Royal Alliance Associates, Inc

Investment Advisor
in Stevensville, MI

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About this Advisor

Herbert Scheffler is a financial advisor working out of Stevensville, Michigan, who has been in the financial industry for 10 years. Scheffler is on the advisory team at Royal Alliance Associates, Inc. The advisor has gained experience at Oppenheimer & Co. Inc, Lpl Financial, LLC and Michigan Financial. Scheffler has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Royal Alliance Associates, Inc is a business that has its headquarters in Stevensville, Michigan. The company has offices in 905 locations and a total of 3,849 employees. It administers $28 billion in assets under management between its 112,286 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 134 charitable organizations. Of its 112,286 accounts, 18% belong to high-net-worth investors who have more than $1 million in investable assets. Royal Alliance Associates, Inc performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on which services the firm provides the client. Fees charged by Royal Alliance Associates, Inc most likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

5718 St Joseph Avenue
Stevensville, MI 49127

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management


MI Average: $10,121,009,343
Total Number of Employees


MI Average: 92
Total Number of Accounts


MI Average: 6,978
Average Account Size


MI Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Herbert Scheffler Work History

Herbert has 10 years of experience.

2020 - Present (2 years)

Michigan Financial

2014 - 2020 (6 years)

Lpl Financial, LLC

2012 - 2014 (2 years)

Oppenheimer & Co. Inc


Herbert Scheffler has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Donna Tso
Honolulu, HI
Alexander Dimartini
Jericho, NY
Trisha Qualy
St Louis Park, MN
Anthony Chen
Alpharetta, GA
Robert Braun
Missoula, MT
Scott Schloegel
Kansas City, MO
Lori Glennon
Utica, NY
Grant Hartwell
Torrance, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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