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PMFA was ranked a 2023 top RIA firm by Financial Advisor Magazine

August 1, 2023 In The News 1 min read
Plante Moran Financial Advisors ranked No. 28 out of more than 500 registered investment advisor firms for 2023.
Group of financial advisors high-fiving and celebrating.We’re excited to announce that Plante Moran Financial Advisors has ranked No. 28 out of 500 registered investment advisor firms in Financial Advisor Magazine’s annual “RIA Ranking” report. This marks the 18th consecutive year that PMFA has been recognized in the magazine’s ranking of top firms in the country by assets under management.

“We’re honored to be a top RIA firm for the 18th year,” said John Lesser, president of PMFA. “This award showcases our team’s commitment to quality and dedication to serving our clients. I am delighted and proud of our PMFA team for all their hard work.”

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

Financial Advisor Magazine’s 2023 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 publication targeted to financial professionals that aims to deliver market information and strategies to help advisors better serve their clients and grow their firms. The report is an industry ranking of independent RIA growth. Firm size doesn’t imply a certain level of skill.

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