Last updated September 20, 2026 · ranked from 103 Google reviews · How we rank
This list brings together financial advisors in Royal Oak, MI, with Google ratings ranging from 4.7 to 5 stars. Kelly Capital Partners leads the ranking with a 4.9-star rating from 47 reviews, the largest review count among the listed firms. The Financial Planning Company follows with 5 stars from 10 reviews, while Hoover Private Wealth and Royal Oak Financial Advisors each have 5 stars from nine reviews. Deller Wealth Management and Daniel Investment Group, Inc. both hold 4.8-star ratings. As you compare the entries, look at the review counts alongside the scores: the available totals range from two to 47, giving each rating a different amount of customer feedback behind it.
Top picks at a glance
1Kelly Capital PartnersKelly Capital Partners builds customized retirement plans, with reviewers noting clear explanations, prompt answers, and thorough annual account updates.
2The Financial Planning CompanyThe Financial Planning Company offers fee-only fiduciary planning, investment management, retirement planning, and 401(k) administration with Certified Financial Planners.
3Hoover Private WealthHoover Private Wealth provides tailored financial planning for individuals, families, and businesses; one reviewer reports over 25 years of support.
4.9(47)· Google4.9 out of 5 from 47 reviews (Google rating)
Financial planner
Closed today
Retirement-focused planning and detailed client feedback earn Kelly Capital Partners the No. 1 spot in Royal Oak, MI. This independent firm reports more than 20 years of combined financial experience and builds customized plans for both approaching and living through retirement. Reviewers describe clear explanations of strategies tied to their investments and budgets, prompt answers to questions, and thorough annual account updates. Its 4.9 Google rating across 47 reviews supports that service record. Online appointments and onsite meetings are available, with appointments required.
Retirement planning focus
Detailed strategy explanations
Online appointments available
“We've been with Kelly Capital Partners for over a year. From the very beginning, before being a client, they did an excellent job explaining retirement strategies based on our current investments, budget and a lot of other details. They …”
5.0(10)· Google5.0 out of 5 from 10 reviews (Google rating)
Financial planner
Closed today
A fee-only fiduciary model and Certified Financial Planners give The Financial Planning Company a clear basis for its No. 2 ranking in Royal Oak, MI. The firm covers financial planning, investment management, retirement planning, and 401(k) administration, using low-cost Vanguard and Dimensional Fund Advisors funds. Its 5-star Google rating comes from 10 reviews, including accounts of patient answers, attention to personal goals, and more than 13 years of 401(k) planning support. Online appointments and onsite services offer two ways to meet; appointments are required.
Fee-only fiduciary
Certified Financial Planners
Online appointments available
“Great guy helped me out big time i definitely recommend”
5.0(9)· Google5.0 out of 5 from 9 reviews (Google rating)
Financial planner
Closed today
Long client relationships and practical planning support earn Hoover Private Wealth the No. 3 spot in Royal Oak, MI. The firm describes an objective, tailored approach to financial needs and longer-term goals for individuals, families and businesses. One reviewer reports more than 25 years of help with business and personal needs; others praise explanations of Medicare coverage and responsiveness when seeking insurance quotes. Its Google rating is 5 stars from nine reviews. Appointments are required, with online appointments and onsite services available.
Longstanding client relationships
Online appointments available
Free onsite parking
“Hoover & Associates are the best in the business. They care about their clients and truly want the best for your family. They have invested in their business operations, location and quality of employees. We are fortunate to be a part of…”
5.0(9)· Google5.0 out of 5 from 9 reviews (Google rating)
Financial consultant
Closed today
Attention to clients’ individual finances puts Royal Oak Financial Advisors at No. 4. Reviewers describe advisers who consider personal needs, answer questions and take time to understand the full financial picture before aligning investments. One business-owning couple praises Jake’s creative strategies, while other clients highlight his research and attention to detail. The firm holds a 5-star Google rating from nine reviews. Its office at 512 N Main St, Suite 100, Royal Oak, MI requires appointments and offers wheelchair-accessible parking, an entrance and a restroom.
Individual financial attention
Business owner strategies
Appointments required
“My wife and I couldn't be more pleased with our experience at this firm. Jake has been a pleasure to work with. The strategies that he offers to us as business owners are both creative and comforting. He brings a level of knowledge and m…”
4.8(13)· Google4.8 out of 5 from 13 reviews (Google rating)
Financial planner
Closed today
Client accounts of clearer financial planning and retirement preparation earn Deller Wealth Management the No. 5 spot in Royal Oak, MI. Reviewers describe learning at appointments, getting organized, and using technical tools to test financial scenarios. The firm’s stated approach is to understand each client’s family finances before tailoring solutions to their goals. Its 4.8-star Google rating across 13 reviews adds support. Appointments are required, with online appointments and onsite services available at its 418 N Main St, Suite 200 office.
