Investment advisers in Plymouth, MI
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Schwartz Investment Counsel Inc | $3.79 billion | 20 | 0 |
| Ipex, Inc. | $2.65 billion | 3 | 0 |
| Jlb & Associates Inc | $892.7 million | 4 | 0 |
| Gem Asset Management, LLC | $628.1 million | 4 | 0 |
| Peak Wealth Management, LLC | $446.0 million | 3 | 0 |
| Pinnacle Wealth Management Group, Inc. | $243.7 million | 4 | 0 |
| Custom Wealth Management | $201.0 million | 3 | 0 |