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PLANTE MORAN FINANCIAL ADVISORS
Legal name: PLANTE MORAN FINANCIAL ADVISORS, LLC
CRD 112158File 801-44058
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$26.93B
Top 10% of cohort (national)
Discretionary AUM
$10.45B
Non-discretionary $16.48B
Clients
4,000
19,176 accounts
Employees
144
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 3, 1993
- Principal office
- 3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI, 48075
- Phone
- 248-352-2500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.93B
- Discretionary AUM
- $10.45B
- Non-discretionary AUM
- $16.48B
- Discretionary accounts
- 11,803
- Non-discretionary accounts
- 7,373
- Total accounts
- 19,176
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $99.6M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 7 | $71.5M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 3,445 | $26.35B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 543 | $366.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 3,917 | 3,906 | decreased by11 |
| Apr 1, 2026 | Employees | 140 | 148 | increased by8 |
| Apr 1, 2026 | Clients | 3,817 | 3,917 | increased by100 |
| Apr 1, 2026 | AUM | $23,152,747,360 | $25,117,897,108 | increased by$1,965,149,748 |
| Apr 1, 2026 | Accounts | 18,119 | 18,766 | increased by647 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 146 | 140 | decreased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 3,728 | 3,817 | increased by89 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $21,786,469,785 | $23,152,747,360 | increased by$1,366,277,575 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 17,525 | 18,119 | increased by594 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 133 | 146 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,416 | 3,728 | increased by312 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,337,910,104 | $21,786,469,785 | increased by$5,448,559,681 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 15,965 | 17,525 | increased by1,560 |
| Oct 1, 2022 | Employees | 137 | 133 | decreased by4 |
| Oct 1, 2022 | Clients | 3,291 | 3,416 | increased by125 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PLANTE MORAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLANTE MORAN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.