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Best financial advisors in Royal Oak, MI

Registered advisers within 25 miles of Royal Oak, MI.

Offices
1,413
Firms
452
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,264,517 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

HILLTOP WEALTH & TAX SOLUTIONS
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
BERNARD WEALTH MANAGEMENT CORP.
DELLER WEALTH MANAGEMENT LLC
PRIME CAPITAL FINANCIAL
THRIVE RETIREMENT SPECIALISTS
ROYAL OAK FINANCIAL ADVISORS, LLC
DANIEL INVESTMENT GROUP INC.
ALPHA ASSET ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
WEALTHSPIRE RETIREMENT ADVISORY
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
ZIGGY WEALTH, LLC

Investors

ELIZABETH ANN FOLEY
MICHAEL STEVEN BULLIS
KENNETH MARK BERNARD
DEANNA JOYCE HARLESS
DAVID MARK DELLER
Dawn Elizabeth Clingan
ANNETTE ARLENE VANDERLINDE
Richard Patrick Meagher
Ashley Ellen-Hines Scott
Logan Nathaniel Soll
MICHAEL STEPHEN NEMICK
ANTHONY ROBERT WATSON
JOHN MICHAEL DYER
BRIAN RICHARD BRANCH
PAUL EDGAR ERICKSON
JAMES BRENDAHL WESTWOOD
ROBERT CHARLES MULCAHY
Miles Jamieson
NICHOLAS EDWARD DANIEL
ERIC JAMES DANIEL
DONALD A MCLEOD
STEVEN GEORGE GRIMES
CAMERON JARED BARNES
CAMERON MAJOR KENNEDY
JONATHAN MARSHALL POPE
DANIEL ROBERT TAYLOR
Daniel Earl See
DANIEL ALEXANDER CORNWELL
MICHAEL DENNIS FLYNN
KEVIN JAMES BATES
Stacie Lynn Duclos
TAREQ JALLAF
ALEXANDER JOHN RASKY
MICHELLE MARIE TOMEI
MELISSA LAURA DE ROZARIO
Mark Alexander Carpenter-Frere
John J Cruse
David Wohlberg
JAMES ANDREW ROUMELL
THOMAS MARK TURCHETTI
MICHAEL JOHN PESENDORFER
CHRISTINE ANITA FOGG
AUSTIN JACOB VANDER MEER
TRIMESHIA LAKIA SMILEY

Within 25 miles of Royal Oak, MI, Best Investors lists 452 registered investment advisory firms with 1,413 offices nearby, managing about $18.6T in combined regulatory AUM across 3,264,517 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Royal Oak

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM