#1Daniel Investment Group Inc.
DANIEL INVESTMENT GROUP INC.
Based in Royal Oak, MI
Retirement Plan Advisors in Royal Oak, MI
The top-ranked retirement plan advisors serving Royal Oak, MI are Daniel Investment Group Inc., Royal Oak Financial Advisors, LLC and City Center Advisors, LLC. We list 57 retirement plan advisors serving Royal Oak, MI. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Royal Oak, MI (Oakland County). 57 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Royal Oak
#2Royal Oak Financial Advisors, LLC
ROYAL OAK FINANCIAL ADVISORS, LLCBased in Royal Oak, MI#3City Center Advisors, LLC
CITY CENTER ADVISORS, LLCServes this area from Troy, MI (3 mi)#4Secure Asset Management, L.L.C.
SECURE ASSET MANAGEMENT, L.L.C.Serves this area from Troy, MI (3 mi)#5Isto Advisors, LLC
ISTO ADVISORS, LLCServes this area from Troy, MI (4 mi)#6M1 Capital Management LLC
M1 CAPITAL MANAGEMENTServes this area from Troy, MI (4 mi)#7Trustee Empowerment & Protection, Inc.
TRUSTEE EMPOWERMENT & PROTECTION, INC.Serves this area from Troy, MI (4 mi)#8Palatine Hill Wealth Management
PALATINE HILL, LLCServes this area from Birmingham, MI (4 mi)#9Motive Wealth Advisors, LLC
MOTIVE WEALTH ADVISORS, LLCServes this area from Birmingham, MI (4 mi)#10Vertrix Wealth Management, LLC
VERTRIX WEALTH MANAGEMENT, LLCServes this area from Troy, MI (5 mi)
20 more providers serving this area
- Cranbrook Wealth Management, LLC, MI
- Advance Capital Management Inc, Southfield, MI (6 mi)
- Lightsquare Wealth Management, LLC, Beverly Hills, MI (6 mi)
- Mkd Wealth, Troy, MI (6 mi)
- Schwartz & Co., MI
- Cirrus Capital LLC, Bloomfield Hills, MI (7 mi)
- Spartan Wealth Management, Bingham Farms, MI (7 mi)
- Hantz Financial Services, Inc., Southfield, MI (7 mi)
- Heron Bay Capital Management, Bloomfield Hills, MI (7 mi)
- Integrated Capital Management, Bloomfield Hills, MI (7 mi)
- Skyoak Wealth, Southfield, MI (7 mi)
- Integrated Investment Consultants, LLC, Bloomfield Hills, MI (7 mi)
- Gainplan LLC, MI
- Iic, MI
- Greystone Financial Group, LLC, MI
- The Enterprise Investment Company, Farmington Hills, MI (10 mi)
- Uhy Wealth Management Ria LLC, Farmington Hills, MI (10 mi)
- Strategic Wealth Advisors Group, Inc., Utica, MI (10 mi)
- Glass Retirement Strategies, Inc., MI
- Melone Private Wealth, LLC, Auburn Hills, MI (12 mi)
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Frequently asked questions
How many retirement plan advisors serve Royal Oak?
We list 57 retirement plan advisors serving Royal Oak, MI: 2 based there and 55 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Royal Oak?
The top-ranked retirement plan advisors serving Royal Oak, MI are Daniel Investment Group Inc., Royal Oak Financial Advisors, LLC, City Center Advisors, LLC, Secure Asset Management, L.L.C. and Isto Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Royal Oak are verified against official records?
10 of the top 10 match an active official record: Daniel Investment Group Inc. (U.S. Securities and Exchange Commission), Royal Oak Financial Advisors, LLC (U.S. Securities and Exchange Commission), City Center Advisors, LLC (U.S. Securities and Exchange Commission), Secure Asset Management, L.L.C. (U.S. Securities and Exchange Commission) and Isto Advisors, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .