Top 4 financial advisor firms in Plymouth

4 SEC-registered financial advisor firms are headquartered in Plymouth, MA, with $2.78B in combined regulatory assets under management. The largest by assets are SHP Wealth Management ($1.92B), Tyler Street Capital ($492M) and 1620 Investment Advisors ($242M).

4
Financial advisor firms: $2.78B
Their combined AUM: $367M
Median firm AUM: 2,847
Clients of the top 4

The 4 largest by assets

1
SHP Wealth Management
RIA
$1.92B
0.20% to 1.25% a year
2
Tyler Street Capital
RIA
$492M
0.20% to 0.95% a year
3
1620 Investment Advisors
RIA
$242M
Regulatory AUM
4
Condon Wealth Management
RIA
$122M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

SHP Wealth Management

SHP Wealth Management is an investment adviser based in Plymouth, MA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $1.92 billion, as filed on 21 September 2026.

SHP Wealth Management charges 0.20%–1.25% a year for its Portfolio Management.

Regulatory AUM: $1.92B
Clients: 2,364
Advisory staff: 32
Founded: 2014
Fee schedule: 0.20% to 1.25% a year
Custodians: Fidelity
Headquarters: 225 Water St, Suite C210, Plymouth, MA 02360
Phone: 508-746-2400
Website: shpfinancial.com

No. 2 · RIA

Tyler Street Capital

Tyler Street Capital is an investment adviser based in Plymouth, MA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $492 million, as filed on 8 June 2026.

Tyler Street Capital charges 0.20%–0.95% a year for its Investment management.

Regulatory AUM: $492M
Clients: 13
Advisory staff: 1
Fee schedule: 0.20% to 0.95% a year
Custodians: Charles Schwab
Headquarters: 65 Cordage Park Circle, Suite 130, Plymouth, MA 02360
Phone: 508-648-4684

No. 3 · RIA

1620 Investment Advisors

1620 Investment Advisors is an investment adviser based in Plymouth, MA, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $242 million, as filed on 3 June 2026.

Regulatory AUM: $242M
Clients: 242
Advisory staff: 3
Founded: 1999
Custodians: Charles Schwab, Fidelity, Raymond James, Tiaa, Bank of America Private Bank, Automatic Data Processing
Headquarters: 36 Cordage Park Circle, Suite 217, Plymouth, MA 02360
Phone: 508-830-4778
Website: 1620ia.com

No. 4 · RIA

Condon Wealth Management

Condon Wealth Management is an investment adviser based in Plymouth, MA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $122 million, as filed on 23 July 2026.

Regulatory AUM: $122M
Clients: 228
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 15 Caswell Lane, Plymouth, MA 02360
Phone: 508-746-7763
Website: condonwealth.com

Questions about financial advisors in Plymouth

How many financial advisor firms are headquartered in Plymouth?

4 SEC-registered financial advisor firms report their principal office in Plymouth, MA, managing $2.78B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Plymouth?

SHP Wealth Management, with $1.92B in regulatory assets under management on its latest Form ADV. The next largest are Tyler Street Capital ($492M) and 1620 Investment Advisors ($242M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Plymouth?

The median firm manages $367M in regulatory assets. That is the midpoint of the 4 firms headquartered in Plymouth.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Plymouth?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Plymouth has 4 financial advisor firms; see every adviser in the city →