Plante Moran Financial Advisors
Southfield, MI·SEC-registered · CRD #112158
Plante Moran Financial Advisors is an SEC-registered investment advisory firm in Southfield, MI managing $25B across 26k client accounts, with 146 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$25B
Client accounts
26k
Advisory staff
146
Fee model
Fee-based
How Plante Moran Financial Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Plante Moran Financial Advisors
How much does Plante Moran Financial Advisors manage?
Per its most recent SEC Form ADV filing (06/17/2026), Plante Moran Financial Advisors reports $25B in regulatory assets under management across roughly 26k client accounts.
How does Plante Moran Financial Advisors charge?
Plante Moran Financial Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Plante Moran Financial Advisors a fiduciary?
Yes. Plante Moran Financial Advisors is registered with the U.S. Securities and Exchange Commission (CRD #112158), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Plante Moran Financial Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Plante Moran Financial Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Southfield, MI
Profile compiled from Plante Moran Financial Advisors's public SEC Form ADV filing (CRD #112158, filed 06/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Plante Moran Financial Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Plante Moran Financial Advisors? Claim this profile.