Skip to Content

PMFA named a top 20 RIA firm by Financial Advisor Magazine

August 27, 2020 In The News 1 min read
Of more than 500 registered investment advisor firms, Plante Moran Financial Advisors ranked 17th.
Fireworks over a lake

We’re happy to announce that Plante Moran Financial Advisors has ranked 17th out of 551 registered investment advisor firms in Financial Advisor Magazine’s 2020 “RIA Survey & Ranking” report. This marks the 15th consecutive year that PMFA has been recognized in the magazine’s ranking of top national firms.

Financial Advisor Magazine’s 2020 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 at financial professionals that aims to deliver essential market information and strategies to help advisors better serve their clients and grow their firms. The report is a prominent industry ranking of independent RIA growth.

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.

Related Thinking

Photo of Pat Bostic
January 13, 2020

Pat Bostic brings life to Frank Moran’s legacy … and her own

Article
Kyra Shimizu professional photo
March 11, 2020

Kyra Shimizu on raising puppies to join Guide Dogs for the Blind

Article
Mountain summit view
October 25, 2022

2022 Wealth Management Virtual Summit

Webinar 90 min watch