Plante Moran Financial Advisors

What Plante Moran Financial Advisors does

Plante Moran Financial Advisors (PMFA) is the wealth management division of Plante & Moran, PLLC, a privately held US professional services firm founded in 1924 and headquartered in Detroit, Michigan. The firm operates four core service lines—audit, tax, consulting, and wealth management—delivered through 21 US offices across Colorado, Illinois, Massachusetts, Michigan, New York, and Ohio plus five international offices in Shanghai, Mumbai, Tokyo, Monterrey, and Amsterdam. With nearly 4,000 professionals, Plante Moran serves clients in 150+ countries across more than 20 industry verticals including manufacturing, financial services, healthcare, private equity, real estate, construction, energy, government, and technology. The PMFA wealth management division was ranked No. 2 on Accounting Today's 2026 Top Firms by AUM.

The firm's product portfolio spans financial statement and employee benefit plan audits; tax compliance, M&A tax, transfer pricing, and tax controversy; consulting modules including AI consulting, cybersecurity, data and analytics, ERP, forensic accounting, risk management, transaction advisory, and outsourced finance; and wealth management covering estate planning, family office, investment advisory, and trust services. Sub-brands include Plante Moran Realpoint (commercial real estate advisory), PMCF (investment banking), and Living Forward (senior living development consulting). In 2025, the firm launched Northstar, an AI-powered answer agent that delivers source-cited responses on tax and business topics and routes users to consultants.

Plante Moran generates revenue through fee-for-service and retainer-based professional services engagements sourced via a relationship-led, direct B2B sales motion. Distribution is the firm's own office network, with no disclosed external channel partners, publicly listed pricing, or named customer logos. The firm is owned by its partners/members with no parent company, external investors, or public listing; it was named to Fortune's 100 Best Companies to Work For for 28 consecutive years, reflecting a culture-driven talent moat that underwrites recruiting and retention in a relationship-intensive practice.

Name

Plante Moran Financial Advisors

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 Financial Advisors is the wealth management division of Plante & Moran, PLLC, a privately held US audit, tax, consulting, and wealth management firm serving clients in 150+ countries through nearly 4,000 professionals and a network of US and international offices.

Ownership category

akta.pro rank

Product category

Professional Services - Accounting, Tax, Consulting, and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Pension Funds (525110)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Business Owner & Executive Financial Planning (FSAEAAAO), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Program & Project Management (PMO) Consulting (BPAHACAL)

Keywords

• Audit and assurance services
• Tax compliance consulting
• Wealth management advisory
• Professional services consulting
• Cybersecurity consulting services

Headquarters

HQ city

Boulder

HQ country

United States

HQ region

North America

Offices26 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Fee-for-service and retainer-based revenue from audit, tax, consulting, and wealth management services delivered to businesses and organizations

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Plante Moran Financial Advisors is the wealth management and investment advisory division of Plante Moran, a top 20 U.S. audit, tax, consulting, and wealth management firm. PMFA offers investment consulting, risk management, and institutional investment services to clients, ranked No. 2 on Accounting Today's 2026 Top Firms by AUM list.

Product overview

Plante Moran Financial Advisors is a comprehensive professional services firm offering a platform of four core service lines: Audit, Tax, Consulting, and Wealth Management. The consulting practice includes specialized modules such as AI Consulting, Data and Analytics, Cybersecurity, Technology Consulting, and ERP Consulting. The firm has also developed Northstar, an AI-powered answer agent for client inquiries. Sub-brands include Commercial Real Estate Advisors (Realpoint), Investment Banking (PMCF), and Senior Living Development Consulting (Living Forward). The portfolio serves manufacturing, financial services, healthcare, private equity, technology companies, and other industries across more than 150 countries.

