Financial advisers in Plymouth, MI

7 registered investment adviser firms in Plymouth managing $8.6B in assets, based on public SEC Form ADV filings.

Schwartz Investment Counsel INC

Plymouth, MI · Est. 1988

AUM: $3.8B
Per adviser: $344M
Advisers: 11

No reported disclosures

Ipex, INC.

Plymouth, MI · Est. 2010

AUM: $2.7B
Per adviser: $1.3B
Advisers: 2

No reported disclosures

Jlb & Associates INC

Plymouth, MI · Est. 1983

AUM: $893M
Per adviser: $298M
Advisers: 3

No reported disclosures

Gem Asset Management, LLC

Plymouth, MI · Est. 2007

AUM: $628M
Per adviser: $157M
Advisers: 4

No reported disclosures

Peak Wealth Management, LLC

Plymouth, MI · Est. 2019

AUM: $446M
Per adviser: $149M
Advisers: 3

No reported disclosures

Pinnacle Wealth Management Group, INC.

Plymouth, MI · Est. 2018

AUM: $244M
Per adviser: $61M
Advisers: 4

No reported disclosures

Custom Wealth Management

Plymouth, MI · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures