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PMFA ranks No. 2 on Accounting Today’s 2025 Top Firms by AUM list

June 17, 2025 / 1 min read

Plante Moran Financial Advisors ranks No. 2 on Accounting Today’s annual ranking of CPA firms by assets under management.

Plante Moran Financial Advisors (PMFA) ranked No. 2 on Accounting Today’s 2025 list of the “Top Firms by Assets Under Management.” This ranking lists the largest CPA financial planners by assets under management.

“Being recognized once again is a true honor, and it showcases our dedication to our clients and our commitment to providing premier financial advice,” says PMFA President John Lesser. “As an affiliate of Plante Moran, we bring vast capabilities for our clients, helping to ensure they receive the highest level of service and expertise.”

Accounting Today subscribers can view the full list of recognized firms below.

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Disclosure: Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.

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