City
Wealth management firms in Plymouth, Michigan
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Plymouth, Michigan reported $3.1 billion in regulatory assets under management; the largest by assets was JLB & Associates Inc, with $892.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $3.1 billion
- Average per firm
- $257.6 million
- SEC-registered, of those listed
- 7 of 12 (58.3%)
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 | Pinnacle Wealth Management Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $243.7 million | 618 |
| 6 | Viden Arbor Capital | SEC | $204.1 million | 68 |
| 7 | Custom Wealth Management | SEC | $201.0 million | 1,620 |
| 8 | The Brock Group, LLC | State | $93.9 million | 458 |
| 9 | Affinity Wealth Management, LLC | State | $74.8 million | 195 |
| 10 | Voorman Investment Counsel LLC | State | $24.0 million | 201 |
| 11 | Autumn Financial Advisors, LLC | State | $22.3 million | 114 |
| 12 | Ford Financial Fitness | State | $13.4 million | 121 |
Wealth management firms 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.