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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.
Group of financial advisors celebrating.
August 01, 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.
In The News / 1 min read Read More
Professionals raising their hands in celebration.
June 21, 2023

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.
In The News / 1 min read Read More
Two business professionals reviewing information on a laptop computer while smiling.
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 Read More
Hands 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 Read More

Wealth Management news and awards

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Group of financial advisors celebrating.
September 28, 2023

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.
In The News / 1 min read
Group of financial advisors high-fiving and celebrating.
August 01, 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.
In The News / 1 min read
Business professional in a modern office discussing retirement tips with clients.
July 20, 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. 
In The News / 5 min read
Group of coworkers raising hands in celebration.
June 21, 2023

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.
In The News / 1 min read
Headshot of John Lesser.
April 21, 2023

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.
In The News / 1 min read
Group of financial professionals clapping and smiling.
April 19, 2023

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.
In The News / 1 min read
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