Investment advisers in Royal Oak, MI
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Royal Oak Financial Advisors, LLC | $366.1 million | 7 | 0 |
| Bernard Wealth Management Corp. | $314.2 million | 4 | 0 |
| Thrive Retirement Specialists | $303.9 million | 2 | 0 |
| Daniel Investment Group Inc. | $210.1 million | 3 | 0 |
| Hoover Private Wealth, LLC | $171.3 million | 6 | 0 |
| Kelly Wealth Management, Inc. | $160.6 million | 6 | 0 |
| Money Pickle | $0 | 5 | 0 |