Best Financial Advisors in PLYMOUTH, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PLYMOUTH
SCHWARTZ INVESTMENT COUNSEL INC
PLYMOUTH, MI · Since 1988
IPEX, INC.
PLYMOUTH, MI · Since 2010
JLB & ASSOCIATES INC
PLYMOUTH, MI · Since 1983
PINNACLE WEALTH MANAGEMENT GROUP, INC.
PLYMOUTH, MI · Since 2018
CUSTOM WEALTH MANAGEMENT
PLYMOUTH, MI · Since 2026
GEM ASSET MANAGEMENT, LLC
PLYMOUTH, MI · Since 2007
PEAK WEALTH MANAGEMENT, LLC
PLYMOUTH, MI · Since 2019
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PLYMOUTH?
The median advisory fee in PLYMOUTH, MI is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.