Plante Moran Financial Advisors, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 112158
· SEC file 801-44058
· Southfield, MI
· www.instagram.com
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ADV data as of Jul 29, 2026
- Regulatory AUM
- $25.1B
- Discretionary
- $10.1B
- Clients
- 3,917
- Avg AUM / client
- $6.4M
- Accounts
- 18,766
- Employees
- 148
AUM over time
$7.0B
$25.1B
Mar 2012
Jun 2026
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 539 | $355M | 1.41% |
| High net worth individuals | 3,355 | $24.6B | 97.8% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 7 | $71.2M | 0.28% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 5 | $96.5M | 0.38% |
| Other | 11 | $40.2M | 0.16% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 |
People (134)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John James Lesser | President | CFP CFA | May 2008 (18y) | Less than 5% |
| Palmer, Robert, Murray | Director | Jul 2008 (18y) | Less than 5% | |
| James Matthew Baird | Chief Investment Officer | CFP | Feb 2010 (16y) | Less than 5% |
| Mark Daniel Corombos | Director | CFP | Feb 2010 (16y) | Less than 5% |
| Virkus, Bradley, William | Director | Jul 2017 (9y) | Less than 5% | |
| Doyle, David, Timothy | Chief Compliance Officer | Apr 2019 (7y) | Less than 5% | |
| Drake, Jason, Alexander | Chairman Of The Executive Board | Jul 2024 (2y) | Less than 5% | |
| Hans Joseph Kronsbein | Registered representative | CFP | Feb 2008 (18y) | |
| Jaime Michelle Eckels | Registered representative | CFP | Apr 2009 (17y) | |
| Kathryn Mary Edwards | Registered representative | CFP | May 2009 (17y) | |
| Michael James Lopus | Registered representative | CFP | Aug 2009 (17y) | |
| David Michael Stahl | Registered representative | CFP CFA | Nov 2009 (17y) | |
| Kevin O'neill Benson | Registered representative | CFP CFA | Feb 2010 (16y) | |
| Raymond Christopher Celaya | Registered representative | CFP CFA | Feb 2010 (16y) | |
| Scott Daniel Carano | Registered representative | CFP | Feb 2010 (16y) | |
| Jacqueline Alexis Venier | Registered representative | CFP | Feb 2010 (16y) | |
| John Michael Johnson | Registered representative | CFP | Feb 2010 (16y) | |
| Mark C. Dixon | Registered representative | CFP | Feb 2010 (16y) | |
| Todd Lowrie Mcclain | Registered representative | CFP | Feb 2010 (16y) | |
| Amber Leigh Terakedis | Registered representative | CFP | Mar 2010 (16y) | |
| Douglas Allen Coursen | Registered representative | CFP | May 2010 (16y) | |
| Christopher Scott Derisley | Registered representative | CFP | Jun 2010 (16y) | |
| William Christopher Bean | Registered representative | CFP | Jun 2010 (16y) | |
| Amy Cathleen Butterfield | Registered representative | CFP | Aug 2010 (16y) | |
| Myranda Nicole Fabian | Registered representative | CFP | Oct 2010 (16y) | |
| Eric Justin Bowers | Registered representative | CFP | Jul 2011 (15y) | |
| James Andrew Hankenhof | Registered representative | CFP | Nov 2012 (14y) | |
| Ryan Lee Fedricks | Registered representative | CFP CFA | Mar 2013 (13y) | |
| Kasey Lynn Styrna | Registered representative | Nov 2013 (13y) | ||
| John Dreshaj | Registered representative | CFP | Jan 2014 (13y) | |
| Cameron Joseph Roehl | Registered representative | CFP | Apr 2014 (12y) | |
| Adam Phillip Bernthal | Registered representative | CFP | Jul 2014 (12y) | |
| Christopher Edward Barnas | Registered representative | CFP | Dec 2014 (12y) | |
| Shawn Patrick Riley | Registered representative | CFP | Dec 2014 (12y) | |
| Bryan Keith Baines | Registered representative | CFP | Jan 2016 (11y) | |
| Kristen Olivia Fillmore | Registered representative | CFP | Feb 2016 (10y) | |
