ZHANG FINANCIAL, a prominent local investment advisory firm, is headquartered in Portage, MI and operates from 8 offices. With a total of 40 dedicated professionals, including 16 highly experienced investment advisors, the firm has established a strong presence in the financial industry. Setting them apart, Zhang Financial boasts an impressive average of $279,030,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various approaches, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions for their diverse clientele. While 401K and individual accounts account for less than 30% of their managed assets, Zhang Financial possesses the capability to effectively oversee employer funds. An exceptional 61% of the assets entrusted to them are managed with discretionary authority, further demonstrating the firm's expertise and client trust. With over 1,000 individual clients and a staggering $4,464,459,000 in assets under management, Zhang Financial has established itself as a trusted partner in wealth management. The firm takes pride in its team of highly tenured advisors, including renowned professionals such as Lynn Chen-Zhang, Christine Lindberg, and Charles Zhang. Their extensive experience and unwavering dedication have contributed to the firm's success, making Zhang Financial the go-to choice for comprehensive investment advisory services in Portage, MI, and beyond.

Cahill Wealth Management, LLC, based out of Portage, MI, is a small investment advisory firm with a dedicated team of professionals who strive to provide personalized financial solutions. With a total of four employees, including two experienced investment advisors, they possess the expertise to manage a diverse range of client needs. Cahill Wealth Management boasts an impressive average of approximately $74,740,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure reflects their commitment to client success, incorporating various types, such as a percentage of assets under management and performance-based fees. With over 40 individual clients and assets under management totaling over $321,081,000, Cahill Wealth Management primarily serves high-net-worth individuals. While the majority of their managed assets are attributed to this client segment, they also possess the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Operating exclusively on a discretionary basis, Cahill Wealth Management ensures that clients' investment strategies are executed in accordance with their financial goals and risk tolerance. Their reputation as a trusted advisory firm has been built over the years, with Ryan Cahill and Veronica Darlington serving as the longest tenured registered advisors within the company. With their singular office located in Portage, MI, Cahill Wealth Management, LLC, is dedicated to delivering comprehensive financial solutions tailored to each client's unique circumstances and aspirations.

626 Financial, LLC is a reputable investment advisory firm based in Portage, MI. With over 370 individual clients and an impressive $260,978,000 in assets under management, they have established themselves as a trusted financial partner. 626 Financial, LLC operates from a single office, catering to clients in the local area. Dedicated to providing personalized investment solutions, 626 Financial, LLC boasts expertise in managing employer 401Ks and individual assets, accounting for roughly half of their assets under management. The firm's approach revolves around discretionary management, ensuring that all investment decisions are made by their experienced advisors. The compensation structure at 626 Financial, LLC encompasses various models, including a percentage of assets under management. This incentivizes the team to deliver excellent results while aligning their interests with the clients'. With a team of five skilled professionals, all fully committed to delivering exceptional investment advisory services, 626 Financial, LLC maintains an average of approximately $52,200,000 in assets under management per advisor. This figure aligns with industry standards, demonstrating their competence in handling a diverse range of client portfolios. At 626 Financial, LLC, clients can rely on the expertise of their longest-tenured advisors, including Ryan Howard, Ann Davis, and Karen Morse. Their collective experience and in-depth knowledge of the financial market contribute to the firm's solid reputation. Overall, 626 Financial, LLC stands as a trusted partner for individuals and businesses seeking comprehensive investment advisory services. With their strong track record, commitment to client satisfaction, and dedicated team, they strive to help clients achieve their financial goals and secure a prosperous future.

Bright Financial Advisors, Inc., based out of Portage, MI, is a reputable investment advisory firm serving over 480 individual clients. With assets under management totaling over $398,593,000, they specialize in providing personalized financial solutions. Operating from a single office, they also offer insurance brokerage services, catering to a diverse range of client needs. As experts in the field, Bright Financial Advisors, Inc. has extensive experience managing employer 401Ks and individual investments, which account for approximately half of their assets under management. They have developed a strong reputation for their expertise and professionalism in this space. Notably, all of the assets they manage are under their discretion, providing clients with peace of mind. The firm employs a team of 12 professionals, with three dedicated investment advisors. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment arrangement that aligns with their preferences and goals. One standout aspect of Bright Financial Advisors, Inc. is their exceptional average of approximately $132,860,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting their ability to effectively handle substantial portfolios. Furthermore, Andrew Price and Brookes Welc, two of the firm's longest-tenured registered advisors, bring valuable experience and insights to the table. Clients can trust Bright Financial Advisors, Inc. to deliver expert financial guidance and tailored investment strategies that help them achieve their long-term objectives. With a track record of success and a commitment to client satisfaction, they have established themselves as a leading presence in the financial advisory industry.

