Firms by city
Registered investment advisers in Plymouth, MA
4 SEC-registered advisers headquartered in Plymouth, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| SHP Wealth Management | Plymouth, MA | $1.92B |
| Tyler Street Capital | Plymouth, MA | $492M |
| 1620 Investment Advisors | Plymouth, MA | $242M |
| Condon Wealth Management | Plymouth, MA | $122M |
- Headquarters
- Plymouth, MA
- Regulatory AUM
- $1.92B
- Headquarters
- Plymouth, MA
- Regulatory AUM
- $492M
- Headquarters
- Plymouth, MA
- Regulatory AUM
- $242M
- Headquarters
- Plymouth, MA
- Regulatory AUM
- $122M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Plymouth on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Massachusetts.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.