PLANTE MORAN FINANCIAL ADVISORS, LLC
Legal name: PLANTE MORAN FINANCIAL ADVISORS
CRD #112158 SEC #801-44058 SOUTHFIELD, MI 248-352-2500
SEC Registered
Total AUM
$23.2B
Discretionary
$9.7B
Employees
140
Clients
--
Accounts
18,119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $23.2B | $9.7B | $13.5B | 140 | 4 |
| Sep 2025 | $23.2B | $9.7B | $13.5B | 140 | 4 |
| Jul 2025 | $21.8B | $9.3B | $12.4B | 146 | 5 |
| Mar 2025 | $21.8B | $9.3B | $12.4B | 146 | 5 |
| Sep 2024 | $20.5B | $9.1B | $11.4B | 134 | 5 |
| Aug 2024 | $19.4B | $8.5B | $10.9B | 141 | 3 |
| Jul 2024 | $19.4B | $8.5B | $10.9B | 141 | 3 |
| Mar 2024 | $19.4B | $8.5B | $10.9B | 141 | 3 |
| Sep 2023 | $18.6B | $8.3B | $10.3B | 130 | 3 |
| Mar 2023 | $16.7B | $7.6B | $9.1B | 139 | 3 |
| Mar 2023 | $16.7B | $7.6B | $9.1B | 139 | 3 |
| Sep 2022 | $16.3B | $7.6B | $8.7B | 133 | 13 |
| Mar 2022 | $19.8B | $9.8B | $10B | 137 | 13 |
| Sep 2021 | $18.3B | $9.9B | $8.3B | 129 | 11 |
| May 2021 | $16.3B | $9.3B | $7.1B | 128 | 11 |
| Mar 2021 | $16.3B | $9.3B | $7.1B | 128 | 11 |
| Mar 2021 | $16.3B | $9.3B | $7.1B | 128 | 11 |
| Sep 2020 | $17.6B | $8.4B | $9.2B | 133 | 72 |
| Jun 2020 | $17.3B | $8.6B | $8.7B | 137 | 48 |
| Mar 2020 | $17.3B | $8.6B | $8.7B | 137 | 48 |
| Sep 2019 | $16.5B | $8.9B | $7.6B | 142 | 48 |
| Apr 2019 | $14.3B | $7.7B | $6.6B | 142 | 75 |
| Mar 2019 | $14.3B | $7.7B | $6.6B | 142 | 75 |
| Jan 2019 | $15B | $8.2B | $6.8B | 141 | 263 |
| Sep 2018 | $15B | $8.2B | $6.8B | 141 | 263 |
| Jun 2018 | $14.3B | $7.9B | $6.4B | 141 | 264 |
| Apr 2018 | $14.3B | $7.9B | $6.4B | 141 | 264 |
| Mar 2018 | $14.3B | $7.9B | $6.4B | 141 | 264 |
| Oct 2017 | $13.2B | $7.2B | $6.1B | 143 | 278 |
| Oct 2017 | $13.2B | $7.2B | $6.1B | 143 | 278 |
| Sep 2017 | $13.2B | $7.2B | $6.1B | 143 | 2,800 |
| Jul 2017 | $12.8B | $6.9B | $5.9B | 143 | 2,800 |
| Apr 2017 | $12B | $6.5B | $5.5B | 138 | 2,700 |
| Apr 2017 | $12B | $6.5B | $5.5B | 138 | 2,700 |
| Mar 2017 | $12B | $6.5B | $5.5B | 138 | 2,700 |
| Jan 2017 | $11.5B | $6.1B | $5.4B | 127 | 2,600 |
| Sep 2016 | $11.5B | $6.1B | $5.4B | 127 | 2,600 |
| Sep 2016 | $11.7B | $6B | $5.6B | 129 | 2,500 |
| Jul 2016 | $12.4B | $6B | $6.4B | 129 | 2,500 |
| Jun 2016 | $12.4B | $6B | $6.4B | 129 | 2,500 |
| Apr 2016 | $12.4B | $6B | $6.4B | 129 | 2,500 |
| Sep 2015 | $11B | $5.9B | $5.1B | 115 | 2,400 |
| Apr 2015 | $11B | $5.7B | $5.3B | 114 | 2,400 |
| Mar 2015 | $11B | $5.7B | $5.3B | 114 | 2,400 |
| Jan 2015 | $10.6B | $5.7B | $4.9B | 99 | 2,400 |
| Oct 2014 | $10.6B | $5.7B | $4.9B | 99 | 2,400 |
| Sep 2014 | $10.6B | $5.7B | $4.9B | 99 | 2,400 |
| Mar 2014 | $9.7B | $5.2B | $4.5B | 90 | 2,300 |
| Mar 2014 | $9.7B | $5.2B | $4.5B | 90 | 2,300 |
| Dec 2013 | $8.7B | $4.7B | $4B | 90 | 2,300 |
| Nov 2013 | $8.7B | $4.7B | $4B | 90 | 2,300 |
| Sep 2013 | $8.7B | $4.7B | $4B | 90 | 2,300 |
| Mar 2013 | $8.1B | $4.4B | $3.7B | 89 | 2,300 |
| Dec 2012 | $8B | $4.3B | $3.8B | 91 | 2,200 |
| Sep 2012 | $7.3B | $4B | $3.3B | 51 | 2,200 |
| Mar 2012 | $7B | $3.5B | $3.4B | 51 | 2,200 |
| Aug 2011 | $7.2B | $3.5B | $3.7B | 51 | -- |
| Jul 2011 | $6.7B | $3.3B | $3.4B | 51 | -- |
| Mar 2011 | $6.7B | $3.3B | $3.4B | 51 | -- |
| Sep 2010 | $5.5B | $2.8B | $2.7B | 51 | -- |
| Jun 2010 | $5.6B | $2.8B | $2.8B | 51 | -- |
| Sep 2009 | $4.6B | $2.3B | $2.3B | 51 | -- |
| Apr 2009 | $5.3B | $2.7B | $2.7B | 51 | -- |
| Jan 2008 | $5.4B | $121.9M | $5.2B | 51 | -- |
| Oct 2007 | $5.4B | $121.9M | $5.2B | 51 | -- |
| Sep 2007 | $5.4B | $121.9M | $5.2B | 51 | -- |
| May 2007 | $4B | $0 | $4B | 51 | -- |
| Apr 2007 | $4B | $0 | $4B | 51 | -- |
| Dec 2006 | $4B | $0 | $4B | 51 | -- |
| Jan 2006 | $3B | $0 | $3B | 51 | -- |
| Sep 2005 | $3B | $0 | $3B | 51 | -- |
| May 2004 | $1.6B | $0 | $1.6B | 51 | -- |
| Sep 2001 | $1.6B | $0 | $1.6B | -- | -- |
DateNov 2025
Total AUM$23.2B
Discretionary$9.7B
Non-Disc.$13.5B
Employees140
Clients4
DateSep 2025
Total AUM$23.2B
Discretionary$9.7B
Non-Disc.$13.5B
Employees140
Clients4
DateJul 2025
Total AUM$21.8B
Discretionary$9.3B
Non-Disc.$12.4B
Employees146
Clients5
DateMar 2025
Total AUM$21.8B
Discretionary$9.3B
Non-Disc.$12.4B
Employees146
Clients5
DateSep 2024
Total AUM$20.5B
Discretionary$9.1B
Non-Disc.$11.4B
Employees134
Clients5
DateAug 2024
Total AUM$19.4B
Discretionary$8.5B
Non-Disc.$10.9B
Employees141
Clients3
DateJul 2024
Total AUM$19.4B
Discretionary$8.5B
Non-Disc.$10.9B
Employees141
Clients3
DateMar 2024
Total AUM$19.4B
Discretionary$8.5B
Non-Disc.$10.9B
Employees141
Clients3
DateSep 2023
Total AUM$18.6B
Discretionary$8.3B
Non-Disc.$10.3B
Employees130
Clients3
DateMar 2023
Total AUM$16.7B
Discretionary$7.6B
Non-Disc.$9.1B
Employees139
Clients3
DateMar 2023
Total AUM$16.7B
Discretionary$7.6B
Non-Disc.$9.1B
Employees139
Clients3
DateSep 2022
Total AUM$16.3B
Discretionary$7.6B
Non-Disc.$8.7B
Employees133
Clients13
DateMar 2022
Total AUM$19.8B
Discretionary$9.8B
Non-Disc.$10B
Employees137
Clients13
DateSep 2021
Total AUM$18.3B
Discretionary$9.9B
Non-Disc.$8.3B
Employees129
Clients11
DateMay 2021
