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PMFA named a 2022 top RIA firm by Financial Advisor Magazine

August 11, 2022 In The News 1 min read
Plante Moran Financial Advisors ranked No. 28 out of more than 500 registered investment advisor firms for 2022.
Business professionals clapping together.Plante Moran Financial Advisors (PMFA) has been ranked No. 28 out of over 500 registered investment advisor firms in Financial Advisor Magazine’s annual “RIA Ranking” report. This marks the 17th consecutive year that PMFA has been recognized in the magazine’s ranking of top firms in the country by assets under management. We had 21.49% growth in assets from 2020 to 2021.

“We’re thrilled to be a top RIA firm for another year,” said John Lesser, president of PMFA. “This recognition is the result of a hardworking team that has a commitment to quality and a commitment to serving our clients. I couldn’t be prouder of our PMFA team and all of the great work that they’re doing.”

Financial Advisor Magazine’s 2022 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 doesn’t imply a certain level of skill. 

To learn more and view the complete list of top RIA firms, visit Financial Advisor Magazine below.

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