Firms by city
Registered investment advisers in Plymouth, MI
7 SEC-registered advisers headquartered in Plymouth, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Schwartz Investment Counsel | Plymouth, MI | $3.74B |
| Ipex | Plymouth, MI | $2.65B |
| JLB & Associates | Plymouth, MI | $893M |
| GEM Asset Management | Plymouth, MI | $628M |
| Peak Wealth Management | Plymouth, MI | $446M |
| Pinnacle Wealth Management Group | Plymouth, MI | $244M |
| Custom Wealth Management | Plymouth, MI | $201M |
- Headquarters
- Plymouth, MI
- Regulatory AUM
- $3.74B
- Headquarters
- Plymouth, MI
- Regulatory AUM
- $2.65B
- Headquarters
- Plymouth, MI
- Regulatory AUM
- $893M
- Headquarters
- Plymouth, MI
- Regulatory AUM
- $628M
- Headquarters
- Plymouth, MI
- Regulatory AUM
- $446M
- Headquarters
- Plymouth, MI
- Regulatory AUM
- $244M
- Headquarters
- Plymouth, MI
- Regulatory AUM
- $201M
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 Michigan.
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.