What Plante Moran does

Plante Moran is a privately held, partnership-governed professional services firm headquartered in Chicago, Illinois (legal entity Plante & Moran, PLLC, Michigan), founded in 1924. The firm provides an integrated portfolio of audit and assurance, tax, consulting, and wealth management services to enterprise and mid-market clients across more than nine primary verticals including manufacturing, financial services, healthcare, technology companies, government, not-for-profit, private equity, automotive, and plastics. It serves clients in over 150 countries through a network of 26 offices spanning the United States, China (Shanghai), India (Mumbai), Japan (Tokyo), Mexico (Monterrey), and the Netherlands (Amsterdam), supported by over 3,800 staff.

The firm monetizes through time-and-engagement-based professional services pricing across its four core lines: audit (financial statement, employee benefit plan, SEC, international, and single audits), tax (compliance, international, M&A, transfer pricing, credits and incentives, controversy), consulting (AI consulting, cybersecurity, ERP, data analytics, supply chain, restructuring, valuation, and transaction advisory), and wealth management (investment advisory, estate planning, family office, trust services). Branded sub-offerings include PMCF Investment Banking for M&A advisory, Realpoint for commercial real estate advisory, and Living Forward for senior living development consulting. Plante Moran Financial Advisors ranks No. 2 on Accounting Today's 2026 Top Firms by AUM list.

Technology underpins delivery rather than defining the offering. The firm's Northstar AI agent provides client-facing informational responses on tax, accounting, and business guidance, while the audit practice has integrated the Thomson Reuters CoCounsel Audit AI platform at scale, with reported outcomes including a 450% user base expansion following a pilot in which 91% of auditors found AI faster than traditional research. The firm also offers an AI consulting practice advising clients on AI adoption. The go-to-market is relationship-based direct sales targeting enterprise and mid-market buyers, supported by content marketing, events, and thought leadership across specialized industry verticals.

Name

Plante Moran

Legal name

Plante & Moran, PLLC

Website

https://plantemoran.com

Company type

Private

Founded year

1924

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Plante Moran is a privately held, partnership-governed US accounting and advisory firm founded in 1924, providing audit, tax, consulting, and wealth management services to enterprise and mid-market clients across 150+ countries through 3,800+ staff and 26 offices.

Ownership category

akta.pro rank

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices26 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Audit Services: Audit and assurance services including financial statement audits, employee benefit plan audits, SEC surprise audits, single audits, and international audit services
2. Tax Services: Federal, state, and local tax compliance and consulting, international tax, M&A tax, transfer pricing, tax credits and incentives
3. Consulting Services: AI consulting, cybersecurity, data analytics, ERP consulting, supply chain, operations, strategy, transaction advisory, valuation services, restructuring
4. Wealth Management: Comprehensive wealth management including investment advisory, estate planning, family office services, trust services, and business transition planning. PMFA ranked No. 2 on Accounting Today's 2026 Top Firms by AUM list

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Plante Moran is a privately held certified public accounting and advisory firm delivering integrated audit and assurance, tax compliance and consulting, management and technology consulting, and wealth management services to clients across the U.S. and select international markets. The firm is structured around four core service lines — Audit, Tax, Consulting, and Wealth Management — and is delivered through a staff of 3,800+ professionals across U.S. offices (Colorado, Illinois, Massachusetts, Michigan, New York, Ohio) and international offices in Shanghai, Mumbai, Tokyo, Monterrey, and Amsterdam, serving clients in more than 150 countries.

Product overview

Plante Moran operates as a unified professional services firm offering a broad portfolio of interconnected audit, tax, consulting, and wealth management services rather than a modular software product. The core service lines include Audit (financial statement audits, employee benefit plan audits, SEC surprise audits, international audits, single audits), Tax (corporate, personal, international, state & local, transfer pricing, tax credits, M&A tax), Consulting (AI consulting, ERP consulting, cybersecurity, data & analytics, investment banking via PMCF, restructuring, strategy, valuation, supply chain, talent, and industry-specific advisory), and Wealth Management (financial planning, estate planning, family office services, investment advisory, trust services). Notable branded sub-offerings include Northstar (AI-powered answer agent), PMCF Investment Banking (M&A advisory affiliate), Realpoint (commercial real estate advisory), and Living Forward (senior living consulting). The firm serves clients across diverse industries including manufacturing, healthcare, financial services, private equity, not-for-profit, government, and technology companies. The portfolio is delivered through a staff of over 3,800 professionals across U.S. offices (Colorado, Illinois, Massachusetts, Michigan, New York, Ohio) and international offices (Shanghai, Mumbai, Tokyo, Monterrey, Amsterdam).

