Financial advisers in Plymouth, MA

4 registered investment adviser firms in Plymouth managing $2.8B in assets, based on public SEC Form ADV filings.

Shp Wealth Management, LLC

Plymouth, MA · Est. 2016

AUM: $1.9B
Per adviser: $60M
Advisers: 32

Tyler Street Capital

Plymouth, MA · Est. 2026

AUM: $492M
Per adviser: $492M
Advisers: 1

No reported disclosures

1620 Investment Advisors, INC.

Plymouth, MA · Est. 2005

LocalInternational

AUM: $242M
Per adviser: $81M
Advisers: 3

No reported disclosures

Condon Wealth Management, INC.

Plymouth, MA · Est. 2026

AUM: $122M
Per adviser: $61M
Advisers: 2

No reported disclosures