Firms by city
Registered investment advisers in Rochester, MI
5 SEC-registered advisers headquartered in Rochester, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Clarkston Capital Partners | Rochester, MI | $1.71B |
| Managed Asset Portfolios | Rochester, MI | $1.27B |
| CPR Investments | Rochester, MI | $239M |
| Solyco Capital | Rochester, MI | $220M |
| Rochester Wealth Strategies | Rochester, MI | $204M |
- Headquarters
- Rochester, MI
- Regulatory AUM
- $1.71B
- Headquarters
- Rochester, MI
- Regulatory AUM
- $1.27B
- Headquarters
- Rochester, MI
- Regulatory AUM
- $239M
- Headquarters
- Rochester, MI
- Regulatory AUM
- $220M
- Headquarters
- Rochester, MI
- Regulatory AUM
- $204M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Rochester on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Michigan.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.