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24 firms listed · 9 in Royal Oak · 3 open weekends · 20 rated 4.5+ · 2 show a license
Data verified October 21, 2026
The 24 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.
Of the 24 firms we list here, 9 are in Royal Oak itself and 15 come from towns including Troy (3, 5 mi), Auburn Hills (2, 11 mi) and Rochester (2, 12 mi). 20 of the firms on this page have a rating, from 4.5 to 5.0 across 873 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (88%) and quality (70%). 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), wealth management (4), insurance (3), payroll services (3) and bookkeeping (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 53 years. 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 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.
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