Total AUM$16.3B
Discretionary$9.3B
Non-Disc.$7.1B
Employees128
Clients11
DateMar 2021
Total AUM$16.3B
Discretionary$9.3B
Non-Disc.$7.1B
Employees128
Clients11
DateMar 2021
Total AUM$16.3B
Discretionary$9.3B
Non-Disc.$7.1B
Employees128
Clients11
DateSep 2020
Total AUM$17.6B
Discretionary$8.4B
Non-Disc.$9.2B
Employees133
Clients72
DateJun 2020
Total AUM$17.3B
Discretionary$8.6B
Non-Disc.$8.7B
Employees137
Clients48
DateMar 2020
Total AUM$17.3B
Discretionary$8.6B
Non-Disc.$8.7B
Employees137
Clients48
DateSep 2019
Total AUM$16.5B
Discretionary$8.9B
Non-Disc.$7.6B
Employees142
Clients48
DateApr 2019
Total AUM$14.3B
Discretionary$7.7B
Non-Disc.$6.6B
Employees142
Clients75
DateMar 2019
Total AUM$14.3B
Discretionary$7.7B
Non-Disc.$6.6B
Employees142
Clients75
DateJan 2019
Total AUM$15B
Discretionary$8.2B
Non-Disc.$6.8B
Employees141
Clients263
DateSep 2018
Total AUM$15B
Discretionary$8.2B
Non-Disc.$6.8B
Employees141
Clients263
DateJun 2018
Total AUM$14.3B
Discretionary$7.9B
Non-Disc.$6.4B
Employees141
Clients264
DateApr 2018
Total AUM$14.3B
Discretionary$7.9B
Non-Disc.$6.4B
Employees141
Clients264
DateMar 2018
Total AUM$14.3B
Discretionary$7.9B
Non-Disc.$6.4B
Employees141
Clients264
DateOct 2017
Total AUM$13.2B
Discretionary$7.2B
Non-Disc.$6.1B
Employees143
Clients278
DateOct 2017
Total AUM$13.2B
Discretionary$7.2B
Non-Disc.$6.1B
Employees143
Clients278
DateSep 2017
Total AUM$13.2B
Discretionary$7.2B
Non-Disc.$6.1B
Employees143
Clients2,800
DateJul 2017
Total AUM$12.8B
Discretionary$6.9B
Non-Disc.$5.9B
Employees143
Clients2,800
DateApr 2017
Total AUM$12B
Discretionary$6.5B
Non-Disc.$5.5B
Employees138
Clients2,700
DateApr 2017
Total AUM$12B
Discretionary$6.5B
Non-Disc.$5.5B
Employees138
Clients2,700
DateMar 2017
Total AUM$12B
Discretionary$6.5B
Non-Disc.$5.5B
Employees138
Clients2,700
DateJan 2017
Total AUM$11.5B
Discretionary$6.1B
Non-Disc.$5.4B
Employees127
Clients2,600
DateSep 2016
Total AUM$11.5B
Discretionary$6.1B
Non-Disc.$5.4B
Employees127
Clients2,600
DateSep 2016
Total AUM$11.7B
Discretionary$6B
Non-Disc.$5.6B
Employees129
Clients2,500
DateJul 2016
Total AUM$12.4B
Discretionary$6B
Non-Disc.$6.4B
Employees129
Clients2,500
DateJun 2016
Total AUM$12.4B
Discretionary$6B
Non-Disc.$6.4B
Employees129
Clients2,500
DateApr 2016
Total AUM$12.4B
Discretionary$6B
Non-Disc.$6.4B
Employees129
Clients2,500
DateSep 2015
Total AUM$11B
Discretionary$5.9B
Non-Disc.$5.1B
Employees115
Clients2,400
DateApr 2015
Total AUM$11B
Discretionary$5.7B
Non-Disc.$5.3B
Employees114
Clients2,400
DateMar 2015
Total AUM$11B
Discretionary$5.7B
Non-Disc.$5.3B
Employees114
Clients2,400
DateJan 2015
Total AUM$10.6B
Discretionary$5.7B
Non-Disc.$4.9B
Employees99
Clients2,400
DateOct 2014
Total AUM$10.6B
Discretionary$5.7B
Non-Disc.$4.9B
Employees99
Clients2,400
DateSep 2014
Total AUM$10.6B
Discretionary$5.7B
Non-Disc.$4.9B
Employees99
Clients2,400
DateMar 2014
Total AUM$9.7B
Discretionary$5.2B
Non-Disc.$4.5B
Employees90
Clients2,300
DateMar 2014
Total AUM$9.7B
Discretionary$5.2B
Non-Disc.$4.5B
Employees90
Clients2,300
DateDec 2013
Total AUM$8.7B
Discretionary$4.7B
Non-Disc.$4B
Employees90
Clients2,300
DateNov 2013
Total AUM$8.7B
Discretionary$4.7B
Non-Disc.$4B
Employees90
Clients2,300
DateSep 2013
Total AUM$8.7B
Discretionary$4.7B
Non-Disc.$4B
Employees90
Clients2,300
DateMar 2013
Total AUM$8.1B
Discretionary$4.4B
Non-Disc.$3.7B
Employees89
Clients2,300
DateDec 2012
Total AUM$8B
Discretionary$4.3B
Non-Disc.$3.8B
Employees91
Clients2,200
DateSep 2012
Total AUM$7.3B
Discretionary$4B
Non-Disc.$3.3B
Employees51
Clients2,200
DateMar 2012
Total AUM$7B
Discretionary$3.5B
Non-Disc.$3.4B
Employees51
Clients2,200
DateAug 2011
Total AUM$7.2B
Discretionary$3.5B
Non-Disc.$3.7B
Employees51
Clients--
DateJul 2011
Total AUM$6.7B
Discretionary$3.3B
Non-Disc.$3.4B
Employees51
Clients--
DateMar 2011
Total AUM$6.7B
Discretionary$3.3B
Non-Disc.$3.4B
Employees51
Clients--
DateSep 2010
Total AUM$5.5B
Discretionary$2.8B
Non-Disc.$2.7B
Employees51
Clients--
DateJun 2010
Total AUM$5.6B
Discretionary$2.8B
Non-Disc.$2.8B
Employees51
Clients--
DateSep 2009
Total AUM$4.6B
Discretionary$2.3B
Non-Disc.$2.3B
Employees51
Clients--
DateApr 2009
Total AUM$5.3B
Discretionary$2.7B
Non-Disc.$2.7B
Employees51
Clients--
DateJan 2008
Total AUM$5.4B
Discretionary$121.9M
Non-Disc.$5.2B
Employees51
Clients--
DateOct 2007
Total AUM$5.4B
Discretionary$121.9M
Non-Disc.$5.2B
Employees51
Clients--
DateSep 2007
Total AUM$5.4B
Discretionary$121.9M
Non-Disc.$5.2B
Employees51
Clients--
DateMay 2007
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees51
Clients--
DateApr 2007
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees51
Clients--
DateDec 2006
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees51
Clients--
DateJan 2006
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees51
Clients--
DateSep 2005
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees51
Clients--
DateMay 2004
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateSep 2001
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients--