Plante Moran Financial Advisors (PMFA) ranked No. 1 on Accounting Today’s list of the “Top Firms by Assets Under Management” for the fifth consecutive year. PMFA landed in the top spot in the “$1 billion-plus club” out of 150 organizations.
Accounting Today’s 16th annual ranking of the leading CPA financial planners by assets under management also shared their major concerns and strategies for dealing with the most pressing issues.
For us, despite ongoing uncertainties with the economy, inflation, monetary policies, and geopolitical risks, PMFA has stayed steadfast for clients by providing support and guidance on how best to balance goals, objectives, and risks to navigate these challenges. Our firm’s advisors regularly share what ongoing developments mean for clients’ portfolios and their goals, and the action needed to add long-term value to their bottom line in times like these. We’ve developed a wide range of webinars, thought leadership, research papers, and other resources to help clients understand and respond to developments related to the economy, policy, and the capital markets.
Thank you to our clients for their trust in us and to our dedicated PMFA team for all their hard work that made this recognition possible.
To view the full list of recognized firms and to read more about how these organizations fared over the last year, visit Accounting Today below.
Disclosure: Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.
