Plante Moran Financial Advisors Ranks Among Top Financial Advisors in the Country 

 7/7/2009 

SOUTHFIELD, MI – With over $5 billion in assets under management, Plante Moran Financial Advisors (PMFA) ranks third in the nation in assets under management according to Financial Advisor magazine’s annual listing of independent Registered Investment Advisors (RIA). Almost 400 advisory firms responded to the survey that is featured in the July issue; details can be found at www.fa-mag.com. Additionally, CPA Wealth Provider’s July 2009 issue ranks PMFA second in The Billion Dollar Club tier of their ranking of CPA Wealth Provider Wealth Magnets. For further details on the ranking, visit www.webcpa.com.

“We are especially honored this year to be included as a leading firm in these rankings considering the economic times,” said Bob Palmer, PMFA president. “Offering premier service, independent expertise, and comprehensive solutions through an unprecedented economy enabled us to entrench ourselves with our clients beyond a traditional product-based model. Throughout the market crisis, our team focused on serving our clients, and nothing is more rewarding than assisting them in achieving their financial goals.” Palmer also added, “We look forward to helping additional successful individuals, families, and businesses who seek an independent and objective advisor.”

In an additional survey, PMFA ranked 10th in total assets under management (AUM) and 76th in average AUM by client for independent financial advisory firms according to Wealth Manager’s annual ranking. The ranking includes over 400 firms from across the United States and appears in the July/August edition and at www.wealthmanagermag.com.

About Plante Moran Financial Advisors
With over $5.3 billion of assets under management and clients throughout the United States, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisors based on assets under management. The organization’s integrated affiliate services include investment advisory services, 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.