TruNorth Capital Management, LLC, headquartered in Kalamazoo, MI, is a reputable investment advisory firm catering primarily to high net worth individuals. With a team of four experienced professionals, they specialize in providing personalized investment advisory services to their diverse clientele. TruNorth boasts an impressive average of approximately $140,540,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. TruNorth manages a substantial client base of over 180 individuals, collectively holding assets totaling over $294,631,000. While a significant portion of their assets are allocated to high net worth individuals, TruNorth also possesses the capability to effectively manage employer funds, despite 401K and individual accounts constituting less than 30% of their total assets under management. TruNorth Capital Management, LLC distinguishes itself as a small yet influential investment advisory firm, maintaining a single office in Kalamazoo, MI. Notably, the company prides itself on its long-serving advisors, including Kevin Miller, John Schoolman, and Brian Mullally, who bring extensive expertise and experience to the firm. As a testament to their commitment to excellence, TruNorth manages all assets under their purview on a discretionary basis, ensuring full control over investment decisions. With their impressive track record, personalized approach, and focus on high net worth clients, TruNorth Capital Management, LLC has established itself as a trusted partner in the financial landscape, providing tailored investment strategies to help clients achieve their financial goals.

CWS Financial Advisors LLC, a prominent investment advisory firm headquartered in Kalamazoo, MI, boasts an extensive client base of over 520 individuals, entrusting them with a staggering $988,546,000 in assets under management. With a robust presence in the region, CWS Financial Advisors offers its services through a single office. Although their management of 401K and individual accounts represents less than 30% of their assets under management, the firm possesses the expertise to handle employer funds as well. Impressively, a remarkable 94% of the assets they manage are discretionary, signifying a high level of trust and autonomy granted by their clients. CWS Financial Advisors focuses primarily on serving high-net-worth individuals, aligning their strategies with the unique needs and goals of this discerning clientele. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. With a total of 11 dedicated employees, CWS Financial Advisors leverages the expertise of five investment advisors, each managing an average of approximately $197,710,000 in assets. This figure surpasses the industry average, underscoring their team's exceptional aptitude and skill. Notably, the firm takes pride in the longevity of its advisors, with seasoned professionals such as Cory Wietfeldt, Lindsey Splendorio, and Joseph Splendorio contributing their extensive knowledge and experience to the success of the company. Overall, CWS Financial Advisors LLC is a trusted local partner for individuals seeking comprehensive and tailored investment advisory services, combining a solid track record, robust resources, and a client-centric approach to deliver exceptional financial guidance and asset management solutions.

Breakwater Capital, based in Kalamazoo, MI, is a small investment advisory firm specializing in providing comprehensive financial services to a diverse clientele. With two dedicated employees, they offer personalized investment advisory services tailored to individual needs. Each investment advisor at Breakwater Capital manages an average of $50,220,000 in assets, aligning with the industry average. With over 40 individual clients, Breakwater Capital oversees a substantial $114,502,000 in assets under management. The firm primarily serves high net worth individuals, with a majority of the assets they manage belonging to this demographic. While 401K and individual accounts comprise less than 30% of their total assets, Breakwater Capital possesses the capability to manage employer funds. Breakwater Capital's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients' financial success. The firm prides itself on offering discretionary asset management, granting them the authority to make investment decisions on behalf of their clients. Operating from a single office in Kalamazoo, Breakwater Capital has established a solid reputation in the financial industry. Ross Pollard and Lucas Mansberger, two of the longest-tenured registered advisors at the firm, bring extensive experience and expertise to their clients' portfolios. Overall, Breakwater Capital strives to provide exceptional investment advisory services, leveraging their knowledge and resources to help clients achieve their financial goals and secure a prosperous future.

Wolff Financial Management LLC, based out of Kalamazoo, MI, is a reputable investment advisory firm serving a diverse clientele. With over 220 individual clients and a remarkable $409,764,000 in assets under management, the firm is dedicated to delivering exceptional financial solutions. Their expertise lies in managing discretionary assets, with 99% of the assets they oversee falling under this category. Catering primarily to high-net-worth individuals, Wolff Financial Management LLC has established itself as a trusted partner in wealth management. Their comprehensive compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' interests. Led by a team of experienced professionals, Wolff Financial Management LLC boasts a total of five employees, three of whom specialize in providing top-notch investment advisory services. The firm prides itself on the high level of assets under management per investment advisor, averaging an impressive $136,590,000. This figure surpasses the industry average, reflecting the firm's commitment to personalized attention and strategic financial planning. Wolff Financial Management LLC operates from a single office in Kalamazoo, MI, serving as a central hub for their client interactions and decision-making processes. The firm's longevity is further enhanced by the presence of several long-tenured advisors, including Jared McNee, Lisa Hartgraves, and Matthew Wolff, who bring a wealth of knowledge and expertise to their clients' financial endeavors. With a track record of success and a client-centric approach, Wolff Financial Management LLC continues to uphold its reputation as a premier investment advisory firm, supporting individuals in achieving their financial goals with confidence and precision.

