RIA comparison · SEC Form ADV
Plante Moran Financial Advisors vs 1919 Investment Counsel, LLC
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
Plante Moran Financial Advisors is the larger of the two, with $27B in regulatory assets to $26B at 1919 Investment Counsel, LLC, 3% more than its rival, by their latest Form ADV filings. 1919 Investment Counsel, LLC reports more individual clients (4,866 vs 3,988), while Plante Moran Financial Advisors’ clients hold more on average (about $6.7 million each against $4.1 million). Plante Moran Financial Advisors is based in Southfield, Michigan and 1919 Investment Counsel, LLC in Baltimore, Maryland.
| Figure | Plante Moran Financial Advisors | 1919 Investment Counsel, LLC |
|---|---|---|
| Regulatory AUM | $27B | $26B |
| National rank | #38 | #40 |
| Headquarters | Southfield, Michigan | Baltimore, Maryland |
| Individual clients | 3,988 | 4,866 |
| High-net-worth clients | 3,445 | 2,653 |
| Average client assets | $6.7 million | $4.1 million |
| Accounts | 19,176 | 5,169 |
| Discretionary | 39% of AUM | 100% of AUM |
| Employees | 144 | 131 |
| Advisory staff | 142 | 52 |
| Clients per advisory employee | 28 | 94 |
| Offices | 14 | 9 |
| Form ADV filed | 2026-09-28 | 2026-08-27 |
Plante Moran Financial Advisors
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
1919 Investment Counsel, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Questions
Which is bigger, Plante Moran Financial Advisors or 1919 Investment Counsel, LLC?
Plante Moran Financial Advisors, with $27B in regulatory assets under management against $26B at 1919 Investment Counsel, LLC. Nationally they rank #38 and #40 among 5,657 independent wealth management RIAs.
How many clients do Plante Moran Financial Advisors and 1919 Investment Counsel, LLC have?
Plante Moran Financial Advisors reports 3,988 individual clients (3,445 high-net-worth) with 142 advisory employees; 1919 Investment Counsel, LLC reports 4,866 (2,653 high-net-worth) with 52 advisory employees.
How do Plante Moran Financial Advisors and 1919 Investment Counsel, LLC charge clients?
Only Plante Moran Financial Advisors lists hourly charges on Form ADV. Only 1919 Investment Counsel, LLC lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Plante Moran Financial Advisors and 1919 Investment Counsel, LLC offer?
1919 Investment Counsel, LLC lists portfolio management for investment companies; pension consulting; selecting other advisers; other services, which Plante Moran Financial Advisors does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions.
More comparisons
- Waverly Advisors, LLC vs Plante Moran Financial Advisors $30B · $27B
- Silvercrest Asset Management Group LLC vs Plante Moran Financial Advisors $28B · $27B
- Plante Moran Financial Advisors vs Arax Advisory Partners $27B · $27B
- Plante Moran Financial Advisors vs SPC $27B · $6.1B
- Arax Advisory Partners vs 1919 Investment Counsel, LLC $27B · $26B
- 1919 Investment Counsel, LLC vs United Capital Financial Advisors $26B · $25B
- 1919 Investment Counsel, LLC vs Integrated Wealth Concepts LLC $26B · $24B
- 1919 Investment Counsel, LLC vs D.F. Dent and Company, Inc. $26B · $7.9B
Where these numbers come from
Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.
Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Plante Moran Financial Advisors ↗, 1919 Investment Counsel, LLC ↗. How to check a financial advisor →