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Financial ADVSR advisor directory · SEC adviser records

Plante Moran Financial Advisors financial advisors

Every SEC-registered investment adviser representative at Plante Moran Financial Advisors, by the state and city of the office they work from.

The short answer

115 registered advisors work at Plante Moran Financial Advisors, in 8 states and 18 cities; the most are in Southfield, MI (23). 76 list the CFP designation and 0 are also registered broker representatives.

Search every Plante Moran Financial Advisors advisor by name →Who joined and left Plante Moran Financial Advisors →Plante Moran Financial Advisors: assets, clients and custodians →

Cities with the most Plante Moran Financial Advisors advisors

Southfield, MI 23Auburn Hills, MI 11Chicago, IL 11Ann Arbor, MI 10East Lansing, MI 9Portage, MI 9Denver, CO 8Detroit, MI 8Grand Rapids, MI 8Grandview Heights, OH 8Clinton Twp., MI 2Flint, MI 2Clinton Twp, MI 1Greenville, SC 1Monroe, WA 1Schaumburg, IL 1Vestavia Hills, AL 1Wakefield, MA 1

Plante Moran Financial Advisors advisors by state

Plante Moran Financial Advisors in Michigan 83

Southfield 23Auburn Hills 11Ann Arbor 10East Lansing 9Portage 9Detroit 8Grand Rapids 8Clinton Twp. 2Flint 2Clinton Twp 1

Plante Moran Financial Advisors in Illinois 12

Chicago 11Schaumburg 1

Plante Moran Financial Advisors in Colorado 8

Denver 8

Plante Moran Financial Advisors in Ohio 8

Grandview Heights 8

Plante Moran Financial Advisors in Alabama 1

Vestavia Hills 1

Plante Moran Financial Advisors in Massachusetts 1

Wakefield 1

Plante Moran Financial Advisors in South Carolina 1

Greenville 1

Plante Moran Financial Advisors in Washington 1

Monroe 1

Questions

How many financial advisors does Plante Moran Financial Advisors have?

115 investment adviser representatives are registered with Plante Moran Financial Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 8 states and 18 cities. 76 list the CFP designation and 0 are also registered as broker representatives.

Where does Plante Moran Financial Advisors have the most advisors?

Southfield, MI, with 23 registered advisors, then Auburn Hills, MI (11). By state, Michigan has the most, with 83.

How do I find a Plante Moran Financial Advisors financial advisor near me?

Pick your state below, then your city, to see every Plante Moran Financial Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Plante Moran Financial Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →