With more than $11 billion of assets under management, Plante Moran Financial Advisors (PMFA) is one of the nation's largest independent registered investment advisors according to Financial Advisor magazine's 2015 RIA rankings. PMFA provides comprehensive institutional investment consulting services to qualified and non-qualified retirement plans, foundations, endowments and other for- and not-for-profit accounts. PMFA also serves as a trusted advisor to high net worth individuals, family business owners, helping them build, manage and preserve their wealth. Its integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession and tax planning. PMFA is an affiliated entity to Plante Moran, one of the nation's largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology, and family wealth management services.
View Top Employees from Plante Moran Financial Advisors| Website | https://wealth.plantemoran.com |
| Revenue | $520 million |
| Employees | 57 (31 on RocketReach) |
| Founded | 1977 |
| Address | 27400 Northwestern Highway, Southfield, Michigan 48034, US |
| Phone | (303) 740-9400 |
| Fax | (248) 603-5374 |
| Industry | Financial Services, Accounting & Accounting Services, Personal and Institutional Wealth Management and Investment Expe, Business Services |
| Web Rank | 775502 |
| Keywords | Plante Moran, Plante Moran Careers, List Of Software For S Moran, Crisis Communications How To Stop The Media Rumor Mill, T Minus Date Planning Example |
| Competitors | BerryDunn — Assurance, Tax and Consulting, Clifton Gunderson LLP, Mohler, Nixon & Williams (combined with Moss Adams in 2013), UHY Consulting, blumshapiro |
| SIC | SIC Code 872 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 5412 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 54121 Companies |
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Plante Moran Financial Advisors Questions
The Plante Moran Financial Advisors annual revenue was $520 million in 2023.
David Doyle is the Chief Compliance Officer of Plante Moran Financial Advisors.
31 people are employed at Plante Moran Financial Advisors.
Plante Moran Financial Advisors is based in Southfield, Michigan.
The NAICS codes for Plante Moran Financial Advisors are [5412, 541, 54, 54121].
The SIC codes for Plante Moran Financial Advisors are [872, 87].
Top Plante Moran Financial Advisors Employees
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ViewJaime Eckels
Partner at Plante Moran Financial Advisors at Plante Moran Financial Advisors
Auburn Hills, MI, US41 -
55+
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ViewMichael Johnson
Partner, Plante Moran Financial Advisors at Plante Moran Financial Advisors
Southfield, MI, US11 -
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