Falists

Michigan · 11 advisers

Financial Advisors in Royal Oak, Michigan

Looking for a financial advisor in Royal Oak, Michigan? Falists indexes 11 SEC-registered and state-registered investment advisers in Royal Oak — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $366.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

10

Largest AUM

$366.1M

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth9Planning7Trusts7Retirement3Institutional3

Top advisors in Royal Oak

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

More cities in Michigan

Grand Rapids (56)Troy (46)Bloomfield Hills (45)Ann Arbor (40)Southfield (26)Birmingham (24)Traverse City (17)Lansing (16)Farmington Hills (15)Kalamazoo (15)Novi (15)Brighton (13)

Common questions

How many financial advisors are in Royal Oak, Michigan?
11 registered investment advisers are listed in our Royal Oak directory, sourced from public SEC filings.
What types of advisors are in Royal Oak?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Royal Oak?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.