Best Financial Advisors in ROCHESTER, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ROCHESTER
CLARKSTON CAPITAL PARTNERS, LLC
ROCHESTER, MI · Since 2007
MANAGED ASSET PORTFOLIOS, LLC
ROCHESTER, MI · Since 2000
ROCHESTER WEALTH STRATEGIES, LLC
ROCHESTER, MI · Since 2024
SOLYCO CAPITAL LLC
ROCHESTER, MI · Since 2026
CPR INVESTMENTS INC
ROCHESTER, MI · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in ROCHESTER?
The median advisory fee in ROCHESTER, MI is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.