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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Rochester Hills, MI

Every SEC-registered investment adviser representative at a firm office in Rochester Hills, with the firms that employ the most of them.

The short answer

62 registered advisors work in Rochester Hills; the most are at LPL Financial LLC (13). 10 list the CFP designation and 47 are also registered broker representatives.

Firms with the most advisors in Rochester Hills

FirmAdvisors in Rochester Hills
LPL Financial LLC news13
J.P. Morgan Securities LLC news6
Osaic Wealth, Inc. news5
Ameriprise Financial Services, LLC news4
Stoney Creek Advisors LLC4
Strategic Advisers LLC4
Commonwealth Financial Network news3
PNC Wealth Management LLC3
Arrowroot Family Office, LLC2
Everythinghr Financial Services LLC2
State Farm Investment Management Corp.2
Carrera Capital Advisors1
Cetera Investment Advisers LLC news1
Chessie Advisors, LLC1
Citizens Securities, Inc.1
Edward Jones news1
Fisher Investments news1
Impact Investment Strategies, Inc.1
Kestra Advisory Services, LLC news1
MML Investors Services, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Predmore Advisors LLC1
Transamerica Retirement Advisors, LLC1
UBS Financial Services Inc. news1
Weather Eye Advisors, Inc.1

Advisors in Rochester Hills, A to Z

CFP advisors in Rochester Hills →

Other cities in Michigan

All of Michigan →

Grand Rapids 951Troy 761Ann Arbor 649Bloomfield Hills 576Southfield 479Birmingham 453Farmington Hills 393Traverse City 230Holland 203Novi 200Portage 193Brighton 161Kalamazoo 159East Lansing 157Plymouth 154Rochester 153Saginaw 142Grand Blanc 124Auburn Hills 123Lansing 123Ada 121Midland 107Livonia 100Northville 99

Questions

How many financial advisors are in Rochester Hills, MI?

62 investment adviser representatives are registered at firm offices in Rochester Hills, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 47 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Rochester Hills?

LPL Financial LLC, with 13 registered advisors in Rochester Hills, followed by J.P. Morgan Securities LLC with 6.

How do I check a financial advisor in Rochester Hills?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.