Plante Moran Financial Advisors (PMFA) ranked No. 2 on Accounting Today’s 2026 list of the “Top Firms by Assets Under Management.” This ranking lists the largest CPA financial planners by assets under management.
“We’re honored to once again be named one of Accounting Today’s ‘Top Firms by Assets Under Management,’ as it reflects our continued dedication to our clients and the trust they place in us,” says PMFA president, John Lesser. “We remain focused on delivering exceptional service and tailored financial strategies that support our clients’ long-term success.”
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.
