Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Portage has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Portage, Michigan have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 5931 Oakland Dr., Portage, MI, 49024 | $6,034,201,776 | 6475 | 40 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 7840 Moorsbridge Road, Portage, MI, 49024 | $1,176,147,625 | 1344 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 450 W. Centre Avenue, Suite C Portage, MI, 49024 | $570,094,623 | 2495 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 440 West Centre Avenue, Suite 4 Portage, MI, 49024-5357 | $534,664,000 | 1238 | 3 | A percentage of AUM, Fixed fees |
5 | 5831 Oakland Drive, Portage, MI, 49024 | $442,120,607 | 1064 | 4 | A percentage of AUM, Hourly charges |
6 | 7950 Moorsbridge Road, Suite 104 Portage, MI, 49024 | $326,426,686 | 1179 | 5 | A percentage of AUM |
7 | 2750 Old Centre Ave, Suite 100 Portage, MI, 49024 | $228,030,487 | 567 | 4 | A percentage of AUM |
8 | 440 W. Centre Avenue, Suite 5 Portage, MI, 49024-5373 | $191,272,000 | 463 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 159257
Assets Under Management $6,034,201,776
No. Of Clients6475
Clients Per Financial Advisor162
ZHANG FINANCIAL is a financial advisory firm situated in Portage, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6475 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111039
Assets Under Management $1,176,147,625
No. Of Clients1344
Clients Per Financial Advisor96
LVM CAPITAL MANAGEMENT LTD is a financial advisory firm situated in Portage, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1344 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107931
Assets Under Management $570,094,623
No. Of Clients2495
Clients Per Financial Advisor208
BRIGHT FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Portage, Michigan. With a nearly $570M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2495 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110799
Assets Under Management $534,664,000
No. Of Clients1238
Clients Per Financial Advisor413
JOHN A. WOLFE & ASSOCIATES, INC. is a financial advisory firm situated in Portage, Michigan. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1238 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 134508
Assets Under Management $442,120,607
No. Of Clients1064
Clients Per Financial Advisor266
CAHILL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Portage, Michigan. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1064 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306474
Assets Under Management $326,426,686
No. Of Clients1179
Clients Per Financial Advisor236
626 FINANCIAL, LLC is a financial advisory firm situated in Portage, Michigan. With a nearly $326M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1179 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110491
Assets Under Management $228,030,487
No. Of Clients567
Clients Per Financial Advisor142
PPS & V ASSET MANAGEMENT CONSULTANTS INC is a financial advisory firm situated in Portage, Michigan. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 567 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 131236
Assets Under Management $191,272,000
No. Of Clients463
Clients Per Financial Advisor154
HAVERDINK FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Portage, Michigan. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.