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Current company Zhang Financial
Financial Services · 63 employees · Founded 1991 · Portage, Michigan, United States
Zhang Financial, with over $8 billion in regulatory assets under management, strives to set a high standard for your finances. We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective. Our approach centers on understanding each client’s unique goals, circumstances, and values, and tailoring strategies designed to align with those priorities over time.
Charles Zhang, CFP®, was ranked #1 on Barron’s list of the nation's Top 100 Independent Wealth Advisors for 2025, 2024, 2023 and 2021.*** Charles was also ranked #5 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
***The 2025 list was released on September 15, 2025, based on data for the 12-month period ending June 30, 2025. Prior rankings were released annually in September of their respective years, based on data for the 12-month period ending June 30 of the award year. Zhang Financial does not pay a fee to be considered for or included in Barron’s rankings. The firm pays a licensing fee to Barron’s for the right to use the rankings and logo in marketing materials.
****The 2026 list was released on April 7, 2026, based on data for the 12-month period ending June 30, 2025. Zhang Financial does not pay a fee to be considered for or included in Forbes rankings, which are developed by Shook Research. The firm pays a licensing fee to Forbes for the right to use the rankings and logo in marketing materials. The reference to “non-wirehouse” is based on a review of the firms listed in the 2026 Forbes ranking. See zhangfinancial.com/disclosure for full ranking criteria and methodology.