Skip to content

Investment Advisors in Flint, MI: 2026 rankings

22 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Flint: Verde Capital Management, RFA Score 67/100; 5.0★ from 119 Google reviews.

  2. 2

    Most-reviewed: Mainstay Capital Management, 23 Google reviews at 4.3★, the most of 22 ranked after Verde Capital Management; ranked #2.

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

22 Flint investment advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 4.9★ across 22 rated firms.

Top 10 investment advisors in Flint 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 investment advisors in Flint at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Verde Capital Management675.0★ (119)Waterford, 23 mi awayTop score
2Mainstay Capital Management644.3★ (23)Burton, 6 mi awayMost reviews
3Khirfan Financial Company Inc.624.7★ (16)Flint—
4Beacon Pointe Advisors625.0★ (12)Flint—
5Edward Jones - Financial Advisor: Kyle R Robinson614.8★ (20)Burton, 7 mi away—
6Brian Reiber - Financial Advisor, Ameriprise Financial Services, LLC615.0★ (9)Flint—
7Wells Fargo Advisors601.3★ (3)Owosso, 25 mi away—
8Edward Jones - Financial Advisor: Eric S Gasper, AAMS®594.2★ (5)Flint—
9Wells Fargo Advisors583.0★ (10)Flint—
10Edward Jones - Financial Advisor: Steve Walker, CFP®|CEPA®|AAMS®585.0★ (3)Flint—

All 22 investment advisors in Flint, 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 Flint

    #1 Verde Capital Management

    Based in Waterford, 23 mi away

    67/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 119 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 119 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    8031 Ortonville Rd Ste 210, Village of Clarkston, MI 48348
    View profile for Verde Capital Management(248) 528-1870

  4. #4 Beacon Pointe Advisors

    Based in Flint

    62/100RFA Score

    Ranked #4 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

  11. #11 Procyon

    Based in Flint

    58/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    607 E 2nd Ave #100, Flint, MI 48502
    View profile for Procyon(810) 475-5886

  13. #13 Fidelity Investments

    Based in Burton, 6 mi away

    57/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 3.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10811 S Saginaw St Ste A, Grand Blanc, MI 48439
    View profile for Fidelity Investments(800) 222-5765

  14. #14 LPL Financial

    Based in Flint

    57/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 2.5★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 4 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    8011 Miller Rd, Swartz Creek, MI 48473
    View profile for LPL Financial(810) 630-6225

  21. #21 Stifel

    Based in Owosso, 22 mi away

    52/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial institution”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1865 E M 21 Suite 100, Owosso, MI 48867
    View profile for Stifel(989) 494-5474

Also serving Flint

20 more investment 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 investment advisors serving Flint
BusinessGoogle ratingDistance
AE Tax & Financial Services5.0★ (74)In Flint
Alexander Bowden - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Flint
Alliance Financial Group Inc5.0★ (3)In Flint
BlueChip Advisor Group - Ameriprise Financial Services, LLC5.0★ (1)In Flint
Bridge Wealth Management5.0★ (1)In Flint
Complete Financial Planning5.0★ (4)In Flint
Edward Jones - Financial Advisor: Rich Lewis II5.0★ (1)In Flint
Financial & Tax Planning Inc5.0★ (2)In Flint
Horizon Advisers - Flint5.0★ (1)In Flint
Huntington Private BankIn Flint
Investment Group of North Central INCIn Flint
Mosley Consulting, LLC5.0★ (24)In Flint
R J's Notes IncIn Flint
Raleigh Horne - Raymond James5.0★ (1)In Flint
Raymond James1.0★ (2)In Flint
Sano (Retirement & Wealth Strategies)5.0★ (1)In Flint
Securities America Inc1.0★ (1)In Flint
Skypoint VenturesIn Flint
Snider Financial5.0★ (1)In Flint
W. C. Bird Private Wealth ManagementIn Flint

How we ranked Flint investment advisors

We scored 22 Flint investment 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 Flint 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Flint: frequently asked questions

Which investment advisor has the highest RFA Score in Flint?

By RFA Score, the highest-ranked investment advisor in Flint, MI is Verde Capital Management with an RFA Score of 67/100. It has 5.0★ from 119 Google reviews. Mainstay Capital Management (#2) and Khirfan Financial Company Inc. (#3) follow. We ranked 22 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Flint?

RankedFinancialAdvisors ranks 22 investment advisors serving Flint, MI. 8 of them are based in Flint; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Flint investment advisors have?

The median Google rating among 22 rated investment advisors in Flint is 4.9★, with a median of 5 reviews. Verde Capital Management has the most, 119 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Flint count in this ranking?

Yes, if they are within 25 mi of the Flint city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Flint ranked?

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

How do I check an investment 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 investment advisor in Flint 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 investment 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 Flint

  1. November 2026: RFA Scores recalculated for 22 investment advisors serving Flint.

More investment advisors and Flint pages