Firms by city
Registered investment advisers in Royal Oak, MI
6 SEC-registered advisers headquartered in Royal Oak, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Royal Oak Financial Advisors | Royal Oak, MI | $366M |
| Bernard Wealth Management | Royal Oak, MI | $314M |
| Thrive Retirement Specialists | Royal Oak, MI | $304M |
| Daniel Investment Group | Royal Oak, MI | $210M |
| Hoover Private Wealth | Royal Oak, MI | $171M |
| Kelly Wealth Management | Royal Oak, MI | $161M |
- Headquarters
- Royal Oak, MI
- Regulatory AUM
- $366M
- Headquarters
- Royal Oak, MI
- Regulatory AUM
- $314M
- Headquarters
- Royal Oak, MI
- Regulatory AUM
- $304M
- Headquarters
- Royal Oak, MI
- Regulatory AUM
- $210M
- Headquarters
- Royal Oak, MI
- Regulatory AUM
- $171M
- Headquarters
- Royal Oak, MI
- Regulatory AUM
- $161M
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 Royal Oak 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.