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