What departments does Regal Investment Advisors have?

Regal Investment Advisors has employees across 2 departments including Banking, Finance.

What is the largest department at Regal Investment Advisors?

The largest department at Regal Investment Advisors is Finance with 2 employees.

Where are Regal Investment Advisors employees located globally?

Regal Investment Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Regal Investment Advisors's team size changed over time?

Regal Investment Advisors's team has grown from approximately 32 to 33 employees based on available data.

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Regal Investment Advisors Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Regal Investment Advisors operates in financial services, providing independent, integrity-based support to registered investment advisers (RIAs) and investment adviser representatives (IARs). The firm employs an open-architecture approach to help practices migrate to one of four custodian platforms—Fidelity, TD Ameritrade, Pershing, or Schwab—preserving autonomy while integrating with a larger organization. Based in Kentwood, Michigan, Regal aims to let advisers concentrate on client service and core business activities rather than the operational side of running an RIA.

In May 2024, Regal Investment Advisors, LLC was recognized as 208 in Financial Advisor magazine's 2023 top RIA ranking.

Regal Investment Advisors Global Highlights

North America
48

United States Of America
48

Regal Investment Advisors's Leadership

B. B.
Financial Advisor
Mobile Phone
Email
P. B.
Investment Advisory Representative
Mobile Phone
Email
P. R.
Investment Advisory Representative
Mobile Phone
Email

Regal Investment Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Business Development
Information Technology
Legal
Other

Contact profiles from Regal Investment Advisors

Name

Title

Contact

Location

Last Update

B. B.
Financial Advisor
Mobile Phone
Email
Aug 19, 2025
P. B.
Investment Advisory Representative
Mobile Phone
Email
May 05, 2024
P. R.
Investment Advisory Representative
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Regal Investment Advisors known for?

Regal Investment Advisors was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-616-224-****

. Explore Regal Investment Advisors's company overview page for more information.

What is Regal Investment Advisors's most common email format?

Regal Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Regal Investment Advisors email formats with LeadIQ.

How many employees does Regal Investment Advisors have currently?

Regal Investment Advisors has approximately 32 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Regal Investment Advisors's key employees and leadership?

As of July 2026, Regal Investment Advisors's key employees include:

Financial Advisor: B. B.
Investment Advisory Representative: P. B.
Investment Advisory Representative: P. R.

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Regal Investment Advisors Employee Directory

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