Two people smiling reading Plante Moran Wealth Management press room news.

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. View award disclosures.
Sailboat on the water.
In The News
October 22, 2025

PMFA recognized as a Top RIA Firm by Barron’s for 10th consecutive year

Plante Moran Financial Advisors has ranked No. 26 on Barron’s list of Top 100 Registered Investment Advisor Firms for 2025.
1 min read Read More
Financial advisors smiling and celebrating.
In The News
June 18, 2024

PMFA ranks No. 3 on Accounting Today’s 2024 Top Firms by AUM list

Plante Moran Financial Advisors ranks No. 3 on Accounting Today’s 18th annual ranking of CPA firms by assets under management.
1 min read Read More

    Wealth Management news and awards

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    Two family business professionals reading the American Family Business survey on their laptop.
    October 27, 2026

    The American Family Business Survey: A Thirty-Year Benchmark Study featured by Associated Press

    The Associated Press featured findings from The American Family Business Survey, highlighting new research from Plante Moran and The Family Business Consulting Group on how family businesses have evolved over three decades.
    In The News / 1 min read
    Two hikers looking out at a mountaintop.
    October 06, 2026

    PMFA recognized as a Top RIA Firm by Barron’s for 11th consecutive year

    Plante Moran Financial Advisors has ranked No. 30 on Barron’s list of Top 100 Registered Investment Advisor Firms for 2026.
    In The News / 1 min read
    People walking around on a sunny street.
    September 17, 2026

    Fed votes to raise its policy rate by a quarter percent

    Jim Baird shared his perspective with CBS News on the Federal Reserve’s recent interest rate increase, offering insight into what the move could mean for financial markets and what will matter to the Fed as they evaluate next steps.
    Video / 9 min watch
    Business professionals reviewing data and reports.
    August 14, 2026

    Construction business succession starts before you choose a buyer

    David Stahl explains why construction business owners should begin succession planning by defining their personal financial goals and evaluating how different transition paths and buyers align with their long-term objectives.
    Article / 7 min read
    Two people in high-vis jackets and hard hats talking.
    March 20, 2026

    Personal financial considerations for waste and recycling owners preparing for a sale

    David Stahl shares how waste and recycling business owners have important personal financial decisions to make as they prepare to sell their businesses.
    Article / 6 min read
    Metal pipes.
    November 21, 2025

    Forging a personal wealth plan: What metal construction business owners need to know now

    David Stahl shares how metal construction business owners are facing rising deal activity and economic pressures.
    Article / 4 min read
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