Zhang Financial, with over $7 billion in assets under management,* sets a new standard for your finances. Established three decades ago,** Zhang Financial has developed into a prominent industry leader while maintaining a client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success.
Charles Zhang, CFP®, was ranked #1 on Barron’s list of the nation's Top 100 Independent Wealth Advisors for 2024 and has been ranked in the Top 10 every year since 2015.*** Charles was also ranked #4 in the nation on Forbes' list of America's Top Wealth Advisors for 2025 and is the highest ranked Independent Advisor on the list.**** Zhang Financial is also known for its commitment to philanthropy.
*Zhang Financial's regulatory Assets Under Management can be found in Zhang Financial's Form ADV Part 2 available at http://www.adviserinfo.sec.gov
**Zhang Financial formerly operated under dba Zhang & Associates
***As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, September 17, 2021, September 16, 2022, September 15, 2023, and September 13, 2024. Based on assets under management, quality of practices, revenue that advisors generate for their firms and other factors.
**** As reported in Forbes April 8, 2025. The ranking, developed by our partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. We consider client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.
Company Details
- Employees
- 60
- Founded
- -
- Address
- 5931 Oakland Drive, Portage,mi 49024,united States
- Phone
- (888) 777-0126
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- zhangfinancial.com
- Keywords
- Portage.
- HQ
- Portage, MI
Zhang Financial Questions
Zhang Financial's helpline number is (888) 777-0126
Zhang Financial's website is zhangfinancial.com
Zhang Financial's LinkedIn profile is https://www.linkedin.com/company/zhang-financial
Zhang Financial has
60 employees.
View email and phone details for 60
employees at Zhang Financial.
Zhang Financial's industry is
Financial Services
Zhang Financial's top competitors are
Plante Moran,
Raven Capital,
Cresset,
Ep Wealth Advisors,
Chicago Capital, Llc,
Blue Chip Partners,
Miller Auditorium,
Greenleaf Trust,
Npf Investment Advisors,
Sgh Wealth Management.
Zhang Financial's categories are Financial Services
Zhang Financial's founding year is 1991
