Plante Moran Financial Advisors

Overview

Plante Moran Financial Advisors is an independent registered investment adviser and limited liability company that has been SEC-registered since 1993. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management services for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports relationships with other financial-service providers — including broker-dealers, trust companies, accounting firms, insurance companies, and real estate brokers — reflecting a practice that coordinates across product and service partners rather than operating as a single-product shop. The firm appears on multiple industry lists, including entries in Barron’s Top 100 RIA lists (2021–2025), Forbes’ RIA lists (2022–2024), and FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices