Managers in Rochester, MI

United States · 97 asset managers within 25 km (4 in Rochester itself) · 170 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Birmingham, MI 24 · Troy, MI 23 · Bloomfield Hills, MI 22 · Detroit, MI 15 · Southfield, MI 9 · Farmington, MI 6 · Novi, MI 5 · Auburn Hills, MI 3 · Royal Oak, MI 3 · Plymouth, MI 3 · Clawson, MI 2 · Franklin, MI 2

Asset managers in and around Rochester

#	Manager	People here	Assets
51	SB ADVISORY, LLC institutions · Lake Orion $1.1bn	1	$1.1bn
52	LAKESIDE DRIVE MANAGEMENT LLC private equity · Birmingham $372.3m	about 1main office	$372.3m
53	SEACREST INVESTMENT MANAGEMENT, LLC institutions · Troy $110.9m	1	$110.9m
54	STEWARD CAPITAL MANAGEMENT real estate · Bloomfield Hills $95.1m	about 1main office	$95.1m
55	GLASS RETIREMENT STRATEGIES, INC. institutions · West Bloomfield $20.1m	about 1main office	$20.1m
56	CHARLTON MANAGEMENT, LLC Clawson	about 1main office
57	MMA SECURITIES LLC Troy	1
58	TAYEH CAPITAL GROUP private equity · Birmingham	1
59	GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Troy GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn	office	$2.6tn
60	BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Bloomfield Hills MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn	office	$1.8tn
61	Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Troy EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn	office	$763.4bn
62	PNC Financial Services Group, Inc. private equity, institutions, wealth · Troy PNC Wealth Management LLC · 6 related pages $201.8bn	office	$201.8bn
63	FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Southfield COLONY GROUP LLC, Focus Partners Wealth, TELEMUS CAPITAL, LLC · 6 related pages $181.9bn	office	$181.9bn
64	WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Troy W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn	office	$93.5bn
65	OSAIC HOLDINGS, INC. private equity, wealth · Bloomfield Hills, West Bloomfield Osaic Advisory Services, LLC · 6 related pages $85.1bn	2 offices	$85.1bn
66	Canadian Imperial Bank of Commerce wealth, bank or insurer · Birmingham CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn	office	$80.8bn
67	OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Birmingham OPPENHEIMER & CO. INC. · 5 related pages $36.7bn	office	$36.7bn
68	BLUESTEIN R H & CO LLC Birmingham $1.6bn	based here	$1.6bn
69	Schechter Investment Advisors, LLC Birmingham $1.2bn	based here	$1.2bn
70	Portfolio Solutions, LLC Troy $792.3m	based here	$792.3m
71	Carrera Capital Advisors Troy $674.9m	based here	$674.9m
72	Q3 Asset Management Birmingham $546.0m	based here	$546.0m
73	TFG Advisers LLC Auburn Hills $291.9m	based here	$291.9m
74	William Mack & Associates, Inc. Troy $283.7m	based here	$283.7m
75	M1 Capital Management LLC Troy $270.8m	based here	$270.8m
76	Melone Private Wealth, LLC Auburn Hills $262.6m	based here	$262.6m
77	MOTIVE WEALTH ADVISORS Birmingham $243.2m	based here	$243.2m
78	Beartown Capital Management, LLC hedge funds, futures · Huntington Woods $225.4m	based here	$225.4m
79	FSA Advisors, Inc. Troy $218.1m	based here	$218.1m
80	STRAIGHTLINE GROUP LLC Troy $212.1m	based here	$212.1m
81	Arbor Wealth Advisors LLC Troy $163.6m	based here	$163.6m
82	J2 Capital Management Inc Troy $148.7m	based here	$148.7m
83	CPR Investments Inc. Rochester $129.9m	based here	$129.9m
84	Palatine Hill Wealth Management, LLC Birmingham $124.2m	based here	$124.2m
85	City Center Advisors, LLC Troy $123.5m	based here	$123.5m
86	MKD WEALTH COACHES, LLC Troy $117.0m	based here	$117.0m
87	VIMA LLC Troy $102.6m	based here	$102.6m
88	OAKLAND FINANCIAL CORP Sterling Heights $4.5m	based here	$4.5m
89	AMERITRUST GROUP, INC. Southfield	based here
90	CORNERSTONE CAPITAL MANAGEMENT, INC. hedge funds · Troy	office
91	Flexible Plan Investments, Ltd. Bloomfield Hills	based here
92	HIDDEN CAPITAL MANAGEMENT, LLC venture · Bloomfield Hills	office
93	LUDLOW MANAGEMENT GROUP, LLC venture · Oak Park	office
94	MUDITA VENTURE PARTNERS LLC venture · Franklin	office
95	NORTHERN SHORE CAPITAL LLC private equity · Bloomfield Hills	office
96	PENSTOCK EQUITY MANAGEMENT LLC private equity · Birmingham	office
97	SPEYSIDE FUND ADVISERS LLC private equity · Southfield	office

97 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.