For the fourth consecutive year, Plante Moran Financial Advisors placed among the top 10 largest independent financial advisory firms in the nation based on total assets under management, according to Bloomberg Wealth Manager's fifth annual rankings.With more than $3.9 billion in total assets under management, PMFA ranked seventh in terms of overall assets; the firm also is 45th based on average client relationship size. Bloomberg Wealth Manager's annual financial advisor ranking includes 500 firms from across the United States.
Southfield-based PMFA is an affiliate of super-regional CPA and business advisory firm Plante & Moran PLLC.
