Plante Moran Financial Advisors, LLC
● SEC registered since 1993CRD 112158SEC# 801-44058Southfield, MI
Reg. AUM
$26.93B
Employees
144
Accounts
19,176
Location
Southfield, MI
Plante Moran Financial Advisors, LLC assets under management
Plante Moran Financial Advisors, LLC operates as an SEC-registered investment adviser based in Southfield, MI. The firm has been registered since 1993. It reports $26.9 billion in regulatory assets under management and employs 144 people.
Plante Moran Financial Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Daniel Wiedenhoeft Control | Director | Under 5% | 2025 |
| David Timothy Doyle Control | Chief Compliance Officer | Under 5% | 2019 |
| Jaime Michelle Eckels Control | Director | Under 5% | 2025 |
| James Matthew Baird Control | Chief Investment Officer | Under 5% | 2013 |
| Jason Alexander Drake Control | Chairman Of The Executive Board | Under 5% | 2024 |
| John James Lesser Control | President | Under 5% | 2011 |
| Mark Daniel Corombos Control | Director | Under 5% | 2024 |
| P&m Holding Group, LLP Control | Member | Over 75% | 2008 |
Frequently asked questions
How much does Plante Moran Financial Advisors, LLC manage?
Plante Moran Financial Advisors, LLC reports $26.9 billion in regulatory assets under management on its Form ADV.
How many employees does Plante Moran Financial Advisors, LLC have?
Plante Moran Financial Advisors, LLC reports 144 employees.
Where is Plante Moran Financial Advisors, LLC located?
Plante Moran Financial Advisors, LLC is based in Southfield, MI and has been SEC-registered since 1993.
Does Plante Moran Financial Advisors, LLC disclose fund performance?
Plante Moran Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3000 Town Center, Suite 100, Southfield, MI 48075 |
| Phone | 248-352-2500 |
| Fax | 248-352-0018 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1424717 |
| Discloses disciplinary history | No |
Regulatory AUM
$26.93B▲ 24%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,369 advisers
EmployeesTop 5%
More than 95% of 16,804 advisers
Assets under management
$26.93Bregulatory AUM
Discretionary $10.45BNon-discretionary $16.48B