| Matthew Joel Coursen | Registered representative | CFP | May 2016 (10y) | |
| Zachary Dane Auxter | Registered representative | CFP | Aug 2016 (10y) | |
| Tricia Irene Newcomb | Registered representative | Sep 2016 (10y) | ||
| Ryan Christian Linenger | Registered representative | CFP | Jan 2017 (10y) | |
| Robert James Forte | Registered representative | CFP | Mar 2017 (9y) | |
| Ainsley Jordan Ellison | Registered representative | CFP | Mar 2017 (9y) | |
| Armani Antonios Zori | Registered representative | CFP CFA | Apr 2017 (9y) | |
| Matthew James Mc Evily | Registered representative | CFP | May 2017 (9y) | |
| Jennifer Ilene Beach | Registered representative | CFP | Jun 2017 (9y) | |
| Sara Nicole Strohmaier | Registered representative | CFP | Jul 2017 (9y) | |
| Mitchell James Lowe | Registered representative | CFP | Jul 2017 (9y) | |
| Michael Edward King | Registered representative | Oct 2017 (9y) | ||
| Alex Joseph Smith | Registered representative | CFP CFA | Mar 2018 (8y) | |
| Scott Joseph Schwartz | Registered representative | CFP | Apr 2018 (8y) | |
| Christa Janelle Leson | Registered representative | CFP | May 2018 (8y) | |
| Logan Thomas Olsen | Registered representative | CFP | May 2018 (8y) | |
| Lindsey Nicole Wegeler | Registered representative | CFP | Aug 2018 (8y) | |
| Ryan James Landsberg | Registered representative | CFP | Jan 2019 (8y) | |
| Ryan Daniel Erdmann | Registered representative | CFP | Mar 2019 (7y) | |
| Eric James Palmer | Registered representative | CFP | Apr 2019 (7y) | |
| Kirk Dedenbach | Registered representative | Apr 2019 (7y) | ||
| Gabrielle Sue Murad | Registered representative | CFP | May 2019 (7y) | |
| Adam Michael Broka | Registered representative | CFA | Oct 2019 (7y) | |
| Michael Andrew Hartlieb | Registered representative | CFP | Feb 2020 (6y) | |
| William Frank Ulle | Registered representative | CFP | May 2020 (6y) | |
| Robert William Volk | Registered representative | CFP | Jan 2021 (6y) | |
| James E Comer | Registered representative | CFP | Jan 2021 (6y) | |
| Andrew Jon Barber | Registered representative | CFP | Mar 2021 (5y) | |
| Sean Phillip Morris | Registered representative | CFP | Apr 2021 (5y) | |
| Hannah Renee Huehn | Registered representative | CFP | Apr 2021 (5y) | |
| Eric Lee Johnson | Registered representative | CFP | May 2021 (5y) | |
| Daniel Gerald Taylor | Registered representative | CFP | Jun 2021 (5y) | |
| Emily Ann Lydey | Registered representative | CFP | Jun 2021 (5y) | |
| Caitlyn Sue Gimler | Registered representative | CFP | Jul 2021 (5y) | |
| Connor Patrick Matlock | Registered representative | CFP | Sep 2021 (5y) | |
| Ellis Patrick Shanley | Registered representative | CFP | Nov 2021 (5y) | |
| Justin Alexander Halvorson | Registered representative | CFP | Dec 2021 (5y) | |
| Myles Alexander Wiley | Registered representative | CFP | Dec 2021 (5y) | |
| Ian Joseph Randall | Registered representative | CFP | Mar 2022 (4y) | |
| Jacob Michael Schumaker | Registered representative | CFA | Mar 2022 (4y) | |
| Brittany Joy Reid | Registered representative | CFP | Apr 2022 (4y) | |
| Garrett Christian Von Behren | Registered representative | CFP | Jun 2022 (4y) | |
| Kennedy Ann Coey | Registered representative | CFP | Oct 2022 (4y) | |
| Josip Ivan Jurkovic | Registered representative | CFP | Oct 2022 (4y) | |
| Patrick Timothy Patton | Registered representative | CFP | Jan 2023 (4y) | |
| Dylan Richard Demkowicz | Registered representative | CFP | Mar 2023 (3y) | |
| Austin Joseph De La Cruz | Registered representative | CFP | Apr 2023 (3y) | |
| Philip Michael Clark | Registered representative | CFP | Apr 2023 (3y) | |
| Aaron Chenoweth | Registered representative | CFA | May 2023 (3y) | |
