Plante Moran Financial Advisors: AUM & Ownership

Clients

Plante Moran Financial Advisors serves 4,009 clients, 3,445 of them high-net-worth individuals. The average client has about $6.7 million with the firm, and high-net-worth clients hold 98% of its $26.9 billion in assets.

Regulatory assets by client type

High-net-worth individuals3,445 clients98%
OtherIndividuals, Charitable organizations, Corporations and other businesses, Other2%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Individuals (other than HNW)	543	$366,923,936	1.4%	$676K
High-net-worth individuals	3,445	$26,348,987,383	97.9%	$7.65M
Charitable organizations	7	$71,543,532	0.3%	$10.2M
Corporations and other businesses	5	$99,645,614	0.4%	$19.9M
Other	9	$40,061,238	0.1%	$4.45M
Total	4,009	$26,927,161,703	100%	$6.72M

Individuals (other than HNW)

Clients: 543
Regulatory AUM: $366,923,936
Share: 1.4%
Avg. per client: $676K

High-net-worth individuals

Clients: 3,445
Regulatory AUM: $26,348,987,383
Share: 97.9%
Avg. per client: $7.65M

Charitable organizations

Clients: 7
Regulatory AUM: $71,543,532
Share: 0.3%
Avg. per client: $10.2M

Corporations and other businesses

Clients: 5
Regulatory AUM: $99,645,614
Share: 0.4%
Avg. per client: $19.9M

Other

Clients: 9
Regulatory AUM: $40,061,238
Share: 0.1%
Avg. per client: $4.45M

Total

Clients: 4,009
Regulatory AUM: $26,927,161,703
Share: 100%
Avg. per client: $6.72M

What it does

Plante Moran Financial Advisors provides financial planning, portfolio management for individuals and small businesses and portfolio management for institutions. It is paid through a percentage of assets, hourly charges and fixed fees.

Plante Moran Financial Advisors provided financial planning to 3,000 clients last fiscal year and advises no private funds.

38.8% of assets ($10.45B across 11,803 accounts) are managed with discretion; $16.48B across 7,373 accounts are not. 0% of clients are outside the U.S., and 3 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

Stocks3%
- Exchange-traded equities2%
- Non-exchange-traded equities1%
Funds96%
- Registered funds91%
- Pooled vehicles5%
Cash1%

Custodians

Plante Moran Financial Advisors has custody of client assets.

Managed account assets by custodian

All other custodians$26.93B100%

Ownership and leadership

P&M Holding Group, LLP owns 75% or more of Plante Moran Financial Advisors.

Who owns the firm

Plante Moran Financial Advisors, LLC· the adviser

P&M Holding Group, LLP
Control person · since July 2008
Owns 75% or more of Plante Moran Financial Advisors, LLC

Leadership

John Lesser
President
David Doyle
Chief Compliance Officer
James Baird
Chief Investment Officer
Mark Corombos
Director
Jason Drake
Chairman of the Executive Board
Jaime Eckels
Director
Brian Wiedenhoeft
Director

Staff

144 employees
142 in advisory functions
131 state-registered reps
3 broker-dealer reps
1 soliciting firm

Reported holdings

Plante Moran Financial Advisors’ reported 13F holdings total $2.15B across 1,589 positions, and the ten largest make up 90.9% of it.

$2.15B
Reported 13F value: 1,589
Positions: 90.9%
In the 10 largest: +39.1%
Value vs. prior quarter

Ten largest positions, share of reported value

Vanguard S&P 500 ETFETF47.2%
Vanguard Extended Market ETFETF11.5%
iShares Russell Mid-cap Growth ETFETF9.0%
Vanguard FTSE Developed Markets ETFETF7.8%
Avantis U.S. Small Cap Value ETFETF6.5%
Vanguard Large-cap ETFETF4.3%
Vanguard Small Cap Value ETFETF1.3%
iShares National Muni Bond ETFETF1.2%
State Street SPDR S&P 500 ETFETF1.0%
Schwab U.S. Mid-cap ETFETF1.0%

Together, the ten largest are 90.9% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 6 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $2.15B is not its $26.93B in regulatory assets and does not represent any individual client's portfolio.

Fees

Plante Moran Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).

Plante Moran Financial Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Plante Moran Financial Advisors has 13 offices, with 14 listed addresses across 5 states.

Listed office addresses by state

Michigan · 9 listed addresses

3000 Town Center, Suite 100, SouthfieldHQ
19176 Hall RD., Clinton TWP.
1000 Oakbrook Drive, Ste. 400, Ann Arbor
2601 Cambridge Court,, Auburn Hills
1098 Woodward Ave, Detroit
1111 Michigan Avenue, East Lansing
634 Front Avenue NW, Grand Rapids
750 Trade Centre Way, Ste 300, Portage
4444 Bristol RD, Flint

Other business names

Plante Moran Financial Advisors has reported 1 other business name to the SEC.

Plante Moran Financial Advisors

Registration details

Legal name: Plante Moran Financial Advisors, LLC
Headquarters: 3000 Town Center, Suite 100, Southfield, MI 48075
Phone: 248-352-2500
Website: Not reported
SEC file: 801-44058
Structure: Michigan LLC
Fiscal year end: June

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Plante Moran Financial Advisors have?

Plante Moran Financial Advisors has 4,009 clients and manages $26.9 billion for them, as of September 2026. They include 3,445 high-net-worth individuals, 543 other individuals and 9 other clients.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026

What services does Plante Moran Financial Advisors offer?

Plante Moran Financial Advisors provides financial planning, portfolio management for individuals and small businesses and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Plante Moran Financial Advisors have?

Plante Moran Financial Advisors has 131 investment adviser representatives registered with state securities authorities, out of 144 employees, and 142 perform investment advisory functions. 3 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Plante Moran Financial Advisors invest in?

At the end of its last fiscal year, Plante Moran Financial Advisors’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 5% pooled vehicles (private funds and similar), 2% exchange-traded equities, 1% non-exchange-traded equities and 1% cash and equivalents. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Plante Moran Financial Advisors?

Plante Moran Financial Advisors’ direct owner is P&M Holding Group, LLP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026

How does Plante Moran Financial Advisors get paid?

Plante Moran Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file