Rialytix insights

Top RIA Firms in Royal Oak, Michigan

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Royal Oak, Michigan. This hub covers 6 matching firms with $1.5B in total reported AUM and median AUM of $257.0M.

Firms

Matching current profiles

Total AUM

$1.5B

Reported regulatory AUM

Median AUM

$257.0M

Across firms with AUM

Largest firm

$366.1M

Royal Oak Financial Advisors, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Royal Oak Financial Advisors, LLC CRD 290152 · Limited Liability Company	ROYAL OAK, MI	$366.1M Mar 2026	+$56.9M+18.4%	+$173.5M+90.0%	+$222.1M+154.3%	+$256.9M+235.3%	+2 employees+40.0% over 3Y	+464 accounts+41.4% over 3Y
2. Bernard Wealth Management Corp. CRD 159533 · Corporation	ROYAL OAK, MI	$314.2M Mar 2026	+$35.9M+12.9%	+$143.4M+84.0%	+$177.8M+130.4%	+$208.9M+198.2%	0 employees+0.0% over 3Y	+270 accounts+46.7% over 3Y
3. Thrive Retirement Specialists CRD 310289 · Limited Liability Company	ROYAL OAK, MI	$303.9M Mar 2026	+$94.4M+45.0%	—	—	+$203.9M+203.8%	0 employees+0.0% over 1Y	+76 accounts+22.7% over 1Y
4. Daniel Investment Group INC. CRD 338851 · Corporation	ROYAL OAK, MI	$210.1M Apr 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
5. Hoover Private Wealth, LLC CRD 336484 · Limited Liability Company	ROYAL OAK, MI	$171.3M Mar 2026	—	—	—	+$39.3M+29.8%	+4 employees+200.0% over Total	+532 accounts+501.9% over Total
6. Kelly Wealth Management, INC. CRD 328386 · Corporation	ROYAL OAK, MI	$160.6M Apr 2026	+$26.2M+19.5%	—	—	—	0 employees+0.0% over 1Y	-26 accounts-2.8% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.