Best Financial Advisors in PLYMOUTH, Michigan
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in PLYMOUTH
JLB & ASSOCIATES INC
PLYMOUTH, MI · Since 1983
SCHWARTZ INVESTMENT COUNSEL INC
PLYMOUTH, MI · Since 1988
IPEX, INC.
PLYMOUTH, MI · Since 2010
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.