Managers in Portage, IN

United States · 7 asset managers within 25 km (1 in Portage itself) · 21 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Crown Point, IN 3 · Chesterton, IN 1 · Valparaiso, IN 1 · Merrillville, IN 1 · Michigan City, IN 1 · Crete, IL 1 · La Porte, IN 1 · Hometown, IL 1

Asset managers in and around Portage

#	Manager	People here	Assets
1	CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Chesterton $1.2tn	25	$1.2tn
2	RCM WEALTH ADVISORS institutions · Crown Point $388.8m	1	$388.8m
3	IOLITE ASSET MANAGEMENT Crown Point	1
4	STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Crown Point STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn	office	$197.5bn
5	ALLSTATE CORP structured credit, wealth · Portage ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
6	StrategIQ Financial Group, LLC Merrillville $885.1m	based here	$885.1m
7	Lauer Wealth, LLC Valparaiso $146.6m	based here	$146.6m

7 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.