The 8 Best Financial Advisors in Royal Oak, MI

Last updated October 14, 2026 · ranked from 111 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

  1. 1Kelly Capital PartnersKelly Capital Partners holds a 4.9 Google rating across 47 reviews, listed on Google as financial planner.
  2. 2The Financial Planning CompanyThe Financial Planning Company holds a 5.0 Google rating across 10 reviews, listed on Google as financial planner.
  3. 3Deller Wealth ManagementDeller Wealth Management holds a 4.8 Google rating across 13 reviews, listed on Google as financial planner.
  1. Kelly Capital Partners in Royal Oak1

    Kelly Capital Partners

    4.9(54)· Google4.9 out of 5 from 54 reviews (Google rating)

    Financial planner

    Own this business? Claim itClosed · opens 9:00 AM

    Kelly Capital Partners holds a 4.9 Google rating across 47 reviews, listed on Google as financial planner.

    • 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 …”
    — Tom Rivers, 2026-08-18 · google

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  2. The Financial Planning Company in Royal Oak2

    The Financial Planning Company

    5.0(10)· Google5.0 out of 5 from 10 reviews (Google rating)

    Financial planner

    Own this business? Claim itClosed · opens 9:00 AM

    The Financial Planning Company holds a 5.0 Google rating across 10 reviews, listed on Google as financial planner.

    • Fee-only fiduciary
    • Certified Financial Planners
    • Online appointments available
    “Great guy helped me out big time i definitely recommend”
    — Elijah Jarvis, 2026-05-14 · google

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  3. Deller Wealth Management in Royal Oak3

    Deller Wealth Management

    4.8(13)· Google4.8 out of 5 from 13 reviews (Google rating)

    Financial planner

    Own this business? Claim itClosed · opens 8:30 AM

    Deller Wealth Management holds a 4.8 Google rating across 13 reviews, listed on Google as financial planner.

    • Tailored financial planning
    • Retirement preparation feedback
    • Online appointments available
    “David is the most knowledgeable, transparent, and helpful financial advisor you could imagine! He knows all the latest changes that will affect your financial health. He has incredible technical tools to help you build scenarios to test …”
    — Patrick Davis, 2026-06-04 · google

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  4. Hoover Private Wealth in Royal Oak4

    Hoover Private Wealth

    5.0(9)· Google5.0 out of 5 from 9 reviews (Google rating)

    Financial planner

    Own this business? Claim itClosed · opens 7:00 AM

    Hoover Private Wealth holds a 5.0 Google rating across 9 reviews, listed on Google as financial planner.

    • 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…”
    — Jeff Denman, 2026-03-12 · google

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  5. Royal Oak Financial Advisors in Royal Oak5

    Royal Oak Financial Advisors

    5.0(9)· Google5.0 out of 5 from 9 reviews (Google rating)

    Financial consultant

    Own this business? Claim itClosed · opens 9:00 AM

    Royal Oak Financial Advisors holds a 5.0 Google rating across 9 reviews, listed on Google as financial consultant.

    • 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…”
    — Jack Mentag, 2025-03-24 · google

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  6. M3 Investment Services in Royal Oak6

    M3 Investment Services

    4.7(9)· Google4.7 out of 5 from 9 reviews (Google rating)

    Financial consultant

    Own this business? Claim itClosed · opens 9:00 AM

    M3 Investment Services holds a 4.7 Google rating across 9 reviews, listed on Google as financial consultant.

    • 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…”
    — Jon Pickell, 2025-10-26 · google

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  7. Daniel Investment Group, Inc. in Royal Oak7

    Daniel Investment Group, Inc.

    4.8(4)· Google4.8 out of 5 from 4 reviews (Google rating)

    Financial planner

    Own this business? Claim itClosed · opens 8:00 AM

    Daniel Investment Group, Inc. holds a 4.8 Google rating across 4 reviews, listed on Google as financial planner.

    • Client trust noted
    • Weekday office hours
    • Wheelchair-accessible entrance
    “I have full faith and trust in Eric and Nick.”
    — Mary Hafer, 2023-09-21 · google

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  8. Work at Fifth Third Securities - Isac Bush? Get your badge

Map of every pick

Compare at a glance

Comparison of the best Financial Advisors in Royal Oak, MI
#PlaceGoogle ratingPriceGoogle reviewsNeighborhoodPhoneOpen now
1Kelly Capital Partners4.9(54)4.9 out of 5 from 54 reviews (Google rating)—54—+1248-262-7217Closed
2The Financial Planning Company5.0(10)5.0 out of 5 from 10 reviews (Google rating)—10—+1248-766-0070Closed
3Deller Wealth Management4.8(13)4.8 out of 5 from 13 reviews (Google rating)—13—+1248-565-3777Closed
4Hoover Private Wealth5.0(9)5.0 out of 5 from 9 reviews (Google rating)—9—+1248-298-4000Closed
5Royal Oak Financial Advisors5.0(9)5.0 out of 5 from 9 reviews (Google rating)—9—+1248-709-6134Closed
6M3 Investment Services4.7(9)4.7 out of 5 from 9 reviews (Google rating)—9—+1248-543-3400Closed
7Daniel Investment Group, Inc.4.8(4)4.8 out of 5 from 4 reviews (Google rating)—4—+1248-544-4122Closed
8Fifth Third Securities - Isac Bush3.7(3)3.7 out of 5 from 3 reviews (Google rating)—3—+1248-398-3847Closed

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.

Read the full methodology