Named #1 for the fourth consecutive year and fifth time overall, holding the top position in 2025, 2024, 2023 and 2021.
PORTAGE, Mich., Sept. 14, 2026 /PRNewswire/ — Charles Zhang, CFP®, MBA, MS, Founder and President of Zhang Financial, has been ranked #1 in the nation on Barron’s 2026 Top 100 Independent Advisors. He has been named #1 for the fourth consecutive year and fifth time overall, holding the top position in 2025, 2024, 2023 and 2021. Barron’s released its 2026 Top 100 Independent Advisors on September 14, 2026, and was based on a 12-month period ending June 30, 2026. Prior rankings were 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 logo. Barron’s Top 100 Independent Advisors ranking recognizes leading independent financial advisors across the United States based on criteria established by Barron’s.
Charles is also the highest-ranked Fee-Only advisor on the 2026 list, recognizing his leadership in the independent wealth management industry and his long-standing commitment to providing objective financial advice.
“This recognition is a tremendous honor,” said Charles. “I am grateful to our clients for their trust and to our entire team for the work they do every day. At Zhang Financial, our focus has always been on putting our clients first and providing the objective, comprehensive advice they need to make informed financial decisions.”
Zhang Financial is an independent, Fee-Only wealth management firm headquartered in Portage, Michigan. The firm provides comprehensive financial planning, investment management, tax planning, estate strategy and personalized client service. As a fiduciary, Zhang Financial is committed to acting in its clients’ best interests.
Founded by Charles in 2009, the firm has grown to serve clients across the country and manages over $9 billion in assets. Zhang Financial has nine office locations and a team of professionals dedicated to helping clients navigate their financial lives.
“Being independent allows us to remain focused on what matters most: our clients,” Charles said. “This recognition reflects the strength of our entire organization and our commitment to continuing to serve our clients with integrity and care.”
For more information about Charles Zhang and Zhang Financial, visit ZhangFinancial.com. See zhangfinancial.com/disclosure for full ranking criteria and methodology.
Media Contact
Zhang Financial
Elizabeth Edgerton
Elizabeth.edgerton@zhangfinancial.com
269-385-5888
Zhangfinancial.com
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