Plante Moran Financial Advisors
Answer a few questions and
get matched with an advisor.
Learn more about Plante Moran Financial Advisors
Overview
Plante Moran Financial Advisors is an advisory company located in Southfield, Michigan. The company handles $16.7 billion in total assets over 16,199 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). The company has a large team, including 137 financial advisors. Plante Moran Financial Advisors does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, equities and bonds.
Plante Moran Financial Advisors manages 10,989 of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell judgments without needing to seek the customer's consent. It also manages 5,210 non-discretionary accounts with a total of $9.1 billion in assets under management. The firm's average account size is $1.0 million. The typical advisor at Plante Moran Financial Advisors oversees around 118 client accounts.
Plante Moran Financial Advisors's central office is at 3000 Town Center, Southfield, Michigan 48075. The firm is legally permitted to serve investors throughout 30 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Plante Moran Financial Advisors by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$16.7 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
139
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
16,199
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$1.0 million
Products and Services
Plante Moran Financial Advisors provides a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the prior fiscal year, the firm provided financial planning services to 3000 of its accounts. The firm is not involved in selling products or offering services apart from investment advice to its investment advisory clients. Plante Moran Financial Advisors also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, trust company, accountant or accounting firm, insurance company or agency and real estate broker or dealer.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by the company can include some blend of the following fee types: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Plante Moran Financial Advisors works with a number of different customers. Plante Moran Financial Advisors caters to retail investors, high net worth investors, charitable organizations, corporations and other. Out of its 16,199 clients, Plante Moran Financial Advisors's largest client group is high net worth investors, although it also serves 3,012 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 87.2%
- Other Individuals - 12.16%
- Corporations - 0.52%
- Charitable Organizations - 0.12%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Plante Moran Financial Advisors does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Plante Moran Financial Advisors
Portage, MI
Monroe, WA
West Bloomfield, MI
Chicago, IL
Detroit, MI
Columbus, OH
Ann Arbor, MI
East Lansing, MI
Southfield, MI
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.