How many financial advisors are in Rochester, Michigan?

Falists lists 8 registered investment advisers with a principal office or filing address in Rochester, Michigan, based on public SEC IAPD data.

How do financial advisors in Rochester charge fees?

Fee structures vary by firm. In Rochester, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Rochester?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Michigan · 8 advisers

Financial Advisors in Rochester, Michigan

Looking for a financial advisor in Rochester, Michigan? Falists indexes 8 SEC-registered and state-registered investment advisers in Rochester — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $1.71B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.71B

Financial planning

Filter by specialty

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

All Wealth7 Planning3 Trusts5 Retirement4 Institutional4

Top advisors in Rochester

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

View all 8 →

CLARKSTON CAPITAL PARTNERS, LLC

Rochester, MI

AUM

$1.71B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

12 advisors

Clients

—

Fees

Percentage of AUM

248-940-3040

Full profile Visit site →

Rochester, MI

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

248-622-3213

Full profile Visit site →

OAK INVESTMENTS, LLC

Rochester, MI

AUM

—

Team

1 advisors

Clients

Fees

PORTION OF ADVISORY FEES

248-242-7101

Full profileNo website

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 Rochester, Michigan?: 8 registered investment advisers are listed in our Rochester directory, sourced from public SEC filings.
What types of advisors are in Rochester?: 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 Rochester?: 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.