PLANTE MORAN FINANCIAL ADVISORS, LLC

CRD

112158

SEC file #

801-44058

EIN

383123123

DBA names

Plante Moran Financial Advisors

Economics

AUM

$25.12B

AUM band

$1B+

AUM trajectory

'20 · $16.50B

'21 · $17.60B

'22 · $18.27B

'23 · $16.34B

'25 · $23.15B

'26 · $25.12B

'20'26

$16.50B → $25.12B▲ +52%

sec adv history

Client mix

Individuals High Net Worth	3,355
Individuals Other	539
Other	11
Charitable Organizations	7
Corporations	5

Operations

Employees (total)

148

Advisory staff (per ADV)

146

Advisory staff (5-yr trend)

'20 · 138 advisors

'21 · 131 advisors

'22 · 127 advisors

'23 · 131 advisors

'25 · 138 advisors

'26 · 146 advisors

'20'26

138 advisors → 146 advisors▲ +6%

sec adv history

Primary office

SOUTHFIELD MI

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/13/2026

facebook.com/plantemoranwealthmanagement(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

P&M HOLDING GROUP, LLP

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

P&M HOLDING GROUP, LLP

BAIRD, JAMES, MATTHEW

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:plantemoran.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

63,220

Form 5500 Compensation Trajectory 3y

2025

63,220

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

63,220

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001424717

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2008-05-08

Edgar Last Filing Date

2026-05-05

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-05

Accession0001424717-26-000005

Edgar Former Names

Plante Moran Financial Advisors Ltd Partnership

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

3000 TOWN CENTER DR.SUITE 100SOUTHFIELD, MI 48075

Business

3000 TOWN CENTER DR.SUITE 100SOUTHFIELD, MI 48075

Edgar EIN

383123123

Edgar Recent Filings

13F-HR2026-05-05 · 0001424717-26-000005

13F-HR2026-02-05 · 0001424717-26-000003

Fee Schedule

Bracket Ix	90
Bracket X	5
Bracket I	3
Bracket Ii	1
Bracket Xi	1

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (54)

BAIRD, JAMES, MATTHEW

5041143

COROMBOS, MARK, DANIEL

IAR · Executive Officer · 2.5%

4607547

ECKELS, JAIME, MICHELLE

IAR · Executive Officer · 2.5%

5657546

DOYLE, DAVID, TIMOTHY

2552281

Drake, Jason, Alexander

7964441

LESSER, JOHN, JAMES

Wiedenhoeft, Brian, Daniel

4454195

MYRANDA NICOLE FABIAN

Jeremy Jonathan Kedzior

CHRISTOPHER SCOTT DERISLEY

7125702

JACQUELINE ALEXIS VENIER

WILLIAM CHRISTOPHER BEAN

CHRISTOPHER EDWARD BARNAS

DOUGLAS ALLEN COURSEN

5775037

RYAN CHRISTIAN LINENGER

Justin Alexander Halvorson

4162362

HANS JOSEPH KRONSBEIN

7468184

ADAM PHILLIP BERNTHAL

Austin Joseph DeLaCruz

Patrick Timothy Patton

7659422

Chadwick Burke Mulligan

7803126

Golam Mohammed Tanzim

8078419

GREGORY RICHARD WALTHORN