M3 Investment Services
“Melissa De Rosario and Michael Pesendorfer took over after my initial advisor left and have done an amazing job of getting my investments organized and communicating with me on any goal or personal changes.”
Best Financial Advisors in Royal Oak, MI
15 firms listed · 9 in Royal Oak · 2 open weekends · 11 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Deller Wealth Management
“I'm amazed at how quickly he was able to help us get organized and on the right path.”
Royal Oak Financial Advisors
Daniel Investment Group
“I have full faith and trust in Eric and Nick.”
Hilltop Wealth and Tax Solutions
“I just wanted to say thank you to our financial advisor Cliff Hawkins and the team at Hilltop Wealth Solutions and Tax Service for keeping us updated on the markets during this volatile time.”
The Firm, Vincent L. Ashley CFP
The 15 firms listed for Royal Oak, MI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Royal Oak, MI
Of the 15 firms we list here, 9 are in Royal Oak itself and 6 come from towns including Troy (3, 5 mi), Oak Park (1, 2 mi) and Detroit (1, 9 mi). 11 of the firms on this page have a rating, from 4.5 to 5.0 across 188 reviews; 1 has 50 or more reviews. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are wealth management (4), bookkeeping (2), brian branch biography (2), business tax returns (2) and check your advisor (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 53 years. 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page and 14 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Royal Oak listed here?
9 of the 15 firms are located in Royal Oak. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Celtic Wealth Management Group
Alpha Asset Advisors
Bernard Wealth Management Corp.
Raymond James
Beals, Caruana & McVety
“I have recommended Cass to many friends and family and have no hesitation in recommending him to anyone who is looking for someone to do any accounting or tax work for them.”
Orfin & Associates
“He made countless after work meetings with me so I never felt stressed in traffic.”
Lock ~ Spiot Tax & Financial Services
“I would recommend him to anyone who wants their taxes done right!”
C. U. M. Accounting Services
“She is great at what she does very professionally”
Straightline
Why these companies made our list
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