# Plante Moran Financial Advisors

> 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.

- CRD: 112158
- Filed as: PLANTE MORAN FINANCIAL ADVISORS
- Legal name: Plante Moran Financial Advisors, LLC
- Also doing business as: PLANTE MORAN FINANCIAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southfield, MI
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112158
- AdvisorCensus page: https://advisorcensus.com/firm/plante-moran-financial-advisors-southfield-mi-112158

## Quick answers

**How is Plante Moran Financial Advisors compensated?**
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).

**Where is Plante Moran Financial Advisors located?**
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).

**Is Plante Moran Financial Advisors registered with the SEC or a state?**
Plante Moran Financial Advisors is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 112158.

**How much does Plante Moran Financial Advisors manage?**
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).

**How have Plante Moran Financial Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Plante Moran Financial Advisors serve?**
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).

**Does Plante Moran Financial Advisors report any disciplinary disclosures?**
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

**Does Plante Moran Financial Advisors state an account minimum?**
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."

**What changed in Plante Moran Financial Advisors' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 146 to 142.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $26,927,161,703
- Discretionary: $10,451,834,298
- Non-discretionary: $16,475,327,405

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 543 | $366,923,936 |
| High net worth individuals | 3,445 | $26,348,987,383 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | 7 | $71,543,532 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 5 | $99,645,614 |
| Other | 9 | $40,061,238 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1993 (33 years)
- Employees: 144 total, 142 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Ann Arbor, MI
- Auburn Hills, MI
- Chicago, IL
- Clinton Twp., MI
- Denver, CO
- Detroit, MI
- East Lansing, MI
- Flint, MI
- Grand Rapids, MI
- Grandview Heights, OH
- Portage, MI
- Schaumburg, IL
- Wakefield, MA

### Websites listed on Form ADV (Item 1.I)
- [wealth.plantemoran.com](https://wealth.plantemoran.com)
- Facebook @plantemoranwealthmanagement
- Instagram @plantemoranwealthmanagement
- LinkedIn @plante-moran-wealth-management
- X @PMWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $18,267,733,953 | 129 | September 20, 2021 |
| October 2022 | $16,337,910,104 | 133 | September 27, 2022 |
| October 2023 | $18,613,469,251 | 130 | September 27, 2023 |
| October 2024 | $20,526,058,796 | 134 | September 26, 2024 |
| October 2025 | $21,786,469,785 | 146 | July 22, 2025 |
| October 2026 | $26,927,161,703 | 144 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 146 to 142.

### August 2026
- Added an office in Grandview Heights, OH.
- Added an office in Wakefield, MA.
- No longer lists an office in Columbus, OH.

### May 2026
- Registered or notice-filed in NM.

### April 2026
- Employees performing advisory functions went from 138 to 146.
- Registered or notice-filed in UT.

### December 2025
- Employees performing advisory functions went from 144 to 138.
- Registered or notice-filed in WY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plante Moran Financial Advisors (CRD 112158): Form ADV filing data as of October 2026.