Top 10 advisors in Plymouth
We’ve curated a list of the best financial advisors in Plymouth, take a look at it below
Find an advisor in Plymouth| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $50,048,466,768 | 0 advisors | ||
| 2 | $2,665,614,428 | 0 advisors | ||
| 3 | $927,123,557 | 9 advisors | ||
| 4 | $644,393,169 | 7 advisors | ||
| 5 | $379,068,800 | 4 advisors | ||
| 6 | $252,796,876 | 15 advisors | ||
| 7 | $147,421,429 | 3 advisors | ||
| 8 | $142,702,603 | 7 advisors | ||
| 9 | $135,006,000 | 4 advisors | ||
| 10 | $125,944,930 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Plymouth, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Plymouth. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Wealth Enhancement Advisory Services, LLC
Assets under management
$50,048,466,768
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Erisa 3(38) Investment Manager
2. Northcrest Asset Management
Assets under management
$2,665,614,428
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
3. Next Century Growth Investors LLC
Assets under management
$927,123,557
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Wayzata Investment Partners LLC
Assets under management
$644,393,169
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Gen Financial Management Inc.
Assets under management
$379,068,800
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
6. Vpwm Advisors, LLC
Assets under management
$252,796,876
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Echo Wealth Management, LLC
Assets under management
$147,421,429
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Kure Advisory, LLC
Assets under management
$142,702,603
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
9. Phillip James Financial Co.
Assets under management
$135,006,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Rossjohnson & Associates, LLC
Assets under management
$125,944,930
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.