DFX Intelligence

Data Factory

Plante Moran Financial Advisors

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:c787892a-2afc-4e72-9478-089c640880ba

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 6:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 32
On other graphs: 2
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Plante Moran Financial Advisors

Intermediary · shared crd

RIA / Wealth Managementidentity

PLANTE MORAN FINANCIAL ADVISORS

Registered adviser · shared crd

People

Person	Title	Role	Seniority	Family member	Current	Evidence
David T. Doyle	Chief Compliance Officer	operations	unknown	n/a	yes	fact

Relationships

Employs (1)

→ David T. DoylePersonChief Compliance Officer
factForm 13F

Dated events

32 bookkeeping events (roster, classification and holdings changes) folded below

Show 32 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Plante Moran Financial Advisors found on the SEC adviser roster (client_description)
Occurred
May 5, 2026
Plante Moran Financial Advisors, LLC reported $1,546,040,882 across 718 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Plante Moran Financial Advisors, LLC reduced Vanguard Mid-Cap Growth Etf 9,826 -> 6,061 shares ($2,742,830 -> $1,559,798)
Occurred
Mar 31, 2026
Plante Moran Financial Advisors, LLC reduced Amazon Com Inc Com 23,803 -> 14,083 shares ($5,494,153 -> $2,933,016)
Occurred
Mar 31, 2026
Plante Moran Financial Advisors, LLC reduced Ishares Gold Trust 26,430 -> 5,351 shares ($2,145,323 -> $471,744)
Occurred
Mar 31, 2026
Plante Moran Financial Advisors, LLC reduced Ishares Russell 1000 Growth Etf 7,613 -> 5,247 shares ($3,603,237 -> $2,237,324)
Occurred
Mar 31, 2026
Plante Moran Financial Advisors, LLC reduced Alphabet Inc Cap Stk Cl a 14,914 -> 9,738 shares ($4,668,128 -> $2,800,315)
Occurred
Mar 31, 2026
Plante Moran Financial Advisors, LLC reduced Stryker Corporation Com 7,579 -> 2,761 shares ($2,663,842 -> $907,237)
Occurred
Mar 31, 2026
Plante Moran Financial Advisors, LLC reduced Alphabet Inc Cap Stk Cl C 11,230 -> 7,599 shares ($3,523,967 -> $2,179,853)
Occurred
Feb 5, 2026
Plante Moran Financial Advisors, LLC reported $1,579,294,449 across 811 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
Plante Moran Financial Advisors, LLC reduced Nvidia Corporation Com 15,232 -> 5,622 shares ($2,841,950 -> $1,048,479)
Occurred
Dec 31, 2025
Plante Moran Financial Advisors, LLC reduced Pepsico Inc Com 27,310 -> 10,007 shares ($3,835,368 -> $1,436,155)
Occurred
Dec 31, 2025
Plante Moran Financial Advisors, LLC increased Ishares Russell 1000 Growth Etf 5,291 -> 7,613 shares ($2,478,361 -> $3,603,237)
Occurred
Dec 31, 2025
Plante Moran Financial Advisors, LLC increased Ishares Gold Trust 4,147 -> 26,430 shares ($301,777 -> $2,145,323)
Occurred
Dec 31, 2025
Plante Moran Financial Advisors, LLC increased Vanguard Mid-Cap Growth Etf 6,556 -> 9,826 shares ($1,926,159 -> $2,742,830)
Occurred
Nov 5, 2025
Plante Moran Financial Advisors, LLC reported $1,591,871,549 across 786 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Plante Moran Financial Advisors, LLC increased Johnson & Johnson Com 9,947 -> 16,417 shares ($1,519,470 -> $3,044,052)
Occurred
Sep 30, 2025
Plante Moran Financial Advisors, LLC reduced Berkshire Hathaway Inc Del Cl B New 9,755 -> 6,856 shares ($4,738,686 -> $3,446,785)
Occurred
Sep 30, 2025
Plante Moran Financial Advisors, LLC exited Commerce Bancshares Inc Com (was $2,791,433, 44,900 shares)
Occurred
Aug 5, 2025
Plante Moran Financial Advisors, LLC reported $1,423,294,641 across 772 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Plante Moran Financial Advisors, LLC reduced Apple Inc Com 83,015 -> 61,792 shares ($18,440,168 -> $12,677,856)
Occurred
Jun 30, 2025
Plante Moran Financial Advisors, LLC increased Vanguard Small Cap Value Etf 77,145 -> 115,003 shares ($14,371,329 -> $22,426,667)
Occurred
Jun 30, 2025
Plante Moran Financial Advisors, LLC increased Vanguard Large-Cap Etf 154,372 -> 329,513 shares ($39,678,313 -> $94,010,145)
Occurred
Jun 30, 2025
Plante Moran Financial Advisors, LLC increased Stryker Corporation Com 6,167 -> 8,300 shares ($2,295,720 -> $3,283,787)
Occurred
Jun 30, 2025
Plante Moran Financial Advisors, LLC increased Schwab U.S. Mid-Cap Etf 160,601 -> 626,183 shares ($4,207,751 -> $17,564,436)
Occurred
Jun 30, 2025
Plante Moran Financial Advisors, LLC opened a $2,791,433 position in Commerce Bancshares Inc Com (44,900 shares)
Occurred
May 8, 2025
Plante Moran Financial Advisors, LLC reported $1,162,694,407 across 801 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Plante Moran Financial Advisors, LLC increased Schwab U.S. Mid-Cap Etf 125,689 -> 160,601 shares ($3,482,851 -> $4,207,751)
Occurred
Mar 31, 2025
Plante Moran Financial Advisors, LLC reduced Exxon Mobil Corp Com 26,010 -> 11,111 shares ($2,797,842 -> $1,321,429)
Occurred
Mar 31, 2025
Plante Moran Financial Advisors, LLC reduced Nvidia Corporation Com 31,630 -> 18,953 shares ($4,247,616 -> $2,054,145)
Occurred
Mar 31, 2025
Plante Moran Financial Advisors, LLC reduced Mcdonalds Corp Com 9,966 -> 3,568 shares ($2,888,909 -> $1,114,502)
Occurred
Feb 5, 2025
Plante Moran Financial Advisors, LLC reported $1,204,098,045 across 911 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 2 office addresses (Form ADV, Form 13F), 1 website (Form ADV) · as of 2026-09-12

David T. Doyle
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:c787892a-2afc-4e72-9478-089c640880ba
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Plante Moran Financial Advisors

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:c787892a-2afc-4e72-9478-089c640880ba

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 6:22 PM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

David T. Doyle

Chief Compliance Officer

operations

unknown

n/a

yes

fact