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PLANTE MORAN FINANCIAL ADVISORS

SOUTHFIELD, MI · CRD 112158 · IAPD ↗ · 248-352-2500

$26.93BRegulatory AUM
142Advisory reps
144Employees
3Clients
More than 500Planning clients
0Private funds
34States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — PLANTE MORAN FINANCIAL ADVISORS added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2026 — PLANTE MORAN FINANCIAL ADVISORS notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — PLANTE MORAN FINANCIAL ADVISORS notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
April 2026 — PLANTE MORAN FINANCIAL ADVISORS grew from 138 to 146 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — PLANTE MORAN FINANCIAL ADVISORS notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — PLANTE MORAN FINANCIAL ADVISORS shrank from 144 to 138 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
82
April 2025 — PLANTE MORAN FINANCIAL ADVISORS grew from 132 to 144 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — PLANTE MORAN FINANCIAL ADVISORS shrank from 139 to 132 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
81
April 2024 — PLANTE MORAN FINANCIAL ADVISORS grew from 128 to 139 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.