PLANTE MORAN FINANCIAL ADVISORS

Overview

Plante Moran Financial Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 1993. The firm serves both high-net-worth individuals and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee models include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Plante Moran identifies itself as a capital allocator and maintains industry relationships across broker-dealers, trust companies, accounting and insurance firms, and real estate brokers, which supports a multi-disciplinary service model. The firm does not position itself as an active ESG investor. The firm has received recurring industry recognition, appearing on Barron’s Top 100 RIA lists across multiple years and on Forbes’ and FA Magazine’s RIA rankings in recent years.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices