Vault-13

Managers in Royal Oak, MI

United States · 121 asset managers within 25 km (3 in Royal Oak itself) · 195 wealth managers, banks and others

Royal OakAuburn HillsClevelandRochesterBeachwoodWestlakeLake OrionPlymouthDetroitClarkston
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 · Rochester, MI 4 · Auburn Hills, MI 3 · Plymouth, MI 3 · Clawson, MI 2 · Franklin, MI 2

Asset managers in and around Royal Oak

#Manager People here Assets Visa salary
51 SOLYCO CAPITAL LLC venture · Rochester $219.9m about 2main office $219.9m
52 HOOVER PRIVATE WEALTH, LLC institutions · Royal Oak $171.3m about 2main office $171.3m
53 Wealthspire Retirement, LLC institutions · Royal Oak Wealthspire Retirement, LLC · 4 related pages $38.6bn 1 $38.6bn
54 SageView Advisory Group, LLC institutions · Birmingham $37.5bn 1 $37.5bn
55 RFG Advisory, LLC mutual funds · Troy $8.0bn 1 $8.0bn
56 Alera Investment Advisors, LLC institutions · Rochester $5.3bn 1 $5.3bn
57 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Southfield $5.2bn 1 $5.2bn
58 LORIENT CAPITAL MANAGEMENT, LLC private equity · Birmingham $1.9bn 1 $1.9bn
59 LAKESIDE DRIVE MANAGEMENT LLC private equity · Birmingham $372.3m about 1main office $372.3m
60 Marnell Management LLC hedge funds, futures · Farmington $306.1m about 1main office $306.1m
61 UNION HERITAGE CAPITAL institutions · Detroit $295.2m about 1main office $295.2m
62 SEACREST INVESTMENT MANAGEMENT, LLC institutions · Troy $110.9m 1 $110.9m
63 UHY WEALTH MANAGEMENT RIA LLC institutions · Farmington $102.6m about 1main office $102.6m
64 STEWARD CAPITAL MANAGEMENT real estate · Bloomfield Hills $95.1m about 1main office $95.1m
65 GLASS RETIREMENT STRATEGIES, INC. institutions · West Bloomfield $20.1m about 1main office $20.1m
66 CHARLTON MANAGEMENT, LLC Clawson about 1main office
67 MMA SECURITIES LLC Troy 1
68 TAYEH CAPITAL GROUP private equity · Birmingham 1
69 CHICAGO ATLANTIC BDC ADVISERS, LLC mutual funds · Farmington $342.0m office $342.0m
70 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Troy, Detroit GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn 2 offices $2.6tn
71 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
72 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
73 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Windsor RBC Private Counsel (USA) Inc. · 23 related pages $590.8bn office $590.8bn
74 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Windsor BMO PRIVATE INVESTMENT COUNSEL INC., BMO NESBITT BURNS SECURITIES LTD. · 10 related pages $275.2bn 3 offices $275.2bn
75 PNC Financial Services Group, Inc. private equity, institutions, wealth · Troy PNC Wealth Management LLC · 6 related pages $201.8bn office $201.8bn
76 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
77 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Troy, Livonia W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn 2 offices $93.5bn
78 OSAIC HOLDINGS, INC. private equity, wealth · Bloomfield Hills, West Bloomfield Osaic Advisory Services, LLC · 6 related pages $85.1bn 2 offices $85.1bn
79 Canadian Imperial Bank of Commerce wealth, bank or insurer · Birmingham CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
80 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
81 Signal Advisors Wealth, LLC Detroit $1.9bn based here $1.9bn
82 BLUESTEIN R H & CO LLC Birmingham $1.6bn based here $1.6bn
83 Schechter Investment Advisors, LLC Birmingham $1.2bn based here $1.2bn
84 COMERICA SECURITIES,INC. Detroit $1.2bn based here $1.2bn
85 Portfolio Solutions, LLC Troy $792.3m based here $792.3m
86 Ally Financial Inc. bank or insurer · Detroit Ally Financial Inc., Motors Insurance Corp., Ally Insurance Holdings Inc. $775.0m · visa salary $114,691 based here $775.0m $114,69145 filings
87 Carrera Capital Advisors Troy $674.9m based here $674.9m
88 Q3 Asset Management Birmingham $546.0m based here $546.0m
89 Union Heritage Capital, LLC Detroit $295.0m based here $295.0m
90 TFG Advisers LLC Auburn Hills $291.9m based here $291.9m
91 William Mack & Associates, Inc. Troy $283.7m based here $283.7m
92 M1 Capital Management LLC Troy $270.8m based here $270.8m
93 Melone Private Wealth, LLC Auburn Hills $262.6m based here $262.6m
94 MOTIVE WEALTH ADVISORS Birmingham $243.2m based here $243.2m
95 Beartown Capital Management, LLC hedge funds, futures · Huntington Woods $225.4m based here $225.4m
96 FSA Advisors, Inc. Troy $218.1m based here $218.1m
97 STRAIGHTLINE GROUP LLC Troy $212.1m based here $212.1m
98 Arbor Wealth Advisors LLC Troy $163.6m based here $163.6m
99 J2 Capital Management Inc Troy $148.7m based here $148.7m
100 Antonelli Financial Advisors, LLC Grosse Pointe $145.8m based here $145.8m

121 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.