City
Independent RIAs in Royal Oak, Michigan
As of October 2, 2026, 11 independent wealth management RIAs with their main office in Royal Oak, Michigan reported $1.5 billion in regulatory assets under management; the largest by assets was Royal Oak Financial Advisors, LLC, with $366.1 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 11
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $139.0 million
- SEC-registered, of those listed
- 6 of 11 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Royal Oak Financial Advisors, LLC | SEC | $366.1 million | 1,584 |
| 2 | Bernard Wealth Management Corp. | SEC | $314.2 million | 848 |
| 3 | Thrive Retirement Specialists | SEC | $303.9 million | 411 |
| 4 | Daniel Investment Group Inc. | SEC | $210.1 million | 437 |
| 5 | Kelly Wealth Management, Inc. | SEC | $160.6 million | 900 |
| 6 | Harbor Light Planning | SEC | $111.1 million | 314 |
| 7 | Deller Wealth Management LLC | State | $21.9 million | 160 |
| 8 | SW Advisors, LLC | State | $16.0 million | 90 |
| 9 | Royal Oak Wealth Advisors LLC | State | $13.1 million | 46 |
| 10 | The Financial Planning Company | State | $11.8 million | 31 |
| 11 | Cedar Grove Capital Management | State | $472,000 | 5 |
Independent RIAs 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.