1.6 billion | 1,416 |
| 3 | Bright Financial Advisors, Inc. | SEC | $725.5 million | 3,619 |
| 4 | 626 Financial, LLC | SEC | $379.6 million | 1,270 |
| 5 | PPS & V Asset Management Consultants Inc | SEC | $253.7 million | 584 |
| 6 | Haverdink Financial Management, LLC | SEC | $220.4 million | 480 |
| 7 | Infinity Advisory Group | SEC | $128.9 million | 533 |
| 8 | Docsa Capital Management, Inc. | State | $95.4 million | 233 |
| 9 | Face 2 Face Financial Planning, LLC | State | $29.7 million | 150 |
| 10 | RJB Investment Advisory Services, LLC | State | $4.6 million | 7 |
| 11 | Cole Investment Advisors, Inc. | State | $3.9 million | 11 |
Wealth management firms in Michigan, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.