Wealth Management Press Room
Awards, recognitions, and media mentions
It’s true — We’re known for our industry expertise and exceptional client service. But don’t just take our word for it. We’re honored to receive a number of awards and recognitions every year. Our team is also frequently mentioned in publications like the Wall Street Journal, CNBC, and more. Find our list of awards, recognitions, and media mentions here.
Wealth Management news and awards
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PMFA is named a top RIA by Barron’s for another year!
Plante Moran Financial Advisors has been named a Top 100 RIA Firm by Barron’s for 2023.

PMFA was ranked a 2023 top RIA firm by Financial Advisor Magazine
Plante Moran Financial Advisors ranked No. 28 out of more than 500 registered investment advisor firms for 2023.

Dawn Jinsky discusses retirement tips for business owner clients with ThinkAdvisor
Dawn Jinsky sat down with ThinkAdvisor to discuss how advisors should approach retirement for business owner clients.

PMFA ranks No. 2 on Accounting Today’s 2023 Top Firms by AUM list
Plante Moran Financial Advisors ranks No. 2 on Accounting Today’s 17th annual ranking of CPA firms by assets under management.

PMFA President John Lesser named to the Forbes Best-In-State Wealth Advisors list
Forbes has recognized Plante Moran Financial Advisors President John Lesser on their annual list of Best-In-State Wealth Advisors.

PMFA ranks No. 1 on Crain’s Detroit Business Largest Money Managers List
In Crain’s Detroit Business Largest Money Managers list, Plante Moran Financial Advisors ranks No. 1.
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