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 has been registered with the SEC since 1993. The firm serves both individual and institutional clients and provides financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee model includes percentage-of-AUM billing along with hourly and fixed-fee arrangements, and the firm identifies itself as a capital allocator. Plante Moran Financial Advisors maintains affiliations across the financial services ecosystem, including broker-dealer, trust company, accounting, insurance, and real estate relationships. It does not position itself as an active ESG investor. The firm has been recognized in industry rankings by outlets such as FA Magazine, Barron’s, and Forbes in multiple years.