Skip to Content
Man walking by train station and looking at his cell phone reading news.
In The News

PMFA named a 2021 top RIA firm by Financial Advisor Magazine

July 29, 2021 / 2 min read

Plante Moran Financial Advisors was ranked in the Top 25 out of 600+ registered investment advisor firms.

We’re pleased to announce that Plante Moran Financial Advisors has been ranked #22 out of over 600 registered investment advisor firms in Financial Advisor Magazine’s annual “RIA Ranking” report. This marks the 16th consecutive year that PMFA has been recognized in the magazine’s ranking of top firms by assets under management in the country.

Financial Advisor Magazine’s 2021 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 significant 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. The report is a prominent industry ranking of independent RIA growth. Firm size does not imply a certain level of skill. 

View the complete list below.

Read More

Related Thinking

Business professionals high-fiving each other in celebration.
June 18, 2024

PMFA ranks No. 3 on Accounting Today’s 2024 Top Firms by AUM list

In The News 1 min read
Professional photo of John Lesser in front of a brightly colored, blurred background.
April 22, 2024

John Lesser has been named to the Forbes Best-In-State Wealth Advisors list

In The News 1 min read
Colorful balloons floating into the sky.
November 8, 2023

PMFA ranks on Forbes “America’s Top RIA Firms” list

In The News 1 min read