#1Kotys Wealth Professionals
TKG ADVISORS, LLC
Serves this area from Valparaiso, IN (10 mi)
Retirement Plan Advisors in Portage, IN
The top-ranked retirement plan advisors serving Portage, IN are Kotys Wealth Professionals, Lauer Wealth Management and Serenity Investment Advisors. We list 72 retirement plan advisors serving Portage, IN. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Portage, IN (Porter County). 72 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Portage
#2Lauer Wealth Management
LAUER WEALTH, LLCServes this area from IN#3Serenity Investment Advisors
SERENITY INVESTMENT ADVISORS LLCServes this area from Chicago, IL (31 mi)#4Aon Investments USA Inc.
AON INVESTMENTS USA INC.Serves this area from Chicago, IL (31 mi)#5Manifest
MANIFESTHQ ADVISORS LLCServes this area from Chicago, IL (31 mi)#6Mitchell Vaught & Taylor Inc
MITCHELL VAUGHT & TAYLOR INCServes this area from Chicago, IL (31 mi)#7Promanage, LLC
PROMANAGE, LLCServes this area from Chicago, IL (31 mi)#8Security Capital Research & Management Incorporated
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATEDServes this area from Chicago, IL (31 mi)#9Eastspring US
EASTSPRING INVESTMENTS INCORPORATEDServes this area from Chicago, IL (31 mi)#10Lcm Capital Management Inc
LCM CAPITAL MANAGEMENT INCServes this area from Chicago, IL (31 mi)
20 more providers serving this area
- Retirement Plan Advisors, LLC, Chicago, IL (31 mi)
- Gcm Grosvenor L.P., Chicago, IL (31 mi)
- Morningstar Investment Management LLC, Chicago, IL (31 mi)
- Planpilot, Chicago, IL (31 mi)
- Rothschild Investment, Chicago, IL (31 mi)
- Altman Advisors, Chicago, IL (31 mi)
- Capri Egm, LLC, Chicago, IL (31 mi)
- Fourstar Wealth Advisors, LLC, Chicago, IL (31 mi)
- Greenstone Belt Wealth Advisors, LLC, Chicago, IL (31 mi)
- Hightower Advisors, LLC, Chicago, IL (31 mi)
- Midway Capital Research & Management LLC, Chicago, IL (31 mi)
- Pivot Capital Partners LLC, Chicago, IL (31 mi)
- Towers Watson Investment Services, Inc., Chicago, IL (31 mi)
- Altair Advisers, LLC, Chicago, IL (31 mi)
- Bmo Family Office, LLC, Chicago, IL (31 mi)
- Burling Wealth Partners, Chicago, IL (31 mi)
- Chicago Wealth Management, Inc., Chicago, IL (31 mi)
- Cogent Strategic Wealth LLC, Chicago, IL (31 mi)
- Curi Capital, LLC, Chicago, IL (31 mi)
- Marquette Associates, Inc., Chicago, IL (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Portage?
We list 72 retirement plan advisors serving Portage, IN: 0 based there and 72 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Portage?
The top-ranked retirement plan advisors serving Portage, IN are Kotys Wealth Professionals, Lauer Wealth Management, Serenity Investment Advisors, Aon Investments USA Inc. and Manifest. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Portage are verified against official records?
10 of the top 10 match an active official record: Kotys Wealth Professionals (U.S. Securities and Exchange Commission), Lauer Wealth Management (U.S. Securities and Exchange Commission), Serenity Investment Advisors (U.S. Securities and Exchange Commission), Aon Investments USA Inc. (U.S. Securities and Exchange Commission) and Manifest (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .