City
Wealth management firms in Rochester, Michigan
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Rochester, Michigan reported $620.0 million in regulatory assets under management; the largest by assets was CPR Investments Inc, with $238.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $620.0 million
- Average per firm
- $68.9 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | CPR Investments Inc | SEC | $238.8 million | 1,954 |
| 2 | Rochester Wealth Strategies, LLC | SEC | $203.6 million | 478 |
| 3 | Advize Wealth Management | State | $68.7 million | 299 |
| 4 | A & L Financial Services, LLC | State | $53.7 million | 129 |
| 5 | Heath Capital Management, Inc. | State | $37.0 million | 30 |
| 6 | Namesake Group | State | $11.4 million | 84 |
| 7 | Freedom Formula Wealth Management | State | $6.8 million | 32 |
| 8 | Meadowbrook Asset Management, LLC | State | $0 | 0 |
| 9 | Triumph Investment Advisory Group, LLC | State | $0 | 0 |
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.