SEC-registered independent wealth management RIA
Plante Moran Financial Advisors
As of its Form ADV filed September 28, 2026, Plante Moran Financial Advisors, an SEC-registered independent wealth management RIA in Southfield, Michigan, reported $26.9 billion in regulatory assets under management across 19,176 accounts, ranking #1 among independent RIAs in Michigan by assets.
Registration
- Main office
- Southfield, MI
- Registration
- SEC-registered, Approved
- CRD number
- 112158
- SEC file number
- 801-44058
- Registered since
- June 3, 1993
- Latest Form ADV filing
- September 28, 2026
- Legal name
- PLANTE MORAN FINANCIAL ADVISORS, LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- June
- Other offices
- 13
Key figures
- Regulatory assets under management
- $26.9 billion
- Discretionary
- $10.5 billion (38.8%)
- Non-discretionary
- $16.5 billion
- Accounts
- 19,176 (11,803 discretionary)
- Clients
- 4,012, approximate as reported
- Employees
- 144
- Advisory staff
- 142 performing investment advisory functions
- Average account
- $1.4 million
- Asset growth, 1 year
- 23.6% (from $21.8 billion a year earlier)
- Asset growth, 3-year annual rate
- 13.1% (from $18.6 billion three years earlier)
- Asset growth, 5-year annual rate
- 8.1% (from $18.3 billion five years earlier)
- Client growth, 1 year
- 7.5% (from 3,733)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Michigan | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #37 | #1 | $26.9 billion |
| Fastest-growing independent RIAs over one year | #1,715 | #56 | 23.6%from $21.8 billion |
| Fastest-growing independent RIAs over three years | #3,424 | #102 | 13.1%from $18.6 billion |
| Fastest-growing independent RIAs over five years | #3,033 | #96 | 8.1%from $18.3 billion |
| Independent RIAs with the biggest asset gains over one year | #50 | #1 | $5.1 billion |
| Independent RIAs with the most clients | #210 | #7 | 4,012 |
| Independent RIAs with the fastest client growth over one year | #1,997 | #56 | 7.5%from 3,733 |
| Independent RIAs with the most accounts | #85 | #2 | 19,176 |
| Independent RIAs with the most advisory staff | #47 | #1 | 142 |
| Independent RIAs with the most high net worth clients | #48 | #1 | 3,445 |
| Independent RIAs with the most CFP professionals | #26 | #1 | 89 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $5.5 billion |
| October 3, 2011 | $7.2 billion |
| October 1, 2012 | $7.3 billion |
| October 1, 2013 | $8.7 billion |
| October 1, 2014 | $10.6 billion |
| October 1, 2015 | $11.0 billion |
| October 3, 2016 | $11.5 billion |
| October 2, 2017 | $13.2 billion |
| October 1, 2018 | $15.0 billion |
| October 1, 2019 | $16.5 billion |
| October 1, 2020 | $17.6 billion |
| October 4, 2021 | $18.3 billion |
| October 3, 2022 | $16.3 billion |
| October 5, 2023 | $18.6 billion |
| October 1, 2024 | $20.5 billion |
| September 2, 2025 | $21.8 billion |
| October 2, 2026 | $26.9 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 3,445 clients | $26.3 billion | |
| Individuals (other than high net worth) 543 clients | $366.9 million | |
| Corporations or other businesses 5 clients | $99.6 million | |
| Charitable organizations 7 clients | $71.5 million | |
| Other 9 clients | $40.1 million | |
| Banking or thrift institutions fewer than 5 clients | $0 | |
| Pension and profit sharing plans fewer than 5 clients | $0 | |
| State or municipal government entities fewer than 5 clients | $0 | |
| Other investment advisers fewer than 5 clients | $0 | |
| Insurance companies fewer than 5 clients | $0 | |
| Sovereign wealth funds and foreign official institutions fewer than 5 clients | $0 |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
Financial planning clients (Item 5.H): 3000.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Trust company
- Accountant or accounting firm
- Insurance company or agency
- Real estate broker, dealer or agent
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 131
- Also registered through a broker-dealer
- 1
- Employees who are IARs (Form ADV 5.B(3))
- 131
Designations held by the firm's IARs: CFP 89, CFA 13.
Between 105 and 131 of the firm's 131 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Michigan
| Firm | City | RAUM |
|---|---|---|
| Zhang Financial | Portage | $8.4 billion |
| Mainstay Capital Management, LLC | Grand Blanc | $5.3 billion |
| Rehmann Wealth | Lansing | $5.3 billion |
| Advance Capital Management Inc | Southfield | $5.0 billion |
| CG Advisory Services | Williamston | $4.6 billion |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Plante Moran Financial Advisors on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: wealth.plantemoran.com
- Independent RIAs in Michigan
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.