Top Picks · Kalamazoo
Best Financial Advisors in Kalamazoo, MI
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Kalamazoo, MI by verified customer ratings and review volume. The highest-rated is Daus Financial Group with a 5.0-star rating from 65 verified reviews. Also in the top tier: Zhang Financial and Edward Jones - Financial Advisor: Matt McDonald. The average rating across all listed financial advisors in Kalamazoo is 4.9 stars from 9 reviews per business on average.
Financial advisors in Kalamazoo typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
9
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Daus Financial Group
487 S Drake Rd suite a, Kalamazoo, MI 49009, USA
Zhang Financial
5931 Oakland Dr, Portage, MI 49024, USA
Edward Jones - Financial Advisor: Matt McDonald
3005 Oakland Dr, Kalamazoo, MI 49008, USA
Financial Advisors Rankings in Kalamazoo, MI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Daus Financial Group487 S Drake Rd suite a, Kalamazoo, MI 49009, USA | 5.0★ | 65 |
| #2 | Zhang Financial5931 Oakland Dr, Portage, MI 49024, USA | 5.0★ | 38 |
| #3 | Edward Jones - Financial Advisor: Matt McDonald3005 Oakland Dr, Kalamazoo, MI 49008, USA | 5.0★ | 14 |
| #4 | CWS Financial Advisors, LLC405 W Michigan Ave #110, Kalamazoo, MI 49007, USA | 5.0★ | 2 |
| #5 | HFG Financial Group LLC5659 W Michigan Ave, Kalamazoo, MI 49009, USA | 5.0★ | 1 |
| #6 | Harvard Financial Advisors5765 Stadium Dr, Kalamazoo, MI 49009, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Tom Schripsema, AAMS®8109 Vineyard Pkwy Suite A, Kalamazoo, MI 49009, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS®5787 Stadium Dr Suite A, Kalamazoo, MI 49009, USA | 5.0★ | 5 |
| #9 | Cherry Tree Financial - Ameriprise Financial Services, LLC433 E Michigan Ave, Kalamazoo, MI 49007, USA | 4.4★ | 9 |
| #10 | Miedema Wealth Management - Ameriprise Financial Services, LLC5991 Venture Park Dr, Kalamazoo, MI 49009, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Kalamazoo
CWS Financial Advisors, LLC
405 W Michigan Ave #110, Kalamazoo, MI 49007, USA
HFG Financial Group LLC
5659 W Michigan Ave, Kalamazoo, MI 49009, USA
Harvard Financial Advisors
5765 Stadium Dr, Kalamazoo, MI 49009, USA
Edward Jones - Financial Advisor: Tom Schripsema, AAMS®
8109 Vineyard Pkwy Suite A, Kalamazoo, MI 49009, USA
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS®
5787 Stadium Dr Suite A, Kalamazoo, MI 49009, USA
Cherry Tree Financial - Ameriprise Financial Services, LLC
433 E Michigan Ave, Kalamazoo, MI 49007, USA
Miedema Wealth Management - Ameriprise Financial Services, LLC
5991 Venture Park Dr, Kalamazoo, MI 49009, USA
Edward Jones - Financial Advisor: Barbara M Hammond
4798 Campus Dr #111, Kalamazoo, MI 49008, USA
Abakon Financial
2920 Business One Dr #104, Kalamazoo, MI 49048, USA
The Wiser Financial Group
6100 Stadium Dr, Kalamazoo, MI 49009, USA
Edward Jones - Financial Advisor: Dan Coleman, CFP®
6860 Stadium Dr Suite 102, Kalamazoo, MI 49009, USA
Rose Street Advisors
244 N Rose St, Kalamazoo, MI 49007, USA
Candor Wealth Strategies
5955 W Main St Suite 231, Kalamazoo, MI 49009, USA
Blue Star Financial Group - Ameriprise Financial Services, LLC
6800 W Q Ave, Kalamazoo, MI 49009, USA
Bright Financial Advisors
450 W Centre Ave C, Portage, MI 49024, USA
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC
6800 W Q Ave, Kalamazoo, MI 49009, USA
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Frequently Asked Questions — Financial Advisors in Kalamazoo
What is a fiduciary financial advisor and why does it matter in Kalamazoo?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Kalamazoo, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Kalamazoo?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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