Best Financial Advisors in ROYAL OAK, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in ROYAL OAK
BERNARD WEALTH MANAGEMENT CORP.
ROYAL OAK, MI · Since 2020
ROYAL OAK FINANCIAL ADVISORS, LLC
ROYAL OAK, MI · Since 2018
THRIVE RETIREMENT SPECIALISTS
ROYAL OAK, MI · Since 2023
MONEY PICKLE
ROYAL OAK, MI · Since 2023
KELLY WEALTH MANAGEMENT, INC.
ROYAL OAK, MI · Since 2023
HOOVER PRIVATE WEALTH, LLC
ROYAL OAK, MI · Since 2025
DANIEL INVESTMENT GROUP INC.
ROYAL OAK, MI · Since 2025
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 ROYAL OAK?
The median advisory fee in ROYAL OAK, MI is 0.95% of assets under management per year, based on Form ADV filings from 7 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.