PMFA Ranks Among Top Financial Advisors in the Country
Southfield, MI (July 21, 2006) – Plante Moran Financial Advisors (PMFA) ranks third in the nation in assets according to the July issue of Financial Advisor magazine, the publication’s first annual listing of Independent Registered Investment Advisors (RIA). More than four hundred advisory firms responded to the survey and PMFA ranked third in level of assets, which currently are over $4.5 billion. Additionally, with asset growth of nearly 20%, PMFA placed ninth in overall asset growth from 2004 to 2005.
In an additional survey, PMFA ranked as 48th in average client relationship for independent financial advisory firms according to Wealth Manager’s sixth annual rankings. The ranking includes 500 firms from across the United States, and appears in the July/August edition and at www.wealthmanagermag.com.
“PMFA is honored to be included as one of Financial Advisor’s leading RIA firms and again in Wealth Manager’s rankings,” said Bob Palmer, PMFA president. “Our team is dedicated to premier client service and our commitment to our clients is reflected in the assets that we supervise on their behalf. We are completely dedicated to serving as their trusted advisor and providing them with comprehensive wealth management services.” Plante Moran Financial Advisors is the only Michigan based independent advisory firm in the Financial Advisor magazine listing with assets over $1 billion.
Plante Moran Financial Advisors (PMFA) serves as a trusted advisor to high net worth individuals and family business owners, helping them build, manage, and preserve their wealth. Its integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. PMFA is an affiliate of Plante & Moran, PLLC, one of the nation’s largest accounting and business advisory firms. For more information, visit www.pmfa.com.
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