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Largest RIA Firms in Plymouth, Michigan by AUM

Explore registered investment advisers headquartered in Plymouth, Michigan, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 7 firms with $8.8B in total reported AUM and median AUM of $628.1M.

Firms

Matching current profiles

Total AUM

$8.8B

Reported regulatory AUM

Median AUM

$628.1M

Across firms with AUM

Largest firm

$3.7B

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	$3.7B Sep 2026	+$88.3M+2.4%	+$868.8M+30.3%	+$946.1M+33.9%	+$2.8B+315.8%	0 employees+0.0% over 3Y	-7 accounts-8.6% over 3Y
2. Ipex, INC. CRD 124337 · Corporation	PLYMOUTH, MI	$2.7B Jun 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 Oct 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 Sep 2026	+$30.9M+14.5%	+$88.5M+57.1%	+$96.4M+65.5%	+$118.9M+95.3%	0 employees+0.0% over 3Y	+61 accounts+11.0% over 3Y
7. Custom Wealth Management CRD 340956 · Limited Liability Company	PLYMOUTH, MI	$201.0M Aug 2026	—	—	—	—	0 employees+0.0% over Total	—

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 sufficient historical filing data is unavailable for the lookback period.