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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.
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 photo of a hand holding a sparkler firework.
October 07, 2022

Barron’s names PMFA a top RIA for another year

What an honor to be named Top 100 RIA firms by Barron’s! We’re proud that PMFA earned a top spot on this prestigious list.
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 awards

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Business professional talking on cell phone while walking through city.
March 14, 2023

Amber Terakedis joins University of Alabama at Birmingham's podcast, Collat F.A.M. - Finance, Accounting & Money

Partner Amber Terakedis shared her tips and tricks to balancing a successful career with the active lives of her family on the University of Alabama at Birmingham's Collat F.A.M. - Finance, Accounting & Money podcast. Listen now.
Podcast / 15 min listen
Person in floral shirt listening to podcast on their phone.
January 19, 2023

Ryan Linenger talks investments and more on WGN Radio Chicago

Plante Moran Financial Advisors Partner Ryan Linenger spoke with WGN Radio Chicago’s Steve Dale about the stock market, economy, inflation, and what the new year may hold for investors.
Podcast / 15 min listen
Colorful confetti thrown in the air.
November 17, 2022

Forbes names PMFA one of America's top investment advisory firms

The inaugural list of “America’s Top RIA Firms” by Forbes ranks the top 100 registered investment advisory firms in the nation, placing Plante Moran No. 23 on the list.
In The News / 1 min read
Close-up photo of a hand holding a sparkler firework.
October 07, 2022

Barron’s names PMFA a top RIA for another year

What an honor to be named Top 100 RIA firms by Barron’s! We’re proud that PMFA earned a top spot on this prestigious list.
In The News / 1 min read
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
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
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