– Plante Moran Financial Advisors (PMFA), an independent investment advisory firm, announced today that two of its financial advisors were ranked in Barron's 2011 Top 100 Independent Wealth Advisors list
. For the fifth year in a row, it lists John Lesser, partner and president of PMFA, in the top 100 as No. 29. Additionally, for the first time, Mark Dixon, partner and chief investment officer, is included as No. 48.
“Barron’s is a highly respected outlet with a readership group that is extremely relevant to our peers and clients, and Mark and I are privileged to be recognized in it as top financial advisors,” said Lesser. “At PMFA, we are dedicated to integrating customized investment strategies with our holistic wealth management expertise to help clients fully understand their entire financial picture and personal balance sheet to achieve their long-term financial goals.”
The Barron's ranking reflects various consideration points including the volume of assets overseen by the advisors and their teams, revenues generated for the firms, as well as the quality of the advisors' practices. The Barron's scoring system assigns a top score of 100 and rates the remaining advisors by comparing them with the winner.
The advisors included in this year's list increased their assets under management by 21 percent as a group. About Plante Moran Financial Advisors
With $6.7 billion of assets under management, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisors according to Financial Advisor magazine’s 2011 RIA rankings. Plante Moran Financial Advisors serves as a trusted advisor to high net worth individuals, family business owners, and corporate retirement plans helping them build, manage, and preserve their wealth. Its integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. Plante Moran Financial Advisors is an affiliated entity to Plante Moran, the nation’s 12th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology, and family wealth management services. For more information, visit pmfa.com.