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PMFA is named a top RIA by Barron’s for another year!

September 28, 2023 In The News 1 min read
Plante Moran Financial Advisors has been named a Top 100 RIA Firm by Barron’s for 2023.
Group of financial advisors celebrating.We’re proud to announce that Plante Moran Financial Advisors (PMFA) has earned a top spot on Barron’s list of Top 100 Registered Investment Advisor Firms for 2023. PMFA ranked No. 28 on this prestigious list.

Barron’s eighth 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 delighted to be named once again on this accomplished list. John shows gratitude toward our exceptional PMFA team for this accomplishment.

“What an honor to be named as a top RIA firm on Barron’s list for another year,” says John. This achievement is reflective of our hardworking and committed team. We are proud to have received this award and are honored to serve our clients.”

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

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