Investment adviser firms in ROYAL OAK, Michigan
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
7 firms · Source months shown: August 2026
- BERNARD WEALTH MANAGEMENT CORP.CRD 159533 · ROYAL OAK, MI$314,245,504.00Regulatory AUM · August 2026
- DANIEL INVESTMENT GROUP INC.CRD 338851 · ROYAL OAK, MI$210,062,660.00Regulatory AUM · August 2026
- HOOVER PRIVATE WEALTH, LLCCRD 336484 · ROYAL OAK, MI$171,345,589.00Regulatory AUM · August 2026
- KELLY WEALTH MANAGEMENT, INC.CRD 328386 · ROYAL OAK, MI$160,588,514.00Regulatory AUM · August 2026
- ROYAL OAK FINANCIAL ADVISORS, LLCCRD 290152 · ROYAL OAK, MI$366,124,000.00Regulatory AUM · August 2026
- THE PICKLE PROS L.L.C.CRD 325575 · ROYAL OAK, MINot availableRegulatory AUM · August 2026
- THRIVE RETIREMENT SPECIALISTS L.L.C.CRD 310289 · ROYAL OAK, MI$303,880,397.00Regulatory AUM · August 2026