Back to Main Menu

Industries

Services

Insights

Careers

Events

About us

Wealth Management news and events

professionals giving each other a high five
June 20, 2022

PMFA ranks No. 1 on the 2022 Top Firms by AUM list by Accounting Today

In Accounting Today’s 16th annual ranking of CPA firms by assets under management, Plante Moran Financial Advisors ranked No. 1 out of 150 organizations.
In The News / 1 min read
Two people looking at laptop
December 08, 2021

What makes a “Top 100 Wealth Manager?”

Plante Moran Wealth Management President John Lesser explains the value of Plante Moran’s client-centric approach.
In The News / 1 min read
Close-up view of a hand holding a sparkler firework.
October 01, 2021

Plante Moran Financial Advisors named to Barron’s Top 100 RIA Firms

PMFA was recognized as one of Barron’s top 100 RIA firms for 2021.

In The News / 1 min read
Business professional celebrating with a hand raised in the air while using a laptop computer.
June 24, 2021

PMFA ranked #1 of the 2021 Top Firms by AUM by Accounting Today

In Accounting Today’s 15th annual ranking of CPA firms by assets under management, Plante Moran Financial Advisors ranked #1 out of 150 firms.

In The News / 1 min read

Wealth Management news and events

View more
Businesspeople meeting and discussing in a conference room.
October 03, 2022

Wealth management "juggernaut": John Lesser provides an inside look into Plante Moran Financial Advisors

Why are we deemed a "juggernaut" in the wealth management industry? Read John Lesser’s latest interview with Barron’s.
In The News / 9 min read
Mountain summit view
October 25, 2022; 1:00 p.m. – 1:45 p.m. EST | October 26, 2022; 1:00 p.m. – 1:45 p.m. EST

2022 Wealth Management Virtual Summit

From rising inflation to recession risks and recent geopolitical developments, key considerations for investors are quickly stacking up. What’s the best way to move forward financially in this economic climate? Find clarity and uncover opportunity at the Wealth Management Summit.
Webinar / 90 min watch
People celebrating and giving each other high-fives.
September 01, 2022

Plante Moran recognized on Michigan Lawyers Weekly Reader Rankings in three categories

The readers of Michigan Lawyers Weekly selected Plante Moran for the “winner’s circle” for its 2022 Reader Rankings. We were a top-ranking firm in three categories: “Business Accounting & Business Partner,” “Wealth Management Provider,” and “Forensic Accounting Provider.”
In The News / 1 min read
Business professionals clapping together.
August 11, 2022

PMFA named a 2022 top RIA firm by Financial Advisor Magazine

Plante Moran Financial Advisors ranked No. 28 out of more than 500 registered investment advisor firms for 2022.
In The News / 1 min read
A group of business professionals celebrating and giving each other high-fives in the office.
June 20, 2022

PMFA ranks No. 1 on the 2022 Top Firms by AUM list by Accounting Today

In Accounting Today’s 16th annual ranking of CPA firms by assets under management, Plante Moran Financial Advisors ranked No. 1 out of 150 organizations.
In The News / 1 min read
Woman in casual clothes at home sitting on a couch using a tablet device.
March 14, 2022

Ryan Linenger joins WGN Radio Chicago’s Steve Dale

WGN Radio Chicago’s Steve Dale spoke with partner Ryan Linenger about how to diversify your portfolio and maximize your investments in 2022.
In The News / 20 min listen