Plante Moran Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southfield, MI. Its latest Form ADV filing, dated April 13, 2026, reports $25.1B in regulatory assets under management, 148 employees, 12 offices, and 18,766 accounts.
Assets Under Management
$25.1B
Employees
148
Offices
12 offices
Total Clients
3,917
Primary office
SOUTHFIELD, MI
3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.7% of total clients.
Top client categories% of clientsClients
1
HNWI
85.7%
3,355
2
Individuals
13.8%
539
3
FAMILY LP, FAMILY/PRIVATE FOUNDATIONS
0.3%
11
4
Charitable
0.2%
7
5
Corporations
0.1%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$25.1Bas of April 13, 2026
Discretionary40.2%
$10.1B
40% of total RAUM40.2%
Non-discretionary59.8%
$15.0B
60% of total RAUM59.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$25.1B
Total Accounts18,766
10Y AUM Change+$13.1B (+109.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees148
Clients per Employee26:1
10Y Employee Change+10 (+7.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.