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Financial Advisors in Niles, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Niles: Andrew Weiss - Knights of Columbus, RFA Score 77/100; 5.0★ from 115 Google reviews.

  2. 2

    Most-reviewed: Centier Bank, 102 Google reviews at 5.0★, the most of 57 ranked after Andrew Weiss - Knights of Columbus; ranked #2.

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

57 Niles financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 57 rated firms.

Top 10 financial advisors in Niles 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 Niles at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Andrew Weiss - Knights of Columbus775.0★ (115)South Bend, 10 mi away—Top score
2Centier Bank765.0★ (102)Mishawaka, 10 mi awaySatMost reviews
3Hilltop Wealth & Tax Solutions765.0★ (85)Mishawaka, 10 mi away——
4Camp Wealth Management765.0★ (80)Mishawaka, 10 mi away——
5Centier Bank754.9★ (88)South Bend, 11 mi away——
6Centier Bank755.0★ (58)Granger, 8 mi away——
7Centier Bank734.9★ (81)Elkhart, 18 mi away——
8Global Financial Group (Ashok Hiralal Sanghavi)735.0★ (65)Elkhart, 17 mi awaySat · Evenings—
9Bankers Life734.9★ (37)South Bend, 11 mi away——
10Horner Insurance/ Horner Investment Group LLC725.0★ (57)Elkhart, 20 mi away——

All 57 financial advisors in Niles, 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.

  2. #2 Centier Bank

    Based in Mishawaka, 10 mi away

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 102 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 102 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
    255 E Day Rd, Mishawaka, IN 46545
    View profile for Centier Bank(574) 255-1536

  4. #4 Camp Wealth Management

    Based in Mishawaka, 10 mi away

    76/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3835 Edison Lakes Pkwy #300, Mishawaka, IN 46545
    View profile for Camp Wealth Management(574) 273-0803

  5. #5 Centier Bank

    Based in South Bend, 11 mi away

    75/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 88 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 88 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    108 N Main St, South Bend, IN 46601
    View profile for Centier Bank(574) 232-1049

  6. #6 Centier Bank

    Based in Granger, 8 mi away

    75/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 58 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7108 Gumwood Rd, Granger, IN 46530
    View profile for Centier Bank(574) 243-7620

  7. #7 Centier Bank

    Based in Elkhart, 18 mi away

    73/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 81 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 S Main St, Elkhart, IN 46516
    View profile for Centier Bank(574) 747-9280

  9. #9 Bankers Life

    Based in South Bend, 11 mi away

    73/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 E Wayne St Ste 150, South Bend, IN 46601
    View profile for Bankers Life(574) 255-2773

  19. #19 Western & Southern Life

    Based in Mishawaka, 10 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.9★ from 13 Google reviews, listed on Google as “Investment service”.

    • 3.9★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4100 Edison Lakes Pkwy Ste 330, Mishawaka, IN 46545
    View profile for Western & Southern Life(574) 255-2193

  21. #21 Fidelity Investments

    Based in South Bend, 10 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.2★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1234 N Eddy St Ste 124, South Bend, IN 46617
    View profile for Fidelity Investments(800) 544-5702

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 57 ranked financial advisors here; the rest are on their profiles.

