🤫 Directory · consent-first

Near 49024. Portage.

23 financial advisors & firms and 0 insurance agents verified near Portage, MI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 49024

Bright Financial Advisors, INC.0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $725M AUM

CRD 107931 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pps & V Asset Management Consultants INC0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $254M AUM

CRD 110491 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

John A. Wolfe & Associates, INC.0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $561M AUM

CRD 110799 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lvm Capital Management LTD0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $1.3B AUM

CRD 111039 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Docsa Capital Management, INC.0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $95M AUM

CRD 124302 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Haverdink Financial Management, LLC0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $220M AUM

CRD 131236 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Zhang Financial0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $8.4B AUM

CRD 159257 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Face 2 Face Financial Planning, LLC0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $30M AUM

CRD 285630 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

626 Financial, LLC0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $380M AUM

CRD 306474 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Infinity Advisory Group0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $129M AUM

CRD 324723 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

N.V.N.G. Investments, INC.4 mi

RIA firm · Kalamazoo, MI 49008 · Registered investment adviser · $330M AUM

CRD 107446 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Southwest Michigan Wealth Management, LLC4 mi

RIA firm · Kalamazoo, MI 49008 · Registered investment adviser · $29M AUM

CRD 289253 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Black Diamond Investment Group,inc.4.9 mi

RIA firm · Kalamazoo, MI 49001 · Registered investment adviser · $7M AUM

CRD 122917 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Long Road Investment Counsel, LLC6.8 mi

RIA firm · Kalamazoo, MI 49007 · Registered investment adviser · $346M AUM

CRD 171343 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Breakwater Capital6.8 mi

RIA firm · Kalamazoo, MI 49007 · Registered investment adviser · $157M AUM

CRD 172498 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Clear Ridge Wealth Management, LLC6.8 mi

RIA firm · Kalamazoo, MI 49007 · Registered investment adviser · $245M AUM

CRD 172689 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cws Financial Advisors LLC6.8 mi

RIA firm · Kalamazoo, MI 49007 · Registered investment adviser · $1.3B AUM

CRD 297000 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gasaway Investment Advisors, INC.7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $173M AUM

CRD 123807 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hfg Advisors INC.7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $49M AUM

CRD 125129 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trunorth Capital Management, LLC7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $725M AUM

CRD 165285 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wolff Financial Management LLC7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $613M AUM

CRD 283239 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Daus Financial Group, LLC7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $271M AUM

CRD 323054 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Valley Oak Investment Strategies LLC7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $43M AUM

CRD 336621 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Portage, MI.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 49024. Portage.

23 financial advisors & firms and 0 insurance agents verified near Portage, MI — every one cited to the regulator, claimable and removable by the person named.

Find your person