{
  "crd_number": 112158,
  "slug": "plante-moran-financial-advisors-southfield-mi-112158",
  "primary_business_name": "PLANTE MORAN FINANCIAL ADVISORS",
  "legal_name": "PLANTE MORAN FINANCIAL ADVISORS, LLC",
  "dbas": [
    "PLANTE MORAN FINANCIAL ADVISORS"
  ],
  "city": "Southfield",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1993-06-03",
  "years_registered": 33,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 26927161703.0,
  "raum_discretionary": 10451834298.0,
  "raum_non_discretionary": 16475327405.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 144,
  "advisory_employees": 142,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 40061238.0,
      "count": 9,
      "description": "FAMILY LP, FAMILY/PRIVATE FOUNDATIONS"
    },
    "charitable": {
      "raum": 71543532.0,
      "count": 7
    },
    "individuals": {
      "raum": 366923936.0,
      "count": 543
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 26348987383.0,
      "count": 3445
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 99645614.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "PR",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://facebook.com/plantemoranwealthmanagement",
    "https://instagram.com/plantemoranwealthmanagement",
    "https://linkedin.com/company/plante-moran-wealth-management",
    "https://wealth.plantemoran.com",
    "https://x.com/PMWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112158",
  "city_as_filed": "SOUTHFIELD",
  "url": "https://advisorcensus.com/firm/plante-moran-financial-advisors-southfield-mi-112158",
  "display_name": "Plante Moran Financial Advisors",
  "summary": "Plante Moran Financial Advisors is an SEC-registered investment advisory firm in Southfield, MI, registered since 1993, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Plante Moran Financial Advisors (CRD 112158): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Plante Moran Financial Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Plante Moran Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Plante Moran Financial Advisors located?",
      "a": "Plante Moran Financial Advisors' principal office is in Southfield, MI, according to its Form ADV; the October 2026 filing also lists 13 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Plante Moran Financial Advisors registered with the SEC or a state?",
      "a": "Plante Moran Financial Advisors is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 112158."
    },
    {
      "q": "How much does Plante Moran Financial Advisors manage?",
      "a": "Plante Moran Financial Advisors reports $26,927,161,703 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (39% discretionary)."
    },
    {
      "q": "How have Plante Moran Financial Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Plante Moran Financial Advisors: Regulatory assets under management: $18,267,733,953 in the October 2021 data and $26,927,161,703 in the October 2026 data, up 47%. Total employees: 129 in October 2021 and 144 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Plante Moran Financial Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (3,445); individuals (other than high net worth individuals) (543); other (9)."
    },
    {
      "q": "Does Plante Moran Financial Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112158"
    },
    {
      "q": "Does Plante Moran Financial Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 17, 2026 says: \"PMFA manages investment adisory accounts and, unless waived, imposes a minimum dollar value of assets of $500,000 and may have other conditions for providing services.\""
    },
    {
      "q": "What changed in Plante Moran Financial Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 146 to 142."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 18267733953.0,
      "total_employees": 129,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 16337910104.0,
      "total_employees": 133,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 18613469251.0,
      "total_employees": 130,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 20526058796.0,
      "total_employees": 134,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 21786469785.0,
      "total_employees": 146,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 26927161703.0,
      "total_employees": 144,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 146 to 142."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added an office in Grandview Heights, OH.",
        "Added an office in Wakefield, MA.",
        "No longer lists an office in Columbus, OH."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in NM."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 138 to 146.",
        "Registered or notice-filed in UT."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 144 to 138.",
        "Registered or notice-filed in WY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 17, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "PMFA manages investment adisory accounts and, unless waived, imposes a minimum dollar value of assets of $500,000 and may have other conditions for providing services."
        ]
      }
    ],
    "quotes": [
      "PMFA manages investment adisory accounts and, unless waived, imposes a minimum dollar value of assets of $500,000 and may have other conditions for providing services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/plante-moran-financial-advisors-southfield-mi-112158.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 543,
      "fewer_than_5": false,
      "raum": 366923936.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3445,
      "fewer_than_5": false,
      "raum": 26348987383.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 71543532.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 99645614.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 9,
      "fewer_than_5": false,
      "raum": 40061238.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112158",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}