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Top RIA Firms in Plymouth, Michigan

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Plymouth, Michigan. This hub covers 6 matching firms with $8.6B in total reported AUM and median AUM of $760.4M.

Firms

Matching current profiles

Total AUM

$8.6B

Reported regulatory AUM

Median AUM

$760.4M

Across firms with AUM

Largest firm

$3.8B

Schwartz Investment Counsel INC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Schwartz Investment Counsel INC CRD 104693 · Corporation	PLYMOUTH, MI	$3.8B Mar 2026	+$135.3M+3.7%	+$915.8M+31.9%	+$986.3M+35.2%	+$2.9B+321.0%	0 employees+0.0% over 3Y	-4 accounts-4.9% over 3Y
2. Ipex, INC. CRD 124337 · Corporation	PLYMOUTH, MI	$2.7B Apr 2026	+$415.5M+18.6%	+$840.4M+46.3%	+$706.1M+36.2%	+$2.5B+2412.3%	-2 employees-40.0% over 3Y	+12 accounts+28.6% over 3Y
3. Jlb & Associates INC CRD 104655 · Corporation	PLYMOUTH, MI	$892.7M Apr 2026	+$44.3M+5.2%	+$154.6M+20.9%	+$178.0M+24.9%	+$499.6M+127.1%	-1 employees-20.0% over 3Y	+256 accounts+87.1% over 3Y
4. Gem Asset Management, LLC CRD 124332 · Limited Liability Company	PLYMOUTH, MI	$628.1M Mar 2026	+$97.6M+18.4%	+$238.6M+61.3%	+$287.8M+84.6%	+$525.2M+510.7%	-1 employees-20.0% over 3Y	+260 accounts+23.7% over 3Y
5. Peak Wealth Management, LLC CRD 166944 · Limited Liability Company	PLYMOUTH, MI	$446.0M Mar 2026	+$94.0M+26.7%	+$224.0M+100.9%	+$291.0M+187.7%	+$325.0M+268.6%	0 employees+0.0% over 3Y	+1,074 accounts+89.5% over 3Y
6. Pinnacle Wealth Management Group, INC. CRD 281935 · Corporation	PLYMOUTH, MI	$243.7M Mar 2026	+$30.9M+14.5%	+$63.3M+35.1%	+$114.9M+89.2%	+$118.9M+95.3%	0 employees+0.0% over 3Y	+83 accounts+15.5% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.