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Financial Advisors in Owosso, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Owosso: Dort Financial Credit Union, RFA Score 72/100; 4.6★ from 71 Google reviews; open Saturdays until 12:30 PM.

  2. 3

    Most-reviewed: Dort Financial Credit Union, 504 Google reviews at 4.6★, the most of 55 ranked; ranked #3.

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

55 Owosso financial advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 55 rated firms.

Top 10 financial advisors in Owosso 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 Owosso at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Dort Financial Credit Union724.6★ (71)OwossoSatTop score
2Dort Financial Credit Union714.8★ (185)Flint, 18 mi awaySat—
3Dort Financial Credit Union704.6★ (504)Flint, 25 mi awaySatMost reviews
4Edward Jones - Financial Advisor: Andrew Reger RICP ®695.0★ (15)Owosso——
5ELGA Credit Union Flint684.4★ (198)Flint, 20 mi awaySat—
6Dort Financial Credit Union684.4★ (203)Flint, 21 mi awaySat—
7AE Tax & Financial Services685.0★ (74)Flint, 25 mi awaySat—
8Grace Braatz-Opper-Modern Woodmen of America675.0★ (54)East Lansing, 22 mi away——
9Mowinski Financial675.0★ (6)Owosso——
10Castle Financial Partners665.0★ (41)East Lansing, 23 mi away——

All 55 financial advisors in Owosso, 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 Owosso

    #1 Dort Financial Credit Union

    Based in Owosso

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 71 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    1006 E Main St, Owosso, MI 48867
    View profile for Dort Financial Credit Union(810) 767-8390

  2. #2 Dort Financial Credit Union

    Based in Flint, 18 mi away

    71/100RFA Score

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

    • 4.8★ from 185 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    4131 Morrish Rd, Swartz Creek, MI 48473
    View profile for Dort Financial Credit Union(800) 521-3796

  3. #3 Dort Financial Credit Union

    Based in Flint, 25 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.6★ from 504 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 504 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    1091 W Hill Rd, Flint, MI 48507
    View profile for Dort Financial Credit Union(800) 521-3796

  5. #5 ELGA Credit Union Flint

    Based in Flint, 20 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.4★ from 198 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 198 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat 10 AM–1 PM · Sun closed
    Address
    5072 Corunna Rd, Flint, MI 48532
    View profile for ELGA Credit Union Flint(810) 715-3542

  6. #6 Dort Financial Credit Union

    Based in Flint, 21 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.4★ from 203 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 203 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    5091 Pierson Rd, Flint, MI 48504
    View profile for Dort Financial Credit Union(810) 767-8390

  9. #9 Mowinski Financial

    Based in Owosso

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    215 N Water St Ste 204, Owosso, MI 48867
    View profile for Mowinski Financial(989) 720-5072

  14. #14 Flynn Wealth Partners

    Based in East Lansing, 21 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2260 E Saginaw St # B, East Lansing, MI 48823
    View profile for Flynn Wealth Partners(517) 336-0321

  17. #17 Mosley Consulting, LLC

    Based in Flint, 25 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 8 AM–1 PM · Sun closed
    Address
    615 Saginaw St, Flint, MI 48502
    View profile for Mosley Consulting, LLC(810) 626-5200

  20. #20 DrivenWealth

    Based in East Lansing, 23 mi away

    63/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Address
    3496 E Lake Lansing Rd Ste 120, East Lansing, MI 48823
    View profile for DrivenWealth(517) 274-8501

  21. #21 Michigan Money Management

    Based in East Lansing, 23 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    735 W Lake Lansing Rd #100, East Lansing, MI 48823
    View profile for Michigan Money Management(517) 349-7111

  22. #22 Beacon Pointe Advisors

    Based in Flint, 23 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    5206 Gateway Centre Blvd #300, Flint, MI 48507
    View profile for Beacon Pointe Advisors(810) 732-7411

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

financial advisors in Owosso, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Scott Lewis Group - Morgan Stanley625.0★ (10)23 mi
27Evergreen Wealth Management, LLC624.6★ (10)22 mi
28Brian Reiber - Financial Advisor, Ameriprise Financial Services, LLC625.0★ (9)23 mi
29Taylor & Morgan, CPA614.4★ (7)20 mi
30Edward Jones - Financial Advisor: Eric S Gasper, AAMS®614.2★ (5)20 mi
31CG Financial Services615.0★ (5)22 mi
32Complete Financial Planning615.0★ (4)20 mi
33Cristo Rey Family Health Clinic603.5★ (26)25 mi
34Fairhaven Financial Advisory Corporation605.0★ (4)23 mi
35LPL Financial602.5★ (4)18 mi
36Lake Trust Credit Union603.2★ (45)23 mi
37Waggoner Financial605.0★ (4)24 mi
38Maner Costerisan603.5★ (10)25 mi
39Financial Technology Inc604.2★ (5)24 mi
40Financial Independents, Inc.604.8★ (4)24 mi
41Stifel605.0★ (3)In Owosso
42Kent Ballard - Raymond James605.0★ (3)23 mi
43Ace Management595.0★ (3)23 mi
44Wells Fargo Advisors593.0★ (10)23 mi
45Morgan Stanley Financial Advisors594.0★ (4)23 mi
46Alliance Financial Group Inc595.0★ (3)24 mi
47Procyon595.0★ (3)24 mi
48Edward Jones - Financial Advisor: Steve Walker, CFP®|CEPA®|AAMS®595.0★ (3)25 mi
49Charles Schwab592.9★ (15)25 mi
50Wells Fargo Advisors592.8★ (9)24 mi

Also serving Owosso

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 Owosso
BusinessGoogle ratingDistance
Advance Financial Services1.0★ (2)25 mi
Citi FinancialIn Owosso
Edward Jones - Financial Advisor: Audrey J Salander5.0★ (2)In Owosso
Edward Jones - Financial Advisor: Cara L Keay, AAMS®5.0★ (1)In Owosso
Edward Jones - Financial Advisor: Colin J McCallum, CFP®In Owosso
Edward Jones - Financial Advisor: Lori A Fell, AAMS®4.5★ (2)23 mi
Edward Jones - Financial Advisor: Robert E Phifer Jr3.0★ (2)22 mi
Edward Jones - Financial Advisor: Rory C KeayIn Owosso
Edward Jones - Financial Advisor: Scott Camiller, AAMS®3.0★ (2)23 mi
Fifth Third Preferred - Thomas DillonIn Owosso
Fifth Third Securities - Michael ModlinIn Owosso
Financial & Tax Planning Inc5.0★ (2)21 mi
Jacobs Financial Services LLC5.0★ (2)24 mi
Kenneth Williams - Financial Advisor, Ameriprise Financial Services, LLCIn Owosso
Member Investment Center located at Frankenmuth Credit UnionIn Owosso
O'Dea Wealth Management of Raymond JamesIn Owosso
Raymond James1.0★ (2)25 mi
Raymond James & AssociatesIn Owosso
TIAA Financial Services2.5★ (2)24 mi
Todd Howard - TIAA Wealth Management Advisor5.0★ (2)24 mi

How we ranked Owosso financial advisors

We scored 55 Owosso 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 Owosso 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 Owosso: frequently asked questions

Which financial advisor has the highest RFA Score in Owosso?

By RFA Score, the highest-ranked financial advisor in Owosso, MI is Dort Financial Credit Union with an RFA Score of 72/100. It has 4.6★ from 71 Google reviews. It is open Saturdays until 12:30 PM. Dort Financial Credit Union (#2) and Dort Financial Credit Union (#3) follow. We ranked 55 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Owosso?

RankedFinancialAdvisors ranks 55 financial advisors serving Owosso, MI. 8 of them are based in Owosso; 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 Owosso work on weekends?

10 of 55 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Dort Financial Credit Union (#1), Dort Financial Credit Union (#2) and Dort Financial Credit Union (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Owosso financial advisors have?

The median Google rating among 55 rated financial advisors in Owosso is 4.8★, with a median of 10 reviews. Dort Financial Credit Union has the most, 504 reviews, and ranks #3. 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 Owosso count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 55 financial advisors serving Owosso.

More financial advisors and Owosso pages