Top financial advisors in Rochester, MI
We've curated a list of the best financial advisors in Rochester, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $6,498,273,358 Number of advisors 37 advisors | |||
| 2 | Assets under management $295,234,856 Number of advisors 39 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Rochester, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Clarkston Capital Partners, LLC
Clarkston Capital Partners, LLC is a financial advisory firm based in Rochester, Michigan. It currently has approximately $6,498,273,358 of assets under management and employs about 37 people. Clarkston Capital Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$6,498,273,358 under management
37 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Cpr Investments Inc
CPR Investments Inc. is a registered investment adviser founded in 2010, based in Rochester, MI. The firm offers discretionary asset management services tailored to individual client goals, time horizons, and risk tolerance. CPR may engage sub-advisors for managing client accounts and provides services to other financial professionals and annuity companies. The firm also offers financial planning services, including a comprehensive financial plan with a personal financial website and asset aggregation. For fees, CPR utilizes a tiered fee schedule based on different account ranges and investment strategies. The firm may charge fixed fees for financial plans and reviews of client accounts held outside CPR. CPR does not require a minimum account size to open an account. The firm primarily uses third-party registered investment advisors for market analysis and investment strategies, focusing on tactical and absolute return style investments. Charles P. Reinhold, the Managing Member, CEO, and CCO of CPR, has extensive experience in the financial industry and is also a registered representative of Ausdal Financial Partners. He is involved in various business activities, including insurance services and serving as a Township Trustee. Charles Reinhold receives additional compensation as an insurance agent and registered representative. The firm's practices are guided by a Code of Ethics to ensure client interests are prioritized, and clients are encouraged to vote their proxies directly. Charles Reinhold oversees the firm's operations and can be contacted for any inquiries.
$295,234,856 under management
39 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Rochester, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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