Plante Moran Financial Advisors

Overview

Plante Moran Financial Advisors is an SEC registered investment adviser based in Southfield, MI, registered since 1993. It reports $25.1B in assets under management across 18,766 accounts, with 148 employees. It has 131 investment adviser representatives.

Reported AUM

$25.1B

Discretionary

40%

Accounts

18,766

Average account

$1.3M

Employees

148

Advisory reps

131

Registered since

1993

Jurisdictions

34

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 7

• John James Lesser President CRD 4454195
• Jason Alexander Drake Chairman of the Executive Board CRD 7964441
• David Timothy Doyle Chief Compliance Officer CRD 2552281

4 more executive officers, with direct contact details

Advisory reps 3 of 131

• Zachary Dane Auxter Investment Adviser Rep CRD 6670885
• Bryan Keith Baines Jr. Investment Adviser Rep CRD 6588736
• James Matthew Baird Investment Adviser Rep CRD 5041143

128 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3000 Town Ctr Ste 100
Southfield, MI 48075

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 34 jurisdictions

Every state, with registration dates

Similar firms near Southfield

• Hantz Financial Services, Inc.Southfield, MI$10B AUM
• Advance Capital Management IncSouthfield, MI$5B AUM
• Corecap AdvisorsSouthfield, MI$4B AUM
• Center for Financial Planning IncSouthfield, MI$2B AUM
• Peninsula Capital Partners, L.L.C.Southfield, MI$1B AUM