financial advisors in Niles, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors663.0★ (9)10 mi
27Rae's Financial Solutions665.0★ (13)23 mi
28Cornerstone Wealth Services - Matt Wilson, AAMS®, AIF®665.0★ (3)9 mi
29VantagePointe Financial Group665.0★ (3)10 mi
30Bridgeview Financial664.0★ (4)10 mi
31Verso Financial665.0★ (3)10 mi
32Centier Bank665.0★ (76)8 mi
33Old National Bank662.9★ (8)11 mi
34OASIS Financial663.7★ (3)9 mi
35Mission Investment Services663.7★ (3)10 mi
36Indiana Trust Wealth Management663.7★ (3)10 mi
37Edward Jones - Financial Advisor: Ryan J Watson655.0★ (3)13 mi
38Morgan Stanley Financial Advisors653.0★ (3)10 mi
39Key Private Bank652.0★ (7)11 mi
40Michael Busse, CRPC®, Financial Advisor655.0★ (8)23 mi
41Old National Bank653.3★ (10)17 mi
42Edward Jones - Financial Advisor: Tommy Morelock, CFP®655.0★ (4)18 mi
43Edward Jones - Financial Advisor: Dan Craig, AAMS®653.7★ (6)18 mi
44Wealth Enhancement Group645.0★ (3)16 mi
45Loucks & Weaver Financial Advisory Group645.0★ (3)17 mi
46Edward Jones - Financial Advisor: Nate Stemm, CFP®645.0★ (3)18 mi
47Financial Coach - Danielle Riivald635.0★ (3)21 mi
48Neeser Insurance & Financial Solutions635.0★ (37)11 mi
49Las Americas Financial Services632.1★ (7)19 mi
50Edward Jones - Financial Advisor: Ross M Hougland, CFP®625.0★ (3)24 mi

Also serving Niles

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 Niles
BusinessGoogle ratingDistance
ABN Financial ServicesIn Niles
Bickel Brenda5.0★ (2)10 mi
Edward Jones - Financial Advisor: Ashley N Stantz, AAMS®3.0★ (2)10 mi
Edward Jones - Financial Advisor: Gregory A Surber, AAMS®5.0★ (1)In Niles
Edward Jones - Financial Advisor: Jennifer R Salmon, CFP®|CEPA®|AAMS®3.0★ (2)In Niles
Edward Jones - Financial Advisor: Jonathan N Hampton5.0★ (2)10 mi
Edward Jones - Financial Advisor: Jose A Ontiveros, CFP®|CEPA®In Niles
Edward Jones - Financial Advisor: Shane R Shidler, CFP®|AAMS®|CRPC™In Niles
Edward Jones - Financial Advisor: Terry L Clark5.0★ (2)9 mi
Emerald River Wealth Management - Kemp Cunningham, CFP5.0★ (2)8 mi
Fifth Third Preferred - Anna ZlotnickiIn Niles
Golden Years Financial Advisors5.0★ (2)14 mi
Kory N Meade-Modern Woodmen of America5.0★ (2)12 mi
LPL FinancialIn Niles
McLemore Financial Strategies LLC5.0★ (2)20 mi
Monique Mozella Beck: Primerica - Financial Services5.0★ (2)10 mi
Pathway Asset and Tax Advisory3.0★ (2)17 mi
ProCreations5.0★ (2)In Niles
Scarpone James F5.0★ (1)In Niles
Woods Financial Services, LLCIn Niles

How we ranked Niles financial advisors

We scored 57 Niles 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 Niles 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 Niles: frequently asked questions

Which financial advisor has the highest RFA Score in Niles?

By RFA Score, the highest-ranked financial advisor in Niles, MI is Andrew Weiss - Knights of Columbus with an RFA Score of 77/100. It has 5.0★ from 115 Google reviews. Centier Bank (#2) and Hilltop Wealth & Tax Solutions (#3) follow. We ranked 57 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Niles?

RankedFinancialAdvisors ranks 57 financial advisors serving Niles, MI. 2 of them are based in Niles; 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 Niles work on weekends?

5 of 57 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Centier Bank (#2) and Global Financial Group (Ashok Hiralal Sanghavi) (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Niles financial advisors have?

The median Google rating among 57 rated financial advisors in Niles is 5.0★, with a median of 7 reviews. Andrew Weiss - Knights of Columbus has the most, 115 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 Niles count in this ranking?

Yes, if they are within 25 mi of the Niles 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 Niles 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 Niles 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 Niles

  1. November 2026: RFA Scores recalculated for 57 financial advisors serving Niles.

More financial advisors and Niles pages