This edition of the FT 300 assessed over 2,000 registered investment advisors (RIAs) on desirable traits for investors and six broad factors that include: Assets Under Management (AUM), asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility.
Congratulations to Plante Moran Financial Advisors on this elite recognition!
Financial Times ranks Plante Moran Financial Advisors as one of the top 300 RIA firms in the US
June 22, 2017 / 1 min read
Plante Moran Financial Advisors is proud to be named on the Financial Times 2017 list of the top 300 registered investment advisors.
