Plante Moran Financial Advisors is pleased to announce that we’ve been ranked 17 out of 683 registered investment advisor firms in Financial Advisor Magazine’s annual “RIA Ranking” report. This marks the 14th consecutive year that PMFA has been recognized in the magazine’s ranking of top firms in the country.
Financial Advisor Magazine’s 2019 RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets. Financial Advisor Magazine is a major publication targeted to financial professionals that aims to deliver essential market information and strategies to help advisors better serve their clients and grow their firms, and the report is a prominent industry ranking of independent RIA growth. Firm size does not imply a certain level of skill.