Southfield, Mich. – Plante Moran Financial Advisors (PMFA), an independent investment advisory firm, announced today that two of its financial advisors were ranked among Barron's 2012 Top 100 Independent Wealth Advisors. John Lesser, partner and president of PMFA appeared on the list for the sixth year in a row at #37 and Mark Dixon, partner and chief investment officer, appeared for the second year in a row and ranked at # 51.
“The team at Plante Moran Financial Advisors is honored to be recognized by Barron’s. Barron’s is read by our clients and peers due to their outstanding content and highly respected position in the industry,” said PMFA president John Lesser. “Mark Dixon and I represent PMFA’s wealth management approach which combines individualized investment strategies with holistic wealth management so that our clients maximize their entire financial picture and personal balance sheet to achieve their long-term financial goals,” he added.
The Barron's Top 100 are ranked according to several criteria including assets under management by the advisors and their teams, revenues generated for the firms, as well as the quality of the advisors' practices. The Barron's scoring system assigns a top score of 100 and rates the remaining advisors by comparing them with the winner.
The advisors included in this year's list increased their assets under management by 22 percent as a group. For more information, visit: http://online.barrons.com/report/top-financial-advisors/independent.
About Plante Moran Financial Advisors
With $7 billion in assets under management, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisors according to Financial Advisor magazine’s 2012 RIA rankings. Plante Moran Financial Advisors serves as a trusted advisor to high net worth individuals, family business owners, not-for-profit organizations 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 11th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology, and wealth management services. For more information, visit www.pmfa.com.