Gasaway Investment Advisors, Inc. is a well-established investment advisory firm headquartered in Kalamazoo, MI. With a team of 10 dedicated professionals, including 5 experienced investment advisors, they provide comprehensive financial guidance to a diverse clientele. Leveraging their expertise, Gasaway Investment Advisors manages an impressive average of $104,610,000 in assets per investment advisor, aligning with industry standards. The compensation structure at Gasaway Investment Advisors caters to clients' needs, offering flexibility and transparency. Clients can choose from various options, including a percentage of assets under management and hourly charges. This allows clients to select the most suitable arrangement for their financial goals. Gasaway Investment Advisors boasts a robust client base, serving over 370 individual clients and overseeing more than $134,453,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, reflecting their strong expertise in this area. A significant portion, 89%, of the assets they manage is under discretionary control, demonstrating their clients' trust in their judgment and decision-making. In addition to their investment advisory services, Gasaway Investment Advisors also serves as an insurance broker or agent, providing comprehensive coverage options to protect their clients' financial interests. As a local firm, Gasaway Investment Advisors has deep roots in the Kalamazoo community. They operate from a single office, and their long-tenured advisors, such as Chase Imberger, James Gasaway, and Charles Gasaway, bring a wealth of experience and expertise to their clients' financial journeys. With their commitment to personalized service and sound investment strategies, Gasaway Investment Advisors is dedicated to helping clients achieve their financial objectives and secure their future.

Richmond Brothers, Inc. is a reputable local investment advisory firm headquartered in Jackson, MI. With 17 dedicated employees, including five seasoned investment advisors, they offer a comprehensive range of financial services. Known for their expertise in managing employer 401Ks and individual portfolios, the firm boasts an impressive $201,459,000 in assets under management from over 630 individual clients. Richmond Brothers, Inc. distinguishes itself by its average assets under management per investment advisor, which stands at approximately $95,850,000, reflecting the firm's ability to handle substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with client interests. With an unwavering commitment to providing personalized financial solutions, Richmond Brothers, Inc. manages 100% of their clients' assets on a discretionary basis. This approach allows them to make informed investment decisions tailored to individual goals and risk tolerance. The firm's success can be attributed to its experienced team of advisors. Notably, Matthew Curfman, David Richmond, and Daniel Vredeveld are among the longest tenured advisors at Richmond Brothers, Inc. Their deep industry knowledge, combined with the collective expertise of the firm, enables them to deliver effective wealth management strategies. As a trusted local partner, Richmond Brothers, Inc. caters to a diverse client base, maintaining strong relationships built on trust and exceptional service. Their singular office in Jackson, MI ensures accessibility and personalized attention to meet the unique financial needs of their clients. With a solid track record and a commitment to excellence, Richmond Brothers, Inc. continues to provide top-tier investment advisory services in the region.

AVERY WEALTH, INC. is a reputable investment advisory firm based out of Jackson, MI. With over 390 individual clients and more than $183,320,000 in assets under management, they have established themselves as a trusted partner in the financial industry. As a small firm with one office, they offer personalized attention and a deep understanding of the investment landscape. A key aspect of Avery Wealth, Inc.'s success lies in their expertise in managing employer 401Ks and individual assets. Approximately half of their assets under management come from these sources, reflecting their extensive experience in this space. Moreover, the firm operates under a discretionary management approach, enabling them to make independent investment decisions on behalf of their clients. Avery Wealth, Inc. adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This ensures that their clients have multiple choices based on their specific needs and preferences. With a team of five dedicated professionals, including two investment advisors, Avery Wealth, Inc. upholds a commitment to delivering high-quality service to their clients. On average, each investment advisor oversees approximately $91,660,000 in assets under management, aligning with the industry average. Notably, Daniel Reese and Brent Oliver are recognized as two of the firm's longest-tenured registered advisors. Their extensive experience and expertise contribute to the overall success and reputation of Avery Wealth, Inc. in helping clients achieve their financial goals.