Tailored financial planning
Retirement preparation feedback
Online appointments available
“Went to office and it was closed. Couldn't setup appointment.”
4.7(9)· Google4.7 out of 5 from 9 reviews (Google rating)
Financial consultant
Closed today
Client accounts of clear communication and attentive investment guidance earn M3 Investment Services the No. 6 spot in Royal Oak, MI. Reviewers describe advisors who listened to their needs, explained options, organized investments, and stayed in touch about changing goals and personal circumstances. Its Google rating is 4.7 from nine reviews. The office at 990 N Main St requires appointments and offers wheelchair-accessible entry, parking, and a restroom. One reviewer reported difficulty arranging an appointment, a counterpoint to the praise for responsiveness.
Attentive investment guidance
Goal-focused communication
Wheelchair-accessible office
“I had a fairy substantial amount of money (to me!) sitting in a savings account earning minimal interest. After some research, I decided to split the money between 2 investment services, as it was unfamiliar territory to me. While the m…”
4.8(4)· Google4.8 out of 5 from 4 reviews (Google rating)
Financial planner
Closed today
Client trust helps Daniel Investment Group, Inc. earn the No. 7 spot: one reviewer writes, “I have full faith and trust in Eric and Nick.” This financial advisor at 306 S Washington Ave, Suite 216, in Royal Oak, MI has a 4.8 Google rating from four reviews. The office opens at 8 a.m. weekdays and stays open until 6 p.m. Monday through Thursday. Appointments are recommended, and listed accessibility features include a wheelchair-accessible entrance, parking, and restroom.
5.0(2)· Google5.0 out of 5 from 2 reviews (Google rating)
Financial planner · Pleasant Ridge · 1.1 mi
A focus on financial goals and flexible appointment options earns Hart Wealth Advisory Group eighth place among financial advisors serving readers in Royal Oak, MI. Located at 24280 Woodward Ave in Pleasant Ridge, this private wealth advisory practice of Ameriprise Financial Services describes helping clients navigate unpredictable markets and life changes. Online appointments and onsite services are available by appointment. Its Google rating is 5 stars from two reviews, and the location provides a wheelchair-accessible entrance and parking.
Online appointments available
Private wealth advisory
Wheelchair-accessible entrance
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Compare at a glance
Comparison of the best Financial Advisors in Royal Oak, MI
Ratings and review counts shown are Google ratings, displayed with attribution.
How we ranked this list
Each financial advisor is scored on a Bayesian-weighted rating (its rating adjusted for how many reviews it has compared with the Royal Oak category average), how recently we verified its details, and how complete its listing is. Scores and ranks are stored, so the order only changes when the underlying data changes.
Financial Advisors in Royal Oak, MI: common questions
Which firms in Royal Oak, MI focus on retirement planning?
Kelly Capital Partners focuses on financial guidance before and during retirement. Hilltop Wealth and Tax Solutions identifies retirement planning as a central focus alongside wealth and tax services. The Financial Planning Company explicitly offers retirement planning and 401(k) administration.
Which advisors describe themselves as fiduciaries?
The Financial Planning Company at 220 S Main St, Royal Oak, MI describes itself as a fee-only, fiduciary registered investment advisor and employs Certified Financial Planners. Hilltop Wealth and Tax Solutions at 333 W 7th St, Suite 250, Royal Oak, MI describes itself as an RIA fiduciary.
Where can I find tax services alongside wealth management in Royal Oak, MI?
Hilltop Wealth and Tax Solutions offers tax planning, tax preparation, accounting, and bookkeeping alongside wealth management, investment strategies, and legacy planning. Its office lists onsite services, free street parking, and a wheelchair-accessible entrance, parking, and restroom.
Which offices in Royal Oak, MI list Saturday hours?
The Financial Planning Company lists Saturday hours of 10 a.m.–5 p.m. and requires appointments. My Hybrid CPA at 1229 S Washington Ave lists Saturday hours of 9 a.m.–5 p.m. and recommends appointments. Fifth Third Securities - Isac Bush at 803 S Main St lists Saturday hours of 9 a.m.–1 p.m.
How do Google ratings and review counts compare among the firms?
Kelly Capital Partners has the most reviews in this guide: 47, with a 4.9 rating. Hilltop Wealth and Tax Solutions has 5 stars from 14 reviews, while The Financial Planning Company has 5 stars from 10. Deller Wealth Management has a 4.8 rating from 13 reviews, and My Hybrid CPA has a 4.7 rating from 11.
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