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Best financial advisors in Portage, IN

Registered advisers within 25 miles of Portage, IN.

Offices
217
Firms
63
Combined AUM
$8.33T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,250,126 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
EDWARD JONES
FIRST HEARTLAND CONSULTANTS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CREATIVE FINANCIAL DESIGNS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
COMPASS FINANCIAL ADVISORS LLC

Investors

PETER N SARBIESKI
NORMAN BARRY BERMAN
NATHAN SCOTT SMITH
Jason David Mitchell
BRIAN JAMES BOLEK
JON CHRISTOPHER LYONS
MICHAEL RICHARD LOBECK
NICHOLAS WILLIAM OLLEARIS
Jamie Darryl Lewis
Daniel Robert Reisen
Steven Mitcheltree
Mason Maple
ROBERT EDWARD KOLLAR
Brandi L Restle
JEFF LEE LARIMORE
Mark R Price
MALAQUIAS J PAEZ
Timothy Patrick O'Brien
THOMAS ANDREW DRANGER
Gregory John Voetberg
STEPHEN MARK BRADY
Christopher M Skibinski
LINDSAY ANNE MCGARY
Eric Robert Isakson
Logan Graham Ryan
PATRICK FRED HUDSON
CLIFFORD LEE MALINGS
JAMES JOSEPH BOBOS
LYNN RAY FISEL

Within 25 miles of Portage, IN, Best Investors lists 63 registered investment advisory firms with 217 offices nearby, managing about $8.33T in combined regulatory AUM across 1,250,126 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Portage

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM