Zhang Financial

Charles Zhang, Founder and President of Zhang Financial, a Fee-Only Wealth Management firm, has been ranked #1 in the Nation on Barron’s 2026 Top 100 Independent Advisors, a position also held in 2025, 2024, 2023, and 2021, and the highest-ranked Fee-Only advisor on the lists.

Released 9/14/26 based on a 12-month period ending 6/30/26. Prior rankings released annually in September based on a 12-month period ending June 30 of that year. Zhang Financial paid no fee to be considered for or included in the rankings. The firm pays Barron’s a licensing fee to use the rankings and logos.

He was also ranked #1 in Barron’s List of 2026 Top Advisors in Michigan, which marks the 14th consecutive year that Charles has held the top ranking in Michigan (2013-2026).

Released 3/20/26 based on a 12-month period ending 9/30/25. Prior rankings released annually in March based on a 12-month period ending September 30 of the prior year. Zhang Financial paid no fee to be considered for or included in the rankings. The firm pays Barron’s a licensing fee to use the rankings and logos.

See zhangfinancial.com/disclosure for full ranking criteria and methodology.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

460 Ada Dr SE Suite 200 Ada, MI 49301 Phone: (616) 235-5777

Primary Office

5931 Oakland Dr Portage, MI 49024-2106 Phone: (269) 385-5888

Other Offices

70 Michigan Ave W Ste 100 Battle Creek, MI 49017-3619 Phone: (269) 965-0777
460 Ada Dr SE Suite 200 Ada, MI 49301 Phone: (616) 235-5777
999 Vanderbilt Beach Rd Ste 200 Naples, FL 34108-3512 Phone: (888) 777-0126
1145 W. Long Lake Road, Suite 301 Bloomfield Hills, MI 48302 Phone: (248) 846-8889