Plante Moran Financial Advisors Review


Trust Score 96%
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Plante Moran Financial Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 31 state(s) with a licensed staff of 117 advisors. Plante Moran Financial Advisors manages $14.3 billion and provides investment advisory services for 2,955 clients (1:26 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $777,778
Avg Account Balance $4,851,879
Hybrid Advisor Yes
Disciplinary History No
Total AUM $14.3 billion
Advisor / Client Ratio 1:26
Headquarters 27400 Northwestern Hwy Southfield, MI 48034
SEC Filings Forms and Brochures
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


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