Financial advisers in Rochester, MI
5 registered investment adviser firms in Rochester managing $3.6B in assets, based on public SEC Form ADV filings.
Clarkston Capital Partners, LLC
Rochester, MI · Est. 2007
LocalInternational
- AUM
- $1.7B
- Per adviser
- $143M
- Advisers
- 12
No reported disclosures
Managed Asset Portfolios, LLC
Rochester, MI · Est. 2000
LocalInternational
- AUM
- $1.3B
- Per adviser
- $211M
- Advisers
- 6
No reported disclosures
Cpr Investments INC
Rochester, MI · Est. 2017
Regional
- AUM
- $239M
- Per adviser
- $10M
- Advisers
- 24
No reported disclosures
Solyco Capital LLC
Rochester, MI · Est. 2026
Local
- AUM
- $220M
- Per adviser
- $110M
- Advisers
- 2
No reported disclosures
Rochester Wealth Strategies, LLC
Rochester, MI · Est. 2024
Local
- AUM
- $178M
- Per adviser
- $44M
- Advisers
- 4
No reported disclosures