Financial advisors in Portage, MI

The largest firms in Portage

Ranked by the assets they manage.

• T. Rowe Price Associates, Inc.3 advisors · $2.2T
• Morgan Stanley478 advisors · $2.0T
• Merrill Lynch, Pierce, Fenner & Smith Incorporated601 advisors · $1.8T
• Strategic Advisers LLC290 advisors · $1.4T
• Northern Trust Investments, Incorporated1 advisor · $1.2T
• Captrust4 advisors · $1.2T
• Edward Jones854 advisors · $1.0T
• UBS Financial Services Inc.183 advisors · $916B
• LPL Financial LLC884 advisors · $819B
• Invesco Advisers, Inc.3 advisors · $750B
• Blackrock Investment Management, LLC2 advisors · $677B
• Wells Fargo Advisors183 advisors · $671B

Advisors on file

• Adam Donald AndersonWells Fargo Advisors · Portage
• Adam Jacob SrmekAmeriprise Financial Services, LLC · Portage
• Alan David LockwoodStrategic Advisers LLC · Portage
• Alisha Marie GonzalezNorthwestern Mutual Investment Services,llc · Portage
• Andrew C SchutzFifth Third Securities, Inc. · Portage
• Andrew Dale PoulsenState Farm Investment Management Corp. · Portage
• Ashley L StamaMerrill Lynch, Pierce, Fenner & Smith Incorporated · Portage
• Athanacia Lallas FreyOppenheimer & CO. Inc. · Portage
• Blake Andrew DebutchAmeriprise Financial Services, LLC · Portage
• Blake KrumRaymond James & Associates, Inc. · Portage
• Brendan LowryAmeriprise Financial Services, LLC · Portage
• Brett E SweersStifel, Nicolaus & Company, Incorporated · Portage
• Brian Anthony JamesCetera Investment Advisers LLC · Portage
• Brian Robert RosePrimerica Advisors · Portage
• Brianna Lynn GollOsaic Wealth, Inc. · Portage
• Caitlin LarabelRaymond James Financial Services Advisors, INC · Portage
• Caleb M WendzelWells Fargo Advisors · Portage
• Carl Axel Holmgren IIPrimerica Advisors · Portage
• Chad P SchutCetera Investment Advisers LLC · Portage
• Christine Ann LocRaymond James Financial Services Advisors, INC · Portage