Wealth Manager
    SEC Registered
    Manages Private Funds

    Plante Moran Financial Advisors

    Registered investment advisor · Southfield, Michigan · CRD #112158

    Assets Under Management
    $25.1B
    Client Accounts
    18,766
    Employees
    148
    CRD Number
    112158
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Plante Moran Financial Advisors

    Plante Moran is a multinational professional services firm founded in 1924, originally as a small accounting practice in Detroit. It has grown to become one of the largest providers of audit, tax, consulting, and wealth management services in the United States, with nearly 4,000 staff across 24 locations domestically and internationally in countries like China, India, Japan, and Mexico. The firm is headquartered in Southfield, Michigan, and operates under a unique "one-firm firm" structure that

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Plante Moran Financial Advisors

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    Frequently Asked Questions

    What is Plante Moran Financial Advisors's AUM?

    Plante Moran Financial Advisors reports approximately $25.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Plante Moran Financial Advisors headquartered?

    Plante Moran Financial Advisors is headquartered in Southfield, Michigan.

    What is Plante Moran Financial Advisors's CRD number?

    Plante Moran Financial Advisors's CRD number is 112158. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Plante Moran Financial Advisors manage?

    Plante Moran Financial Advisors manages approximately 18,766 client accounts according to its latest SEC filing.

    Is Plante Moran Financial Advisors SEC registered?

    Yes, Plante Moran Financial Advisors is registered with the SEC as an investment adviser with an approved registration status.

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