Differentiator

Problem solved

Functional benefit

Brands

• PMCF Investment Banking: Investment banking affiliate of Plante Moran, promoting M&A market pulse reports covering industrial manufacturing, distribution, transportation & logistics, food & beverage, plastics, and packaging sectors.
• Realpoint
• Living Forward
• Northstar

Products and services

• Audit and Assurance Audit and assurance engagements including financial statement audits, employee benefit plan audits, SEC surprise audits, single audits, and international audits for clients across multiple industries.
• Tax Services Federal, state, and local tax compliance and consulting, including international tax, mergers and acquisition tax, national corporate tax, state and local tax, tax controversy, tax credits and incentives, and transfer pricing services.
• Consulting Services Management consulting across AI, cybersecurity, ERP, data and analytics, finance and accounting advisory, forensic accounting, risk management, restructuring and turnaround, strategy, supply chain and operations, talent, technology, transaction advisory, and valuation services.
• Wealth Management Comprehensive wealth management offering financial planning, estate planning, family legacy and family office services, investment advisory, trust, insurance, business transition services, and personal tax planning for business owners, executives, families, and individuals.
• PMCF Investment Banking Investment banking affiliate of Plante Moran providing M&A advisory and quarterly M&A market pulse reports covering industrial manufacturing, distribution, transportation and logistics, food and beverage, plastics, and packaging sectors.
• Realpoint Commercial Real Estate Advisors Commercial real estate and investment advisory services for real estate investors and property companies, delivered as a sub-brand under Plante Moran's consulting practice.
• Living Forward Senior Living Development Consulting Senior living development consulting services helping healthcare organizations and operators with development, strategy, and consulting needs for senior living facilities.
• Northstar AI Answer Agent AI-powered answer agent developed by Plante Moran that provides informational responses related to tax, accounting, and business guidance for clients and the public.

Named customers8 records

Segments9 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core and flagship.

• Thomson ReuterscoreTechnology or Integration · 16 June 2026Implemented Thomson Reuters CoCounsel Audit AI platform across audit practices. Plante Moran scaled its user base by 450% following a pilot program where 91% of auditors reported AI was faster than traditional research methods. Board review times reduced from one hour to five minutes and sample selection cut from three hours to five minutes.
• JA Del RíoflagshipStrategic or Co-development Partner · 15 May 2026Mexico-based JA Del Río joined Plante Moran on July 1, 2026, marking Plante Moran's largest international expansion to date. JA Del Río, founded in 1988 in Guadalajara, provides audit, tax and consulting services to multinational clients on five continents and brings over 500 professionals across offices in Mexico, Colombia and Costa Rica.
• PMCF Investment BankingcoreOthersPMCF Investment Banking is an affiliate of Plante Moran promoting M&A market pulse reports covering industrial manufacturing, distribution, transportation & logistics, food & beverage, plastics, and packaging sectors. Advisors have expertise advising plastics and packaging companies.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Baker Tilly US: Baker Tilly is a top-15 U.S. advisory, tax and assurance firm with strong industry specialization in manufacturing, healthcare, and private equity. Its mid-market focus and service-line mix mirror Plante Moran's.
• BDO USA: BDO USA is a major U.S. member of the BDO global network, providing audit, tax, and advisory services with strong middle-market and international coverage. Its service mix and target client profile closely overlap Plante Moran's.
• Forvis (FORVIS Mazars): Forvis, formed from the merger of FORVIS and Mazars' U.S. operations, is a top-tier U.S. accounting and advisory firm focused on middle-market clients. Directly comparable in scale, service mix, and middle-market-first positioning.
• EisnerAmper: EisnerAmper is a top-20 U.S. accounting and business advisory firm with audit, tax, and consulting practices serving private and middle-market clients, including private equity. Highly comparable in size and client profile to Plante Moran.
• Grant Thornton: Grant Thornton is one of the largest U.S. accounting and advisory firms serving mid-market and privately-held companies, with audit, tax, and consulting practices. Comparable scale, structure, and middle-market orientation make it a direct peer.
• RSM US: RSM US is the largest U.S. accounting firm focused on the middle market, offering audit, tax and consulting services to mid-sized companies. It is the closest direct peer to Plante Moran by positioning, size, and go-to-market.
• Wipfli: Wipfli is a top-20 U.S. accounting and advisory firm focused on mid-market and closely-held businesses, with strong regional presence in the Midwest. Comparable in target market and integrated service offering.
• Crowe: Crowe LLP is a major U.S. public accounting and consulting firm serving middle-market companies across financial services, healthcare, manufacturing, and government. It competes directly with Plante Moran across audit, tax, and advisory.

Broad incumbents

• KPMG US: KPMG US is one of the Big Four, providing audit, tax, and advisory services to large multinationals, mid-market firms, and government. Competes with Plante Moran in middle-market audit and tax while also serving much larger global accounts.
• Deloitte US: Deloitte is the largest professional services firm globally, with audit, tax, consulting, and advisory practices spanning all major industries. Overlaps with Plante Moran across all service lines but at vastly greater scale and a broader enterprise/government orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/plantemoran
• Facebookfacebook.com/plantemoran
• LinkedInlinkedin.com/company/plante-moran

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Plante Moran