Best Financial Advisors in ROCHESTER, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$239M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in ROCHESTER
#1
95
MANAGED ASSET PORTFOLIOS, LLC
ROCHESTER, MI · Since 2000
$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
95
CLARKSTON CAPITAL PARTNERS, LLC
ROCHESTER, MI · Since 2007
$1.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#3
95
ROCHESTER WEALTH STRATEGIES, LLC
ROCHESTER, MI · Since 2024
$178M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
SOLYCO CAPITAL LLC
ROCHESTER, MI · Since 2026
$220M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
92
CPR INVESTMENTS INC
ROCHESTER, MI · Since 2017
$239M AUM24 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.