Skip to Content

Forbes names PMFA one of America's top investment advisory firms

November 17, 2022 In The News 1 min read
Authors:
John Lesser Wealth Management
The inaugural list of “America’s Top RIA Firms” by Forbes ranks the top 100 registered investment advisory firms in the nation, placing Plante Moran No. 23 on the list.
Colorful confetti thrown in the air.Plante Moran Financial Advisors (PMFA) ranks No. 23 out of the top 100 registered investment advisory (RIA) firms on Forbes inaugural “America’s Top RIA Firms” report. Forbes based its rankings on criteria such as best practices and approaches to working with clients, industry experience, revenue trends, assets under management, and compliance records.

“To be recognized by Forbes as a top RIA firm is truly a testament to our holistic investing approach and client satisfaction,” says John Lesser, PMFA president. “We’re honored to be in such esteemed company on the list, and we’re very proud of the hard work the team puts in every day.”

To learn more about this report and see the full list of recognized firms, visit Forbes below.

Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Payment was not required for inclusion in ranking on awards. Additional criteria will be provided upon request.

Forbes based its rankings on criteria such as best practices and approaches to working with clients, industry experience, revenue trends, assets under management, and compliance records.

Related Thinking

Business professional looking at a report in an office.
November 29, 2022

Using a lender to finance your insurance premiums? Here’s what you need to know

Article 3 min read
Family gathered around Thanksgiving table.
November 16, 2022

Silver linings in challenging times: Eight strategies for financial peace of mind

Article 6 min read
Two business professionals working from home at a kitchen table.
November 10, 2022

Revisiting your estate planning essentials

Article 5 min read