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

 8/20/2007 

Southfield, MI — Plante Moran Financial Advisors (PMFA) ranks sixth in the nation in assets according to the July issue of Financial Advisor magazine, the publication’s second annual listing of independent Registered Investment Advisors (RIA). More than four hundred advisory firms responded to the survey. Additionally, with asset growth of over 11 percent, PMFA placed 40th in overall asset growth from 2005 to 2006. The ranking appears in the July issue and at fa-mag.com.

In an additional survey, PMFA ranked as 61st in average client relationship for independent financial advisory firms according to Wealth Manager’s seventh annual rankings. The ranking includes over 400 firms from across the United States, and appears in the July/August edition and at wealthmanagermag.com.

“PMFA is honored to once again be included as a leading firm in these rankings,” said Bob Palmer, PMFA president. “Nothing is more rewarding than assisting our clients in achieving their financial goals and objectives. This recognition would not be possible without the support of our clients.” Plante Moran Financial Advisors currently manages over $5 billion in assets.

Plante Moran Financial Advisors (PMFA) 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. PMFA is an affiliate of Plante & Moran, PLLC, one of the nation’s largest accounting and business advisory firms with offices in Michigan, Illinois, Ohio, and Shanghai, China.