Plante Moran Financial Advisors

RIASEC Registered

Total AUM

$26.9B

Discretionary

$10.5B

39% of AUM

Avg account

$1.4M

Accounts

19,176

Employees

144

Advisory reps

134

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: HNWI97.85%
Individuals1.36%
Corporations / Businesses0.37%
Charitable Organizations0.27%
Other0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Plante Moran Financial Advisors is an independent RIA organized as an LLC that provides financial planning and portfolio management for individuals, families, small businesses and institutional clients. The firm acts as a capital allocator, using a mix of public and private vehicles and charging fees by percentage of AUM as well as hourly and fixed fees depending on the engagement. Plante Moran Financial Advisors is SEC registered (1993) and reports advisory services spanning financial planning and discretionary and non-discretionary portfolio management for both personal and business/institutional clients. The firm does not identify as an active ESG investor. The firm maintains industry relationships across several lines — broker-dealer, trust company, accounting, insurance and real estate affiliations — that appear to support a multi-product advisory platform. Plante Moran Financial Advisors has been recognized by trade outlets: FA Magazine (Top RIA Firms, 2020), Barron’s (Top 100 RIA Firms in 2021, 2022, 2023, 2024, 2025) and Forbes (Top RIA Firms/America’s Top RIA Firms in 2022–2024).