Investment adviser firms in PLYMOUTH, Michigan
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
7 firms · Source months shown: August 2026
- CUSTOM WEALTH MANAGEMENT, LLCCRD 340956 · PLYMOUTH, MINot availableRegulatory AUM · August 2026
- GEM ASSET MANAGEMENT, LLCCRD 124332 · PLYMOUTH, MI$628,058,655.00Regulatory AUM · August 2026
- IPEX, INC.CRD 124337 · PLYMOUTH, MI$2,654,083,361.00Regulatory AUM · August 2026
- JLB & ASSOCIATES INCCRD 104655 · PLYMOUTH, MI$892,688,917.00Regulatory AUM · August 2026
- PEAK WEALTH MANAGEMENT, LLCCRD 166944 · PLYMOUTH, MI$446,000,000.00Regulatory AUM · August 2026
- PINNACLE WEALTH MANAGEMENT GROUP, INC.CRD 281935 · PLYMOUTH, MI$243,687,260.00Regulatory AUM · August 2026
- SCHWARTZ INVESTMENT COUNSEL INCCRD 104693 · PLYMOUTH, MI$3,785,346,844.00Regulatory AUM · August 2026