Best Financial Advisors in Midland, MI

10 firms listed · 8 in Midland · 4 rated 4.5+

Data verified October 18, 2026

RFM Group

RFM Group

5.0 1 review
Since 1952BBB accredited
1515 Commerce Dr # C
i
Reitz Capital Advisors

Reitz Capital Advisors

5.0 5 reviews
“With their help, I have been able to achieve important goals in my life, Highly recommended!”
Since 2010Family-owned
Freeland, MI · 11 mi from Midland
i
Tri-Star Trust

Tri-Star Trust

5.0 1 review
Coupons & offersSince 2000Prices online
200 E Main St #100
i
Great Lakes Investment Advisors

Great Lakes Investment Advisors

Free consultationServes Midland, MI, surrounding communitiesSince 2007
135 N Saginaw Rd
i
Benjamin F. Edwards & Co.

Benjamin F. Edwards & Co.

Since 2018
120 McDonald St
i
Halcyon Financial Group

Halcyon Financial Group

Serves United StatesSince 2012
2820 Jefferson Ave
i

The 10 firms listed for Midland, MI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Midland, MI

Of the 10 firms we list here, 8 are in Midland itself and 2 come from Freeland (1, 11 mi) and Bay City (1, 17 mi). 4 of the firms on this page have a rating, and all of them are rated 5.0, across 16 reviews. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 10 of the firms on this page; 9 publish a contact page and 6 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Midland listed here?

8 of the 10 firms are located in Midland. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Upstream Investment Partners

Upstream Investment Partners

Since 2016
203 Dartmouth Dr
i
AHP Financial Services

AHP Financial Services

Since 2001
5915 Eastman Ave #100
i
Gavin Financial Group

Gavin Financial Group

Free consultationVirtual consultationsSince 1997
2401 Eastlawn Dr
i
DBS Investment Advisers

DBS Investment Advisers

5.0 1 review
“They not only give excellent accounting advise, they help you grow your business by comparing your expenses with the industry averages.”
Since 2011
Bay City, MI · 17 mi from Midland
i

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top