Plante Moran Financial Advisors

RIASEC RegisteredEst. 1993

Total AUM

$25.1B

Discretionary

$10.1B

40% of AUM

Avg account

$1.3M

Accounts

18,766

Employees

148

Advisory reps

133

Firm details

Headquarters: Southfield, Michigan
CRD number: 112158
Registered since: June 3, 1993
Website: www.plantemoran.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI97.76%
Individuals1.41%
Corporations / Businesses0.38%
Charitable Organizations0.28%
Other0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Plante Moran Financial Advisors is an independent, SEC-registered registered investment adviser operating as a limited liability company since 1993. The firm serves high-net-worth individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses and institutions. Compensation includes percentage-of-AUM arrangements alongside hourly and fixed-fee engagements, and the firm acts as a capital allocator for client portfolios. The firm reports relationships with a range of industry affiliates — broker-dealers, other investment advisers, trust companies, accounting and insurance firms, and real estate brokers — which supports a multi-disciplinary client service model. Plante Moran Financial Advisors is not identified as an active ESG investor in the source data. The firm has been recognized in industry rankings, including appearances in Barron’s Top 100 RIA Firms (multiple years) and Forbes’ Top RIA Firms lists, as well as earlier mention in FA Magazine.