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Plante Moran Financial Advisors Ranked in Top 10 of Financial Advisor's 2011 RIA Rankings for 6th Year in a Row


Southfield, Mich. (August 15, 2011) – Plante Moran Financial Advisors (PMFA), an independent investment advisory firm, was ranked in the top 10 of registered investment advisors (RIAs) by Financial Advisor magazine for the sixth year in a row.

With over $6 billion of assets under management, PMFA was ranked eighth of the 454 firms included on the list – the most comprehensive survey of RIA firms conducted by any periodical. Since the survey’s inception in 2006, PMFA has consistently placed among the top ten RIAs and has been cited among the fastest growing advisory firms. Among the data that bears testimony to PMFA’s importance:

  • PMFA’s assets grew 26.18% over the past year
  • Assets per client also grew 17.88%, resulting in $3.2 million in assets per client relationship
  • PMFA client base grew by 7.05%

“At PMFA, we strive to provide our clients with tailored, comprehensive solutions and investment guidance to help them understand their assets and investments and achieve their long-term financial goals,” said John Lesser, partner and president of PMFA. “We are honored to be recognized once again as a leading firm by Financial Advisor, especially among such exceptional company, and we look forward to advising individuals and businesses for years to come.”

The publication’s RIA ranking is for independent advisory firms that offer financial planning and related services along with investment management. It is based on the percentage of growth in assets under management from the previous year.

The sixth annual Financial Advisor RIA Ranking was sponsored by Security Benefit, a Guggenheim Company.

About Plante Moran Financial Advisors

With $6.7 billion of assets under management, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisors according to Financial Advisor magazine’s 2011 RIA rankings. Plante Moran Financial Advisors serves as a trusted advisor to high net worth individuals, family business owners, and corporate retirement plans 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. Plante Moran Financial Advisors is an affiliated entity to Plante & Moran, the nation’s 12th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology, and family wealth management services. For more information, visit www.pmfa.com.

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