Plante Moran Financial Advisors (PMFA) ranked No. 3 on Accounting Today’s 2024 list of the “Top Firms by Assets Under Management.” This ranking lists the 150 largest CPA financial planners by assets under management.
“We’re honored to be recognized on this list for another year,” says PMFA president, John Lesser. “This ranking reflects our team’s hard work and dedication and our clients’ trust in us.”
Accounting Today subscribers can view the full list of recognized firms 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.
