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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Royal Oak, MI

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

83 registered advisors work in Royal Oak; the most are at Lincoln Investment (9). 0 list the CFP designation and 52 are also registered broker representatives.

Firms with the most advisors in Royal Oak

FirmAdvisors in Royal Oak
Lincoln Investment9
Strategic Advisers LLC9
Capital Analysts8
Royal Oak Financial Advisors, LLC7
Kestra Advisory Services, LLC news6
Royal Oak Wealth Advisors LLC4
UBS Financial Services Inc. news4
Daniel Investment Group Inc.3
Edward Jones news3
Prime Capital Financial3
State Farm Investment Management Corp.3
Bernard Wealth Management Corp.2
Cambridge Investment Research Advisors, Inc. news2
Empower Advisory Group, LLC2
Hilltop Wealth & Tax Solutions2
Kelly Wealth Management, Inc.2
LPL Financial LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
O'Connor Financial Group, LLC2
Thrive Retirement Specialists2
Ameriprise Financial Services, LLC news1
Cedar Grove Capital Management1
Deller Wealth Management LLC1
Equitable Advisors, LLC news1
Goldman Sachs Wealth Services, L.P. news1

Advisors in Royal Oak, A to Z

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Other cities in Michigan

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Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Birmingham 486Farmington Hills 416Traverse City 244Novi 212Holland 209Portage 197Kalamazoo 174Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108

Questions

How many financial advisors are in Royal Oak, MI?

83 investment adviser representatives are registered at firm offices in Royal Oak, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 52 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Royal Oak?

Lincoln Investment, with 9 registered advisors in Royal Oak, followed by Strategic Advisers LLC with 9.

How do I check a financial advisor in Royal Oak?

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.