Plante Moran Financial Advisors

Overview

Plante Moran Financial Advisors is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Plante Moran is not characterized as an active ESG investor in the available data. The firm has been recognized repeatedly on industry lists, appearing in Barron’s Top 100 RIA rankings across multiple years and on Forbes’ and FA Magazine’s RIA lists, reflecting consistent visibility among national RIA publications. It also maintains affiliations across broker-dealer, trust company, accounting, insurance and real estate channels, which supports a broader set of client service capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices