← Directory
PLANTE MORAN FINANCIAL ADVISORS
Legal name: PLANTE MORAN FINANCIAL ADVISORS, LLC
CRD 112158File 801-44058
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$25.12B
Top 10% of cohort (national)
Discretionary AUM
$10.10B
Non-discretionary $15.02B
Clients
3,906
18,766 accounts
Employees
148
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
- $25.12B
- Discretionary AUM
- $10.10B
- Non-discretionary AUM
- $15.02B
- Discretionary accounts
- 11,815
- Non-discretionary accounts
- 6,951
- Total accounts
- 18,766
- AUM per client
- $6.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $96.5M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 7 | $71.2M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 3,355 | $24.56B |
| 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) | 539 | $354.9M |
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 3917 | 3906 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.