Investment adviser · CRD 112158

PLANTE MORAN FINANCIAL ADVISORS

Investment adviser filing (IA)

PLANTE MORAN FINANCIAL ADVISORS, LLC

SOUTHFIELD, MI, United States · Form ADV filed Sep 28, 2026

Regulatory AUM: $26.9B
Client accounts: 19,176
Employees: 144
Advisory professionals: 142

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	3,445	$26,348,987,383	97.9%
Individuals	543	$366,923,936	1.4%
Corporations & businesses	5	$99,645,614	0.4%
Charities	7	$71,543,532	0.3%
Other clients	9	$40,061,238	0.1%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2126279 · Sep 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3000 TOWN CENTER, SUITE 100
SOUTHFIELD, MI, 48075, United States

CRD 112158

Filing source

Form ADV 2126279 · Sep 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.