| Ryan Cole Turner | Registered representative | CFP | Jun 2023 (3y) | |
| Scott Michael Sabuda | Registered representative | CFP | Jun 2023 (3y) | |
| Alexa Grace Reder | Registered representative | CFP | Jun 2023 (3y) | |
| Bryce L Morgan | Registered representative | CFP | Jun 2023 (3y) | |
| Brett Joseph Kunkle | Registered representative | CFP | Jul 2023 (3y) | |
| Chadwick Burke Mulligan | Registered representative | Sep 2023 (3y) | ||
| Alexander Winnie | Registered representative | Oct 2023 (3y) | ||
| Jeremy Jonathan Kedzior | Registered representative | CFA | Oct 2023 (3y) | |
| Michael Daniel Ulle | Registered representative | Oct 2023 (3y) | ||
| Matthew David Moretuzzo | Registered representative | CFP | Dec 2023 (3y) | |
| Seth Frederic Houle | Registered representative | CFP | Jan 2024 (3y) | |
| Benjamin Emmett Kiser | Registered representative | Feb 2024 (2y) | ||
| Ryan William Mc Evily | Registered representative | Mar 2024 (2y) | ||
| Nathan Callahan Rumler | Registered representative | CFP | Mar 2024 (2y) | |
| Austin Thomas Mc Kay | Registered representative | May 2024 (2y) | ||
| Varun Goli Reddy | Registered representative | Nov 2024 (2y) | ||
| Mallory Kristine Griffin | Registered representative | CFP | Nov 2024 (2y) | |
| Duncan Thomas Clark | Registered representative | CFP | Dec 2024 (2y) | |
| Joaquin Alexander Cuevas | Registered representative | Dec 2024 (2y) | ||
| Brian Dennis Kirby | Registered representative | Jan 2025 (2y) | ||
| Cartier Mary Zori | Registered representative | Jan 2025 (2y) | ||
| Collin James Stauder | Registered representative | CFP | Jan 2025 (2y) | |
| Gregory Richard Walthorn | Registered representative | CFP | Jan 2025 (2y) | |
| Jessica Lynn Caldwell | Registered representative | CFP | Jan 2025 (2y) | |
| William C Myers | Registered representative | Jan 2025 (2y) | ||
| Logan Thomas Ziegler | Registered representative | Feb 2025 (1y) | ||
| Ross William Ziegler | Registered representative | Feb 2025 (1y) | ||
| Pavani M Pennathur | Registered representative | Mar 2025 (1y) | ||
| Mira Allen Weatherwax | Registered representative | Apr 2025 (1y) | ||
| Elizabeth Niemenski | Registered representative | May 2025 (1y) | ||
| Golam Mohammed Tanzim | Registered representative | May 2025 (1y) | ||
| Nolan William Day | Registered representative | May 2025 (1y) | ||
| Ethan Thomas Siekkinen | Registered representative | CFP | May 2025 (1y) | |
| Jack Michael Sells | Registered representative | May 2025 (1y) | ||
| Eric Sven Dahlberg | Registered representative | CFA | Jul 2025 (1y) | |
| Aaron Paul Damlo | Registered representative | Aug 2025 (1y) | ||
| Andrew Nedeljkovic | Registered representative | CFA | Sep 2025 (1y) | |
| Abbey Lynn Homminga | Registered representative | Oct 2025 (1y) | ||
| Allison Emilia Nowacki | Registered representative | Nov 2025 (1y) | ||
| Brian Robert Gotham | Registered representative | Nov 2025 (1y) | ||
| Hunter Lee Biggs | Registered representative | Jan 2026 (1y) | ||
| Emilio Alberto Donato | Registered representative | Feb 2026 (0y) | ||
| Samuel James Fiscus | Registered representative | Feb 2026 (0y) | ||
| Tyler Matthew Brooks | Registered representative | Feb 2026 (0y) | ||
| Ethan Thomas Potts | Registered representative | Feb 2026 (0y) | ||
| Bianca Mary Elena Candela | Registered representative | Mar 2026 (0y) | ||
| Sean M Greene | Registered representative | Mar 2026 (0y) | ||
| Hovig Khagek Danealian | Registered representative | May 2026 (0y) | ||
| Jaimee Lynne Figueiredo | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| P&M Holding Group, Llp | Member | Jul 2008 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