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Last updated: December 6th, 2019. Data source: SEC filings.
Plante Moran Financial Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff of 125 advisors. Plante Moran Financial Advisors manages $16.5 billion and provides investment advisory services for 2,951 clients (1:24 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 10%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||5|
|Percentage of Advisors Trusted||70%|
|Average Client Balance||$5,589,813|
|Total AUM||$16.5 billion|
|Advisor / Client Ratio||1:24|
|Headquarters||27400 Northwestern Hwy Southfield, MI 48034|
|SEC Filings||Forms and Brochures (CRD # 112158)|
|State(s) Registered||AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, MA, MI, MN, NE, NV, NH, NJ, NY, NC, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI|