Skip to content

Financial Advisors in Kalamazoo, MI: 2026 rankings

64 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Kalamazoo: Kalamazoo Mortgage, RFA Score 78/100; 4.8★ from 369 Google reviews.

  2. 2

    Most-reviewed: Consumers Credit Union, 185 Google reviews at 4.8★, the most of 64 ranked after Kalamazoo Mortgage; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

64 Kalamazoo financial advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 64 rated firms.

Top 10 financial advisors in Kalamazoo at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Kalamazoo at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Kalamazoo Mortgage784.8★ (369)Kalamazoo—Top score
2Consumers Credit Union774.8★ (185)Kalamazoo—Most reviews
3Daus Financial Group755.0★ (78)Kalamazoo——
4Zhang Financial724.9★ (39)Portage, 4 mi away——
5Arbor Financial Credit Union714.8★ (43)Portage, 7 mi awaySat—
6Derek A Leighton-Modern Woodmen of America715.0★ (16)Kalamazoo——
7Jacobs Financial Services LLC714.8★ (18)Kalamazoo——
8Arbor Financial Credit Union713.9★ (151)KalamazooSat—
9Edward Jones - Financial Advisor: Matt McDonald715.0★ (14)Kalamazoo——
10Arbor Financial Credit Union704.4★ (37)Portage, 4 mi awaySat—

All 64 financial advisors in Kalamazoo, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Kalamazoo

    #1 Kalamazoo Mortgage

    Based in Kalamazoo

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 369 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 369 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2415 S 11th St Ste A, Kalamazoo, MI 49009
    View profile for Kalamazoo Mortgage(269) 364-6000

  2. #2 Consumers Credit Union

    Based in Kalamazoo

    77/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 185 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 185 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1900 S Drake Rd, Kalamazoo, MI 49006
    View profile for Consumers Credit Union(800) 991-2221

  3. #3 Daus Financial Group

    Based in Kalamazoo

    75/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 78 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 78 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    487 S Drake Rd Ste a, Kalamazoo, MI 49009
    View profile for Daus Financial Group(269) 321-7472

  4. #4 Zhang Financial

    Based in Portage, 4 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5931 Oakland Dr, Portage, MI 49024
    View profile for Zhang Financial(269) 385-5888

  5. #5 Arbor Financial Credit Union

    Based in Portage, 7 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 43 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    8910 Portage Rd, Portage, MI 49002
    View profile for Arbor Financial Credit Union(269) 375-6702

  10. #10 Arbor Financial Credit Union

    Based in Portage, 4 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.4★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 37 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    5250 S Westnedge Ave, Portage, MI 49002
    View profile for Arbor Financial Credit Union(269) 375-6702

  13. #13 Plan 4 Financial Design

    Based in Kalamazoo

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.3★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 12 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4000 S Sprinkle Rd, Kalamazoo, MI 49001
    View profile for Plan 4 Financial Design(269) 552-4200

  18. #18 Greenleaf Trust

    Based in Kalamazoo

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.8★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    211 S Rose St, Kalamazoo, MI 49007
    View profile for Greenleaf Trust(800) 416-4555

  22. #22 Bankers Life

    Based in Portage, 4 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.9★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    950 Trade Centre Way #325, Portage, MI 49002
    View profile for Bankers Life(269) 343-8541

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 64 ranked financial advisors here; the rest are on their profiles.

financial advisors in Kalamazoo, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Steve Dekoning: Primerica - Financial Services685.0★ (4)In Kalamazoo
27Gasaway Investment Advisors Inc675.0★ (3)In Kalamazoo
28Candor Wealth Strategies675.0★ (3)In Kalamazoo
29Valley Oak673.8★ (4)In Kalamazoo
30Mercer Advisors - Portage675.0★ (6)6 mi
31Preferred Financial Group, LLC674.2★ (6)4 mi
32Knibbe Paul663.7★ (3)In Kalamazoo
33Jason Klein - Private Wealth Advisor, Ameriprise Financial Services, LLC665.0★ (4)5 mi
34John A Wolfe & Associates665.0★ (4)6 mi
35Cahill Wealth Management665.0★ (3)4 mi
36Optimal Debt Relief | Debt Consolidation & Settlement Company662.3★ (3)In Kalamazoo
37Face 2 Face Financial Planning665.0★ (4)7 mi
38Morgan Stanley Financial Advisors662.3★ (3)In Kalamazoo
39Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA®663.8★ (4)5 mi
40OsborneKlein - Ameriprise Financial665.0★ (3)5 mi
41Marshall Community Credit Union664.5★ (43)24 mi
42Dan Hartley: Primerica - Financial Services653.7★ (3)4 mi
43Infinity Advisory Group655.0★ (3)7 mi
44LVM Capital Management655.0★ (3)7 mi
45Hemenway Wealth Management of Raymond James655.0★ (3)7 mi
46Wells Fargo Advisors655.0★ (3)7 mi
47Allegiant Wealth Strategies655.0★ (11)19 mi
48Credent Wealth Management - Portage, MI653.7★ (3)6 mi
49Highland Financial Group653.8★ (9)12 mi
50Diversified Senior Services654.9★ (68)In Kalamazoo

Also serving Kalamazoo

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Kalamazoo
BusinessGoogle ratingDistance
Abakon Financial5.0★ (2)In Kalamazoo
Buetow and Spitzley Wealth Management5.0★ (1)In Kalamazoo
CWS Financial Advisors, LLC5.0★ (2)In Kalamazoo
Davis & Brinks Wealth Management5.0★ (2)In Kalamazoo
Edward Jones - Financial Advisor: Barbara M Hammond5.0★ (1)In Kalamazoo
Edward Jones - Financial Advisor: Tom Schripsema, AAMS®5.0★ (2)In Kalamazoo
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC4.5★ (2)In Kalamazoo
Hartwell & Company5.0★ (2)In Kalamazoo
Harvard Financial Advisors5.0★ (2)In Kalamazoo
Huntington Private Bank4.0★ (1)In Kalamazoo
Investment Plus5.0★ (1)In Kalamazoo
Lake Effect Financial Consultants-Thrivent5.0★ (2)In Kalamazoo
Michael Farrance - Thrivent5.0★ (1)In Kalamazoo
Nicholas L Boyd: Primerica - Financial Services5.0★ (2)In Kalamazoo
Principal Financial Group3.0★ (2)In Kalamazoo
Raymond James & Associates3.0★ (2)In Kalamazoo
Robert Benjamin - Raymond James5.0★ (1)In Kalamazoo
Sterling and Stein Financial Services LLC5.0★ (1)In Kalamazoo
TIAA Financial Services1.0★ (2)In Kalamazoo
William Annis - Thrivent5.0★ (1)In Kalamazoo

How we ranked Kalamazoo financial advisors

We scored 64 Kalamazoo financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Kalamazoo data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Kalamazoo: frequently asked questions

Which financial advisor has the highest RFA Score in Kalamazoo?

By RFA Score, the highest-ranked financial advisor in Kalamazoo, MI is Kalamazoo Mortgage with an RFA Score of 78/100. It has 4.8★ from 369 Google reviews. Consumers Credit Union (#2) and Daus Financial Group (#3) follow. We ranked 64 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Kalamazoo?

RankedFinancialAdvisors ranks 64 financial advisors serving Kalamazoo, MI. 28 of them are based in Kalamazoo; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Kalamazoo work on weekends?

8 of 64 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Arbor Financial Credit Union (#5), Arbor Financial Credit Union (#8) and Arbor Financial Credit Union (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kalamazoo financial advisors have?

The median Google rating among 64 rated financial advisors in Kalamazoo is 5.0★, with a median of 6 reviews. Kalamazoo Mortgage has the most, 369 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Kalamazoo count in this ranking?

Yes, if they are within 25 mi of the Kalamazoo city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Kalamazoo ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Kalamazoo a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Kalamazoo

  1. November 2026: RFA Scores recalculated for 64 financial advisors serving Kalamazoo.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Kalamazoo pages