Top advisors in Portage
We’ve curated a list of the best financial advisors in Portage, take a look at it below
Find an advisor in Portage| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $498,417,000 | 3 advisors | ||
| 2 | $398,593,407 | 12 advisors | ||
| 3 | $259,905,922 | 5 advisors | ||
| 4 | $184,356,778 | 4 advisors | ||
| 5 | $171,296,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Portage, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Portage. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. John A. Wolfe & Associates, Inc.
Assets under management
$498,417,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
2. Bright Financial Advisors, Inc.
Assets under management
$398,593,407
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. 626 Financial, LLC
Assets under management
$259,905,922
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
4. Pps & V Asset Management Consultants Inc
Assets under management
$184,356,778
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
5. Haverdink Financial Management, LLC
Assets under management
$171,296,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Consultation Services, Educational Workshops And Seminars
Your first meeting is free.