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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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.

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.

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.

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.

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.

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.”
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