| 1. Zhang Financial CRD 159257 · Limited Liability Company | PORTAGE, MI | $8.4B Mar 2026 | +$1.8B+27.8% | +$3.9B+87.5% | +$4.4B+109.1% | — | +10 employees+25.0% over 3Y | +2,252 accounts+40.2% over 3Y |
| 2. LVM Capital Management LTD CRD 111039 · Corporation | PORTAGE, MI | $1.3B Sep 2025 | +$339.9M+34.9% | +$376.2M+40.1% | +$601.4M+84.3% | +$934.8M+246.2% | +1 employees+7.1% over 3Y | +230 accounts+19.5% over 3Y |
| 3. Bright Financial Advisors, INC. CRD 107931 · Corporation | PORTAGE, MI | $725.5M Jan 2026 | +$236.2M+48.3% | +$312.5M+75.7% | +$425.9M+142.1% | +$597.8M+468.1% | +1 employees+9.1% over 3Y | +395 accounts+12.3% over 3Y |
| 4. John A. Wolfe & Associates, INC. CRD 110799 · Corporation | PORTAGE, MI | $560.7M Jan 2026 | +$62.2M+12.5% | +$3.9M+0.7% | +$71.2M+14.5% | +$165.5M+41.9% | -1 employees-25.0% over 3Y | -191 accounts-14.0% over 3Y |
| 5. 626 Financial, LLC CRD 306474 · Limited Liability Company | PORTAGE, MI | $379.6M Feb 2026 | +$92.4M+32.2% | +$87.8M+30.1% | — | — | -1 employees-16.7% over 3Y | +859 accounts+209.0% over 3Y |
| 6. Pps & V Asset Management Consultants INC CRD 110491 · Corporation | PORTAGE, MI | $253.7M Dec 2025 | +$64.6M+34.1% | +$95.3M+60.2% | +$111.5M+78.4% | +$139.7M+122.5% | 0 employees+0.0% over 3Y | -41 accounts-6.6% over 3Y |
| 7. Haverdink Financial Management, LLC CRD 131236 · Limited Liability Company | PORTAGE, MI | $220.4M Jan 2026 | +$49.1M+28.7% | +$66.0M+42.7% | +$95.9M+77.0% | +$164.7M+295.7% | +1 employees+50.0% over 3Y | +66 accounts+15.9% over 3Y |
| 8. Infinity Advisory Group CRD 324723 · Limited Liability Company | PORTAGE, MI | $128.9M Mar 2026 | +$26.2M+25.6% | — | — | +$26.2M+25.6% | +1 employees+25.0% over 1Y | +1 accounts+0.2% over 1Y |