We’re proud to announce that Plante Moran Financial Advisors (PMFA) has earned a spot on Barron’s list of Top 100 Registered Investment Advisor Firms for 2024. PMFA ranked No. 24 on this prestigious list.
Barron’s ninth annual ranking shines a spotlight on the nation’s premier financial advisors. The list comprises independent advisory firms and is based on assets managed, technology spend, staff diversity, succession planning, and other metrics.
“Being named to Barron’s list of Top 100 registered investment advisor firms is a meaningful recognition for our team,” said John Lesser, president of PMFA. “We’re grateful for the trust our clients place in us and remain dedicated to providing them with thoughtful and reliable financial guidance.
To learn more about the award and view the full list of recognized firms, visit Barron’s below.
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.
