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Fidelon
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Market Standing · 2026
The most transparent firms in Kalamazoo-Portage.
33 scored firmsTop 3 recognizedfidelon.com/markets/kalamazoo-portage-mi
#1IA-only$6.9M89.5ARecognized · #1 Firm
2IA-only$245M89.1ARecognized · Top 3
3IA-only$3.9M88.9ARecognized · Top 3
4IA-only$95.4M88.9A—
5IA-only$4.6M88.6A—
6IA-only$59M88.4A—
7IA-only$29.7M87.2B+—
8IA-only$157M87.1B+—
9IA-only$725M86.3B+—
10
Merion Capital
CRD 135897
IA-only—86B+—
11IA-only$697M85.8B+—
12IA-only$220M85.8B+—
13IA-only$26.5M85.4B+—
14IA-only$43.4M84.9B+—
15IA-only$346M84.4B+—
16
Zhang Financial
CRD 159257
IA-only$8.4B83.2B+—
17IA-only$725M81.3B+—
18IA-only$1.3B81.2B+—
19IA-only$1.3B81.1B+—
20IA-only$330M80B—
21IA-only$613M79.9B—
22IA-only$561M79.9B—
23
626 Financial
CRD 306474
IA-only$380M79.6B—
24IA-only$29.4M79.2B—
25IA-only$129M79B—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.