ROYAL OAK FINANCIAL ADVISORS, LLC
Royal Oak, MI
AUM
$366.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
248-709-6134
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI, ROYAL OAK
9 advisers found
BERNARD WEALTH MANAGEMENT CORP.
Royal Oak, MI
AUM
$314.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
248-556-2900
THRIVE RETIREMENT SPECIALISTS
Royal Oak, MI
AUM
$303.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
(833) 217-9613
DANIEL INVESTMENT GROUP INC.
Royal Oak, MI
AUM
$210.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-544-4122
HOOVER PRIVATE WEALTH, LLC
Royal Oak, MI
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(248) 298-4000
KELLY WEALTH MANAGEMENT, INC.
Royal Oak, MI
AUM
$160.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
248-262-7217
DELLER WEALTH MANAGEMENT LLC
Royal Oak, MI
AUM
$21.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
248-565-3777
SW ADVISORS, LLC
Royal Oak, MI
AUM
$16.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
248-404-8453
ALPHA ASSET ADVISORS LLC
Royal Oak, MI
AUM
$13.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
248-549-8888