Rialytix insights

Largest RIA Firms in Portage, Michigan by AUM

Explore registered investment advisers headquartered in Portage, Michigan, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 8 firms with $12.2B in total reported AUM and median AUM of $470.1M.

Firms

Matching current profiles

Total AUM

$12.2B

Reported regulatory AUM

Median AUM

$470.1M

Across firms with AUM

Largest firm

$8.4B

Zhang Financial

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
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	$1.6B Sep 2026	+$247.6M+18.8%	+$563.4M+56.4%	+$849.0M+119.1%	+$1.2B+311.4%	+2 employees+15.4% over 3Y	+48 accounts+3.5% 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 Sep 2026	+$26.0M+4.9%	+$93.0M+19.9%	+$35.8M+6.8%	+$165.5M+41.9%	-1 employees-25.0% over 3Y	-128 accounts-9.9% over 3Y
5. 626 Financial, LLC CRD 306474 · Limited Liability Company	PORTAGE, MI	$379.6M Aug 2026	+$53.2M+16.3%	+$118.6M+45.5%	+$264.6M+230.0%	—	0 employees+0.0% over 3Y	+823 accounts+184.1% 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

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.