Top 5 financial advisor firms in Plymouth

5 SEC-registered financial advisor firms are headquartered in Plymouth, MI, with $2.41B in combined regulatory assets under management. The largest by assets are JLB & Associates ($893M), GEM Asset Management ($628M) and Peak Wealth Management ($446M).

5
Financial advisor firms: $2.41B
Their combined AUM: $446M
Median firm AUM: 2,153
Clients of the top 5

The 5 largest by assets

1
JLB & Associates
RIA
$893M
0.50% to 1.00% a year
2
GEM Asset Management
RIA
$628M
0.50% to 0.95% a year
3
Peak Wealth Management
RIA
$446M
0.75% to 1.00% a year
4
Pinnacle Wealth Management Group
RIA
$244M
Regulatory AUM
5
Custom Wealth Management
RIA
$201M
Up to 1.50% a year

Profiles of the top 5

No. 1 · RIA

JLB & Associates

JLB & Associates is an investment adviser based in Plymouth, MI, registered with the SEC since 1983. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $893 million, as filed on 3 April 2026.

JLB & Associates charges 0.50%–1.00% a year for its Management Fees.

Regulatory AUM: $893M
Clients: 291
Advisory staff: 3
Founded: 1983
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, RBC Capital Markets
Headquarters: 44670 Ann Arbor RD, Ste 190, Plymouth, MI 48170-4088
Phone: 734-454-9191
Website: jlbinvest.com

No. 2 · RIA

GEM Asset Management

GEM Asset Management is an investment adviser based in Plymouth, MI, registered with the SEC since 2007. 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 $628 million, as filed on 30 March 2026.

GEM Asset Management charges 0.50%–0.95% a year for its Investment management fee schedule.

Regulatory AUM: $628M
Clients: 506
Advisory staff: 4
Founded: 2001
Fee schedule: 0.50% to 0.95% a year
Custodians: Charles Schwab
Headquarters: 261 S. Main Street, Plymouth, MI 48170
Phone: 734-737-9108
Website: gemasset.net

No. 3 · RIA

Peak Wealth Management

Peak Wealth Management is an investment adviser based in Plymouth, MI, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $446 million, as filed on 26 March 2026.

Peak Wealth Management charges 0.75%–1.00% a year for its Wrap Fee Program.

Regulatory AUM: $446M
Clients: 643
Advisory staff: 3
Fee schedule: 0.75% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 41011 Ann Arbor Road, Plymouth, MI 48170
Phone: 734-681-7575
Website: peakwm.com

No. 4 · RIA

Pinnacle Wealth Management Group

Pinnacle Wealth Management Group is an investment adviser based in Plymouth, MI, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $244 million, as filed on 25 September 2026.

Regulatory AUM: $244M
Clients: 209
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 849 Penniman Suite 201, Plymouth, MI 48170
Phone: 734-667-5581
Website: pwmgi.com

No. 5 · RIA

Custom Wealth Management

Custom Wealth Management is an investment adviser based in Plymouth, MI, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $201 million, as filed on 17 August 2026.

Custom Wealth Management charges up to 1.50% a year for its Investment Management Fees.

Regulatory AUM: $201M
Clients: 504
Advisory staff: 3
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 41081 Ann Arbor RD E, Plymouth, MI 48170
Phone: 734-844-3400
Website: custom-wm.com

Questions about financial advisors in Plymouth

How many financial advisor firms are headquartered in Plymouth?

5 SEC-registered financial advisor firms report their principal office in Plymouth, MI, managing $2.41B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Plymouth?

JLB & Associates, with $893M in regulatory assets under management on its latest Form ADV. The next largest are GEM Asset Management ($628M) and Peak Wealth Management ($446M).

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

How large is a typical financial advisor firm in Plymouth?

The median firm manages $446M in regulatory assets. That is the midpoint of the 5 firms headquartered in Plymouth.

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

How much do financial advisors in Plymouth charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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 5 financial advisor firms; see every adviser in the city →