Differentiator

Problem solved

Functional benefit

Brands

• Plante Moran Realpoint: Commercial real estate advisory services including owner's representation, capital project consulting, and real estate investing services.
• PMFA (Plante Moran Financial Advisors)

Products and services

• Audit Services Comprehensive audit and assurance services including financial statement audits, employee benefit plan audits, international audits, SEC surprise audits, and single audits for organizations across multiple industries.
• Tax Services Tax compliance and consulting services including international tax, mergers and acquisition tax, national corporate tax, personal tax, state and local tax, tax controversy services, tax credits and incentives, and transfer pricing.
• Consulting Services Broad consulting services including AI consulting, cybersecurity, data and analytics, ERP consulting, finance and accounting advisory, forensic accounting, risk management, strategy, supply chain and operations, talent, technology consulting, and transaction advisory services.
• Wealth Management Comprehensive wealth management including business transition services, estate planning, family legacy, family office services, financial planning, insurance, investment advisory, personal tax planning, and trust services for institutional and individual clients.
• Northstar AI Agent An AI-powered answer agent (chatbot) that provides informational responses to questions about tax, consulting, and general business topics, providing key insights and citing sources.
• Commercial Real Estate Advisors (Realpoint)
• Investment Banking (PMCF) Investment banking services offered through Plante Moran Capital Advisors (PMCF), a wholly-owned subsidiary.
• Senior Living Development Consulting (Living Forward) Specialized consulting services for senior living development projects, offered through the Living Forward sub-brand.

Segments14 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature1 record

Partnerships

One partnership is on record.

• JA Del RíocoreStrategic or Co-development Partner · 1 May 2026Leading Mexico firm JA Del Río joined Plante Moran in May 2026, expanding the firm's presence in Latin America and strengthening global capabilities. This partnership enhances Plante Moran's ability to serve clients across the Americas.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• CLA (CliftonLarsonAllen): CLA is one of the largest U.S. accounting and professional services firms, providing audit, tax, consulting, and wealth advisory services. Comparable mid-tier peer with similar service breadth and middle-market focus.
• BDO USA: BDO USA is one of the largest non-Big Four U.S. accounting and advisory firms with global reach. Highly comparable to Plante Moran on scale, service breadth (audit, tax, consulting, wealth advisory), and middle-market enterprise client base.
• Moss Adams: Moss Adams is a leading West Coast-based accounting, tax, and consulting firm serving middle-market clients. Comparable to Plante Moran on service breadth, industry specialization, and wealth management offerings.
• Baker Tilly: Baker Tilly is a top-15 U.S. accounting and advisory firm with audit, tax, consulting, and wealth management capabilities. Directly comparable mid-tier competitor with overlapping industry verticals and similar geographic distribution.
• Forvis: Forvis (formed via merger of BKD and Dixon Hughes Goodman) is a top-10 U.S. accounting firm providing audit, tax, and advisory services. Highly comparable to Plante Moran on client mix, regional strength, and consolidated professional services platform.
• Grant Thornton: Grant Thornton is a leading U.S. audit, tax, and advisory firm serving dynamic mid-market and large enterprise clients. Comparable to Plante Moran across service mix, target client segments, and partner-led delivery model.
• Wipfli: Wipfli is a top-20 U.S. accounting and consulting firm serving middle-market organizations with audit, tax, technology, and outsourcing services. Comparable in size, regional concentration, and target client profile.
• RSM US: RSM US is a top-tier U.S. audit, tax, and consulting firm serving middle-market companies. It is the closest direct peer to Plante Moran given similar size, middle-market focus, and diversified service line strategy including wealth management.
• Crowe: Crowe LLP is a major U.S. public accounting and consulting firm offering audit, tax, advisory, and risk services. Similar size and full-service profile make it a direct peer, particularly in financial services and manufacturing verticals.

Emerging players

• Mercer Advisors: Mercer Advisors is a national wealth management and investment advisory firm serving HNW individuals and institutions. Relevant as a peer in the institutional investment consulting and wealth management space where PMFA competes for AUM.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/plante-moran

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Plante Moran Financial Advisors