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Accounting Today ranks PMFA #1 of the 2020 Top Firms by AUM

July 13, 2020 In The News 1 min read
In Accounting Today’s 14th annual ranking of CPA firms by assets under management, Plante Moran Financial Advisors ranked #1 out of more than 150 participating organizations.
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We’re thrilled that Plante Moran Financial Advisors (PMFA) ranked #1 on Accounting Today’s list of the Top Firms by Assets under Management. More than 150 firms sent submissions, and PMFA landed at the top spot in “the billion dollar club.”

While the pandemic has changed how many financial planners provide services, it’s also provided new opportunities to learn and excel. Despite not seeing clients in person, PMFA staff have found creative ways to engage new clients and foster long-standing relationships. The article references PMFA’s technological ability to serve clients remotely and the benefits of their mobile app launched last year, Plante Moran Wealth, which eases and improves the digital experience for their trusted clients. PMFA President John Lesser is proud of this recognition, and believes the credit goes to the team. “While we didn’t create the app with any knowledge of the coming pandemic, we’ve been preparing to increase the technology skills of everyone in our practice. Transitioning to the online portal has been outstanding for our clients and our team” he said. “We’ve proven remarkably adaptable in embracing technology and moving to the digital and virtual age. This distinction from Accounting Today is just more evidence of our client service delivery model and our exceptionally talented team”

Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.

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