Skip to main content

Company lists · Data refreshed October 2026

Top 8 Investment firms based in Plymouth, United States

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 25 companies tracked

RevenueBase identified 25 company matches for investment firms associated with Plymouth, United States as of October 2026 and tracks 1,770 professional contacts across them, including 1,252 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Plymouth has 25.

This list covers company matches for investment firms associated with Plymouth, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built
25Companies
1,770Contacts tracked
1,252Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 8 largest investment firms based in Plymouth, United States

Ranked by team size
Top 8 of 25 company matches for investment firms based in Plymouth, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1
Wealth Enhancement
Exact matchPlymouth, MN, United StatesHQ recorded Oct 1, 20261,001-5,0001,516 contacts →

Exact match

“In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2
Joyal Capital Management
Exact matchPlymouth, MA, United StatesHQ recorded Oct 1, 202651-20025 contacts →

Exact match

“Joyal Capital Management, LLC is a fully integrated financial services firm based in Plymouth, MA.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3
Schwartz Investment Counsel, INC
Exact matchPlymouth, MI, United StatesHQ recorded Oct 1, 202611-5012 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4
GEM Asset Management
Exact matchPlymouth, MI, United StatesHQ recorded Oct 1, 20261-109 contacts →

Exact match

“GEM Asset Management is an independent, fee-only registered investment advisor based in Plymouth, Michigan.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5
With Integrity Wealth Management
Exact matchPlymouth, MA, United StatesHQ recorded Oct 1, 20261-106 contacts →

Exact match

“With Integrity Wealth Management is a financial investment firm located in the Pinehills Community of Plymouth, MA, serving clients nationwide for since 2003.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6
North Light Financial Services
Exact matchPlymouth, MA, United StatesHQ recorded Oct 1, 20261-104 contacts →

Exact match

“We are a leading independent financial planning and financial services firm located in Plymouth, MA.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7
Blue Hills Wealth Management
Exact matchPlymouth, MA, United StatesHQ recorded Oct 1, 20261-103 contacts →

Exact match

“Plan Confidently.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8
TGA Capital Management
Exact matchPlymouth, MA, United StatesHQ recorded Oct 1, 20261-103 contacts →

Exact match

“financial and investment planning”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 8 of 25 investment firms based in Plymouth, United States

See the full list, filter by size, metro and specialty, and access 1,252 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Investment firms based in Plymouth, United States at a glance

As of Oct 1, 2026
70.7%Verified-email coverage
70.8Average contacts per company
1-10Median size (employees)
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
6
51-200
2
501-1,000
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Plymouth, so it is reported there. Company counts and contact totals on this page are exact for Plymouth, over 25 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Plymouth, United States whose business descriptions match “investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 1,252 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Investment firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment firms are there based in Plymouth, United States?

RevenueBase identified 25 company matches for investment firms associated with Plymouth, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Wealth Enhancement tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Plymouth has 25.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,252 professional contacts with verified work emails tracked across these 25 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 2026.

Ready to reach these companies? Verified emails and direct dials for all 25 investment firms based in Plymouth, United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.

More company lists