City
Independent RIAs in Plymouth, Michigan
As of October 2, 2026, 11 independent wealth management RIAs with their main office in Plymouth, Michigan reported $2.8 billion in regulatory assets under management; the largest by assets was JLB & Associates Inc, with $892.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 11
- Regulatory assets under management
- $2.8 billion
- Average per firm
- $258.9 million
- SEC-registered, of those listed
- 6 of 11 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | JLB & Associates Inc | SEC | $892.7 million | 550 |
| 2 | Gem Asset Management, LLC | SEC | $628.1 million | 1,359 |
| 3 | Peak Wealth Management, LLC | SEC | $446.0 million | 2,274 |
| 4 | Kral Financial Advisors, LLC | SEC | $247.4 million | 377 |
| 5 | Viden Arbor Capital | SEC | $204.1 million | 68 |
| 6 | Custom Wealth Management | SEC | $201.0 million | 1,620 |
| 7 | The Brock Group, LLC | State | $93.9 million | 458 |
| 8 | Affinity Wealth Management, LLC | State | $74.8 million | 195 |
| 9 | Voorman Investment Counsel LLC | State | $24.0 million | 201 |
| 10 | Autumn Financial Advisors, LLC | State | $22.3 million | 114 |
| 11 | Ford Financial Fitness | State | $13.4 million | 121 |
Independent RIAs in Michigan, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.