Barron’s names PMFA a top RIA for another year

Barron’s seventh annual ranking shines a spotlight on the nation’s premier financial advisors. The list comprises independent advisory companies and is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.

John Lesser, president of PMFA, is thrilled to be named once again on this distinguished list and credits our exceptional PMFA team for this accomplishment.

“It’s truly an honor to be named as a top RIA firm on Barron’s list,” says John. “This achievement reflects the efforts of our talented and hardworking team here at Plante Moran, and we couldn’t be prouder to receive this recognition.”

To learn more about the award and view the full list of recognized firms, visit Barron’s below.