Financial advisers in Royal Oak, MI
7 registered investment adviser firms in Royal Oak managing $1.5B in assets, based on public SEC Form ADV filings.
Royal Oak Financial Advisors, LLC
Royal Oak, MI · Est. 2018
Local
- AUM
- $366M
- Per adviser
- $52M
- Advisers
- 7
No reported disclosures
Bernard Wealth Management Corp.
Royal Oak, MI · Est. 2020
Local
- AUM
- $314M
- Per adviser
- $105M
- Advisers
- 3
No reported disclosures
Thrive Retirement Specialists
Royal Oak, MI · Est. 2023
Local
- AUM
- $304M
- Per adviser
- $152M
- Advisers
- 2
No reported disclosures
Daniel Investment Group INC.
Royal Oak, MI · Est. 2025
Local
- AUM
- $210M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Hoover Private Wealth, LLC
Royal Oak, MI · Est. 2025
Local
- AUM
- $171M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Kelly Wealth Management, INC.
Royal Oak, MI · Est. 2023
Local
- AUM
- $161M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Money Pickle
Royal Oak, MI · Est. 2023
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures