City
Wealth management firms in Rochester Hills, Michigan
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Rochester Hills, Michigan reported $142.1 million in regulatory assets under management; the largest by assets was Impact Investment Strategies, Inc, with $53.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $142.1 million
- Average per firm
- $23.7 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Impact Investment Strategies, Inc | State | $53.6 million | 156 |
| 2 | Stoney Creek Advisors LLC | State | $47.9 million | 307 |
| 3 | Everythinghr Financial Services LLC | State | $23.0 million | 90 |
| 4 | Chessie Advisors, LLC | State | $12.8 million | 40 |
| 5 | Weather Eye Advisors, Inc. | State | $4.4 million | 12 |
| 6 | Predmore Advisors LLC | State | $450,000 | 1 |
Wealth management firms in Michigan, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.