PMFA ranks on Forbes “America’s Top RIA Firms” list
Plante Moran Financial Advisors (PMFA) ranks No. 28 out of the top 100 registered investment advisory (RIA) firms on Forbes 2023 “America’s Top RIA Firms” list. 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.“It’s such an honor to be recognized by Forbes as a top RIA firm for another year,” says John Lesser, PMFA president. “This ranking reflects the hard work and devotion the PMFA team puts in every day and the trust our clients have in us.”
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 or awards lists. For additional information please visit pmfa.com/WMawards.
*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.
